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menu-item-object-page menu-item-4023"><a href="https://cobalt.net/cobalt-edge/case-studies/">Customer Case Studies</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4026"><a href="https://cobalt.net/cobalt-edge/customer-support/">Customer Support</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7172"><a href="https://cobalt.net/cobalt-edge/partners/">Partnerships</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4028"><a href="https://cobalt.net/cobalt-edge/contracts/">Transparent Contracts</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4022"><a href="https://cobalt.net/careers/">Careers & Culture</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7171"><a href="https://cobalt.net/careers/open-positions/">Current Job Openings</a></li></ul></div></ul></li></ul> <button class="header-search-toggle"> <i class="far fa-search"></i> </button> </div> <form class="header-search" method="get" action="https://cobalt.net/"> <div class="container"> <a href="#!" class="header-search-close"> <i class="far fa-times"></i> </a> <div class="row justify-content-center"> <div class="col-md-8 d-flex"> <div class="header-search-group"> <input class="header-search-field" type="text" name="s" id="s" /> <label class="header-search-label" for="s">Search For</label> <div class="header-search-border"></div> </div> <button role="submit" class="header-search-submit"> <span class="sr-only">Search</span> <span class="far fa-arrow-right"></span> </button> </div> </div> </div> </form> </div> </header> <main id="main" aria-roledescription="main" role="main" class="container-fluid"> <section class="row banner banner-extended"> <div class="banner-image" style="background-image: url('https://cobalt.net/wp-content/uploads/2019/01/After-You’ve-Chosen-An-AMS-Partner-1440x600.jpg');"></div> <div class="container"> <div class="banner-content"> <h1 class="banner-title">Cobalt Edge</h1> <div class="banner-description"> <p>You’re looking for the right <a href="#cobalt-edge-product">product</a> from a vendor with tested, effective <a href="#process-highlights-block_5dc72b51ccebd">processes</a>, backed by dependable, responsive <a href="#cobalt-edge-team">people</a>. Don’t settle for one or two of these things — Cobalt brings all three to the table.</p> </div> </div> </div> </div> <div class="row banner-border"> <span></span> <span></span> <span></span> </div> </section> <div class="container"> <article class="page-content"> <div style="height:60px" aria-hidden="true" class="wp-block-spacer"></div> <h2 class="wp-block-heading is-style-alt" id="cobalt-edge-product"><strong><span style="color:#0177C7" class="tadv-color">Fine-Tuned Solutions, 20 Years in the Making</span></strong></h2> <p>Your CRM and the software that integrates with it need to be flexible enough to mold to the way your team works. They also need to be powerful and reliable enough to provide trusted stability now and industry-leading improvements in the near future. <br></p> <p>For over two decades, Cobalt has been developing and refining tools built specifically to integrate with Microsoft Dynamics 365. Cobalt’s membership, certification, events, eCommerce, migration, and other products are all hard at work for a wide range of membership and certification organizations, small and medium-sized businesses, and many other Dynamics 365 partners and users. <br></p> <div class="wp-block-button aligncenter"><a class="wp-block-button__link wp-element-button" href="/solutions/">Explore Our Solutions</a></div> <div style="height:20px" aria-hidden="true" class="wp-block-spacer"></div> <section class="wp-block-process-highlights alignfull " id="process-highlights-block_5dc72b51ccebd"> <div class="row wp-block-process-highlights-top"> <div class="container"> <div class="row align-items-center"> <div class="col-md-4"> <h2 class="wp-block-process-highlights-title">Cobalt Process<br />Highlights</h2> </div> <div class="col-md-8"> <p class="wp-block-process-highlights-description">Ask prospective vendors about their processes. Push for details; ask for references; see if they have a system in place to execute. We know precisely how long and hard a team has to work to build customer-centric methods for migration, implementation, ongoing support, and all the other service you should expect from your vendor. Here are highlights from what we’ve learned and built over the last 20+ years:</p> </div> </div> </div> </div> <div class="row wp-block-process-highlights-bottom"> <div class="container"> <div class="row"> <div class="col-lg-6"> <div class="wp-block-process-highlights-item"> <div class="wp-block-process-highlights-item-number">01</div> <h3 class="wp-block-process-highlights-item-title">Client-Engagement from the Start</h3> <p class="wp-block-process-highlights-item-description">We blend our staff and your end-users for a targeted, effective project team.