Microsoft Dynamics 365 Business Central CRM
Elevate your customer experience and centralize your front-end with back-end departments with all-in-one ERP system from Microsoft using Dynamics 365 Business Central CRM module.
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Reimagine Your Organization with Dynamics 365 Business Central CRM
With Dynamics 365 Business Central is that you can easily track ongoing sales performance and leverage actionable insights to focus on customers that have the greatest potential for long-term growth. Use custom dashboards and reports to prioritize sales leads based on revenue potential, keep track of every customer interaction, and get guidance on the best upsell, cross-sell, and renewal opportunities.
Prioritize leads based on revenue potential
Keep track of customer interactions and get guidance on the best upsell, cross-sell, and renewal opportunities throughout your sales cycle.
Offer flexible pricing and discounting
Create flexible pricing and discount structures for individual customers and groups of customers.
Deliver on promised customer outcomes
Track customer agreements to quickly access details about prices, discounts, delivery dates, product availability, and fulfillment status.
Improve cash management
Increase your cash flow by rightsizing inventory and maximizing the lifespan and governance of asset capitalization.
Business Central Functionalities:
Customer Relationship Management (CRM) in Business Central
Microsoft Dynamics 365 Business Central Customer Relationship Management module helps you to manage your marketing, sales, and customer processes to improve business outcomes, and customer experiences and focus your interactions on preferred customer/contact segments.
It allows you to personalize engagement, shorten your sales cycle, and close deals faster with a 360° view of your customers, improve seller effectiveness by streamlining your sales process, and allow you to focus on the best leads and generate more opportunities.
Using Dynamics 365 Business Central Customer Relationship Management
The relationship management features of Business Central help you manage and support your sales efforts. With these features, you have access to complete and accurate information so you can focus your interactions on preferred customer/contact segments.
Business Central Relationship Management allows tasks such as:
- Define default settings for the use of contacts and interactions and set up number series.
- Define the external entities that you have business relations with, such as customers, prospective customers, vendors, lawyers, and consultants, either as Person type or Company type.
- Manage all types of communications between your company and your contacts, such as by email, letter, telephone, and meetings.
- Define segments to select a group of contacts according to specific criteria, such as the industry to that the contacts belong.
- Process incoming leads by creating opportunities and associating them with salespeople so that you can keep track of potential sales.
- Create marketing plans to identify, attract, and retain customers.
- Use Dynamics 365 Sales for customer engagement and enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances. (Read more on integration below)
Why Dynamics 365 Business Central CRM
While Microsoft Dynamics 365 Business Central is considered a business management ERP solution for small-medium size businesses it also offers light customer relationship management (CRM) capabilities as part of the essential license.
Dynamics 365 Business Central CRM module provides the ability to track activity with contacts or with customers. Contacts can be further identified as a person or a company. Opportunities can be associated with either a person or a company and set to follow a specified Sales Cycle Stage to guide the user through your process.
The relationship management feature of Business Central helps you manage and support your sales efforts. With these features, you have access to complete and accurate information so you can focus your interactions on preferred customer/contact segments.
Good sales and marketing practices are all about how to make the best decisions at the right time. Business Central provides a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction.
CRM Benefits
Here you can see some of the benefits of the Dynamics 365 Business Central CRM module:
- Centralized Operation Across Back & Front-End: Business Central is all-in-one ERP software that allows you to connect your entire operation, reduce the number of applications needed for the day-to-day operation and bring your front-end together with back-end departments for a complete 360-degree view of your business.
- Connecting your Business Data: Business Central CRM module helps you to leverage other Microsoft tools such as Excel, Outlook, Teams, LinkedIn Sales Navigator, Dynamics 365 Sales, and others to give you more reliable data, making sales processes easier, improving forecasting, and improving productivity.
- Contact Management: To manage contacts is beneficial for centralizing the data under a unified platform. In CRM, categorizing and personalizing the user experience through AI is built into the software to keep track of analytics and create customer journeys.
- Seamless Integration of Advanced CRM Options: Business Central allows you to connect with other advanced CRM options such as Dynamics 365 Sales to extend your CRM capabilities to truly unify your data across the entire organization and drive further your business profit.
- Prioritize the Right Leads: This allows you to keep track of customer interactions throughout the sales cycle. By using CRM to create a comprehensive contact list, businesses can engage with potential leads more effectively. You can build a pipeline of hard leads that can be converted into wins through personalized engagement and sales strategy to find the right prospects and customers. The ability to consolidate the data between CRM and Business Central lets companies showcase key data across various departments that are important to addressing the customer’s needs. Departments and business functions can stop operating in silos and share information that can not only benefit specific teams, but also the whole company.
Dynamics 365 Business Central is a comprehensive solution, and it offers many more benefits. To learn more about how Business Central could benefit your company, contact us, and our experts with help you to see how Business Central can specifically help your company.
CRM Functionalities
| Business Inbox for Outlook | Campaign Management |
| Campaign Pricing | Contact Classification |
| Contact Management | Email Logging |
| Interaction/Document Management | Opportunity Management |
| Relationship Management | Sales Opportunities |
| Segments | Task Management |
| Dynamics 365 Sales Integration |
Dynamics 365 Business Central + Dynamics 365 Sales
The salesperson role is often considered one the most outward-facing jobs in a business. However, it can be helpful for salespeople to be able to look inward at the business and see what is happening on the back end.
