Microsoft Dynamics 365 Business Central CRM, Sales, and Marketing Functionality

Built on Microsoft Dynamics NAV, Microsoft Dynamics 365 Business Central is an end-to-end business management system providing cloud ERP functionality to small and mid-sized firms. It offers a wide range of tools for customer relationship management (CRM), finances, sales, service, inventory and operations. What’s more, this solution combines those features into one easy-to-use, centralized platform, enhancing visibility and communications across your organization.

Every company is different, and Velosio’s skilled CRM implementation consultants make it easy to adopt the Microsoft Dynamics Business Central CRM for technology companies, restaurants, retail stores, e-commerce businesses and everything in between.

Microsoft CRM Overview and Modules

The Microsoft Business Central CRM offers you a choice between “Essential” and “Premium” licensing. Both the Essential and Premium licensing contain the CRM series, which includes the following modules, and more:

  • Customer Relationship Management
  • Contact Management
  • Opportunity Management
  • Campaign Management
  • Task Management
  • Outlook Client Integration
  • Contact Classification
  • Relationship Management
  • Document Management
  • Mail Logging
  • Notifications

You can use this Microsoft CRM for customer service improvements, sales strategies and many other aspects of the customer experience. It’s also an efficiency-boosting asset to employees with versatile, cloud-based functionality, automated workflows and holistic views of different parts of the company, such as inventory and customer profiles.

Dynamics 365 Business Central Most Helpful Capabilities

See how Dynamics 365 Business Central can help you make smarter business decisions, each and every day.

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Demo Dynamics 365 Business Central

Take a tour to see the look and feel, reporting, analytics, dashboards, role centers, integration with Outlook, Excel, and CRM, and functionality in financials, inventory, supply chain, manufacturing, projects, construction, reporting, sales, service, and customer relationships.

IMPORTANT: Provide a valid email address as we will email you a link to the Tour. All fields required.

Download Guide to see description of each module:

Dynamics 365 Business Central Capability and Toolset Guide

Microsoft Dynamics 365  Business Central CRM Integration, Sales, and Marketing Benefits

Microsoft Dynamics 365 Business Central delivers the core CRM capabilities you need to efficiently run your business and manage relationships. You can expand and grow your business leveraging no-code customizations with Microsoft Power Platform

Need More CRM Capabilities?

For businesses that require more advanced CRM functionality, Velosio has developed its own Dynamics 365 Business Central CRM integration method that enables seamless use between D365 Business Central and Dynamics 365 for Sales / Customer Engagement.

Your Partner in CRM Implementation

Not all CRM implementation companies are created equal, and you deserve the best partner. At Velosio, Microsoft Dynamics 365 is our specialty. We have a skilled team of industry experts on hand to help us create a custom Dynamics CRM implementation plan that addresses your unique concerns and boosts customer relationships throughout your business’s growth.

Are you ready to learn more about our Microsoft Business Central CRM implementation services? Reach out to us today, and a knowledgeable representative will be in touch shortly.

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