Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
CRM · Sales & Service
Dynamics 365 Sales & Customer Service
Build lasting relationships and close faster. AI-driven sales insights with seamless service on the same customer record finance already trusts.
Overview
Build lasting relationships and close faster. AI-driven sales insights with seamless service on the same customer record finance already trusts.
Capabilities
Pipeline, quoting and forecasting
Case management and SLAs
Copilot summaries and next actions
Shared customer master with the ERP
Our approach
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Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.