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Microsoft Dynamics CRM


Inner Circle and Gold Certified Microsoft CRM Partner

Microsoft Dynamics CRM offers unsurpassed flexibility, productivity and ease of use. As part of the Microsoft solution stack, Armanino integrates Dynamics CRM with other Microsoft solutions such as Dynamics AX, Dynamics GP, Outlook, Office 365, Lync, Skype, Yammer and SharePoint—unifying your front- and back-office systems for streamlined business processes.


Free White Paper - The ROI of CRMThe Importance of Microsoft CRM Expertise
Many companies today have CRM (customer relationship management) software installations that don’t meet their needs—often because the software isn’t integrated or doesn’t support the unique requirements of their industry and business. To avoid costly mistakes and get the greatest return on your CRM investment, work with Armanino, an experienced Microsoft CRM Partner that offers more than a simple installation of your CRM system.

Armanino can provide strategic business guidance before, during and after your implementation for Microsoft CRM and beyond. As a Gold Certified Microsoft Dynamics CRM partner, Armanino provides:

  • Management advisory services for business process reengineering, IT governance and compliance, and best practice recommendations for enhanced productivity across sales, marketing and customer service
  • Sales, training and support service for Dynamics CRM
  • Implementation and customization for Dynamics CRM

Get a Microsoft CRM Solution Designed for Your Industry and Your Business
Don’t settle for a cookie-cutter CRM system that doesn’t support the unique requirements of your industry or your processes. Instead, choose a solution built for the way you do business.

Microsoft Dynamics CRM solutions from Armanino are customized for the needs of your industry and your company. We combine industry best practice expertise with our in-house developed, application functionality to help you better manage and automate complex business processes such as forecast management, design win, and warranty management.

Think Strategically
Delivering the business capabilities you need involves more than software. Based on our deep process knowledge and proven best practices, Armanino's advisory and consulting services can help you deploy your business solutions in the most strategic, thoughtful way to maximize your return on investment.

James Donovan, CRM Leader, and Imanami partnered with Armanino to get the most of out of their investment in Microsoft Dynamics CRM. For more information about Armanino and our Microsoft Dynamics CRM practice, fill out the contact form on this page.


Dynamics CRM for High Tech

Dynamics CRM for High Tech

Innovation doesn’t stop with the R&D department. More than ever, technology manufacturers are turning to Microsoft CRM to stay competitive and improve customer service, sales and even the manufacturing process itself.


Dynamics CRM for Life Sciences

Dynamics CRM for Life Sciences

Microsoft Dynamics CRM provides robust tools that enable Life Science companies to manage multiple business divisions, complex sales channels and gain more accurate reporting across sales, marketing and customer service departments.


Dynamics CRM for Professional Services Firms

Dynamics CRM for Professional Services Firms

By implementing Microsoft Dynamics CRM, professional service firms set themselves apart with outstanding customer service and sales effectiveness.  Increased repeat business and client success will contribute to achieve greater profitability for firms in the consulting, accounting, construction, architecture, legal or real estate industries.



Partner with Armanino for Dynamics CRM Integration and Gain End-to-End Visibility
Systems integration is often essential to achieve the end-to-end business process improvement and the return on investment you expect from your CRM deployment. Integrating your new Dynamics CRM system with other systems in your company enhances visibility, keeps data synchronized and automates processes across the enterprise to reduce your operating costs and ensure management visibility.

  • CRM to ERP: When Armanino integrates Dynamics CRM system with your ERP system, you gain an end-to-end view across production, sales, customer service and marketing.
  • CRM to other proprietary solutions: Armanino can integrate your Dynamics CRM solution with other third-party solutions you may be using such as DocuSign for electronic signatures and FieldOne for field service.

Armanino is one of the largest Gold Certified Microsoft Dynamics CRM Partners in the nation and has provided integration assistance to many well recognized companies. Contact us to learn more and discuss your next CRM implementation or integration project.


Warranty Management and Product Repair

Warranty Management and Product Repair

Fully functional Return Material Authorization (RMAs) and Fiel ...


Design Win & Samples Management for Microsoft Dynamics CRM

Design Win & Samples Management for Microsoft Dynamics CRM

With Design Win & Samples Management for Dynamics CRM, com ...


