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Dynamics 365 Sales

Dynamics 365 Sales (CRM) helps businesses build better customer relationships and drive growth with AI-powered insights and streamlined sales processes.

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Dynamics 365 Sales
D365_Sales

Boost every step of the sales journey

Easily keep track of open sales tasks, new assignments, and updates in your pipeline by querying Copilot with natural language or selecting prebuilt prompts.

Access a complete timeline of past customer interactions or use Copilot to generate detailed opportunity summaries and preparation notes for upcoming meetings, ensuring you're well-prepared and ready to impress.

Prepare for customer meetings

Predict future sales revenue with ease and track your team’s performance against set goals using dynamic forecasts and visual charts, helping you stay ahead of your targets.

Forecast revenue

Unlock your sales potential with Dynamics 365 Sales (CRM)

AI-Driven sales insights
  • Lead prioritization

  • Sales outcome prediction

  • Suggested next steps

Lead & opportunity management
  • Lead tracking

  • Opportunity management

  • Automated workflows

Sales forecasting
  • Real-time sales forecasts

  • Performance tracking

  • Goal setting

Customer relationship management
  • Customer interaction tracking

  • Comprehensive customer profiles

  • Personalized experiences

Sales task automation
  • Data entry automation

  • Follow-up reminders

  • Activity tracking

Customer engagement tools
  • Email and chat integration

  • AI-generated email drafts

  • Call summaries

Pipeline management
  • Visual pipeline tracking

  • KPI monitoring

  • Progress optimization

Microsoft teams collaboration
  • In-app customer data access

  • Team communication

  • Real-time updates

Reporting & analytics
  • Built-in reports and dashboards

  • AI-powered insights

  • KPI tracking

Microsoft 365 integration
  • Seamless Outlook integration

  • Excel and Teams connectivity

  • Unified sales experience

Ecommerce
B2B Portal

Shorten sales cycle with quick access to current product details, pricing & availability.

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Payroll & HR
Alna HR Office

Simplify and automate HR tasks, payroll processing & employee management.

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Ecommerce
Delivery app

Manage deliveries & integrate across multiple platforms for smoother operations.

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Ecommerce
Base (Baselinker) integration

Simplify your e-commerce processes, from inventory to order management.

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Industry-Specific
Aqua Dynamics

Centralize billing, contracts & real-time data for reduced errors.

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Industry-Specific
PrintVis

Manage print industry processes, from production to financials.

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Industry-Specific
LS Retail

Control every aspect of your retail, restaurant, or hospitality business.

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Warehouse management
Insight works

Boost warehouse efficiency by improving inventory tracking & logistics.

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Warehouse management
Tasklet mobile

Improve warehouse productivity with real-time mobile tracking & task management.

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Document management
OpenText Extended ECM

Streamline content management & automate document-heavy processes.

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Document management
Continia Document Capture

Improve document processing with automated scanning, recognition & filing systems.

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We know your industry

Finance & Insurance
In the ever-evolving finance and insurance industries, accuracy and regulatory compliance are critical. Our tailored solutions streamline complex workflows, strengthen risk management, and provide powerful analytics, ensuring you stay competitive and fully compliant in today’s stringent regulatory landscape.
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  • European Merchant Bank

    "We aim to become leaders in digital transformation and we‘ve chosen the partners that can help us reach that goal. Alna HR Office allowed us to take care of all the key HR and payroll processes, while Dynamics 365 Business Central helped us to standardize accounting and financial management in our company."

    Read more
  • Luminor

    "Alna HR Office has helped us to spend less time on routine operations, optimize the payroll process, and reduce the likelihood of errors in the accounting process."


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    Manufacturing
    Stay ahead in the manufacturing world with solutions designed to boost productivity, optimize your supply chain, and reduce downtime. From AI-driven automation to real-time data insights, we equip you with the tools to innovate, adapt quickly to market changes, and deliver high-quality products efficiently.
    Learn more Learn more
    • Hella Lithuania

      "We sought to optimize payroll and HR management processes at our plant in Kaunas while also ensuring a quality integration with our existing SAP ERP. Alna HR Office has met all of our needs and now it helps us take care of our employees from their first day on the job."

