Dynamics 365 Sales
Pipeline, opportunities and forecasting on Dataverse — with AI drafting the follow-up, summarising an account before a call and surfacing the deals that have quietly stopped moving.
Talk to us about SalesUnlock the full potential of your organization with Microsoft Dynamics 365, bringing together intelligent ERP and CRM capabilities across finance, supply chain, operations, sales, customer engagement, commerce and beyond. XEETEK combines Microsoft’s powerful business applications with industry expertise, AI, automation and advanced analytics to connect processes, improve decision-making and drive sustainable growth — from strategy and implementation to integration, innovation and continuous optimization.
Different organizations need different systems. We help you assess requirements, choose the appropriate ERP or CRM applications, connect the data and processes that need to work together, and deliver a practical rollout roadmap.
Dynamics 365 comes in two halves that share the same customer, vendor and item records — the customer engagement applications that win and keep a customer, and the finance and operations applications that run the business. You licence what you need now and add the rest when you are ready, not all of it on day one.
Pipeline, opportunities and forecasting on Dataverse — with AI drafting the follow-up, summarising an account before a call and surfacing the deals that have quietly stopped moving.
Talk to us about SalesOne unified customer profile and the journeys built on it, so marketing is acting on the same record that sales and service are looking at rather than a separate list.
Talk to us about Customer InsightsCase management with generative AI drafting responses and summarising history, so an agent opens a case already briefed instead of reading six months of email.
Talk to us about Customer ServiceVoice, chat and digital channels as a cloud contact centre, routed on what the customer actually wants rather than on how far they get through a menu tree.
Talk to us about Contact CenterScheduling, work orders and mobile execution for engineers on site — with IoT signals able to raise the job before the customer picks up the phone.
Talk to us about Field ServiceGeneral ledger, payables, receivables, fixed assets and financial reporting for multi-entity groups, with the month-end close run as a managed process rather than a scramble.
Talk to us about FinanceProcurement, inventory, warehousing, production and planning — with demand and supply visibility far enough ahead that a disruption is a decision, not an incident.
Talk to us about Supply Chain ManagementQuote to resourcing to time capture to revenue recognition, so project margin is known while there is still time to act on it rather than after invoicing.
Talk to us about Project OperationsEmployee records, organisation structure, leave and benefits on the same platform as finance — and alongside XEE HRMS where the region needs more than the standard model.
Talk to us about Human ResourcesRetail across store, online and call centre as one operation: one price list, one promotion engine and one inventory position behind every channel.
Talk to us about CommerceA complete ERP for mid-sized organisations — finance, sales, purchasing, inventory and projects in a single application, implementable in months rather than years.
Talk to us about Business CentralSelect an application to read what it does — all eleven share the same records.
Across Finance, Supply Chain, Sales, Service, Project Operations and Business Central
One customer, vendor and item master on Dataverse
Customisation only where the process earns it
Reconciled opening balances and a rehearsed cutover
To the systems you are keeping, through Dataverse and Power Automate
Switched on inside finance, sales and service — not beside them
Through the first close or the first peak season
A continuous improvement backlog you prioritise
What changes for the teams doing the work — and for the people reading the reports.
Most organisations are paying for more Microsoft capability than they use. We will tell you which parts are worth switching on first.
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