Beyond the Box CRM Solutions

ENTERPRISE MICROSOFT BUSINESS APPLICATIONS ADVISORY, DELIVERY & MANAGED SERVICES
ENTERPRISE CRM MODERNIZATION | MICROSOFT BUSINESS APPLICATIONS

Enterprise CRM transformation,

engineered for scale, control, and

measurable impact.

Beyond the Box helps public sector and enterprise organizations replace fragmented systems with connected Microsoft Dynamics 365, Power Platform, and AI ecosystems that improve visibility, simplify operations, and strengthen customer service delivery.

Microsoft Solutions Partner

Business Applications Expertise

Vendor of Record (VOR)

Government of Ontario

10+ Years Avg Experience

Senior Delivery Team

BY THE NUMBERS

60%

Reduction in manual processes across public sector CRM transformation programs.

85%

User adoption achieved across

enterprise implementations and

modernization initiatives

2x

Faster delivery than traditional

consulting models through senior-led execution

70%

Reduction in siloed information

across disconnected operational

systems

WHY ORGANIZATIONS CHOOSE US

Senior-led engagement model

You work directly with experienced consultants who bring strategy, architecture, and delivery together in one accountable team.

Architecture-first delivery

Every engagement is structured around process, platform, integration, and operating model alignment to support long-term scale.

Public sector and enterprise credibility

Our work spans complex service environments

where governance, responsiveness, and

operational clarity matter..

CAPABILITIES

Strategic Advisory & Architecture

Assess the current state and define a clear roadmap across Dynamics 365, Power Platform, integration, and business process modernization.

D365 Assessment

Integration Audit

Power Platform Review

Roadmap Delivery

Implementation & Optimization

Deliver Dynamics 365 and Power Platform solutions from proof of concept to enterprise rollout with adoption, process alignment, and knowledge transfer.

Proof of Concept

Process Automation

Full D365 Delivery

Training & Knowledge Transfer

Managed Services

Provide continuous support, enhancement delivery, issue resolution, and

system optimization through a flexible, enterprise-ready operating model.

Issue Resolution

Health Checks

Enhancements

Flexible Support

Center for Enablement & Governance

Enable controlled business-led innovation with governance, best practices,training, and operating guardrails that scale the platform responsibly.

CoE Buildout

Enablement

Governance

Compliance

CUSTOMER IMPACT

Ontario One Call

DYNAMICS 365 CUSTOMER SERVICE TRANSFORMATION

Modernized a mission-critical public safety environment by unifying case management, voice integration, and self-service into one connected Microsoft platform.

360

Unified customer profile

60%

Reduction in call handle time

40%

Decrease in inbound volume

Metro Air Compressor

CRM OPTIMIZATION & MANAGED SERVICES

Transformed a low-adoption CRM into a business-ready service platform with stronger process alignment, support responsiveness, and user confidence.

60%

Faster work order processing

50%

Faster quote generation

95%

CRM adoption rate

Construction Enterprise

DYNAMICS 365 SALES & FIELD SERVICE DELIVERY

Replaced Excel-driven workflows and disconnected systems with a modern sales and field service platform, including dashboards and mobile execution.

40%

Faster quote generation

70%

Faster customer response time

80%

Less field paperwork

Start with a 1-Week CRM Assessment

We assess the current state, identify architectural and operational gaps, and provide a focused roadmap for modernization.

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