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Charlotte, North Carolina

Microsoft Dynamics 365 and NetSuite Consulting in Charlotte NC

AlphaBOLD connects technology decisions to operational priorities. We work with Charlotte leadership teams to plan, implement, and optimize Microsoft business systems, Dynamics 365, AI, and data analytics — reducing implementation risk and building a clearer path to measurable value.

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Eric Simendinger, MBA, Charlotte
Eric Simendinger, MBA
Senior Sales Executive & Business Consultant · Charlotte, NC
Local Representative
Direct line(704) 555-1000 Book a meeting
Modernization

How can AlphaBOLD help Charlotte businesses modernize their technology?

Charlotte organizations often face fragmented workflows, siloed data, and disconnected customer systems as they scale. We bridge these gaps by bringing CRM, data engineering, and Microsoft expertise into a single strategic consulting relationship.

Unifying disconnected systems

We replace fragmented workflows and integrate your operations, giving leadership and teams complete visibility into customer data and business performance.

An AI-ready data foundation

We organize, migrate, and govern your data, ensuring it is secure, reliable, and structured for advanced analytics and AI implementation.

Full-lifecycle value realization

We guide you from readiness and architecture through deployment, risk mitigation, and user adoption — so your investment delivers long-term ROI.

Services

Which technology services does AlphaBOLD provide in Charlotte?

We help Charlotte organizations improve CRM, data, analytics, integrations, and Microsoft platforms — from assessment and implementation through modernization, optimization, and ongoing support.

01

Dynamics 365 consulting & implementation

Implement Dynamics 365 around how sales and service teams actually work. We support planning, configuration, migration, adoption, and optimization for clearer pipelines, stronger service, and more reliable performance reporting.

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Dynamics 365 customization & integration

Connect Dynamics 365 with ERP, marketing, contact center, and analytics systems. We configure workflows, security, automation, APIs, and integrations to reduce manual work and improve data flow.

Explore Dynamics 365 services 03

Power BI & Microsoft Fabric

Unify data engineering, semantic models, and analytics on Microsoft Fabric. We support architecture, OneLake, pipelines, capacity planning, governed self-service reporting, and performance optimization for consistent metrics.

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AI, IoT & development services

Build AI, IoT, and custom software solutions around specific business needs. We support strategy, architecture, development, integration, testing, deployment, and optimization across cloud, web, mobile, and connected environments.

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Why AlphaBOLD

Why should Charlotte organizations work with AlphaBOLD?

One connected stack, one strategy, and a delivery team that stays with you from planning through adoption.

Microsoft Ecosystem

One connected stack

Connected Strategy

CRM, data, AI aligned

Full-Lifecycle Delivery

Plan to post-launch

Flexible Support

Advisory, project, or ongoing

Proven Execution

Client proof and measurable progress

Industries

Which Charlotte industries does AlphaBOLD support?

AlphaBOLD’s Charlotte technology consultants support organizations across financial services, energy, healthcare, manufacturing, and distribution. Each engagement connects technology decisions to the workflows, governance requirements, customer expectations, and reporting needs of the business.

Financial Services & Fintech

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Energy & Utilities

Healthcare & Life Sciences

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Manufacturing & Distribution

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Work with a technology partner who understands Charlotte.

Our local presence supports more personalized collaboration. Consultants work closely with your teams to understand your environment and recommend solutions aligned with your goals.

  • In-person consultations
  • On-site assessments
  • Stakeholder workshops
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Charlotte, NC
Proof

How has AlphaBOLD delivered measurable CRM and data outcomes?

Two engagements, two very different problems — both measured by what changed after go-live.

1,000+ Calls per day
Avelo Airlines

A unified customer support foundation

Avelo needed a connected service platform bringing voice, chat, web cases, case management, knowledge, and customer data together. We implemented Dynamics 365 Contact Center with AI-assisted service, workflow automation, and centralized knowledge management — now live across 70+ users.

“Our teams are better equipped to deliver faster, more consistent customer support as we continue to grow.” Pratik Patel Information Project Manager, Avelo Airlines
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~70% Faster processing
B2GNow

A scalable Microsoft Fabric architecture

We designed a Fabric-first analytics architecture for B2GNow, replacing inefficient full-refresh patterns and manual deployments with incremental processing, governed models, and repeatable automation — lowering operational overhead and creating a more scalable approach to customer onboarding.

“AlphaBOLD helped us modernize our architecture with Microsoft Fabric, streamline data refreshes, and automate customer onboarding. The result is a more reliable, scalable analytics foundation that aligns with Microsoft’s long-term platform direction.” Brandt Pierce VP of Software Engineering, B2GNow
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FAQ

Frequently asked questions

Yes. AlphaBOLD can arrange onsite IT consulting in Charlotte based on scheduling, project requirements, and consultant availability. Remote consultations are also available for teams that prefer virtual sessions.

Organizations can request an onsite visit for discovery, process mapping, solution planning, or stakeholder workshops. AlphaBOLD will confirm availability and the most suitable meeting format before the session.

The first consultation focuses on your current systems, business priorities, operational challenges, integrations, data requirements, and project goals. AlphaBOLD then recommends practical next steps for assessment, planning, or implementation.

Yes. AlphaBOLD supports organizations across Charlotte and the surrounding metro area. Contact the team with your location and meeting requirements to confirm onsite availability.

Next step

Planning a CRM or data initiative in Charlotte?

Talk with AlphaBOLD about your current environment, priorities, and delivery risks. We can help you assess the right architecture, clarify implementation requirements, and build a practical roadmap.

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