RSM service offerings for Microsoft Dynamics CRM

RSM offers comprehensive services for Microsoft Dynamics® CRM. Our team of consultants can help you solve any problem you are having with your Microsoft Dynamics CRM system. Examples of professional services include implementation and setup of your solution, SQL Reporting Services, migration services, upgrade services, integration of line of business applications, data recovery, system administration support, training and on-site technical support.


RSM’s SmartStart implementation methodology helps you get your new CRM system up and generating benefits quickly. SmartStart directly addresses the critical issues in CRM implementation, including:

  • Information ownership–roles and responsibilities for keeping your CRM system operating in top condition.  
  • Sales team productivity–providing quick and convenient access to vital information.
  • Visibility–helping you understand how your team is engaged and where your opportunities are.

Learn more about how RSM consultants can design the SmartStart program to quickly realize the full value of Dynamics CRM.


Use our CRM software customization services to enhance process flow and extend the overall functionality of your organization’s business systems. The result can mean a better experience for users and improved system return on investment; eliminate manual procedures and duplication of effort; extend out-of-the-box CRM to support the unique practices that make your organization successful, and reduce complexity and enhance the overall user experience.

Call on RSM, the CRM specialists. Our consultants understand your concerns and can provide you with a unique blend of application, business and technical resources to support your company’s distinctive business needs.


RSM offers a wide variety of training courses to meet your organizational goals. From online to instructor-led, we can customize training packages and offer a variety of consulting services to help you plan and develop training for your entire organization.

ERP and CRM integration

RSM consultants approach ERP and CRM integration with an open-architecture approach for system design and programming that seamlessly integrate custom and best-of-breed systems with your core ERP and CRM systems. Increase productivity and maximize functionality with integrated systems that improve processes and eliminate double entry.  

RSM professionals are technical specialists and–just as important–they’re business analysts who take the time to understand your business and processes so the solution you receive is tailored to your needs. Eliminate disparate systems and get all the benefit from your ERP and CRM systems. Learn more about how RSM can help you improve productivity, increase visibility and maximize functionality.