CRM Managed Services for Microsoft Dynamics 365
The Optrua Care Plan
Real Results
No long-term Contracts.
Cancel Anytime.
When your CRM stalls, so does your revenue engine. We get it humming with smart improvements every single month.
Your CRM Should Drive Growth - Not Drag you down.
Most systems stall after go-live. Fixes pile up. Teams lose confidence.
The Optrua Care Plan keeps your Dynamics 365 CRM performing like the day it launched - only smarter, faster, and better aligned to your business.
Trusted by leaders who run on Dynamics 365
See how other organizations have transformed their CRM systems in our Case Studies.
Why Choose Optrua’s CRM Managed Services?
Most CRM systems stall out after go-live. Fixes take too long. Teams stop using it. Small issues stack up until the system becomes a source of frustration instead of a driver of growth.
The Optrua Care Plan changes that. We proactively maintain, enhance, and support your Microsoft Dynamics 365 CRM so your team can move faster, stay aligned, and focus on closing deals. No full-time hires. No drawn-out projects. Just ongoing momentum.
Learn how Optrua’s CRM Services Overview integrates implementation, support, and ongoing optimization.
Three Flexible Plans
for Every Stage of Growth
Whether you’re just starting your CRM journey or managing a complex, multi-team operation, there’s an Optrua Care Plan designed for your size, systems, and stage of growth.
Each plan includes CRM managed services, ongoing support, and proactive system enhancement, tailored to your pace of growth.
Choose the plan that works best for you:
Pro Plus Plan: Built for high-growth organizations ready to optimize CRM as a true revenue engine
Perfect for companies running complex processes, cross-functional teams, and aggressive growth targets.
Pro Plan: For growing teams that need expert CRM support and steady improvements
Best for organizations looking to reduce CRM friction and align technology with business goals.
Team Plan: Perfect for small teams or early-stage CRM initiatives
Ideal for teams who need reliable help and occasional enhancements without a heavy lift.
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Real Results: 80% Boost in Lead Capture
Before working with Optrua, Advantage Design Group was struggling with a poorly implemented CRM:
Database alerts, rising storage costs, misaligned sales processes, and zero visibility for leadership.
Their internal IT team lacked Dynamics 365 experience, and sales opportunities were falling through the cracks.
With the Optrua Care Plan, they transformed that chaos into clarity. We cleaned up their system, automated their sales process, empowered their internal admin, and helped leadership regain control.
The result?
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An 80% increase in lead capture, better sales performance, and real operational savings—all without blowing the budget or overwhelming the team.
"We’ve had an 80% increase in lead capture. Not only are we saving money, we’re making more."
~Catherine Swingle, COO Advantage Design Group
Boost Sales by 80% with Dynamics CRM & Optrua’s Automation! - YouTube
Learn how we helped streamline automation and reporting using Microsoft Copilot for Sales.
What You Get — and Why It Matters
Your CRM Team, Without the Overhead
You don’t need to hire a full-time CRM admin, developer, and business strategist to keep your system running at its best. With Optrua's CRM Managed Services, you get a complete team of Microsoft-certified experts ready to maintain, enhance, and evolve your Dynamics 365 CRM. All without adding headcount or risk.
You stay in control of priorities. We handle the details, execution, and follow-through giving you continuous improvement month after month.
What You Get | Why It Matters |
|---|---|
Proactive CRM Maintenance | Avoid system slowdowns and errors before they disrupt your team. |
Monthly Enhancements | Your CRM keeps evolving—new features, better workflows, smarter automation. |
Strategic Roadmap Planning | You call the shots; we organize, advise, and execute so your CRM evolves on your terms. |
Dedicated Experts on Call | You get a real team who knows your system—not a support queue or chatbot. |
Weekly Progress Reviews | Transparent weekly updates that keep priorities aligned and action items moving. |
Custom Dashboards & Reporting | Clear, actionable insight into performance—no more stale or missing data. |
User Adoption Support | CRM shouldn't be a chore. We provide targeted training and make smart changes that boost everyday engagement. |
Explore how our Artificial Intelligence solutions enhance reporting, insights, and process automation across Dynamics 365.
Before & After:
From Frustration to Flow
You can feel it … CRM isn’t working the way it should.
Leads are slipping through the cracks. Reports are unreliable. Your team is frustrated, and leadership is wondering if the investment was worth it.
It doesn’t have to stay this way.
With the Optrua Care Plan, you don’t need to rip and replace. You just need the right team to help you fix what’s broken, improve what’s clunky, and move your system forward — one smart change at a time.
Here’s what clients experience when they move from reactive CRM management to a managed service model:
Focus Area | Before | After |
|---|---|---|
Growth Velocity | Growth initiatives are slowed by operational friction | CRM becomes a growth accelerator with steady monthly improvements |
Executive Visibility | Leadership struggles to get accurate visibility into performance | Real-time dashboards deliver actionable insights for faster decisions |
Lead Management | Leads get lost due to broken flows or unclear handoffs | Leads are captured, routed, and followed up automatically and reliably |
CRM User Adoption | Users avoid the system or create their own workarounds | Training and user-focused design turn CRM into a daily habit, not a hurdle |
Sales Execution | Reps are guessing what to do next—or skipping steps altogether | Sales teams follow consistent, automated flows that close deals faster |
Team Bandwidth & Burnout | Internal resources are overwhelmed by CRM issues and support tickets | A dedicated team lifts the load, reduces backlog, and frees your people to focus on impact |
For a complete look at how smarter systems drive measurable ROI, read our article on CRM ROI and Business Impact.
Care Plan FAQs
Let's Take CRM Off Your Plate
We’ll keep your Dynamics 365 CRM sharp, stable, and strategically improving - so you can focus on growth.
🔹 Cancel anytime with 30 days’ notice
🔹 Unused hours roll over
🔹 Backed by Microsoft-certified experts
No pressure, no long-term contracts. Just helpful guidance and clear next steps.