</p> </div> </div> <div class="col-lg-6"> <div class="wp-block-process-highlights-item"> <div class="wp-block-process-highlights-item-number">02</div> <h3 class="wp-block-process-highlights-item-title">A Clear Plan with Project Charters</h3> <p class="wp-block-process-highlights-item-description">We establish high-level objectives and specific, achievable, measurable success criteria. <a href="/how-to-improve-your-crm-implementations-with-a-project-charter/">Read more</a> or view a Cobalt sample project charter</a>.</p> </div> </div> <div class="col-lg-6"> <div class="wp-block-process-highlights-item"> <div class="wp-block-process-highlights-item-number">03</div> <h3 class="wp-block-process-highlights-item-title">Detailed Project Plans and Checklists</h3> <p class="wp-block-process-highlights-item-description">We break charters down into milestones and <a href="/wp-content/uploads/2018/02/New-Implementation-Checklist-Revision-January-2018.pdf" target="_blank">checklists</a> to map our team’s progress.</p> </div> </div> <div class="col-lg-6"> <div class="wp-block-process-highlights-item"> <div class="wp-block-process-highlights-item-number">04</div> <h3 class="wp-block-process-highlights-item-title">Monitor, Avoid, and Abate Risks</h3> <p class="wp-block-process-highlights-item-description">We put 20+ years of implementation experience to work with strategies that minimize risks.</p> </div> </div> <div class="col-lg-6"> <div class="wp-block-process-highlights-item"> <div class="wp-block-process-highlights-item-number">05</div> <h3 class="wp-block-process-highlights-item-title">Weekly Updates</h3> <p class="wp-block-process-highlights-item-description">Every week, we check in with your team for new needs or updates and provide status reports of our progress with transparent time-tracking.</p> </div> </div> <div class="col-lg-6"> <div class="wp-block-process-highlights-item"> <div class="wp-block-process-highlights-item-number">06</div> <h3 class="wp-block-process-highlights-item-title">Ongoing Support</h3> <p class="wp-block-process-highlights-item-description">We stick with you after your project is live for support or feedback with the <a href="https://www.zendesk.com/guide/features/customer-portal-software/" target="_blank">Zendesk</a> customer care portal.</p> </div> </div> </div> </div> </div> </section> <section class="row wp-block-feature-cards alignfull " id="feature-cards-block_5dc72cc7ccec4"> <div class="container"> <div class="row"> <h2 class="wp-block-feature-cards-title">Case Studies <span class="wp-block-feature-cards-title-subtitle">The real proof about our processes, people, and products is the success<br />we have delivered for more than 20 years.</span> </h2> </div> <div class="row justify-content-center"> <div class="col-md-6 col-lg-4 feature-card"> <a href="/case-study/national-association-of-realtors/" target="" class="feature-card-link"> <div class="feature-card-image" style="background-image: url('https://cobalt.net/wp-content/uploads/2019/10/iStock-1058166532-450x330.jpg');"></div> <div class="feature-card-bottom"> <h3 class="feature-card-title">National Association of REALTORS®</h3> <span class="feature-card-more">Learn More</span> </div> </a> </div> <div class="col-md-6 col-lg-4 feature-card"> <a href="/financial-services-institute-fsi/" target="" class="feature-card-link"> <div class="feature-card-image" style="background-image: url('https://cobalt.net/wp-content/uploads/2019/10/Financial-Services-Institute-FSI-450x330.jpg');"></div> <div class="feature-card-bottom"> <h3 class="feature-card-title">Financial Services Institute (FSI)</h3> <span class="feature-card-more">Learn more</span> </div> </a> </div> <div class="col-md-6 col-lg-4 feature-card"> <a href="https://cobalt.net/case-study/events-industry-council-eic/" target="_blank" class="feature-card-link"> <div class="feature-card-image" style="background-image: url('https://cobalt.net/wp-content/uploads/2021/09/AdobeStock_391190069_Editorial_Use_Only-450x330.jpeg');"></div> <div class="feature-card-bottom"> <h3 class="feature-card-title">Events Industry Council (EIC)</h3> <span class="feature-card-more">Learn more</span> </div> </a> </div> <div class="col-md-6 col-lg-4 feature-card"> <a href="https://cobalt.net/case-study/pharmacy-technician-certification-board-ptcb-2/" target="" class="feature-card-link"> <div