Dynamics 365 turns scattered customer data into a continuous sales process. The cloud platform unites CRM and ERP from sales through customer service to finance — we customize it for your company.
Microsoft Dynamics 365 is a cloud-based platform that integrates Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP). The applications cover sales, customer service, finance, operations, marketing and HR.
The key: all modules share one data foundation (Dataverse) and work seamlessly with Outlook, Teams and Excel. Your sales team sees emails, appointments, quotes and revenue in one place, and Copilot summarizes customer histories, suggests next steps and drafts replies.
We implement Dynamics 365 to fit, connect it with Business Central and your existing systems, and train your team — so CRM becomes a tool sales enjoys using, not a data-entry chore.
Track customer interactions, manage opportunities and raise satisfaction — all in one place.
Finance, operations, production and supply chain on the same platform as your CRM.
Copilot and data-driven insights enable proactive action instead of pure aftercare.
Seamlessly connected with Outlook, Teams, Excel, Azure and Power BI — including useful extensions.
Robust security and industry standards protect your customer data in the cloud.
Adapted to your processes and cloud-based so it grows with your company.
Our own apps that extend Dynamics CRM with concrete processes — natively integrated, without a detour through separate portals. We start with our payments app.
Create a payment link and QR code in one click directly from the CRM invoice: get paid faster, without a separate portal.
Analyse needs and determine the relevant modules.
As a Microsoft Partner we plan and implement the Dynamics integration into your systems.
We train your staff and support you as a Microsoft Partner.
Test at limited scope and refine the setup.
Learn from usage and keep optimizing.
Business Central is the ERP (finance, warehouse, purchasing, sales); Dynamics 365 Sales/Service is the CRM (leads, opportunities, service). Both share the Microsoft ecosystem and can be connected. We set up exactly that bridge.
As soon as more than one person handles customer contacts, a CRM pays off: no lost enquiries, clean handovers, reliable forecasts. Dynamics starts lean and grows with you.
A focused sales rollout can be productive in a few weeks. What matters is fitting your pipeline and connecting Outlook and ERP. That is our focus.
Yes. We migrate contacts, accounts and histories from Excel, legacy systems or other CRMs — cleaned, deduplicated and GDPR-compliant.
We are happy to discuss our services and your requirements with you.