Dynamics 365 partner for Canadian businesses

Dynamics 365 Partner for a CRM Your Team Will Use

Implementation, data migration, integration and support for Dynamics 365 Sales and Customer Service. Your CRM goes live, connects to the systems you already run, and keeps working after go-live.

5.0 50 Google reviews
Microsoft Solutions Partner
Since 1994 in business
150+ clients

Talk to a Dynamics 365 consultant

30 minutes, by phone or Teams.

5.0 from 50 Google reviews

Trusted by the businesses whose systems we already run

      EXCELLENT  
   Based on 50 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Khushi Shah 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great IT support.
  
 
      Posted on Google  
   
   David Ghosh 
 
 
 
 Trustindex verifies that the original source of the review is Google. I've had the opportunity to work with the team at BALANCED+ and have consistently found them to be professional, responsive, and easy to collaborate with. Their team demonstrates a strong commitment to customer service and takes the time to understand business and technical requirements. In particular, Isabella Mendoza has been incredibly helpful, proactive, and responsive throughout our interactions. I appreciate the partnership and look forward to continuing to work together in the future.
  
 
      Posted on Google  
   
   Gord Govia 
 
 
 
 Trustindex verifies that the original source of the review is Google. Balanced+ has been one of Fortinet's standout partners this year. As a Fortinet Advanced Partner, they have achieved exceptional growth through a customer-first mentality, a highly experienced technical team, and a strategic commitment to Fortinet solutions. Their proactive investment in the ongoing education and certification of both sales and technical staff ensures they remain aligned with Fortinet's go-to-market strategy and are well-equipped to deliver outstanding outcomes for customers. Their dedication, expertise, and execution continue to make them a valued and trusted Fortinet partner.
  
 
      Posted on Google  
   
   Juan Jose Rendon Matute 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have been working with Balanced+ for years and they have been doing a magnificent job. Thanks to Chirag and Alex who are always assisting us at all times. Fast and efficient support.  ⭐️⭐️⭐️⭐️⭐️
  
 
      Posted on Google  
   
   ali golchian 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very experienced in their fields and trouble shooting the issues ASAP. Recommended to face less hassles,
  
 
      Posted on Google  
   
   robert lewocz 
 
 
 
 Trustindex verifies that the original source of the review is Google. Altruvest Charitable Services has partnered with Balanced+ for our IT and cybersecurity needs, and the experience has been outstanding. As a national nonprofit handling sensitive data across our BoardMatch™ program, having a trusted partner who understands both technical rigor and the realities of a lean nonprofit team matters enormously. Balanced+ has strengthened our systems, improved our cybersecurity posture, and been responsive and clear every step of the way. Highly recommend them to any organization looking for a dependable, security-minded IT partner. Robert Lewocz, Executive Director, Altruvest Charitable Services
  
 
      Posted on Google  
   
   Robert Correia 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have been using Balanced for our IT requirements for years.  Their staff is very professional and knowlegeable attending to our regular and emergency needs in a prompt manner.
  
 
      Posted on Google  
   
   Lucas Scalzitti 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alex and Chirag have been excellent to work with. They are knowledgeable, responsive, and always willing to help resolve technical issues quickly and efficiently. They communicate clearly, follow through on requests, and make sure everything is working properly before closing an issue. Their professionalism and positive attitude are greatly appreciated.
  
 
      Posted on Google  
   
   Martin Gewargis 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a great experience here. The staff were knowledgeable, courteous, and genuinely cared about providing excellent service. Everything was handled efficiently, and the overall experience exceeded my expectations. I highly recommend this business to anyone looking for quality and professionalism

Our partners

A CRM that runs your sales and service, not one your team works around

Most CRM projects do not fail on the software. They fail on the setup: default screens nobody asked for, data copied in from spreadsheets as-is, no link to Outlook, and a partner who disappears after go-live.

As a Dynamics 365 implementation partner, we set the CRM up around how your teams already sell and support customers, then stay on to keep it working.

