Sales
Implement customers, opportunities, quotes and ERP handover in Dynamics 365 Sales.
NXTGN 365 · Dynamics 365 & Power Platform
Dynamics 365 and Power Platform for your workflows.
We implement CRM, build business applications and connect your Microsoft platform to ERP and legacy systems. Around 30 years of CRM and BI experience help with migration, complex processes and rollout during ongoing operations. Fabric, Power BI and Azure complement the applications where needed.
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Scope
What we deliver for you
Customer service
Connect cases, ownership, deadlines and knowledge articles in Customer Service.
Field service
Plan visits, support mobile technicians and connect completion records to ERP and service.
Marketing
Use Customer Insights – Journeys to respond to registrations and events and hand qualified contacts to sales.
Business applications
Build Power Apps for lab, fleet and other business processes, including data model, integrations and managed updates.
Data, analytics & Azure
Combine sources in Fabric, deliver metrics in Power BI and integrate systems through Azure services.
Operations and support
Care Monitor runs agreed checks. Care Operate adds issue handling, support coordination and operational tasks.
Connect customer workflows and business applications
With around 30 years of CRM experience in the team, we support demanding implementations and modernisation. Dynamics 365, Power Platform and your existing systems implement operations. Fabric and Power BI make the data useful for analysis.
01
Sales and proposal processing
Contacts, activity and proposals sit in CRM, ERP and personal spreadsheets. Opportunity status depends on whom you ask.
What we deliver
We align Dynamics 365 Sales with your sales workflow, connect customer and proposal data to ERP and define data ownership. Business applications and automation extend the workflow where standard functionality is insufficient.
What you gain
Sales and management work from the same record. Less duplicate entry improves follow-up and creates more time for customer work.
How we measure value
Administration, proposal turnaround, overdue activity and pipeline data quality.
02
Service across the customer workflow
Service cannot reliably see what was sold or promised. A customer request needs information from several departments and systems.
What we deliver
We connect service records to customers, products and existing data. Dynamics 365 Customer Service and, where appropriate, Field Service support ownership, scheduling and documentation. Integrations keep the systems aligned.
What you gain
Your team has the required context and can process requests with less internal coordination. Customer information remains usable after a departmental handover.
How we measure value
Processing time, transfers, complete records and effort to resolution.
03
Approvals and partner workflows
Requests and approvals sit in inboxes. External partners need information but lack controlled access to internal applications.
What we deliver
We connect submission, review and decisions through Power Apps and Power Automate. Delegation, clarification and escalation are part of the workflow. For selected external processes we assess Power Pages, identity and licensing.
What you gain
Requesters and owners see progress. Clarifications stay with the record and IT retains control of data access and changes.
How we measure value
Approval time, outstanding requests, clarifications and administration per submission.
Clarify before delivery
You do not automatically need every Microsoft product. We select applications and services for your process. Before delivery, we clarify licences, capacity, data ownership and effort for existing interfaces.
Can existing applications stay in use?
Yes. We assess retained systems, their data ownership and connection options. Replacement and integration are planned as separate decisions.
How do we avoid a CRM nobody uses?
Business teams participate in process design and testing. We limit the initial scope, migrate cleaned data and train on real tasks. Data and process owners remain accountable.
Can you manage operations?
NXTGN 365 Care can monitor agreed systems and handle operational tasks. Service hours, response and changes are scoped in the agreement.
Let’s discuss your systems.
We review the process, existing applications and a useful first delivery step.
