Services

PartnerHelper offers consulting services to guide our clients in the path of the next generation of the intelligent business applications to improve the management of their business processes. We have a certified team of experts in the design, customization, deployment and support of Dynamics 365 and all its modules. Our knowledge, experience and commitment, allow us to provide you with the best solution for your business. 

DATA MIGRATION

Do not worry about your historical data and forget about being left alone. We´ve got you covered! Our consultants and developers can migrate all your data and we are always willing to provide all the support the Dynamics 365 end users might need.

CONFIGURATION/
CUSTOMIZATION

The team at PartnerHelper can help you with the entire implementation of your Dynamics 365 solution, whether you´re just getting started or you want to improve your cloud based system.

INTEGRATIONS

By implementing recurring integrations, you can enable the exchange of data between your business apps and third-party applications or services.

SUPPORT

We have a customer portal through which you can contact us and self-manage multiple aspects of the relationship with PartnerHelper.

TRAINING

One of the most important services we offer is the training of the company's personnel to teach them how to manage Dynamics 365 solutions to improve management and optimize processes.

CUSTOMER DATA PLATFORM, CUSTOMER INSIGHTS, CUSTOMER VOICE

All your customer information in one place, allowing you to manage sales, marketing and customer services data from one place, giving you a 360-degree view of the customer and their needs to offer effective solutions.

ANALYSIS/DESIGN

Our team of experts will assist you in the requirements definition process by taking into account the multiple projects developed for "a wide variety of customers in different markets" and will design the perfect solution for your company, based on your business needs and requirements.

LOCALIZATIONS

Financial localizations for Dynamics 365 Business Central are extensions that easily integrate with Microsoft ERP. These applications add to the business management software the necessary fiscal layer to ensure compliance with fiscal, tax, accounting and legal requirements of those companies operating in a given country in Latin America.

PROJECT MANAGEMENT

We have extensive experience in managing projects related to Dynamics365 based on the methodology recommended by Microsoft Sure Step, our experts have the knowledge required to handle projects involving various components such as integrations, data architecture and data migration.

RESCO MOBILE

We are a resco professional partner which allows us to offer a mobile solution for Microsoft Dynamics 365, take advantage of your Dynamics data in every scenario, streamline the fieldwork processes, and win more satisfied customers with unrivaled mobility experience for Dynamics 365. Allow your sales reps to manage leads and deals outside of the office, control the team’s schedule, and get real-time insights about their performance.

ADMINISTRATION

Our extensive experience in Dynamics 365 and Office 365 allows us to offer management services for organizations which includes the selection and allocation of licenses required to optimize productivity in your company, the configuration and management of the different layers of security and the optimization of resources to avoid additional charges to those required.

SECURITY ARCHITECTURE AND SUPPORT

Microsoft Dynamics 365 provides multiple levels of security. It improves the secure foundation across physical, infrastructure, and operational security with Microsoft Azure and a role-based security model at the application level. 

DEVELOPMENT

We have a team of certified experts in the development and customization of multiple Dynamics365 applications, always following the best practices and recommendations of Microsoft, our team is updated on the constant improvements to the system and how to adapt them to the requirements of each company.

VIRTUAL AGENT

Respond quickly to customer and employee needs (as required) using intelligent chat bots created with Power Virtual Agents. No code to write.

Create even smarter chat bots using the latest AI-based features of Power Virtual Agents.

Designing and implementing the right architecture will allow you to have a platform that adapts to your company's requirements, is scalable and helps your organization grow, as well as facilitating integrations with other dynamics365 or external applications.

SOLUTIONS ARCHITECTURE

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Business Central 
Localizations

You can also find our services in the following countries of Latin America:

México

Costa Rica

Panamá

República Dominicana

Puerto Rico

Colombia

Ecuador

Perú

Chile

Bolivia

Argentina

Paraguay

Uruguay