Dynamics 365 Sales & Customer Service
We implement Dynamics 365 Sales and Customer Service so your teams track leads, close deals and resolve cases from one shared view of the customer.
Part of Microsoft Dynamics 365, alongside related services.
A CRM your teams will actually use
We set up Dynamics 365 around your sales stages and service processes, connect it to Outlook and Teams, and bring in your existing customer data.
Dashboards give managers a clear view of pipeline and service levels, while automation removes the admin that keeps people out of the CRM.
Sales and service CRM
- 01
Sales setup
Leads, opportunities and pipelines configured around how you sell.
- Sales stages
- Quotes and products
- Forecasting
- 02
Customer service setup
Cases, queues and service levels so nothing slips through.
- Case management
- SLAs and queues
- Knowledge base
- 03
Automation
Routine updates, assignments and reminders handled automatically.
- Assignment rules
- Reminders
- Approval flows
- 04
Integration and migration
Your contacts, history and other systems brought together.
- Data migration
- Outlook and Teams
- ERP and website links
Have a system in mind? Let us scope it with you.
Tell us what you are building and where you are stuck. We will come back with next steps, not a sales deck.