Dynamics 365 CRM is ideal for SMBs looking to enhance customer relationships and drive sales efficiency.
Microsoft CRM
Dynamics 365 CRM: your partner for better relationships
boltin helps SMBs implement and optimise Microsoft Dynamics 365 CRM, centralising customer data, automating sales, and enhancing service delivery for accelerated revenue.
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A 360-degree view of your customer
- Microsoft Dynamics 365 Customer Engagement (CRM) is a suite of applications built to manage the full customer journey, from lead generation through to ongoing service.
- It provides a complete view of every interaction and helps sales, marketing, and service teams work smarter and respond faster.
- boltin implements, customises, and integrates Dynamics 365 CRM to suit the needs of SMBs across industries.
- By streamlining workflows, automating routine tasks, and delivering actionable insights, we help businesses strengthen customer relationships and achieve long-term growth.
What we offer*
What we offer*
CRM implementation and setup
End-to-end configuration of Dynamics 365 Sales, Service, and Marketing modules
Customisation and configuration
Adjusting the CRM interface, workflows, and reports to match your business processes
Data migration
Secure and accurate transfer of customer data from existing systems
Integration with microsoft 365
Connectivity with Outlook, Teams, SharePoint, and other Microsoft tools
Dashboard reporting and analytics
Custom dashboards that provide real-time insights into sales performance, customer behaviour, and service delivery
Lead and opportunity management
Streamlined processes for lead tracking, pipeline management, performance monitoring, and opportunity conversion
User training and adoption
Practical training programs designed to help teams use the CRM effectively
Use cases
Tools we leverage
- Microsoft Dynamics 365 Sales
- Dynamics 365 Customer Service
- Dynamics 365 Marketing
- Microsoft Power BI (for advanced analytics)
- Microsoft 365 (Outlook, Teams, SharePoint integration)
Frequently asked questions
How does Dynamics 365 CRM improve sales performance for SMBs?
Dynamics 365 CRM provides tools for lead tracking, sales planning, automation, and interaction monitoring. It centralises customer data, offers real-time dashboards, and helps sales teams adapt quickly, improving efficiency and conversion rates.
Can boltin integrate Dynamics 365 CRM with our existing Microsoft 365 environment?
Yes, Dynamics 365 CRM integrates with Outlook, Teams, SharePoint, and Power BI. Boltin ensures these connections are optimised for a unified experience and streamlined workflows across your Microsoft tools.
How does CRM support customer service for SMBs?
Dynamics 365 CRM centralises customer enquiries, service requests, and support cases, enabling faster response times, consistent service, and better customer satisfaction.
