Customer relationship management that your sales team will use.

Microsoft Dynamics D365 CRM is the platform for sales, customer service, and field service. AGS configures pipeline and case management to your actual sales stages, ties marketing automation to CRM lead and account data, migrates records cleanly from legacy systems, and connects the CRM to your billing, support, and marketing — so adoption doesn't require a mandate.

Microsoft Dynamics D365 CRM handles the front office — sales pipeline, customer service, and field service, configured around your sales motion. ERP handles the back office — finance, operations, and supply chain. AGS delivers both; this engagement configures the CRM your sales team will actually use, while finance and operations sit on the separate D365 ERP implementation.

We configure the CRM around your real sales stages and support workflows rather than force-fitting your team into a default template. A pilot team runs live deals through it before company-wide rollout, then we track and tune adoption across every team. Corstone Insurance hit 90% adoption within a quarter using this approach.

Yes. AGS builds custom integrations connecting your CRM to billing, support, and marketing systems, and ties campaign workflows directly to CRM lead and account data. We migrate legacy records with clean, deduplicated transfers first. Autonomous agents can then act on that unified data — routing leads, drafting follow-ups, and updating cases — inside your sales motion.