CRM Consultants & Implementation Partners in El Segundo, CA

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The TM Group, often shortened to TMG, is a Microsoft Dynamics partner that has worked with business software clients since 1984. Its CRM work centers on Dynamics 365 Sales and Dynamics 365 Service, delivered alongside the Business Central ERP platform.

For buyers who want customer relationship tools tied closely to finance and operations, this pairing is the heart of what the firm offers. TMG reports more than 1,000 completed implementations over its history. It now operates as part of TMC Global, a combined Microsoft partner formed by TMC, TMG and PowerApps911, while keeping its existing team in place.

Products and Platforms

In addition to the cloud Dynamics 365 applications, the firm continues to look after several hundred clients still running Dynamics GP and Dynamics SL on their own servers, and it helps many of them move to Business Central.

It builds on the Microsoft Power Platform, including Power BI, Power Apps and Power Automate, and markets its own TMG SmartTools, a set of custom applications and connectors that extend Dynamics and link separate systems. It also maintains relationships with over 100 independent developers whose add-ons supply industry-specific features.

How Projects Run

Engagements follow a defined sequence:

• An up-front assessment of whether Dynamics actually suits the organization, followed by a solution proposal
• An Implementation Planning Study that documents processes, flags risks and produces a roadmap
• A signed statement of work fixing scope, deliverables and timelines
• Configuration, customization and integration, with weekly status calls keeping the client informed
• Data migration using import templates, with the client providing clean source data
• Reporting built around KPIs gathered early, plus financial reports shortly after launch
• Training delivered remotely, on site or in a classroom, followed by jointly scripted acceptance testing
• Go-live support and a formal closing meeting that hands the account to the help desk

After launch, a support desk handles troubleshooting and continued coaching on weekdays from 8 a.m. to 5 p.m. Eastern. The firm also runs paid online classes for users who want to deepen their skills.

Industries and Specialties

TMG concentrates on community mental health agencies, distributors, manufacturers and family offices. For Michigan CMH organizations it has connected Business Central with PCE to support grant tracking and compliance. For family offices it works with Elysys on multi-entity accounting and asset reporting. Foundations, nonprofits, associations, auto suppliers, education, healthcare, hospitality, retail, financial services and wealth management also appear among its client sectors.

Background and Credentials

The company holds Microsoft's Small and Midsize Business Management specialization and was included on Accounting Today's 2025 VAR 100 list. It notes that many staff members have stayed for ten to thirty years, which suggests continuity for long-term clients.

Its published corporate headquarters is in El Segundo, California, and it has hosted GP-to-Business Central lunch-and-learn sessions in Grand Rapids, Edwardsburg and Mount Pleasant. Through TMC Global, clients can also reach Microsoft 365 licensing optimization, Azure management, Copilot and AI enablement, and a larger Power Platform development group without adding another vendor.