Modern CRM, Smarter Content, Intelligent Customer Experiences.
Proventeq empowers Dynamics 365 customers to go beyond implementation by delivering clean, structured, AI-ready data and embedding governed content capabilities into the D365 experience. Whether you’re migrating from a legacy CRM, integrating document systems like SharePoint or Box, or building smarter service experiences, our Microsoft partnership ensures data, content, and process come together to drive measurable value.
CXO-Aligned Value
- CIOs gain trusted, audit-ready data and fully governed CRM integration with Microsoft 365
- CDOs achieve structured, de-duplicated records and rich metadata layers for insight
- COOs accelerate time-to-service through workflow automation, Teams-based access, and client-facing portals
- Service Leaders improve agent productivity with content + case visibility in one place
- Compliance Teams embed retention, classification, and audit logs from day one
Dynamics 365 is Microsoft’s flagship CRM and ERP platform, powering customer experience, sales automation, and service workflows across industries. Proventeq makes it smarter by integrating:
Our Dynamics 365 solutions combine robust migration expertise, intelligent content integration, and automation to deliver a CRM platform that’s clean, connected, and ready for AI-driven efficiency.
“Without Proventeq’s Migration Accelerator we would never have been able to convert our highly complex historical data into a modern cloud application.”
Gijs Boudens
Bionical Emas
Migration from IBM FileNet to SharePoint Online
Our core services are designed to ensure your Dynamics 365 environment is not only migrated with precision, but also optimised for seamless integration, intelligent automation, and long-term governance.
Proventeq offers an integrated approach to Dynamics 365 success by aligning content, data, and AI services into a unified service model:
Data Discovery & Cleanse – profile, deduplicate, and validate legacy CRM and document datasets
Metadata-Driven Migration – bring structure and intelligence into Dynamics 365 for improved automation
Microsoft 365 Coexistence – connect SharePoint, Teams, Viva, and Outlook directly to D365 workflows
Portals & Experiences – deliver client-facing or agent dashboards that blend content, case history, and workflow logic
AI Activation – enable summarisation, classification, and Copilot prompts using well-governed CRM content
Governance & Policy Mapping – apply Microsoft Purview and Box Governance across D365-integrated content
CRM transformation is more than migration — it’s about unlocking intelligence, governance, and agility from day one. With Proventeq, Dynamics 365 becomes the engine that connects your data, content, and customer experience.
Enhancing Dynamics 365 with Intelligence, Accessibility, and AI-Ready Capability. D365 is your CRM core. Proventeq turns it into a content-enabled, insight-powered, workflow-intelligent platform — aligned to compliance, driven by structure, and embedded into your everyday tools.
Let’s make Dynamics 365 smarter and your customer experience sharper.
Proventeq experts will be in touch shortly after your first communication to establish a consultation or demonstration of products and services.
+91 775 698 9979
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