TECH SERVICES

Unlock the full potential of MS Dynamics CRM

Vegacompass, Business optimization through CRM domain & Tech knowledge

INTRODUCTION

MS Dynamics CRM

Simplify your end-to-end business processes and maximize outcomes with business applications from your trusted Microsoft Dynamics 365 Expert. Together, we craft unique, high-quality, impactful solutions that deliver differentiated business outcomes.

SERVICES

Our Services

Implementation Services

We empower your organization to adopt a standard and most modern approach while implementing Microsoft’s sophisticated technology. Our Innovative implementation services help you derive high business values and growth opportunities.

Upgrade Services

Support and Scale

Solutions

Vegacompass solutions on
MS Dynamics platform

Sales

Attract & engage potential customer base and connect & serve them in real-time with omnichannel efficiency. With Dynamics 365 Sales.

Customer Service

Uplift Your Customer Experience And Strengthen Your Workforce Capability With Dynamics 365 Customer Service.

OFFERINGS

Industry-specific CRM, designed for you

Finance

We help financial institutions transform client management and compliance processes using Microsoft Dynamics 365 and strategic CRM consulting. Our implementations span wealth management, lending, and insurance domains, with tailored solutions for onboarding, relationship management, and case handling. We build secure, scalable systems that support regulatory needs like KYC, AML, and audit tracking.

Our consulting team understands the nuances of financial workflows, from portfolio management to loan servicing. We’ve integrated CRM platforms with core banking systems, document management tools, and communication platforms to create a seamless advisor and client experience. Dynamics CRM also enables segmentation, predictive insights, and personalized service offerings.

With enhanced automation and analytics, financial institutions can deliver faster service, improve retention, and make more informed decisions. Our solutions ensure teams stay compliant while staying agile in a highly regulated and competitive environment. From digital onboarding to proactive customer engagement, we help finance clients lead with trust and technology.

Manufacturing

Hi-Tech

Non-Profit

case studies

Our success stories

Real stories, real success. Learn how we’ve helped businesses like yours grow and connect better with their customers. Our case studies highlight real CRM strategies that drive results and improve experiences

View all case studies

Seamless Shift: Migrating FIMC’s Account and Case Management to Dynamics 365

Migrated FIMC's CRM system from Salesforce to Dynamics 365, improving account, contact, and case management through data integrity, custom automation, and scalable workflows tailored to the insurance industry.

Stitching Success: SVP’s Seamless CRM Setup with Dynamics 365 Integration

Implemented Microsoft Dynamics 365 from the ground up for SVP Worldwide, integrating it with MS Teams, 8x8 call center, and MS Copilot AI to streamline lead-to-opportunity tracking, improve call automation, and drive proactive sales engagement.

From Legacy to Leading: Streamlined Insurance Solutions for TDECU with Dynamics 365

Migrated TDECU’s legacy insurance systems to Microsoft Dynamics 365, enabling unified member onboarding, automated product workflows, and improved cross-selling through personalized CRM logic.

Talk to Our Experts

Book a session with our experts to explore customized CRM solutions for your business growth

Schedule an appointment

Hear about our work

Mr. Kiyani

Head Tabernacle Group, Tabernacle Health Group

“The technical and consulting team helped manage our healthcare program operations through mobile application seamlessly. The functionality was built to help setup end to end health program system management with data guidelines. A dedicated app to help streamline entire operations proved wonders.”

Mr. Mulla

CEO, Emmar Energy

"Thanks to this team, our team can now manage client relationships with ease. The CRM is intuitive, and their support team is always available to assist. We've saved countless hours in manual data entry!"

Mary Harrison

Former Head of Marketing-Hexagon

“Charu (CEO- Vegacompass) is a very hard-working person who can tackle any CRM problem with ease. We have worked together on several projects, and I found him a highly skilled and dedicated professional. His expertise in the field of CRM helped the company immensely. He’s also an all-around great guy to work with! I highly recommend him to anyone looking for help on their team or CRM project.”

Teddy Yip

Head of Services, DSG Group

"We struggled with volunteer data management until we partnered with Charu and team. Their CRM solution, data approach, support management optimized through Salesforce streamlined our processes and helped us manage our non profit efficiently. We've seen a 35% increase in volunteer retention and management!"

Chaitanya P

Operations Head, MaxxTrader - A Singapore Exchange firm

“With our previous CRM, we faced issues with data integration and reporting. Thutech (Now VegaCompass) team provided a seamless solution that helped us automate workflows and improve communication between departments for effective operations and sync between departments. Fantastic service!”

See Vegacompass in action

Watch our journey of delivering impactful CRM solutions that empower businesses worldwide