We help organisations customise and configure Dynamics 365

Is your customer data spread across multiple systems?  Does updating your customer details become a mammoth task spanning multiple departments?  Would you like to have a single view of your customers – their interactions, transactions and potential purchases?

With Dynamics 365, you can centralise your customer data and:

  • Empower your Sales team with information they need to close, upsell and cross-sell to your customers
  • Enable your Marketing team to personally target your customers and increase conversion rates
  • Give your Customer Service team access to customer information to resolve issues quickly

Whether you already have Dynamics 365 and want to improve it or are looking to roll-out Dynamics 365, we can help.  Online or on-premise, our Dynamics 365 consultants can assist your organisation to take full advantage of Microsoft Dynamics 365.

Our local, experienced Microsoft Dynamics 365 consultants will provide the guidance and advice to:

  • Deploy, configure and customise Microsoft Dynamics 365 to your business requirements
  • Upgrade to the latest version of Dynamics 365
  • Migrate your on-premise data to Microsoft Dynamics 365
  • Integrate Microsoft Dynamics 365 to your other business systems including legacy applications
  • Audit your current Dynamics 365 system and highlight areas for potential improvement

Who we’ve helped with Dynamics 365

Tracking the sales pipeline and forecasting revenue at everlight radiology

Everlight Radiology (formerly Imaging Partners Online) provide complementary services to existing hospital imaging departments.  Everlight Radiology’s team of doctors assess scans sent from hospitals and provide comprehensive reports to hospital imaging departments.

Everlight Radiology came to Solentive wanting to implement Dynamics 365.  They wanted a better way to manage relationships with their clients, track their sales pipeline and forecast revenue.

Our Dynamics 365 consultants initially configured Microsoft Dynamics 365 for Everlight Radiology.  Using the Dynamics 365 customisation tools, our consultants customised the system to include:

  • Custom workflow to manage Everlight Radiology’s entire sales pipleline of 13 stages
  • Trigger points along the sales pipeline to gather information from sales staff in order to identify trends
  • Ability to forecast revenue per client through a custom built entity, workflows and business rules
  • Custom views to alert sales staff of customers whose contract is due for renewal

The customisation of Microsoft Dynamics 365 enabled Everlight Radiology to centralise client information, track activities and interactions with their clients, better manage their sales pipeline and forecast revenue per client.

Microsoft Dynamics 365 Partner of Choice

Solentive has been a trusted Microsoft Partner for over 10 years. Our experienced Microsoft Dynamics consultants and engineers can assist you to implement, customise and extend Microsoft Dynamics 365 within your organisation.

See how the implementation of Dynamics 365 (CRM) maximised efficiency for Premium China Funds

View Case Study

Get in touch today!