      Read more
    • Hollister Lietuva

      "For our new plant opening in Kaunas, we identified that HR and payroll calculation processes as critical. Alna HR Office and payroll modules helped us to manage quick employee growth process. "

      Read more
    • Biovela group

      "We couldn't be happier with our decision to go with Alna HR Office for our Payroll and HR management, every time, no matter how complex the calculation, while the HR self-service portal helps our people save time and ensure compliance."

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    • Nøsted &

      "We have been using Microsoft Dynamics 365 Business Central for several years, and we have been very happy with the system. It has helped us to improve our efficiency, productivity, and overall business management."

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    • Viking Industrier

      "The shift to the cloud with Microsoft Dynamics 365 Business Central has streamlined our business operations"

      Read more
    • Danspin

      "Microsoft Dynamics 365 Business Central and Alna HR Office have been a game-changer.  These cloud-based solutions have streamlined everything from accounting to HR, giving us a single platform for managing critical processes."

      Read more
    • Jupiter Bach Lietuva

      "Alna HR Office program with the employee self-service module has significantly improved our cost management, efficiency, and time savings. With this program in place, we've seen a noticeable reduction in administrative costs associated with HR tasks. It streamlines various processes, allowing us to handle employee data and requests more efficiently. This translates to considerable time savings, freeing up resources for other essential tasks."

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    • Vilpak

      "With the implementation of PrintVis we were able to handle every stage of packaging production in a single app, from quote until the job is completed, delivered, invoiced, and analysed. The system helped us achieve efficient inventory forecasting, designated a responsible person for every manufacturing job, eliminated errors in quotes and estimations, and enabled more efficient warehouse operations and use of resources."

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    • North Trampoline

      "The main reasons for choosing a cloud-based solution were to increase operational efficiency, reduce costs, and improve flexibility. We decided on EIP Dynamics (part of Digmatix) because the team made a great impression during the initial meetings, they were competent, and their English proficiency was really good. They offered lower costs compared to Swedish consultants, and they were just as good, if not better."



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      Patrik Falenius
      Global Accounting & Legal Entities Mgr at North Trampoline
    • Dobeles dzirnavnieks

      „In AP alone, we are saving 3.5 full-time equivalents, and we predict that the OpenText content management solution will allow us to unlock time savings in other areas of our operations in the future.“

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    • Utz Group

      „We required a user-friendly solution for our subsidiaries that offered seamless integration with our ERP system, along with efficient handling and tracking of thousands of pallets across the entire supply chain. Mobile WMS by Tasklet fully met our expectations."

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      Gomba Lorena
      ERP Project Manager, Georg Utz Holding AG
      Retail & Wholesale
      In retail & wholesale, success isn’t just about keeping up—it’s about leading the way. From streamlining your supply chain to delivering personalized customer experiences, our solutions empower you to stay agile, make data-driven decisions, and drive growth.
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      • Hoptrans

        "Dynamics 365 Business Central and Alna HR Office have helped us to improve our business, enabling us to operate more efficiently, reduce errors, and gain a competitive edge."

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      • Litcargus

        "Microsoft Dynamics NAV and Alna HR Office have substantially simplified our day-to-day financial, accounting, and HR processes; they have also accelerated data analysis and helped us save time.  All of this enabled us to focus even more on our ultimate goal – handling passengers and flights as fast as possible while also ensuring the highest quality of service."

        Read more
      • Arimex

        "With the implementation of the warehouse module, we have digitized paper-based operations, all of the warehouse goods are scanned with mobile devices, our shipping operations are now performed faster and more accurately, the traceability of our warehouse operations was improved and we overcome the challenges of pallet marking."

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      • Hella Lithuania

        "We sought to optimize payroll and HR management processes at our plant in Kaunas while also ensuring a quality integration with our existing SAP ERP. Alna HR Office has met all of our needs and now it helps us take care of our employees from their first day on the job."

        Read more
      • Hollister Lietuva

        "For our new plant opening in Kaunas, we identified that HR and payroll calculation processes as critical. Alna HR Office and payroll modules helped us to manage quick employee growth process. "

        Read more
      • Lotos Baltica

        "We have transformed our key business operations with the help of Microsoft Dynamics 365 Business Central."

        Read more
      • Danspin

        "Microsoft Dynamics 365 Business Central and Alna HR Office have been a game-changer.  These cloud-based solutions have streamlined everything from accounting to HR, giving us a single platform for managing critical processes."

