Webcasts on Demand

CRM with Microsoft Dynamics 365

Products Microsoft: Power BI, SharePoint, Microsoft Dynamics 365 Service, Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Customer Insights, Microsoft Dynamics 365 Marketing
Sectors: Manufacturing industry, Construction supplier industry, Steel / Steel Service Center / Metal industry, Electro and electronic industry, Machinery and plant manufacturing, Consumer goods / retail, Automotive supplier industry
Processes: Service & Support, Sales, Marketing, Data Management, Analytics

Duration of webcast: approx. 25 minutes

We present mobile apps and platforms that enable CRM solutions on your mobile devices. In addition, we will show you the integration possibilities of different communication channels for a 360-degree customer view using the example of Teams and SharePoint.

Contents of webcast:

  • Power Platform and standard processes of Microsoft Dynamics 365 Sales
  • Sales process from lead creation and processing to creation of sales opportunities, quotes, orders and invoicing
  • E-mail integration with Outlook
  • Document storage with SharePoint
  • Analytics with Power BI


Tel.: +49 681 9924-0