Customer Relationship Management in Microsoft Dynamics 365 Business Central

If you don’t take care of your customers, someone else will. Customers need you to deliver value, and expect the highest levels of support and service. Knowing this, growing businesses have enough on their plate as it is, and can’t afford to miss a sales cue, customer interaction, or opportunity. Enter Microsoft Dynamics 365 Business Central.

Microsoft Dynamics 365 Business Central is designed to help small and midsized businesses to take control of their operations. Offering a familiar interface, easy-to-understand pricing, and a wide range of customizations that can handle your unique business needs, this platform delivers a modern solution for growing businesses.

Improve Service, Sell Faster: Microsoft Dynamics 365 Business Central provides you the big picture in your customer relationships so that you can sell faster, do more, and improve customer service. Featuring powerful integration with other Business Central modules, Microsoft Office applications, and a wide range of third-party apps, this CRM solution gives you the power to improve customer service at every touchpoint.

A Complete View of Customer Relationships: You work with your customers every day to provide the products they need and the service they deserve. With Customer Management in Business Central, you can simplify the path from lead to opportunity to customer with the right information available at every step along the way.

Deliver Value and Boost Productivity: Focus on the right opportunities and track ongoing sales performance using custom dashboards and multidimensional reports. Gain a comprehensive overview of service tasks, workloads, and employee skills to effectively assign resources, accelerate case resolution and better serve customers.

Simplify the Quote-to-Cash Process with Powerful Office Integration: Featuring tight integration with Microsoft Outlook, you can get at-a-glance information about customers right from your email client. View contact information, credit lines, communications, and more directly from your email client with the click of a button. Create quotes, process orders, and submit invoices without leaving Outlook, easily customize outgoing documents in Word, and access live lists from Excel to take control of the quote-to-cash process.

The Right Information at Your Fingertips: Answer customer queries in real time with the right information at your fingertips. With real-time dashboards, integration with other modules including projects, inventory, finance, and more, you can always have the right answer when you need to have it—no matter the device or location.

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Contact Management


Opportunity Management


Campaign Management


Task Management


Interaction / Document Management


Relationship Management


Outlook Client Integration


Mail Logging




Contact Classification

Grow Your Business in the Cloud with Microsoft Dynamics 365 Business Central

Dynamics 365 Business Central puts flexibility at the core of your business, enabling you to start quickly, grow at your own pace and adapt in real time. Work with a Dynamics 365 partner to easily tailor and extend the application to meet your unique business or industry-specific needs. Learn more about our work, get to know the other modules by clicking the links below, and contact us for a free consultation and demo.

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