class="feature-card-image" style="background-image: url('https://cobalt.net/wp-content/uploads/2024/11/AdobeStock_286032180-450x330.jpeg');"></div> <div class="feature-card-bottom"> <h3 class="feature-card-title">Pharmacy Technician Certification Board (PTCB)</h3> <span class="feature-card-more">Learn more</span> </div> </a> </div> <div class="col-md-6 col-lg-4 feature-card"> <a href="https://cobalt.net/case-study/accreditation-council-for-education-in-nutrition-and-dietetics-acend/" target="" class="feature-card-link"> <div class="feature-card-image" style="background-image: url('https://cobalt.net/wp-content/uploads/2024/11/AdobeStock_244468933-450x330.jpeg');"></div> <div class="feature-card-bottom"> <h3 class="feature-card-title">Accreditation Council for Education in Nutrition and Dietetics (ACEND)</h3> <span class="feature-card-more">Learn more</span> </div> </a> </div> <div class="col-md-6 col-lg-4 feature-card"> <a href="https://cobalt.net/case-study/society-of-thoracic-surgeons-sts/" target="" class="feature-card-link"> <div class="feature-card-image" style="background-image: url('https://cobalt.net/wp-content/uploads/2019/10/Cardiothoracic-surgeon-photo-450x330.jpeg?crop=1');"></div> <div class="feature-card-bottom"> <h3 class="feature-card-title">Society of Thoracic Surgeons (STS)</h3> <span class="feature-card-more">Learn more</span> </div> </a> </div> <div class="col-md-6 col-lg-4 feature-card"> <a href="https://cobalt.net/case-study/urgent-care-association-uca/" target="" class="feature-card-link"> <div class="feature-card-image" style="background-image: url('https://cobalt.net/wp-content/uploads/2024/12/urgent-care-photo-450x330.jpeg?crop=1');"></div> <div class="feature-card-bottom"> <h3 class="feature-card-title">Urgent Care Association (UCA)</h3> <span class="feature-card-more">Learn more</span> </div> </a> </div> <div class="col-md-6 col-lg-4 feature-card"> <a href="https://cobalt.net/case-study/financial-services-institute-fsi-2/" target="" class="feature-card-link"> <div class="feature-card-image" style="background-image: url('https://cobalt.net/wp-content/uploads/2024/12/AdobeStock_479298638-450x330.jpeg?crop=1');"></div> <div class="feature-card-bottom"> <h3 class="feature-card-title">Financial Services Institute (FSI)</h3> <span class="feature-card-more">Learn more</span> </div> </a> </div> </div> </div> </section> <div style="height:47px" aria-hidden="true" class="wp-block-spacer"></div> <h2 class="wp-block-heading is-style-stylized" id="cobalt-edge-team">Meet Our Team</h2> <figure class="wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex"> <figure class="wp-block-image size-large"><img fetchpriority="high" decoding="async" width="1024" height="683" data-id="14089" src="https://cobalt.net/wp-content/uploads/2023/11/dynamics_365_managed_support_services_team-1024x683.jpg" alt="The image is a group photo of the Dynamics 365 Managed Support Services team in the lobby of Cobalt's Washington, D.C. office." class="wp-image-14089" srcset="https://cobalt.net/wp-content/uploads/2023/11/dynamics_365_managed_support_services_team-1024x683.jpg 1024w, https://cobalt.net/wp-content/uploads/2023/11/dynamics_365_managed_support_services_team-300x200.jpg 300w, https://cobalt.net/wp-content/uploads/2023/11/dynamics_365_managed_support_services_team-768x512.jpg 768w, https://cobalt.net/wp-content/uploads/2023/11/dynamics_365_managed_support_services_team-1536x1024.jpg 1536w, https://cobalt.net/wp-content/uploads/2023/11/dynamics_365_managed_support_services_team-scaled.jpg 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure> <figure class="wp-block-image size-large"><img decoding="async" width="1024" height="683" data-id="14708" src="https://cobalt.net/wp-content/uploads/2024/03/Elena8-1-1024x683.jpg" alt="" class="wp-image-14708" srcset="https://cobalt.net/wp-content/uploads/2024/03/Elena8-1-1024x683.jpg 1024w, https://cobalt.net/wp-content/uploads/2024/03/Elena8-1-300x200.jpg 300w, https://cobalt.net/wp-content/uploads/2024/03/Elena8-1-768x512.jpg 768w, https://cobalt.net/wp-content/uploads/2024/03/Elena8-1-1536x1024.jpg 1536w, https://cobalt.net/wp-content/uploads/2024/03/Elena8-1-scaled.jpg 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure> <figure class="wp-block-image size-large"><img decoding="async" width="949" height="632" data-id="15016" src="https://cobalt.net/wp-content/uploads/2024/08/Cobalt-Team-1-edited-1.jpg" alt="" class="wp-image-15016" srcset="https://cobalt.net/wp-content/uploads/2024/08/Cobalt-Team-1-edited-1.jpg 