Microsoft Dynamics 365 CRM
As a Microsoft partner in Austria, we help organisations implement and extend Dynamics 365 for sales, customer service and case management — including debt collection. Always starting from how your team works.
A good fit if
Contacts, activities and cases live in inboxes, spreadsheets and separate tools — and nobody has the full picture.
What you get
Sales, service and cases in one system, with automated workflows and a direct link to your ERP.
What we do
From the first workshop to a CRM your team actually uses — you work with one partner throughout.
We map your customer processes, define requirements and decide together which Dynamics 365 apps and setup fit your organisation.
Configuration, data migration, testing and training — rolled out step by step so your team adopts it from day one.
Custom extensions, Power Automate workflows and integrations with your ERP, e-mail and other systems.
How we work
A typical Dynamics 365 CRM implementation takes two to four months, depending on the processes, integrations and data involved. We start where the value is highest.
Step 1 · 1–3 weeks
We map your customer processes, decide which Dynamics 365 apps you need and design the data model, roles and workflows.
Step 2 · 1–2 months
Configuration, automated workflows with Power Automate, data migration and integration with Outlook, your ERP and other systems.
Step 3 · 2–3 weeks
Your team tests with real cases, we adjust what is missing, and everyone is trained on the way they will work with the CRM.
Step 4 · ongoing
We go live on a planned date, support your team in the first weeks and keep improving the CRM as your processes evolve.
Typical processes
Dynamics 365 is flexible — we focus on the processes that matter most to your organisation.
Leads, opportunities and quotes in one pipeline, with a clear view of what needs follow-up.
Cases, service requests and communication history in one place, with clear ownership.
Structured collection processes with automated reminders, notifications and payment tracking — as in our Credex and leasing projects.
Customer, order and financial data shared between CRM and ERP, so information is entered only once.
Credex · Dynamics 365 CRM
Dynamics 365 connected to the ERP, with automated case creation, reminders and alerts.
Read the story →
Leasing company · Dynamics 365 CRM
Collection and repossession in one interface, integrated with the ERP and SMS communication.
Read the story →
FAQ
Short answers to the questions we hear most often. Anything else? Just ask.
That depends on your processes. Many organisations start with Sales or Customer Service and extend later. We help you choose, so you don’t pay for what you don’t use.
Yes. We have connected Dynamics 365 to existing ERP systems in several projects, so data flows between both without double entry.
That depends on the scope and your data. We work step by step and start with the processes that bring the most value, so your team sees results early.
Yes — through configuration, Power Automate and, where needed, custom development. We use standard features wherever they fit to keep your solution maintainable.
Yes. E-mails, appointments and contacts can be tracked directly from Outlook, and Dynamics 365 works together with Teams and the rest of Microsoft 365.
Yes. We clean up and migrate contacts, accounts, open cases and history from spreadsheets or your current CRM, so your team starts with reliable data.
Dynamics 365 can run in Microsoft’s European data centres. We set up roles, access rights and retention rules so your processes support your GDPR obligations.
That depends on the number of users and licences, the processes and integrations in scope and the data to migrate. After the free process check you receive a clear proposal with a defined scope — no surprises.
Free process check
Book a free 30-minute call. We look at your customer processes together and tell you honestly whether Dynamics 365 is the right fit — and what the next step would be.