Return Material Authorization (RMA) Solution

Return Material Authorization (RMA) Solution

Extend Dynamics CRM to support RMA tracking, loaner products, ...


Time Tracking & Project Management

Time Tracking & Project Management

Armanino's Time & Project Tracking for Microsoft CRM provi ...


Dynamic Insights for CRM

Dynamic Insights for CRM

Turbo charge your CRM system, delivering additional business b ...


Intacct-Microsoft Dynamics CRM Integration Pack

Intacct-Microsoft Dynamics CRM Integration Pack

The Intacct-Microsoft Dynamics CRM Integration Pack enables th ...


Forecast Management Solution for CRM

Forecast Management Solution for CRM

Get a clear view into sales revenue while streamlining and aut ...



With each new release, Microsoft Dynamics CRM offers more robust features, functionality and tools to help you achieve a competitive advantage.

Let Armanino help keep your system up-to-date, ensuring you have access to Microsoft's support services and enabling you to capitalize on the latest features to derive value from CRM – year after year. As a leading Dynamics CRM Partner, we work closely with Microsoft's Product teams, gain early access and have the latest information around new and upcoming releases.

Whether you are a few versions behind, or need strategic planning assistance to minimize downtime - Armanino is ready to help with your upgrade.

What sets Armanino apart as a Dynamics Upgrade Partner?

In addition to helping companies successfully upgrade Dynamics CRM, Armanino customers get the added benefit of:

  • Continuing Microsoft Dynamics CRM user education: Armanino works hard to provide opportunities throughout the year to educate clients on the capabilities of Dynamics CRM and how to best take advantage of them. Our clients benefit from Armanino’s Annual Dynamics User Conference, educational webinars, group training events and emailed tips, tricks and tutorials.
  • Resources for every stage of your business: Armanino offers a robust Dynamics Practice that includes Microsoft Dynamics AX, GP, CRM, SharePoint and Microsoft Business Intelligence.

    As one of the largest Dynamics partners in the nation, we work closely with Microsoft which grants us access to technical resources unavailable to smaller partners. We also build relationships with top ISV partners such as FieldOne, Scribe and more to ensure that our clients have the best options and pricing when it comes to CRM enhancements. Beyond Microsoft, our firm also offers extensive Governance, Risk and Compliance (GRC), Valuations, Audit and Tax services.
  • Cutting-Edge Solutions: Our practice develops and offers Dynamics CRM solutions that speed implementation and built-in tools that address industry-specific business challenges. 
  • Award-Winning Service: Armanino is a Gold Certified Microsoft Dynamics CRM Partner, Customer Excellence Award Winner and Microsoft Inner Circle Partner, achieved by just 1% of Microsoft Dynamics Partners worldwide. 

Learn more about Microsoft Dynamics CRM and why to consider upgrading for your business.



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Systems integration has become more critical than ever as organizations shift to a hybrid blend of on-premises and cl ...

The ROI of CRM: A Tactical Guide to Project Justification & Building Value.

A step-by-step guide to illustrating the value of your next CRM project.

What it Takes to Move to the Cloud – EVOLUTION Panel of Finance Leaders

To make the business case for cloud technology, finance leaders need to quantify benefits in terms of direct savings on hardware, as ...

NAVCO Uses Microsoft Dynamics CRM and FieldOne Sky for Outstanding Customer Service

  trends and insights

Semiconductor Manufacturer’s IT Playbook

A guide to ERP, CRM and BI system infrastructure to support compliance, profitability and supply chain excellence.

Download » download 

Microsoft Dynamics Support Services

When your organization faces technical problems, our team of Microsoft Dynamics Certified consultants is here to help.

“Smart” Products Yield New Data and Revenues for Manufacturers

As manufacturers add connectivity to their products, they are generating data that can provide new revenue streams and business models.

As OEMs Add “Smart” Products, Chip Demand Is Set to Soar
The Internet of Things is impacting virtually every industry and opening up huge new markets for semiconductor companies.

Industry Solution Leader for High Tech & Life Sciences Manufacturing and Professional ...

