D365 Human Resources

Dynamics 365 Sales (CRM) implementation

Have you decided to implement a CRM system, but aren’t sure which one to choose?
There are many factors you need to consider:

Will your sales team actually want to use it?

How will I synchronize the CRM with other systems?

Do I have a single source of truth for all customer relationships?

CRM Dynamics 365 Sales has the capabilities to answer these questions – and many more

The most important feature is working within the unified Microsoft ecosystem.

Those integrations with your mailbox, file storage, and more—they’re available from day one with Microsoft’s solution.

 

  • Got an email from a customer? Link it to CRM directly from Outlook.
  • Want to send an email from CRM and track if it gets opened? No problem.
  • New contact appears in an email thread? Create a new customer record straight from the message.
  • Need to store project-related data in one place? Sync it all with your SharePoint site.

How can we help?

At 7F Technology Partners, we specialize in the Dynamics 365 suite – and we use Microsoft CRM ourselves, so we confidently recommend it to others.

Honest communication is at the core of how we work. Every project is treated individually and with the same level of priority.

As a Microsoft partner, we always act with a win-win mindset – focused on long-term relationships and our clients’ success.

Do you want to know more?

Write to us or read our articles

Zapisz się na webinar

o JPK_KR_PD w standardzie Microsoft Dynamics D365 F&SCM

Zapisz się na webinar o JPK_KR_PD w standardzie Microsoft Dynamics D365 F&SCM

Już 26 listopada zapraszamy na webinar: JPK_KR_PD w standardzie Microsoft Dynamics 365 F&SCM

Dowiesz się:

  • Jak działa standardowe rozwiązanie dostępne w Twojej licencji – bez dodatkowych kosztów.
  • Jak przygotować dane, aby zdążyć przed terminami wymaganymi przez ministerstwo.
  • Będzie okazja do zadania pytań.

 

Przedstawimy rekomendacje i praktyczne wskazówki. Webinar dedykowany jest osobom merytorycznym z działów księgowych, szczególnie w firmach korzystających ze standardu deklaracji VAT.

Zarezerwuj czas – 26.11.2025, godz. 10:00-11:00
Dołącz i bądź gotowy na nadchodzące zmiany.