Dynamics 365 Customer Engagement consultants and developers

Digiventi provides Dynamics 365 functional consultants who assess process gaps and configure applications around day-to-day customer work.

• Sales: Configure lead qualification and opportunity management, including ownership rules and approval workflows.
• Customer Service: Set up case routing and queues, with service-level agreements that reflect support commitments.
• Field Service: Configure work orders and scheduling to match technician availability and service requirements.
• Customer Insights - Journeys: Configure consent-aware communications and event-triggered journeys, with validation of audience selection and message triggers.

Extend Dynamics 365 when configuration alone cannot meet a business requirement. Dynamics 365 developers build C# plug-ins and JavaScript customizations, choosing server-side or client-side logic according to transaction behaviour and support needs.

Power Platform developers create model-driven apps and Power Automate flows on Dataverse. Work can include custom tables and forms, alongside Power Apps component framework controls where a dedicated interface is needed. Code reviews and automated tests check that extensions remain maintainable as requirements change.

Connect customer records with ERP or other business applications through the Dataverse Web API and Azure integration services. Integration specialists define system ownership and error handling before implementing interfaces, so failed updates can be traced and retried.

Data migration specialists map legacy records and validate relationships before loading them into Dynamics 365. They prepare trial imports and reconciliation checks, with explicit treatment of duplicate records and historical activities. Cutover planning identifies dependencies and rollback conditions before production changes.

Maintain an existing implementation with Dynamics 365 support consultants and technical specialists. They investigate failed automations and plug-in errors, then correct configuration or code against reproducible test cases. A technical assessment can identify unsupported customizations and performance bottlenecks before further development.

Specialists also review Dataverse security roles and record access. For ongoing change, they manage solution dependencies and environment configuration, using Power Platform pipelines or Azure DevOps to promote tested releases. Regression checks cover business workflows affected by Microsoft release updates.