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The Incredible Benefits of Customizing Dynamics 365 Sales
When you have sales flows defined as per your needs, closing deals, nurturing prospects, and managing everyday sales tasks become swift. Mold your current Dynamics 365 sales module that helps you achieve more in less time! CRMJetty – a Microsoft Silver Partner, helps you customize this module as per your needs.
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Increased productivity of your team with tailored sales processes
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Create user-friendly interfaces to help your teamwork quickly and efficiently
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With flexible customization options integrated as per your needs
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Easily identify qualified leads with customized workflows
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Make effective communications with custom defined sales flows
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Grow your business with increased revenue and great customer relationships
Dynamics 365 Sales Services We Offer
Explore the services available for Dynamics 365 Sales Customization for your business.
Sales Module Consultation
Simplify your sales process with custom build workflows to enhance your sales operations for effective outcomes. We help you configure your Dynamics 365 Sales Module as per your business requirements to help you perform better and close deals faster.
Sales Module Integration
Integrate 3rd Party modules in your Dynamics 365 Sales Module to extend the functionalities of your CRM. Tools like Twilio, Sendgrid will enable you to do more within the Dynamics 365. If you want to integrate any other kinds of tools, get in touch with our team today.
Sales Module Customization
Want to develop custom and automated sales flows? We can help achieve that. Bring your requirements, we will understand and suggest the solutions based on your needs. Because with customized and automated workflows, you get the flexibility to bring more efficiency in the team.
Sales Order and Invoice Management
Sales orders and invoices are crucial parts of any sales process. Define custom workflows to streamline the invoice and sales order management. It helps you keep things transparent between you and your team. Identify opportunities and prospects easily with a streamlined workflow.
Opportunity and Lead Management
Focus on the right opportunities to close more deals with the right prospects in hand. Customize the opportunity and lead management flows as per your business logic and sales processes. It helps you create effective sales processes for your team.
Custom Reports and Dashboards
Focus on activity management, workflows to create reports and dashboards tailored to your business requirements. Custom dashboards and reports help your team make the right decisions at the right time.
How We Customize Dynamics 365 Sales
With straightforward and agile approaches, we make sure to provide you with better outputs that exceed your expectations.
Case study
Streamlined Operations with an Insurance Portal for a Leading Insurance Company
A major insurance company dedicated to providing top-tier insurance services faced performance management challenges, identified a critical need to improve agent efficiency and customer...
Enhancing Customer Engagement with Portal Solutions for a Renowned Health Insurance Company
A leading health insurance company known for providing comprehensive health insurance services faced challenges managing customer information, policy updates, and claims processing...
Streamlined Vendor Management with a Comprehensive Portal for a Leading Medical Equipment Manufacturer
Our client, who specializes in manufacturing medical equipment such as diagnostic machines, patient monitoring systems, and surgical instruments, identified the need for an advanced...
Why Partner with CRMJetty
As a Microsoft Silver Partner, we cater to many businesses like yours for their Dynamics 365 customization needs. Here is what makes us your perfect partner.
Customer Service
Our customers are always our priority, and that is the reason why we resolve all their challenges and queries at the earliest.
Quality Driven Solutions
For the past 8 years, we have practiced the philosophy of delivering quality solutions that exceed customer expectations.
360 Degree Security
We believe that security is the whole and soul of a portal solution. Thus, we ensure foolproof security on the facets of a portal.
Customer Satisfaction
We deliver customer satisfaction of the highest order with our custom solutions and ready-to-integrate solutions.
Frequently Asked Questions
Can Dynamics 365 Customer Sales be customized?
Yes, you can easily customize Dynamics 365 Customer Salee as per your business requirements and needs.
Is it worth customizing Dynamics 365 Sales?
Absolutely! Here are some great outcomes you can expect:
- Close deals faster and build great customer relationships
- Streamline the sales processes within the Dynamics 365 Sales Customization module
- Build custom and automated sales workflows to have greater outcomes in your sales process