CRM and ERP · Dynamics 365

Implementation of Dynamics 365

Microsoft’s ERP/CRM for companies that already live in the 365 ecosystem. We implement and adapt Dynamics 365 (Sales, Business Central) and integrate it with Teams, Outlook and Power Platform.

  • Sales (CRM)
  • Business Central (ERP)
  • 365 integration
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What it includes

Everything your dynamics 365

Dynamics 365 Sales

A complete CRM to manage opportunities, customers and the sales cycle.

Business Central

ERP for finance, operations and inventory, connected with sales.

365 and Power Platform integration

Teams, Outlook, Power BI and Power Automate working with your data.

Migration and training

We bring in your data and train your team for real adoption.

How we do it

How we do it

  1. 365 environment

    We connect Dynamics with Teams, Outlook and your directory to work on top of your Microsoft ecosystem.

  2. Sales and BC

    We implement Dynamics 365 Sales and Business Central based on your sales and finance processes.

  3. Power Platform

    We automate with Power Automate and build dashboards in Power BI.

  4. Deployment

    We migrate data, manage licences and train your team for adoption at scale.

Sales + Business Central

One single record,
from sale to invoice

Dynamics 365 connects the CRM (Sales) and the ERP (Business Central) on a single base. We implement it for companies in Barcelona and across Spain that already live in Microsoft 365.

Dynamics 365 Sales · CRM
  • Contact and opportunity
  • Quote sent
  • Order confirmed
Business Central · ERP
  • Delivery note and stock
  • Invoice issued
  • Payment and finance

No re-entering data, no loose spreadsheets: Outlook, Teams, Excel and Power BI read and write on the same system.

FAQ

Preguntas frecuentes

What company size is it for?

It fits mainly medium and large companies, or SMEs with complex processes that already work with Microsoft 365.

Does it integrate with Office 365?

Completely. That is one of its great strengths: Outlook, Teams, Excel and Power Platform connected with your CRM/ERP.

Other services

Other CRM and ERP we implement

Zoho Odoo Holded HubSpot Salesforce Sage Pipedrive

Shall we start?

Get your dynamics 365 up and running

Tell us about your case and we will give you a clear plan and quote, free and with no commitment.

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