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Why We're Different

  • icon Multi-Platform CRM Expertise

    Sonoma Partners offers both and Microsoft Dynamics CRM consulting services, and we can help you decide which platform fits you best.

  • icon Custom Mobile Experts

    We build custom mobile apps for both iOS and Windows 8 tablets, bringing consumer grade design and user experience to the enterprise.

  • icon Industry Focus

    Sonoma Partners knows the Professional Services and Manufacturing industries inside out, backwards and forwards. We will hit the ground running on your project.

  • icon Not Your Typical IT Consulting Model

    Sonoma Partners does things very differently from most consulting firms, and this helps us deliver your project on-time and on-budget.

Industry Expertise

"It’s been a wild and wonderful year since we started down this journey together. Sonoma Partners will forever go down in the Hoover’s history books as the best partner/vendor we’ve ever had the pleasure to work with…seriously. You are one of a kind."

- Heidi Tucker, VP of Business Development at Hoover's

Recent Blog Posts

  • CRM 2013 - Refresh Web Resources on Activate and Deactivate

    Posted by Blake Scarlavai

    If you are building an editable custom Web Resource in CRM that will be embedded into a record form, typically you would want to make the Web Resource read-only when the record is deactivated. To do this, you would have...

  • Adventures with PersonAccounts

    Posted by Nathen Drees

    Recently I had a chance to play with PersonAccounts while working on a project. If you’re unfamiliar with them, PersonAccounts are account records in Salesforce that act like Contacts, and even have the Contact custom fields available to them. They...

  • An Introduction to Change Management and CRM

    Posted by Sonoma Partners

    Definitions for change management in relationship to CRM vary widely from person to person. Every vendor has a different explanation of what change management is, and each client has a different expectation of what change management can do for them....

  • XRM Tooling – Web Resource Utility

    Posted by Blake Scarlavai

    A couple weeks ago I posted a video on the new Login Control that comes with the XRM Tooling library in the latest CRM 2013 SDK. Today I will show off another handy feature in the XRM Tooling library, the...