Microsoft Dynamics 365 That Turns Customer Insight Into Revenue
We implement, tailor and support Dynamics 365 so sales, marketing and service teams work from one connected view of every customer.
One Customer Platform, Configured Around How You Sell and Serve
Upen Group is a Microsoft Dynamics 365 consulting partner based in the Dallas, Texas area. We plan, implement, customize and support Dynamics 365 customer engagement apps so your teams share one accurate record of every account, lead and service case.
Most CRM projects stall because the system is installed but never shaped around the business. We start with your sales and service processes, configure Dynamics 365 to match them, migrate and clean your data, integrate the tools you already use, and train your people so adoption sticks.
The result is real-time access to leads and pipeline, marketing that can be traced to revenue, and service teams that see the full customer history before they pick up the phone.
Dynamics 365 Apps We Deliver
Start with one app or roll out the full customer engagement suite. Every app is configured to your processes, not a template.
Dynamics 365 Sales
Simplify account and customer management with sales automation, lead scoring and real-time pipeline analytics.
- Lead and opportunity management
- Forecasting and sales analytics
- Outlook and Teams integration
Dynamics 365 Marketing
Get more from every marketing dollar and see the whole customer journey, from first touch to closed deal.
- Journey orchestration
- Email and event campaigns
- Campaign-to-revenue reporting
Customer Insights
Unify customer data into a 360-degree profile that improves segmentation, lead scoring and personalization.
- Unified customer profiles
- Segments and predictions
- Personalized experiences
Customer Service
Give agents the full customer history, case routing and knowledge articles in one workspace.
- Omnichannel case management
- Knowledge base
- SLA tracking
Field Service
Schedule, dispatch and equip technicians so every on-site visit is resolved the first time.
- Scheduling and dispatch
- Mobile technician app
- Work orders and assets
Project Operations
Plan, staff and bill projects from one system that connects sales, resourcing and delivery.
- Project planning
- Resource management
- Time and expense billing
Benefits of Working With Us
Domain Expertise
Consultants who understand sales, marketing and service operations, not just the software, so configuration reflects how your business really works.
Certified Experts
Certified Dynamics 365 consultants and architects lead every engagement, from requirements to go-live.
Faster Go-to-Market
Agile delivery, reusable configurations and proven data migration practices shorten the path from kickoff to adoption.
Our Microsoft Dynamics 365 Process
A predictable five-step delivery model with the same team accountable from discovery to support.
Initial Discussion
We learn your goals, current tools and the customer journeys that matter most.
Assessment of Requirements
Processes, data sources and integrations are mapped into a prioritized scope.
Statement of Work
Deliverables, timelines and costs are agreed before configuration starts.
Design & Development
Apps are configured, customized, integrated and tested with your real data.
Agile Project Delivery
Iterative releases, user training and post-go-live support drive adoption.
Moving to Dynamics 365 From Another CRM?
We migrate accounts, contacts, opportunities and history from spreadsheets, legacy CRMs and Dynamics on-premises, then validate every record before cutover.
- Data mapping and cleansing
- Phased cutover with no lost history
- Integration with ERP, email and Teams
- Role-based user training
Frequently Asked Questions
Still have questions? Our team replies within one business day.
Contact Us →What does a Microsoft Dynamics 365 implementation include?
Which Dynamics 365 apps does Upen Group work with?
Can you migrate our data from another CRM?
Do you support Dynamics 365 after go-live?
How long does a Dynamics 365 project take?
Related Services
Ready to Get More From Microsoft Dynamics 365?
Tell us where you are today and what you want to achieve. We will come back within one business day with next steps.
Talk to an Expert →Mon–Fri, 9 am–5 pm CT
Irving, TX 75038
Last updated: October 2, 2026