“HD Dynamics is the third Microsoft Dynamics  partner we have worked with since 2012.  I am happy to say that we have finally found a firm that understands the Wealth Management/Asset Management business and how to customize our solution to fit our business strategy and workflows. 
 
Instead of spending countless billable hours educating CRM consultants about our industry, Jodi Herman, Scott Duke and their team really get it!  While knowledgeable experience costs more per hour, it has saved us thousands in the long-term.  I highly recommend HD Dynamics.”