Certified Microsoft Solutions Partner
Clients we've worked with
Many medium- and enterprise-grade organisations run their customer service operations on Microsoft Dynamics with the help of Vegacompass. We've delivered the migrations, the greenfield builds, and the integrations behind several of them, with our delivery partners named in each case study.
12+ years of Dynamics 365, enhanced by AI for revenue operations
We are an AI-native CRM firm focused on Revenue Operations and a Certified Microsoft Solutions Provider. We specialize in Microsoft Dynamics 365 Customer Engagement and CRM consulting for organizations worldwide. We combine deep CRM expertise with agentic AI to turn Dynamics 365 data into intelligent actions—helping enterprises automate operations, accelerate decision-making, and drive revenue growth.
How we approach CRM AI adoptionCopilot in the daily flow
Copilot set up around the way your team works, not left as a demo.
Our own CRM AI products
Built in-house: CRM AI-Elements, AI Agent Salesman and Vega Support AI.
Process before automation
AI on a broken process automates the mess. We fix the process first.
Enterprise-ready Capabilities in Microsoft Dynamics 365
Each one maps to a business outcome, not a module license. Most engagements combine three or four.
Real Business Outcomes Through AI and Automation
VegaCompass is a CRM consulting firm. We are a Microsoft Solutions Partner, Business Applications. Dynamics 365 is one of five platforms we work on.
Because we work across all five, the module list we recommend is the one your process needs. Every engagement is led by a senior consultant who hands off to our own delivery team. No gap between the deck and the system.
AI-First Approach to Complex Revenue Operations Problems
Most Dynamics engagements start with a license and a junior team. Ours start with your process, and the people in the room deliver it.
The VegaCompass wayMicrosoft Dynamics 365 Success Stories with Vegacompass
Five published Microsoft Dynamics programs, from a Salesforce migration to a greenfield build across three global brands. Each one is written up in full.
Every engagement is led by senior consultant
Every Dynamics 365 engagement is staffed by consultants with a decade or more in CRM. The people in the room on day one deliver. One team owns your estate, whether you sit in India, the US or Europe.
Microsoft ERP and CRM implementation experts.
One team across the Microsoft stack. We implement the CRM and the ERP behind it, so finance and sales work from one customer record.
How we run a Dynamics 365 implementationCRM · Sales and Service
Sales, Customer Service and Field Service, shaped to your process.
ERP · Business Central, F&O
The finance side of the business, joined up with the CRM.
Power Platform · Dataverse
Apps, automation and reporting on the data layer Dynamics runs on.
Cloud · Microsoft Azure
Integration and analytics on Microsoft's cloud, security designed in.
Why RevOps teams pick us for Dynamics 365
Platform-neutral advice from senior consultants, carried through to a working system.
Talk to a Dynamics 365 consultant ↗No licenses to sell you
Dynamics 365 is one of five platforms we consult on, and we sell none of them. If a module won't pay its way, we say skip it.
See our approach ↗120+ CRM projects
Delivered by 30+ consultants and engineers averaging 12 years in CRM. The people you meet do the work.
Meet the team ↗Proof you can read in full
Our 45 case studies include five Microsoft Dynamics programs, each naming the delivery partner.
Read the case studies ↗Copilot work that shipped
We built Copilot-assisted flows into SVP Worldwide's Dynamics 365 rollout, partnered with Coresolute LLC. We also build our own CRM AI products.
Explore applied AI ↗AI-amplified, D365 Solutions for Industries
Our published Dynamics work sits in insurance, financial services and manufacturing. The patterns carry into the sectors below.
Insurance
Policy, claims and renewal work is where Dynamics 365 earns its keep. We built FIMC's vendor case portal and moved its account and case management onto Dynamics 365, partnered with Imagene. A carrier engagement usually covers three areas:
Four moves to get most our of your Dynamics 365
From first diagnosis to a running Dynamics 365 estate, the same senior consultant owns all four.
Assess
We audit your Dynamics 365 estate, data quality and pipeline math. Two weeks, one written diagnosis.
Design
A target model your board can read: process, data model, module fitment and a sequenced roadmap.
Deliver
The same consultants run the build with our delivery team. Configuration, integration, migration and testing.
Run
Training, adoption support and quarterly tuning against the measures we set up front.
Global Client Testimonials
Published outcomes, and a team that stays after go-live.
Talk to a Dynamics 365 consultant ↗“Charu (CEO, VegaCompass) can tackle any CRM problem with ease — a highly skilled, dedicated professional whose CRM expertise helped the company immensely.”
An all-around great guy to work with. Highly recommended.
“The VegaCompass team provided a seamless solution to automate workflows and improve communication between departments. Fantastic service!”