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
What sort of businesses benefit most from Microsoft Dynamics 365 CRM?
It’s a strong fit for organisations that manage ongoing customer relationships, sales pipelines, service requests, or repeat engagements. Small and mid-sized businesses looking to grow in a structured way often see the strongest return.
How long does it usually take to implement a CRM system like Dynamics 365?
Timeframes vary based on features, data migration needs, and the level of customisation. Smaller onboarding projects can be completed in a few weeks, while broader implementations may take a few months.
Can Dynamics 365 CRM work with tools we already use?
Yes. It integrates well with Microsoft 365 tools like Outlook, Teams and SharePoint, along with many third-party platforms. Integration can be tailored to avoid workflow disruption.
