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 SalesBusiness Central activity tiles with sales figures, shown on a phone

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.

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Leverage AI-powered scoring models to prioritize leads and opportunities, giving your sales team a clear focus on the most promising prospects and increasing the chances of conversion.

Qualify opportunities

Keep a close eye on your sales pipeline and measure progress against key performance indicators (KPIs) using embedded charts and dashboards, helping you visualize success and spot areas for improvement.

Monitor progress

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

Receive tailored suggestions for the most effective next steps in the sales process, allowing you to confidently advance deals and move prospects through the pipeline with precision.

Take strategic action

Enhance your communication with Copilot-generated email drafts and call summaries, complete with analysis of sales KPIs and recommended tasks. This helps ensure every interaction is meaningful and productive.

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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

Gain deeper insights into team performance metrics, such as conversion and win rates, by querying Copilot with natural language or selecting prebuilt prompts. This helps identify areas of strength and opportunities for improvement.

Evaluate team performance

Streamline your sales process by creating automated sequences of recommended actions for your team, ensuring that best practices are consistently followed and scaled across your organization.

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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

Perfion PIM

A PIM system - all your product data lives in one place

Payhawk

Unified business expenses - gain control, automation and integration with Business Central

NP Retail

Connect in-store and online sales in one system and synchronize inventory levels.

Warehouse management

Visual Advanced Production Scheduler

Manage production and create visual production schedules.

warehouse-management
warehouse
Ecommerce

B2B Portal

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

ecommerce
ecommerce
Payroll & HR

Alna HR Office

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

payroll-hr
compliance
payroll
Ecommerce

Delivery app

Manage deliveries & integrate across multiple platforms for smoother operations.

ecommerce
ecommerce
Ecommerce

Base (Baselinker) integration

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

ecommerce
ecommerce
Industry-Specific

Aqua Dynamics

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

industry-specific
accounting
Industry-Specific

PrintVis

Manage print industry processes, from production to financials.

industry-specific
accounting
Industry-Specific

LS Retail

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

industry-specific
accounting
Warehouse management

Tasklet mobile

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

warehouse-management
warehouse
Document management

OpenText Extended ECM

Streamline content management & automate document-heavy processes.

document-management
document
Document management

Continia Document Capture

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

document-management
document

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 a stringent regulatory landscape.

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."

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."


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.

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."

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. "

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."

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."

Viking Industrier

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

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."

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."

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."

North Trampoline

"The main reasons for choosing a cloud-based solution were to increase operational efficiency, reduce costs, and improve flexibility. We decided on 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."

Patrik Falenius
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.“

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."

Gomba Lorena
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, Microsoft Dynamics 365 Business Central solutions empower you to stay agile, make data-driven decisions, and drive growth.

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."

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."

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."

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."

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. "

Lotos Baltica

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

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."

Brand Distribution

"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."

Karolina Jaroś
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 Business Central’s cutting-edge tools and our expertise, you’ll not only optimize operations but transform the way you connect and collaborate, delivering results that wow your clients every time.

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."

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."

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."

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."

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."


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."

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."

Lotos Baltica

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

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."

Łukasz Jamróz
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 lies in building smarter.

Viking Industrier

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

Ramirent

"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 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."

Piotr Matyjaszek
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.“

F.A.Q.

Dynamics 365 Sales (CRM) is a powerful customer relationship management platform designed to help businesses manage their sales processes, track customer interactions, and improve lead management. It offers tools for sales automation, pipeline tracking, customer insights, and data-driven decision-making to enhance sales performance and foster stronger customer relationships.

Dynamics 365 Sales leverages AI-driven lead scoring to prioritize the most promising leads automatically. This helps your sales team focus on high-value opportunities and reduces time spent on low-probability leads, improving efficiency and boosting conversions.

The pricing for Dynamics 365 Sales (CRM) depends on your organization's sales processes, team size, and customization needs. We offer tailored pricing options to fit your specific CRM requirements. For a detailed breakdown and to find the best solution for your business, please contact us for a customized quote.

Yes, we provide comprehensive training for Dynamics 365 Sales (CRM) designed to help your team fully leverage its capabilities. Our training covers everything from CRM basics to advanced features, ensuring your sales team can use the platform efficiently to drive results. We offer personalized training sessions to match your team's expertise and specific business needs. Reach out to learn more about our training programs.

Yes, Dynamics 365 Sales (CRM) offers seamless integration with other systems, including platforms like Microsoft 365, Dynamics 365, and third-party applications such as Salesforce, SAP, and Google Analytics. These integrations allow you to centralize data, streamline processes, and enhance collaboration across your business, ensuring a more unified approach to managing customer relationships.

Yes, Dynamics 365 Sales automates follow-up reminders and uses AI to generate personalized email drafts and call summaries. This ensures timely and relevant communication with customers, helping your team stay on track without missing critical follow-up tasks.

Dynamics 365 Sales integrates seamlessly with Microsoft Teams, allowing sales teams to collaborate in real-time. Team members can access and update customer data directly within Teams, share insights, and coordinate on deals regardless of location.

The platform offers real-time sales forecasting and dynamic pipeline tracking, allowing your team to adjust sales strategies quickly. AI-driven insights help anticipate potential bottlenecks, and progress tracking against KPIs keeps your team focused on high-impact activities.

By tracking detailed customer interactions and providing AI-powered recommendations for follow-up actions, Dynamics 365 Sales ensures that your team stays proactive in customer engagement. Personalized communication and timely actions help improve retention and reduce churn.

Dynamics 365 Sales can be customized to ensure compliance with industry-specific regulations. It allows for detailed documentation of customer interactions, automates audit trails, and ensures that all sales activities are in line with regulatory requirements.

The AI-driven forecasting tools in Dynamics 365 Sales analyze historical data, current trends, and real-time performance metrics to provide highly accurate sales forecasts. This helps your team set realistic goals and make better-informed decisions.

The platform allows you to track all interactions, stakeholders, and decision points within an opportunity, ensuring nothing falls through the cracks. It also provides AI-driven recommendations for the next steps, helping your team advance deals through complex sales cycles.

Dynamics 365 Sales uses AI to analyze customer buying patterns and interactions, suggesting potential cross-sell and upsell opportunities. By leveraging this data, your team can approach existing customers with targeted offers that align with their needs.

Dynamics 365 Sales (CRM) is used across a wide range of industries, from banking, healthcare, and retail to manufacturing, professional services, and more. Its flexibility allows businesses in various sectors to streamline sales processes, improve customer relationships, and drive growth.

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).

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Dynamics insights and knowledge

Directions EMEA 2021
Blog
Directions EMEA 2021
October 26, 2021
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