Home > Services > Dynamics 365 Sales Customization
Dynamics 365 Sales Customization
Microsoft Dynamics 365 Sales is a powerful and flexible out-of-the-box solution. Yet for many organizations to get the most out of the platform they require advanced features, add-ons, and integrations. As a Microsoft certified partner with many years of experience, we have assisted businesses located all over the world with their Dynamics 365 Sales customization needs.
Dynamics 365 Sales Customization
Microsoft Dynamics 365 Sales is a powerful and flexible out-of-the-box solution. Yet for many organizations to get the most out of the platform they require advanced features, add-ons, and integrations. As a Microsoft certified partner with many years of experience, we have assisted businesses located all over the world with their Dynamics 365 Sales customization needs.
Dynamics 365 Sales configuration
Dynamics 365 Sales offers a robust set of customization features that do not require creating any custom coding. These features allow users to create things like custom layouts, themes, and dashboards. Our Dynamics 365 Sales customization team can utilize these in-built features to meet the needs of many organizations. Some examples of possible use cases suitable for configuration include:
Introducing automation features into your workflows
Making the system more user-friendly
Enabling multiple languages for global organizations
Dynamics 365 Sales customization
While Dynamics 365 Sales configuration is enough for some businesses, others require a higher level of functionality or implementation of industry specific features. For example, the customer data that a manufacturer captures is very different from a professional services organization. Our experienced development team uses Microsoft-supported APIs if feasible and custom code when required.
Some of the Dynamics 365 Sales customization services that we provide include:
Mobile optimization
Creating, modifying, and implementing metadata, schema features, and custom workflows.
Creating custom forms, dashboards, and customer correspondence templates.
Designing and implementing custom tools like automatic lead scoring and automated quoting features.
Integrating with social media channels and other third-party platforms and software solutions.
Creating custom key performance indicators to enable powerful sales insights.
Helping you to overcome your biggest challenges
Our Dynamics 365 Sales customization team has experience working with organizations from a wide range of industries. Whatever challenges your business is facing our team has the experience and know-how to offer you powerful and cost-effective solutions. Some of the common challenges that our Dynamics 365 Sales customization services help our clients to overcome include:
Improving inefficient business processes. We can create custom workflows and implement automating features to improve efficiency and sales team production.
Lack of sales team insight. By creating and implementing key performance indicators, you can automate performance management and get more out of your teams.
Lack of customer insight. Having access to all customer performance data in one place allows you to identify and pursue opportunities for growth.
Poor user adoption. User-friendly features like custom dashboards tailored to user roles improves adoption and performance.
Lack of integration. Disparate systems are inefficient and lead to data duplication issues. We can integrate Dynamics 365 Sales with legacy and third-party solutions.
Ready to experience Microsoft Dynamics
365 Sales the Perituza way?
Contact our experienced Dynamics 365 Sales customization team today to discuss
how we can help you to get more out of your CRM solution and sales teams.
Ready to experience Microsoft Dynamics
365 Sales the Perituza way?
Contact our experienced Dynamics 365 Sales customization team today to discuss how we can help you to get more out of your CRM solution and sales teams.
Ready to experience Microsoft Dynamics
365 Sales the Perituza way?
Contact our experienced Dynamics 365 Sales customization team today to discuss
how we can help you to get more out of your CRM solution and sales teams.
Ready to experience Microsoft Dynamics
365 Sales the Perituza way?
Contact our experienced Dynamics 365 Sales customization team today to discuss how we can help you to get more out of your CRM solution and sales teams.
Home > Services > Dynamics 365 Sales Customization
Dynamics 365 Sales Customization
Microsoft Dynamics 365 Sales is a powerful and flexible out-of-the-box solution. Yet for many organizations to get the most out of the platform they require advanced features, add-ons, and integrations. As a Microsoft certified partner with many years of experience, we have assisted businesses located all over the world with their Dynamics 365 Sales customization needs.
Dynamics 365 Sales configuration
Dynamics 365 Sales offers a robust set of customization features that do not require creating any custom coding. These features allow users to create things like custom layouts, themes, and dashboards. Our Dynamics 365 Sales customization team can utilize these in-built features to meet the needs of many organizations. Some examples of possible use cases suitable for configuration include:
Introducing automation features into your workflows
Making the system more user-friendly
Enabling multiple languages for global organizations
Dynamics 365 Sales customization
While Dynamics 365 Sales configuration is enough for some businesses, others require a higher level of functionality or implementation of industry specific features. For example, the customer data that a manufacturer captures is very different from a professional services organization. Our experienced development team uses Microsoft-supported APIs if feasible and custom code when required.
Some of the Dynamics 365 Sales customization services that we provide include:
Mobile optimization
Creating, modifying, and implementing metadata, schema features, and custom workflows.
Creating custom forms, dashboards, and customer correspondence templates.
Designing and implementing custom tools like automatic lead scoring and automated quoting features.
Integrating with social media channels and other third-party platforms and software solutions.
Creating custom key performance indicators to enable powerful sales insights.
Helping you to overcome your biggest challenges
Our Dynamics 365 Sales customization team has experience working with organizations from a wide range of industries. Whatever challenges your business is facing our team has the experience and know-how to offer you powerful and cost-effective solutions. Some of the common challenges that our Dynamics 365 Sales customization services help our clients to overcome include:
Improving inefficient business processes. We can create custom workflows and implement automating features to improve efficiency and sales team production.
Lack of sales team insight. By creating and implementing key performance indicators, you can automate performance management and get more out of your teams.
Lack of customer insight. Having access to all customer performance data in one place allows you to identify and pursue opportunities for growth.
Poor user adoption. User-friendly features like custom dashboards tailored to user roles improves adoption and performance.
Lack of integration. Disparate systems are inefficient and lead to data duplication issues. We can integrate Dynamics 365 Sales with legacy and third-party solutions.