Dynamics 365 Sales (CRM)

Run your whole sales process, from lead to quote and order, on a single platform tailored to the way you work.

What we do

Setup and configuration

We configure tables, forms, views, business process flows and security roles around your operations.

Sales process design

We align the lead, opportunity, quote and order stages with how your team really works.

Custom development

We go beyond standard features with plugins, JavaScript and PCF components.

Integration

We build two-way integrations with your ERP, accounting, email marketing and website.

Data migration

We clean, map and safely migrate data from your old CRM or spreadsheets.

Reporting

Dashboards and Power BI reports give you a real-time view of your pipeline.

How we work

Discovery

We clarify your needs, existing systems and goals together.

Design

We turn the solution, scope and timeline into a concrete roadmap.

Build

We develop in short cycles and validate every step with you.

Go-live and support

We launch, train your team and stay by your side afterwards.

Let's talk about your project

Tell us what you need and we'll map out the right approach together.

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