Sales and service CRM, connected to the ERP behind it.
We set up Microsoft Dynamics 365 Sales and Customer Service so that customer-facing teams and finance work from the same records.
- Sales teams moving from spreadsheets or a standalone CRM
- Service teams that need case management with SLAs
- Companies that want quotes and orders to flow into their ERP
- Existing CE users with low adoption or heavy customisation
Customer Engagement services.
Sales
Leads, opportunities, quotes, and forecasting aligned to your sales process.
Customer service
Cases, queues, entitlements, and SLAs, with a knowledge base for agents.
ERP integration
Accounts, products, prices, and orders synchronised with Business Central or Finance & Operations.
Power Platform
Power Apps and Power Automate for the processes that sit around the CRM.
Adoption
Role-based training and dashboards that give people a reason to keep the data up to date.
Four phases, each with a written outcome.
- Phase 1Discovery
Sales and service processes mapped, and the data that must flow to and from the ERP defined.
- Phase 2Configure
Entities, forms, views, and automation configured in short review cycles.
- Phase 3Integrate
ERP integration built and tested with real data.
- Phase 4Launch
Training by role, go-live, and follow-up on adoption.
Common questions
Do we need Finance & Operations to use Customer Engagement?
No. Customer Engagement works on its own and integrates with Business Central as well.
Can you improve a CRM that people do not use?
Yes. We usually start by removing fields and steps, then rebuild dashboards around what each role needs.