Dynamics 365 Sales and Customer Service, set up around your process
Data cleaned and moved over from spreadsheets or your old CRM
Connected to Outlook, Teams and the other systems you run
Reports and dashboards your managers trust
Training for each role, so people use it from day one
The same team handling changes, new users and fixes after go-live

Book a Dynamics Call

Going it alone vs working with a Dynamics 365 partner

	On your own	With BALANCED+
Setup	Default screens your team works around	Configured around how you sell and support
Your data	Spreadsheets copied in, duplicates and all	Cleaned, de-duplicated, then migrated
Email and meetings	Typed into the CRM twice	Outlook and Teams connected to the record
Adoption	A login and a hope	Training for each role
After go-live	The partner moves on	The same team supports changes and fixes

BALANCED+ consultant maps the client sales workflow for a Dynamics 365 implementation

What does a Dynamics 365 implementation partner do?

A Dynamics 365 partner takes the CRM from licence to working system:

Plan: map how your teams sell and support customers today
Configure: set up records, stages, forms and permissions to match
Migrate: clean your existing data and move it in
Connect: link Dynamics to Outlook, Teams and your other systems
Train and support: get people using it, then keep it running

BALANCED+ consultant reviews a stalled CRM implementation with a sales operations manager

Can you fix a Dynamics CRM implementation that stalled?

Yes, and it is common. The usual causes are a setup that does not match how the team works, data nobody trusts, and no one left to make changes.

We start by reviewing what is there, keep what works, and fix the parts stopping people from using it. You do not have to start over.

Read: how to close loopholes in Dynamics 365

BALANCED+ consultant demonstrates how CRM connects customer emails, meetings and business data

Will Dynamics 365 work with Outlook, Teams and our other systems?

Dynamics 365 is built to work with Microsoft 365. Emails and meetings in Outlook can land on the customer record, and teams can work on records inside Teams.

For systems outside Microsoft, such as your accounting or ERP software, we connect them so orders, invoices and customer details stop being typed in twice.

Get your CRM working in three steps

Book a call

30 minutes on how your teams sell and support customers today, and what is not working.
Get a plan and a scope

We map your process, your data and your systems, then set out what the build involves.
Build, move and train

We configure Dynamics, migrate your data, train each role and support it after go-live.

Book a Dynamics Call

Related services

A CRM is only as useful as the systems around it. Each of these has its own page.

Straight answers about Dynamics 365

What does a Dynamics 365 partner do?

Sets the CRM up around your sales and service process, moves your data in, connects it to your other systems, trains your people and supports it after go-live.

Do you work with Dynamics 365 Sales and Customer Service?

Yes. Those are the two CRM apps we implement and support.

Can you take over a Dynamics CRM someone else set up?

Yes. We review what is there, keep what works and fix what is stopping people from using it.

Can you move our data from spreadsheets or another CRM?

Yes. We clean it first, remove duplicates and match it to the new setup, so your team starts with records they trust.

Are you a Dynamics 365 partner in Canada?

Yes. BALANCED+ is a Microsoft Solutions Partner with a head office in Mississauga and an office in Vancouver, working with companies across Canada.

Get a CRM your teams will actually use

Start with a 30-minute call: how your teams work today, what the CRM needs to do, and what it takes to get there.

Book a Dynamics Call

No commitment
Reply within 1 business day

Prefer to talk? 416.621.6611

Dynamics 365 Partner for a CRM Your Team Will Use

Talk to a Dynamics 365 consultant

Trusted by the businesses whose systems we already run

Our partners

A CRM that runs your sales and service, not one your team works around

Going it alone vs working with a Dynamics 365 partner

What does a Dynamics 365 implementation partner do?

Can you fix a Dynamics CRM implementation that stalled?

Will Dynamics 365 work with Outlook, Teams and our other systems?

Get your CRM working in three steps

Book a call

Get a plan and a scope

Build, move and train

Related services

Straight answers about Dynamics 365

Get a CRM your teams will actually use