        Read more
      • Brand Distribution

        "EIP Dynamics (part of Digmatix) is a leading partner in the Polish market when it comes to implementing Microsoft Dynamics 365 Business Central, and Brand Distribution selects the best partners for collaboration."



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        Karolina Jaroś
        Dyrektor operacyjny, Brand Distribution Group
        Services
        Imagine a world where your team anticipates client needs, where projects flow seamlessly, and where every interaction leaves a lasting impression. With Microsoft’s cutting-edge tools and our expertise, you’ll not only optimize operations but transform the way you connect, collaborate, and deliver results that wow your clients every time.
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        • CUJO AI

          "As our company is growing, we were looking for a solution that would meet global security standards and help us with payroll calculation and HR management. Alna HR Office has enabled us to manage all of our key HR and payroll processes while having all of the necessary reports in a single system."

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        • European Merchant Bank

          "We aim to become leaders in digital transformation and we‘ve chosen the partners that can help us reach that goal. Alna HR Office allowed us to take care of all the key HR and payroll processes, while Dynamics 365 Business Central helped us to standardize accounting and financial management in our company."

          Read more
        • KRKA Lietuva

          "The new version of Microsoft Dynamics NAV has greatly simplified the accounting process and reduced the likelihood of accounting errors in our company, while Alna HR Office has expanded the system's functionality with useful HR management and payroll functions."

          Read more
        • Litcargus

          "Microsoft Dynamics NAV and Alna HR Office have substantially simplified our day-to-day financial, accounting, and HR processes; they have also accelerated data analysis and helped us save time.  All of this enabled us to focus even more on our ultimate goal – handling passengers and flights as fast as possible while also ensuring the highest quality of service."

          Read more
        • Luminor

          "Alna HR Office has helped us to spend less time on routine operations, optimize the payroll process, and reduce the likelihood of errors in the accounting process."


          Read more
        • Konica Minolta

          "We are thrilled with the successful deployment of Dynamics 365 Business Central localization in Lithuania, Latvia, and Estonia. The seamless localization features have significantly improved our financial operations and streamlined our business processes across the Baltic region."

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        • Tallinna Vesi

          "Aqua Dynamics’ client relationship and billing system, based on Microsoft Dynamics 365 Business Central, gathers a complete and accurate overview of every client’s details in one place. Enabling accurate and diligent responses to all client requests. This system gives us a lot more possibilities to interact with clients in a friendly and effective manner."

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        • Lotos Baltica

          "We have transformed our key business operations with the help of Microsoft Dynamics 365 Business Central."

          Read more
        • Booksy

          "The business case revealed differences that made it very easy for us to make a decision. When comparing the functionalities of the systems we were familiar with from the first round, in the second round, we realized the importance of the tool's familiarity, the implementation approach, and the cooperation model. Without a doubt, the winner was EIP Dynamics (part of Digmatix) and the Microsoft Dynamics 365 Business Central solution."



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          Łukasz Jamróz
          Head of Controlling, Booksy i lider projektu wdrożenia Microsoft Dynamics 365 Business Central
          Real estate & construction
          In real estate, it’s not just about meeting deadlines—it’s about anticipating challenges and staying ahead of them. Track resources in real-time, connect teams seamlessly, and use data insights to make bold, informed decisions that keep projects on track and under budget. The future of construction and development isn’t just about building—it’s about building smarter.
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          • Viking Industrier

            "The shift to the cloud with Microsoft Dynamics 365 Business Central has streamlined our business operations"

            Read more
          • Ramirent

            "EIP Dynamics (part of Digmatix) developers understand how Ramirent operates and are fully aware of of our processes. As always, the collaboration was based on the highest quality and communication standards. The EIP Dynamics (Part of Digmatix) team feels like an internal team to us. We had and still have daily contact, all details are always discussed in meetings, and the work is done in a partnership-driven relationship."

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            Piotr Matyjaszek
            IT Manager EC, Ramirent
          • Binders

            „Thanks to the efficiencies we’ve gained with OpenText content management, we’re confident we can grow our business without increasing back-office headcount.“

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            F.A.Q.

            Leader in sales force automation

            For the 13th year in a row, Microsoft has been recognized as a Leader in the Gartner® Magic Quadrant™ for Sales Force Automation Platforms (September 2023).

            Leader in sales force automation

            Dynamics insights and knowledge

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