Dynamics 365 Business Central for Sales & Customer Relationship Management

Streamline your sales processes and CRM, automate complex tasks, make informed decisions, and leverage advanced reporting capabilities to drive significant business growth.

What is Dynamics 365 Business Central Sales & CRM?

To maximise efficiency with Microsoft Dynamics 365 Business Central, selecting a role center aligned with your job functions is crucial.

The CRM in Microsoft Dynamics 365 Business Central is pivotal for Sales, highlighting contacts as the central element of this module, offering functionalities like segmentation, profiling, interactions, and opportunities. This dashboard, dedicated to Relationship Management, is also fully accessible on mobile devices.

Supported functionalities include:

Configuring and modifying contacts
Generating and synchronising contacts
Handling contact duplicates
Utilising contact details for segment creation
Establishing segments
Managing opportunities
Associating sales quotes with opportunities
Finalising and removing opportunities
Documenting and managing interactions
Automating interaction recording
Deferring interaction log entries
Orchestrating campaigns
Implementing email logging

Boost Your Sales Operations

Sales teams are often engaged in discussions with potential businesses or in expanding their network within the existing clientele. It's essential for them to be able to document all such interactions and relationships in the system. Notably, 'Contacts' in the system are not limited to customers but can also include suppliers.

In Business Central, you have the capability to generate opportunities and link them to a salesperson, enabling you to monitor prospective sales effectively. To initiate opportunity management, it's necessary to configure sales cycles and their respective stages. When creating opportunities, it's important to input details regarding the contact, salesperson, sales cycle, and relevant dates. Additionally, you should estimate the potential sales value of the opportunity and assess the likelihood of its success.

Business Central CRM Benefits

Streamlined Process

Business Central's CRM feature helps manage the entire sales process, from lead generation to customer retention, ensuring that sales teams can track and nurture leads effectively.

Targeted Campaigns

With CRM, sales teams can create segments and target specific groups with campaigns, improving the efficiency of marketing efforts and potentially increasing sales conversions.

Enhanced Engagement

The CRM system provides tools for managing customer interactions and data, which allows for personalized communication and improved customer service, leading to stronger customer relationships.

Mobile Accessibility

Sales personnel can access the CRM Role Center from mobile devices, enabling them to stay connected and responsive to customer needs and sales opportunities, even while on the go.

If you’d like more information about our features, get in touch today.

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Sales & CRM in Industries

The CRM function in Business Central can significantly benefit various industries by providing tailored solutions to enhance customer relationship management and streamline sales processes.

Here's how it can help specific sectors:

Manufacturing: CRM in Business Central can help manufacturers track customer interactions, manage sales orders, and provide timely customer service, which is crucial for maintaining long-term business relationships and ensuring repeat business.
Automotive: For the automotive industry, CRM functionalities can assist in managing supplier relationships, tracking parts inventory, and handling customer inquiries and orders, leading to improved sales and customer satisfaction.
Not-for-profit: Non-profit organisations can leverage CRM to manage donor relations, track funding opportunities, and organise campaigns, which are essential for sustaining their operations and outreach.
Retail and Distribution: Retailers and distributors can benefit from CRM by optimising supply chain management, personalising customer interactions, and efficiently managing sales and promotions to drive revenue growth.
Healthcare: In healthcare, CRM can improve patient care coordination, manage appointments, and streamline billing processes, contributing to better patient experiences and operational efficiency.

By integrating CRM with other business functions, Business Central provides a unified platform that enhances visibility, decision-making, and collaboration across all departments, ultimately supporting industry-specific growth and success.