CIO Story reports on the 25 Most Powerful Microsoft Solutions Providers Profile on Tom Mescall

Armanino Solutions Marketplace Integrations

  trends and insights

Global Manufacturer Implements Microsoft Dynamics CRM Online to Streamline Sales, Ide ...

Headquartered in Portland, Oregon, Blount is a $935 million industrial equipment manufacturer with 4,500 employees worldwide.

Return Material Authorization (RMA) Solution

Armanino’s managed solution for Microsoft CRM provides a comprehensive Return Material Authorization (RMA) process that supports manufacturers and distributors in RMA tracking, process automation, ...

Warranty Management & Product Repair for Microsoft CRM

Armanino’s Warranty Management and Product Repair Solution for Microsoft CRM is designed to support manufacturers and distributors throughout the product lifecycle.

These are only a few of the considerable industry challenges semiconductor, related device and electronic equipment (high ...


Today’s pharmaceutical companies face economic and regulatory pressures, accelerating costs, technological and scientific chan ...


The U.S. is the global leader in medical device innovation – it is one of only a few that boasts a net trade surplus. However, as t ...

Armanino Helps Crimson Trace Focus on Business Growth with Rapid Deployment of CRM Solution

Based in Wilsonville, Oregon, Crimson Trace manufactures, markets, and sells laser-sighting solutions for handguns. The privately-held company, which has 100 employees, primarily serves t ...

National Vendor Speeds Order Processing and Invoicing with Microsoft Dynamics GP and ...

Relectric Supply Company specializes in the sale of hard-to-find circuit breakers and electrical components, providing new, green and creative ways to source materials.  Relectric grew from a small business found ...

New Software Reduces Risk of Running Over Budget

CFOs say they want to deploy new leading edge technology, but cite budget constraints as a barrier to obtaining their most desired technology. That's one of the findings from Armanino's 2012 CFO Benchmark Study.

For Major IT projects, It's All About Scope

If you're a CFO who manages IT and you have a project on the horizon, you're probably aware that most major IT projects run over budget and time - sometimes way over. Comprehensive IT initiatives touch so many functio ...

Warranty Management and Product Repair for Microsoft Dynamics CRM

  trends and insights


Tuesday 03/01

Microsoft CRM 2013 Update Rollup 4 for Service Pack 1 is now available!

On February 22, 2016, the Microsoft CRM 2013 Update Rollup 4 for Service Pack 1 was released. The shortcut name is SP1 UR4; however, we suggest tha...

Thursday 02/25

First Dynamics CRM 2016 Update is now available!

The first update for Microsoft Dynamics CRM 2016 has been released! Earlier this week (February 21, 2016) Microsoft released Update 0.1 for CRM 201...

Wednesday 02/24

Announcing Our New Workbook for Sales Leaders

We’re excited to release a new workbook, titled Build An (almost) Foolproof Plan for Your Next CRM System. This workbook was developed for sales ex...

Monday 02/08

Dynamics CRM Custom Entity Options

When we create Dynamics CRM custom entities, there are a number of options which are enabled by default. Most users do not realize the impact of th...

Thursday 02/04

Microsoft Convergence Gives Way to Envision – Armanino’s Perspective

  It’s likely you’ve heard the news by now… Microsoft Convergence has given way to Microsoft Envision. The news has caused some concern and on...

Monday 01/18

4 Tips for Improving Customer Service Efforts with the Latest Technologies

If you’re not concerned about improving customer service efforts for your business in 2016, you should be. According to a recent survey, 62% of glo...

Thursday 01/14

Dynamics CRM 2011 Custom Filtered Lookup Display Error

The ability to apply custom filters to lookup fields has long been desirable. The Dynamics CRM 2013 SDK simplified the process by surfacing several...

Tuesday 01/12

How to Build a Bulletproof Case for CRM

Over the past few years, I’ve met countless sales executives that are being held to higher and higher revenue goals, while remaining tied to antiqu...

Monday 12/07

3 Essential Customer Service Improvements for 2016

To remain competitive in today’s marketplace, companies must stay ahead of consumer trends and apply learnings to their customer service approach. ...

Tuesday 12/01

Dynamics CRM Duplicate Detection Due Diligence

If cleanliness is next to Godliness, then ensuring that your data is in order must be good for the soul. There are many areas of which to be mindfu...