CRM & ERP Business Services

Dynamics 365 Applications

  • Sales
  • Customer Service
  • Field Service
  • Human Resources
  • Finance & Operations
  • Retail
  • Project Management
  • Marketing

Proven Implementation Methodology

At Trovare Business Solutions we can help you with any of your implementation needs. We follow a proven methodology that ensures your project is successful, on time and on budget. Our Dynamics 365 consultants, developers and project managers, have been through extensive training to ensure you receive quality CRM business services and/or ERP business services during your entire implementation.

Dynamics 365 Implementation Services

Implementation Planning

The initial phase of the project. Project charter & specific needs of the project plan are identified. Client & Trovare implementation teams are assembled & roles defined.

Gap-Fit Analysis

Business requirements are reviewed & documented at the analysis stage. When established, analysts record potential gaps between the business process & the application. 95% of gaps are closed using configuration, customization, or changes to the business process.

System Design & Configuration

Results from the Gap-Fit analysis & business requirements determine concepting of the overall system design. Our consultants will then make recommendations for system configuration & customization that meet the business processes.


Our training consultants can help you develop a training plan that makes sense for your organization. We can provide end user training classes, or we can help your internal implementation team with a train-the-trainer program.


The API & application provides a comprehensive set of tools as part of the application. These powerful tools are used to tailor & integrate Dynamics 365 for specific business needs. Our developers can make these performance enhancements or we can work with your team to extend the Dynamics 365 functionality.

Data Conversion

Data transfer from legacy systems into Dynamics 365 is a significant step in going live with your new software. Our consultants will help develop the conversion strategy, provide templates to format data before conversion, & help import the information into the system.


Once app configuration is complete, our solution consultants create test plans, develop test scripts & guide the implementation team through user acceptance testing (UAT). As company business processes run through the system, additional configuration changes are made to ensure system is fully supported.

Go-Live Support

When system use begins, Trovare Business Solutions will be there to provide any necessary support for your Dynamics 365 deployment. This could include post go-live support, additional enhancements or integration’s, or telephone support.

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