Connected Business Platform
Most CRM projects fail because the tool sits apart from how the business actually operates. We implement Dynamics 365 Customer Engagement as part of a connected platform, tied into your ERP, your data, and your automation, so it becomes the system your teams use rather than the one they avoid.
What We Do
Sales Lead & Opportunity Management
Sales Lead and opportunity management, pipeline and forecasting, quoting, and sales process automation that gives leadership visibility without burying reps in data entry.
Customer Service & Case Management
Customer Service Case management, service-level tracking, knowledge base, and queue and routing setup so service teams resolve issues faster and nothing falls through the cracks.
Implementation & Configuration
Implementation and configuration Full CE deployments including entity and data model design, security roles, business rules, and workflows tailored to your processes.
Data Migration & Integration
Data migration and integration Clean migration from spreadsheets or legacy CRM systems, plus integration to Business Central and the wider Dataverse platform so customer, order, and financial data stay aligned.
Customization & Power Platform Extension
Customization and Power Platform extension Model-driven apps, custom forms and views, and extensions built on Power Platform where standard CE needs to go further.
Adoption & Enablement
Adoption and enablement Training, rollout support, and process guidance to drive real adoption, because a CRM only delivers value when people use it.
How We Work
We treat CE as one part of a connected customer and operations platform, not a standalone island. Because we also deliver Business Central and Power Platform, we can wire CE into the systems that surround it without handing you off to another vendor.
Who This Is For
Organizations that need real visibility into sales and service, teams struggling with disconnected spreadsheets or an underused CRM, and Business Central clients who want customer data and financial data working together.
Hear from our Clients
Terra Dygital has proven to be a valuable partner to Avino Silver & Gold Mines Ltd. Their team consistently delivers a high standard of service, combining technical expertise with a clear understanding of the mining and resource sector. The benefit of having 100% Canadian-based support cannot be overstated, as their team operates with a strong awareness of our operational environment and business needs. Their managed services team is well aligned with the unique requirements of resource-focused organizations, particularly when it comes to building, securing, and maintaining resilient IT infrastructure.
— Nathan Harte, Chief Financial Officer, Avino Silver & Gold Mines Ltd.
Terra Dygital gives us confidence that our technology is working for our business, not creating barriers. Their team takes the time to understand our priorities and provides practical guidance that helps us make informed technology decisions. They are responsive when support is needed and proactive in identifying potential concerns before they affect our day-to-day operations. With Terra Dygital overseeing our systems, infrastructure, and security, our team can remain focused on advancing the business. Their dependable approach and consistent communication give us peace of mind that our IT environment is well managed and prepared to support Maple Gold Mines as our needs continue to evolve.
— Kiran Patankar, President, CEO & Director, Maple Gold Mines Ltd.
Terra Dygital delivers a high level of service combined with specialized expertise in every area of Information Technology, which is a rare find today. TD has advised me in a wide variety of areas ranging from helpdesk services and cybersecurity to installing audio-visual systems in boardrooms, network architecture, resolving Microsoft issues, artificial intelligence and even assisting at interviews for a senior IT position by assessing technical ability of candidates. I have only had positive feedback from users regarding TD services and view hiring TD as an important part of providing employees with access to tools and support to perform their jobs efficiently and securely. If you want fast, expert and friendly service, I highly recommend Terra Dygital.
— April Hashimoto, CFO, Ioneer Ltd.
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