CRM & sales processes
Evaluate Dynamics 365 Sales for customer information, opportunity management and consistent follow-up.
Solutions / Biz Apps
DIGITAL CLOUD / 06
Connect the systems behind your business.
Bring sales, operations and everyday processes together with business applications and purposeful integrations.
Plan your solutionOur expertise
From the first question to a working solution.
ERP & Business Central
Review finance and operational requirements, fit, integrations and a phased implementation approach.
Power Platform & custom applications
Build focused Power Apps, portals or custom systems around the way your people work.
Integration & adoption
Connect supported systems, plan data migration and test workflows before training and launch.
Biz Apps
Explore the possibilities
Choose a topic to see what we can plan together.
Biz Apps
CRM, sales & customer insights
Explore Dynamics 365 Sales and Customer Insights for account history, opportunity tracking and marketing journeys. Define useful integrations and access rules.
Plan your solutionERP, finance & retail
Map finance, purchasing, stock and order workflows to Business Central. Review retail integration and reporting needs before agreeing the implementation scope.
Plan your solutionMigration, backup & updates
Plan CRM and ERP data migration, reconciliation and recovery. Define update monitoring and testing responsibilities to protect daily operations.
Plan your solutionFocused starts & user training
Begin with a manageable CRM or ERP phase. Include role-based training, electronic-invoicing requirements and an improvement backlog.
Plan your solutionA clear path from idea to impact.
Understand
Review your goals, existing systems and the problems worth solving first.
Plan
Agree on priorities, scope, budget and a practical delivery roadmap.
Deliver
Configure, integrate and test the solution, then prepare your people to use it.
Improve
Review results, support adoption and plan improvements as your needs change.
The proposal defines deliverables, product licensing, service coverage and responsibilities before work begins.
Biz Apps
Related topics
Microsoft CRM
Connect customer history, sales opportunities and follow-up activity. Evaluate Dynamics 365 around the information your customer-facing teams need.
Explore the solution ↗CRM Easy Start
Begin CRM adoption with a manageable sales process. Agree core fields, user roles and a pilot team before extending the system.
Explore the solution ↗Dynamics 365 Sales Backup
Review recovery needs for sales records and configuration. Define supported backup coverage, retention and restoration testing with your selected tools.
Explore the solution ↗Dynamics 365 Sales Guide
Understand account management, sales stages and activity tracking. Use these building blocks to prepare requirements and evaluate a suitable CRM setup.
Explore the solution ↗Microsoft ERP
Connect financial and operational processes with Business Central. Review standard capabilities, integrations and data responsibilities before configuring the system.
Explore the solution ↗ERP for Retail
Link retail operations with finance, stock and purchasing. Map store and online systems, transaction flows and reconciliation requirements.
Explore the solution ↗ERP Easy Start
Define a focused first ERP phase with agreed business processes. Prepare master data, role-based testing and a controlled launch plan.
Explore the solution ↗E-Invoicing Training
Prepare teams for electronic invoice workflows. Review applicable formats, validation steps, system integration and exception handling with the relevant advisers.
Explore the solution ↗Business Central Update Monitoring
Plan visibility into upcoming Business Central changes. Assign review, extension compatibility checks and testing before updates affect daily work.
Explore the solution ↗Business Central Backup
Define a recovery approach for business data and configurations. Review tool coverage, retention, restoration permissions and practical recovery tests.
Explore the solution ↗Your next step