Driving Customer Success with a Microsoft Dynamics CRM Partner
For today’s businesses, customer relationships are more than transactions—they’re the foundation for long-term value and growth. Microsoft Dynamics 365 Customer Engagement (CRM) provides a powerful platform to manage these relationships, but realizing its true potential requires more than implementation—it demands a true strategic partner.
A certified Microsoft Dynamics CRM partner delivers tailored strategy, expert implementation, seamless integration, and adoption programs that transform customer interactions into growth engines. In this article, we explore how the right CRM partner drives customer success and growth—featuring two leading providers: InTWO and Velosio.
Why the Right Dynamics CRM Partner Makes a Difference
Dynamics CRM—covering modules like Sales, Customer Service, Marketing, and Field Service—can revolutionize how you serve your customers. But without strategic alignment and proper deployment, features remain underused, and ROI falls short.
A trusted CRM partner brings:
- Industry-specific insight: They know the workflows and challenges in your sector.
- Best-practice methodologies: They reduce risk and ensure efficient rollouts.
- Technical integration expertise: They connect CRM with ERP, Microsoft 365, Power Platform, and data analytics.
- Change management and training: They drive user adoption and sustained value.
- Ongoing support and optimization: They ensure the system evolves as your business grows.
What Makes a Strong Microsoft Dynamics CRM Partner?
| Criteria | What to Look For |
| Microsoft Certification | Solutions Partner in Business Applications (CRM) |
| Industry Expertise | Experience in your vertical—e.g., services, healthcare, retail |
| Comprehensive Services | Strategy, configuration, integration, adoption, and support |
| Innovation-Centric Tools | Use of Dynamics Sales Insights, Power Platform, AI, and analytics |
| Proven Track Record | Case studies, testimonials, and demonstrable ROI |
| Support Model | Post-go-live support, training, managed services |
A partner with these strengths ensures your Dynamics CRM deployment becomes a catalyst for customer success—not just software installation.
Top Dynamics CRM Partners to Drive Customer Success
InTWO — Strategic Delivery with Customer Focus
InTWO is a Microsoft Solutions Partner in Business Applications, helping organizations unlock customer success through Dynamics CRM implementations (Sales, Customer Service, Marketing, Field Service) across industries including professional services, logistics, manufacturing, and real estate (intwo, Velosio, Velosio).
Why choose InTWO:
- Begins with business discovery workshops—aligning CRM deployment with customer-centric goals.
- Deep expertise in integrating Dynamics CRM with Power BI, Power Automate, and customer insights tools.
- Employs industry-specific accelerators to speed up deployments and improve relevance.
- Provides end-to-end support—from training and adoption to managed services and ongoing optimization.
Client Example: A logistics company improved their case resolution efficiency by centralizing customer data in Dynamics CRM, automated routes and responses, and enabled real-time dashboards—leading to a 30% faster support response and higher customer satisfaction.
Velosio — U.S.-Focused CRM Expert Driving Adoption
Velosio, based in Ohio, is one of the largest Microsoft Dynamics partners in the U.S., with deep experience delivering CRM solutions tailored for mid-market clients across services, distribution, healthcare, and professional services (Velosio, Velosio).
Key strengths of Velosio:
- Specializes in Dynamics 365 Customer Engagement applications such as Sales, Service, Marketing, and Field Service.
- Offers vertical pre-packaged solutions for faster deployment and measurable outcomes.
- Strong focus on driving adoption through training, governance, and feedback loops.
- Integrates CRM data seamlessly with BI, automation, and ERP systems to provide unified customer perspective.
Client Use Case: Velosio supported a professional services firm to implement Dynamics CRM, streamlining lead management, campaign tracking, and client onboarding. The CRM rollout reduced onboarding time by 35% and improved cross-sell opportunity identification.
How These Partners Empower Customer Success
| Feature | InTWO | Velosio |
| Strategic Framework | Discovery workshops to align CRM with business outcomes | Deployment roadmap focused on adoption and growth |
| Industry Focus | Logistics, real estate, manufacturing, professional services | Professional services, healthcare, distribution |
| Accelerators | Tailored workflows and vertical templates for CRM | Mid-market-ready industry templates |
| Integration & Innovation | Power Platform, BI, AI, automation | CRM plus ERP, BI dashboards, automation tools |
| Support & Adoption | Managed services with global support and optimization | U.S.-focused local support, training, governance frameworks |
| Customer Impact | Improved case and sales cycle efficiency | Faster onboarding, stronger lead management, and customer insights |
How to Engage a CRM Partner Effectively
- Define Customer Success Goals: Clarify what CRM should achieve: faster response times, repeat purchases, cross-sell growth, NPS improvements.
- Review Partner Proposals: Compare approaches, solution customization, and industry relevance.
- Validate via Demos or Pilot Projects: Test key modules like Sales or Service with a subset of users.
- Focus on Adoption Strategy: Make training, feedback sessions, and role-based instruction a priority.
- Measure Outcomes: Implement metrics dashboards (e.g., resolution time, sales growth) and review performance regularly.
- Plan for Growth & Innovation: Ensure the partner’s roadmap supports integration of AI, automation, and new modules over time.
The Impact of Choosing the Right CRM Partner
Organizations that choose partners like InTWO or Velosio often experience:
- Faster sales cycles and increased win rates through automated pipeline management.
- Improved customer response and lifecycle value via centralized data and case management.
- Stronger team collaboration across sales, marketing, and support with unified CRM data.
- Better user adoption through structured training and intuitive interfaces.
- Scalable solution architecture that supports expansion into new modules or regions.
Insights from Users & Peers
In forums like Reddit, Dynamics professionals stress the importance of working with partners that understand both the technology and the industry-specific context:
“A good partner will begin with a discovery session to understand your business, customize Dynamics 365 to meet your needs, and provide training… They should also offer post‑implementation support…” (Reddit, Reddit)
This aligns with InTWO and Velosio’s core methodologies: deep business analysis, tailored design, training-led adoption, and ongoing support.
Final Thoughts
Driving customer success with Dynamics CRM starts with choosing the right partner—one that goes beyond software deployment to become a strategic growth enabler.
InTWO offers global strategy-first delivery, integration with innovation tools, and vertical adaptation to accelerate CRM effectiveness. Velosio provides strong U.S. presence, vertical templates, training-led adoption, and CRM-ERP integration optimized for mid-market growth.
Selecting the right partner ensures Dynamics CRM becomes not just a system, but a catalyst for customer excellence, operational integration, and scalable business success.
