Lead, account, contact and opportunity management.
CRM · Customer Engagement · Sales
Give Sales Teams a Connected Customer View
Dynamics 365 Sales helps teams manage customer relationships, opportunities and sales activities. DG supports CRM design, implementation, customization, integration and adoption.
Why it matters
Built around the way your business works
The right solution should improve specific business processes while remaining maintainable, secure and aligned with organizational goals.
Capabilities & scope
What Sales can cover
Sales process workflows and dashboards.
Integration with ERP, email and business systems.
Our approach
How Dynamics Generation helps
Discover sales stages, data model and reporting requirements; configure workflows and support adoption.
- 01
Discover
Understand business priorities, current systems and the people involved.
- 02
Assess
Determine where standard product capabilities fit and where gaps exist.
- 03
Design
Define the solution architecture, integrations and a phased roadmap.
- 04
Build
Configure, extend, integrate and migrate according to the agreed scope.
- 05
Validate
Test processes, data and integrations, and prepare users for go-live.
- 06
Support
Stabilize, support adoption and continue improving after go-live.
FAQ
Sales — questions answered
Can we migrate from another CRM? +
Yes, subject to source-system access, data quality and migration scope.
What services does DG provide? +
DG can support discovery, design, implementation, integration, training and post-go-live optimization according to the agreed scope.
Explore more
Explore related pages
Next step
Request a Solution Consultation
Tell us about your business priorities, current systems and intended outcomes. Our team can discuss a suitable next step.