Automate Your Sales, Marketing & Support with Dynamics 365 Workflows
From lead scoring to follow-up triggers, we design smart workflows that take repetitive tasks off your plate — so your team can focus on closing deals and delighting customers.
What We Offer
Smarter Workflows, Faster Results
We help you build automation that runs your CRM like a well-oiled machine — whether you’re nurturing leads, sending alerts, or tracking support issues.
Here’s what we can automate for you:
Lead Scoring & Qualification
Automatically score leads based on behavior, demographics, or source — and route hot leads to sales instantly.
Sales Follow-Up Triggers
Auto-create tasks, reminders, or notifications when a new lead comes in, goes cold, or hits a key milestone.
Email Campaign Workflows
Launch targeted emails triggered by form submissions, page visits, or CRM status changes — no manual sending needed.
Customer Service SLAs
Set up automated timers, escalations, and alerts to meet resolution goals and avoid service delays.
Record Updates & Field Logic
Auto-update fields, assign owners, or change statuses based on defined business rules or user actions.
Cross-Module Workflows
Link actions across Sales, Marketing, and Support modules — like auto-notifying support when a deal is closed.
Who It’s For
Designed for Teams That Want to Work Smarter, Not Harder
Our CRM workflow automation service is ideal for:
Success Snapshots
Real Results from Real Customizations
“Automated lead routing and boosted follow-ups by 40% in just 2 weeks.”
Client: HomeFlow Realty CRM
Real Estate – Florida, USA
“Tripled student engagement after automating campaigns with Dynamics 365 Marketing.”
Client: LearnSpark
EdTech – Toronto, Canada
“Reduced customer service case resolution time by 60% using SLA automation.”
Client: StyleBasket
Ecommerce – London, UK
“Migrated 250,000+ records and implemented automated email workflows within 30 days.”
Client: CrediEdge
Finance – Dubai, UAE
Industries We Serve
Automation Tailored to Your Industry’s Workflows
Whether you’re closing deals, enrolling students, or resolving tickets — we build workflows that work the way your industry does.
Real Estate
Automate lead follow-ups, assign brokers, and track property pipeline stages with zero manual effort.
Finance & Banking
Streamline onboarding, automate KYC follow-ups, and set up alerts for high-value client actions.
Healthcare
Trigger reminders for appointments, manage patient records, and route referrals based on urgency.
Manufacturing
Automate sales rep updates, distributor interactions, and deal forecasting workflows.
EdTech & Online Learning
Send personalized course emails, track student activity, and follow up on inquiries — all automatically.
Ecommerce & Retail
Trigger loyalty campaigns, automate support responses, and track returns and refunds with SLA-backed workflows.
Why Choose Us
We Don’t Just Build Workflows — We Eliminate Busywork
Here’s why clients across industries choose our offshore CRM team for Dynamics 365 automation:
Certified CRM Automation Experts
Our developers know every corner of Power Automate, Dynamics workflows, and CRM logic.
Fast Onboarding (48 Hours)
Start your automation journey within 2 days — we move fast, just like your workflows will.
Proven Industry Experience
From real estate lead routing to EdTech email flows, we’ve automated it before — and better.
NDA & Secure Setup
All automations are built securely with protected access and full IP handoff.
Flexible Delivery Models
Need a quick fix or a full automation setup? Hire hourly, monthly, or by project.
Timezone-Friendly Support
We’re available during your business hours to keep builds and feedback loops smooth.
Pricing & Hiring Models
Affordable, Flexible Options for Every Automation Need
Whether you’re automating a simple task or mapping out an end-to-end workflow — we offer pricing that works with your scope and speed.
| Model | Best For | Engagement Type | Starting At |
|---|---|---|---|
| Hourly Developer | One-off automations, testing new flows | Flexible hourly contracts | $25/hour |
| Monthly Developer | Ongoing automation support & optimization | Full-time resource | $3000/month |
| Fixed-Cost Project | End-to-end automation for Sales/Marketing/Support | Milestone-based pricing | Custom quote |
| QuickStart Packages | Pre-scoped flows like lead routing, SLA timers | Pre-defined setup | From $1499 |
Frequently Asked Questions
Got Questions? We’ve Got Straight Answers.
Ready to Let Your CRM Do the Work?
If your team is still doing things manually, it’s time to change that. Let us help you build workflows that save hours, boost performance, and never miss a beat.
Start your automation journey with a certified Dynamics 365 developer — onboarding in just 48 hours.