Dynamics 365 CRM
Customer relationships managed in one connected system.
AXILARA implements and tailors Dynamics 365 Sales, Customer Service, and related CRM apps, and connects them to Business Central so sales, service, and finance work from the same information.
Sales, customer service, customer engagement, pipeline management, process customization, and Business Central integration.
Technologies
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Business Central
- Power Automate
- Power BI
What we deliver
Services within this solution
Dynamics 365 Sales
Lead, opportunity, quotation, and pipeline management configured to your sales process.
Dynamics 365 Customer Service
Case management, service processes, and customer communication in one place.
Process customization
Forms, business rules, and processes tailored to how your teams sell and serve.
Business Central integration
Customers, orders, and financial information shared between CRM and ERP.
Triple A
Where AI, Analytics, and Automation apply
Artificial Intelligence
Copilot for sales, account summaries, and guided responses for service teams.
Analytics
Pipeline, conversion, forecast, and customer-performance reporting.
Automation
Lead routing, follow-ups, approvals, and onboarding workflows.
Processes
Business processes this solution supports
Sales and Customer Management
View process Sales and Customer ManagementExecutive Management
View process Executive Management
Success stories
Related engagements
- Leisure and Resort Community
Business Central and Dynamics 365 Sales implementation
Business Central and Dynamics 365 Sales implementation supported by workflow and issue-tracking applications.
Read the summary for Leisure and Resort Community
Ready to transform the way your business works?
Talk to AXILARA about the processes you want to improve, the systems you need to connect, and the outcomes you want to achieve.