Projects

Microsoft Dynamics 365 Sales Module

Microsoft Dynamics 365 Sales Module

 

Business Challenge

An IT company that is already using Microsoft Dynamics 365 Business Central now wants to take advantage of a modern CRM. The CRM is to be connected to the existing telephone system. The CRM should also be able to manage software licenses and there should be automated billing for subscriptions. Marketing campaigns should be carried out. Customer service should be improved by implementing an automated “Email to Case” Process. Sales-specific Power BI reports should also be embedded in the CRM.

 

Solution

Microsoft Dynamics 365 Sales Module was introduced for this purpose: Dynamics 365 Sales enables Sales reps to build strong relationships with their customers, drive action based on insights, and help close deals faster. So Dynamics Sales Module was the perfect fit for this company!

The following technologies were used:

  • Microsoft Dynamics 365 Sales Module (Dynamics CRM)
  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Customer Service Module
  • Microsoft Teams Phone
  • Common Data Service/Dataverse
  • Microsoft PowerBI
  • Microsoft Sharepoint
Project Details

  Business Challenge An IT company that is already using […]