949w, https://cobalt.net/wp-content/uploads/2024/08/Cobalt-Team-1-edited-1-300x200.jpg 300w, https://cobalt.net/wp-content/uploads/2024/08/Cobalt-Team-1-edited-1-768x511.jpg 768w" sizes="(max-width: 949px) 100vw, 949px" /></figure> <figure class="wp-block-image size-large"><img decoding="async" width="1024" height="745" data-id="14132" src="https://cobalt.net/wp-content/uploads/2023/11/dynamics-365-managed-services-support-director-1024x745.jpeg" alt="Headshot of Cobalt's Dynamics 365 Managed Support Services director in the Cobalt Washington D.C. office." class="wp-image-14132" srcset="https://cobalt.net/wp-content/uploads/2023/11/dynamics-365-managed-services-support-director-1024x745.jpeg 1024w, https://cobalt.net/wp-content/uploads/2023/11/dynamics-365-managed-services-support-director-300x218.jpeg 300w, https://cobalt.net/wp-content/uploads/2023/11/dynamics-365-managed-services-support-director-768x558.jpeg 768w, https://cobalt.net/wp-content/uploads/2023/11/dynamics-365-managed-services-support-director-1536x1117.jpeg 1536w, https://cobalt.net/wp-content/uploads/2023/11/dynamics-365-managed-services-support-director-scaled.jpeg 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure> <figure class="wp-block-image size-large"><img decoding="async" width="1024" height="576" data-id="15010" src="https://cobalt.net/wp-content/uploads/2024/08/IMG_1609-1024x576.jpg" alt="" class="wp-image-15010" srcset="https://cobalt.net/wp-content/uploads/2024/08/IMG_1609-1024x576.jpg 1024w, https://cobalt.net/wp-content/uploads/2024/08/IMG_1609-300x169.jpg 300w, https://cobalt.net/wp-content/uploads/2024/08/IMG_1609-768x432.jpg 768w, https://cobalt.net/wp-content/uploads/2024/08/IMG_1609-1536x864.jpg 1536w, https://cobalt.net/wp-content/uploads/2024/08/IMG_1609-2048x1152.jpg 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure> <figure class="wp-block-image size-large"><img decoding="async" width="536" height="364" data-id="14869" src="https://cobalt.net/wp-content/uploads/2015/11/Support-Agents-Shane-Senior-Hanool-Lim.png" alt="Support agents in the cobalt office." class="wp-image-14869" srcset="https://cobalt.net/wp-content/uploads/2015/11/Support-Agents-Shane-Senior-Hanool-Lim.png 536w, https://cobalt.net/wp-content/uploads/2015/11/Support-Agents-Shane-Senior-Hanool-Lim-300x204.png 300w" sizes="(max-width: 536px) 100vw, 536px" /></figure> <figure class="wp-block-image size-large"><img decoding="async" width="1024" height="576" data-id="15012" src="https://cobalt.net/wp-content/uploads/2024/08/IMG_1677-1024x576.jpg" alt="" class="wp-image-15012" srcset="https://cobalt.net/wp-content/uploads/2024/08/IMG_1677-1024x576.jpg 1024w, https://cobalt.net/wp-content/uploads/2024/08/IMG_1677-300x169.jpg 300w, https://cobalt.net/wp-content/uploads/2024/08/IMG_1677-768x432.jpg 768w, https://cobalt.net/wp-content/uploads/2024/08/IMG_1677-1536x864.jpg 1536w, https://cobalt.net/wp-content/uploads/2024/08/IMG_1677-2048x1152.jpg 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure> <figure class="wp-block-image size-large"><img decoding="async" width="1024" height="683" data-id="11645" src="https://cobalt.net/wp-content/uploads/2023/05/Rich-and-Russ-2-1024x683.jpg" alt="" class="wp-image-11645" srcset="https://cobalt.net/wp-content/uploads/2023/05/Rich-and-Russ-2-1024x683.jpg 1024w, https://cobalt.net/wp-content/uploads/2023/05/Rich-and-Russ-2-300x200.jpg 300w, https://cobalt.net/wp-content/uploads/2023/05/Rich-and-Russ-2-768x512.jpg 768w, https://cobalt.net/wp-content/uploads/2023/05/Rich-and-Russ-2-1536x1024.jpg 1536w, https://cobalt.net/wp-content/uploads/2023/05/Rich-and-Russ-2-scaled.jpg 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure> </figure> <div class="wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <p>We have recruited and invested in the best industry experts to build our team because at Cobalt, we do the hard stuff — the stuff other vendors can’t commit to with confidence.</p> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-button is-style-btn-bordered aligncenter"><a class="wp-block-button__link wp-element-button" href="/careers/">Join Our Team</a></div> </div> </div> </article> </div> </main> <footer id="footer"> <div class="footer-top"> <div class="container"> <div class="row"> <div class="col-lg-10 footer-menu"><ul id="menu-footer-menu" class="menu"><li id="menu-item-3909" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-3909"><a href="https://cobalt.net/industry-solutions/!">Engagement Dynamics</a> <ul class="sub-menu"> <li id="menu-item-4042" class="menu-item menu-item-type-post_type 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