As said, Dynamics 365 Business Central offers light CRM capabilities for its users. However, Microsoft provides seamless integration with one of the leading CRM and sales management solutions Dynamics 365 Sales.
By integrating Business Central and Dynamics 365 Sales, you can give your salespeople that insight. The integration will let people view the information in Business Central while they’re working in Dynamics 365 Sales. For example, when preparing a sales quote it could be useful to know whether you have enough inventory to fulfill the order.
With Dynamics 365 Sales you can enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances.
Integrating the applications lets you access data in Sales from Business Central and in some cases the other way around. You can work with and synchronize data that both services have in common, such as customers, contacts, and sales information, and keep the data up to date in both applications.
For example, a salesperson in Dynamics 365 Sales can use the price lists from Business Central when they create a sales order. When they add the item to the sales order line in Dynamics 365 Sales, they can see the inventory level (availability) of the item from Business Central.
Conversely, order processors in Business Central can handle sales orders that are automatically or manually transferred from Dynamics 365 Sales. For example, they can create and post-sales order lines for items or resources that were entered in Dynamics 365 Sales as write-in products.
Industries
Microsoft Dynamics 365 Business Central is developed for small and mid-market companies under 300 people. Other than that, this is a versatile solution that can adapt to any industry.
If you require more information, personalized examples, or use cases and your business or operation is in Malaysia or Cambodia, please contact us.
Customization
As you grow, it’s easy to add applications and configure Dynamics 365 Business Central to fit business needs or industry demands.
AppSource helps business owners do more with solutions like Dynamics 365 Business Central by providing an ecosystem of apps to discover, trial, and deploy. We’re simplifying the process of expanding Dynamics 365 Business Central by providing relevant, line-of-business solutions that integrate within the entire Microsoft Intelligent Cloud. Microsoft AppSource, our online library of solutions, enables business users to easily find and evaluate the line of business SaaS apps, add-ins, and content packs from Microsoft and our partners—including those built on top of Dynamics 365, Office 365, and the Azure platform.
With integrated add-on applications and Microsoft Power Apps, it’s easy and cost-effective to extend Dynamics 365 Business Central to fit your industry or business needs. Quickly create apps that work on any device using a Microsoft Office-like experience, templates to get started quickly, and a visual designer to automate workflows. Users can leverage built-in connections, or ones built by your company, to connect PowerApps to cloud services such as:
- Business applications like Office 365 and other Dynamics 365 applications
- Data storage applications like Dropbox and OneDrive
- On-premises systems including SharePoint, SQL Server, Oracle databases, SAP, and more
Dynamics 365 Business Central CRM Module Pricing
Business Central, licensed by the assigned user, is available with Essentials or Premium levels of capabilities. You may license users either with an Essentials license or a Premium license, but not both. Business Central CRM module is under Essentials license.
Dynamics 365 Business Central Essentials
USD $70
Per user/month
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Download Dynamics 365 Business CRM Resources
The Total Economic Impact of Dynamics 365 Business Central
Beyond the Basics with Dynamics 365 Business Central
Four Pillars of the Digital Supply Chain
The Total Economic Impact Of Microsoft Dynamics 365 Finance And Microsoft Dynamics 365 Supply Chain Management
The Digital Commerce Imperative
Top eight trends every COO should know about the future of manufacturing
A Quick-Start Guide for Improving Supply Chain Resilience
The Savvy Leader’s Guide to Building an Intelligent Supply Chain
Seven Principles of Supply Chain Management
Putting customers at the centre of the OEM supply chain
Why Choose ADS As Your Microsoft Dynamics 365 Business Central Partner?
Agile Dynamics Solutions is the leading Microsoft Gold partner in Malaysia and has expertise working with businesses across all sizes and industries. ADS team of experts comes from different industries to ensure they understand customer needs and industry requirements to ensure customer satisfaction and render exceptional results so customers can go live with confidence.
- Leading Microsoft Gold Partner in Malaysia and Cambodia.
- The largest customer base of 300+ small to large size businesses across many industries.
- Certified Dynamics 365 Professionals with 30+ years of experience.
- Unique methodology with a 100% success rate. (Stats. Avg. 60% ERP project fails)
- Excellent customer support in Malaysia and Cambodia.
- Winner of many Microsoft and industry awards.
Dynamics 365 Business Central Services in Malaysia & Cambodia
Agile Dynamics Solutions is the leading Microsoft Partner in Malaysia and Cambodia with a team of experts. They have implemented 1,000s of projects across the region for small to large size businesses across numerous industries with a 100% implementation rate. ADS offers services for all Microsoft Dynamics 365 products including CRM solutions such as free demo, pricing & licensing, support and maintenance, and migration to upgrade your system. Their dedicated Dynamics 365 Business Central team assists you in gaining the best efficiency throughout your project and ensures you go live with confidence!
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Consulting & Training
Implementation
Upgrade & Migration
Customization
Integration
Support & Maintenance
Reporting
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