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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.  

How can we help you?

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

         

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.

Industries

  • 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

Featured Insights

CASE STUDY

Distributor updates technology for expansion and integration

TricorBraun chose Dynamics AX because it met all their stringent requirements and as a bonus, the cost of ownership was also attractive.

  • August 14, 2019

RECORDED WEBCAST

Rapid ERP deployment

See why RSM has a long record of on-time, on-budget deployments for clinical-stage companies due to our unique deployment model.

  • January 08, 2019

RECORDED WEBCAST

Dynamics 365 webcast series

Join RSM, a Microsoft Dynamics partner, for our CRM Webcast Series. The next event in the series will be held on Nov. 14.

  • November 14, 2018

RECORDED WEBCAST

What’s new in Dynamics 365 for Customer Engagement version 9.0?

Learn what’s new in the applications that make up the CRM portion of Dynamics 365, now referred to as Customer Engagement.

  • January 10, 2018

INSIGHT ARTICLE

How small to midmarket firms can capitalize on digital transformation

Digital transformation is a reality for SMB's. Middlemarket organizations using QuickBooks can leverage cloud ERP to transform their company

  • December 20, 2017