Microsoft Dynamics CRM specialists

RSM has been providing Microsoft Dynamics® implementations for over 30 years with more than 2,000 clients across the country. We have over 950+ consultants across the United States supporting our technology consulting practice so you can be confident that we assembled a team based on your industry and technical needs.

RSM has implemented Microsoft Dynamics CRM solutions from the basic “out of the box” model to a complex architecture featuring automation, dashboards, system integration and custom development. RSM consistently ranks as a top Microsoft Dynamics partner in the country.

Experienced consultants

RSM’s CRM consultants average 15+ years of CRM experience and have a high level of industry and technology experience. We handpick each project’s team to have strong experience in your industry and the technical skills to meet your specific needs. Each team brings a diverse skill set in software, hardware, customization, configuration, data management and data integration. Your CRM implementation will be handled by Microsoft Certified Professionals with current Dynamics certifications who participate regularly in ongoing training programs.


Customer-focused methodology

RSM has honed a set of unique implementation methodologies which cost-effectively address your needs and how your business operates. We take the time to understand how your business operates and offers a solution that best fits your needs. We know how to ask the right questions and listen so that we can design the right solutions to improve and streamline your business processes.  

National resources, individual attention

As a leading provider of audit, tax and consulting services focused on the middle market, we have the resources of a national organization while maintaining personalized service and hands-on involvement. Our size allows us to attract and retain exceptional people, tools and technologies, while still offering a local, personal touch with significant value at a fair price. We have local practices throughout the country, including Northern and Southern California, Washington, Arizona, Colorado, Texas, Iowa, Minnesota, Illinois, Virginia, New York, Massachusetts, New Jersey, Pennsylvania, Georgia, Florida and more.

RSM’s Microsoft Dynamics CRM offerings

  • It all starts with Microsoft Dynamics CRM, the core application around which we offer these services and additions.
  • RSM SmartStart for Microsoft Dynamics CRM–methodology and services to get your organization up and running quickly.
  • xRM platform development–expanding CRM to manage additional customer-focused information (patients, funds, medications, property, to name a few) and services by extending the CRM platform rather than developing applications from scratch. RSM’s consultants and Microsoft developers can customize Dynamics CRM to meet very specific purposes. Our capabilities include .NET development, Web enablement, portal development, SharePoint integration and systems integration.
  • Dynamics CRM hosting–we offer dedicated Dynamics CRM hosting, using either traditional or SPLA licensing models.
  • Dynamics CRM training–RSM can provide customized training to meet your company’s particular needs.
  • RSM Private Cloud Services–our dedicated cloud services provide a secure, maintained platform with data backup and disaster recovery without costly hardware investments or the hassles of managing equipment.
  • Industries – RSM industry solutions for Microsoft Dynamics CRM include:
    • Health and human service agencies
    • Industrial products
    • Consumer Products
    • Nonprofits
  • We also offer:
    • Full-time customer resource desk
    • Online solutions managed by Microsoft
    • Customized Microsoft Dynamics CRM and Microsoft Outlook training
    • CRM platform development
    • Microsoft Dynamics CRM online free 30-day trials



Traditional CRM Functionality

CRM is about capturing and managing information from marketing activities, direct contact, inquiries, sales and other customer interactions.

Microsoft Dynamics 365 CRM demo

Microsoft Dynamics 365 CRM demo

Microsoft Dynamics Customer Engagement is the next frontier of client management. RSM's consultants are here to answer your questions.


RSM helps social services board leverage No Wrong Door policy

A large social services board utilized RSM’s Dynamics 365 services to implement an efficient and streamlined case management process.


Field Service from Microsoft

RSM helps organizations maximize efficiency and minimize costs with Field Service from Microsoft. Deliver outstanding service every time.


Social CRM

Microsoft Social Engagement, within Microsoft Dynamics CRM, allows you to listen, analyze and drive engagement.

How can we help you?

Contact us by phone 800.274.3978 or
submit your questions, comments, or proposal requests.

Free 30-Day Microsoft Dynamics CRM Online Trial

Personalized access to Microsoft Dynamics® CRM Online.


Case studies

Consolidation and integration with Dynamics CRM
Microsoft Dynamics CRM implementation results in greater efficiency and cost savings for organization with 30 different siloed databases.