Customer Resource Management


Dynamics 365 Sales Professional

With Dynamics 365 Sales Professional, manage customer relationships, close deals, and boost sales revenue—all within Microsoft Office 365.


  • A 360-degree view of your contacts, leads and customers
  • Define guided business process flows to help turn leads into customers
  • Simplify the opportunity-to-invoice process
  • Document templates ensure a consistent, Professional image
  • Sales data is available anywhere and on any device
  • Integration with Outlook
  • Optional integration with LinkedIn Sales Navigator

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Dynamics 365 Marketing

Dynamics 365 offers marketing automation for companies looking to increase demand with personalized buyer journeys across multiple channels. Realize operational advantages and reduced costs when aligning sales and marketing with an integrated solution on same platform.


  • Core marketing provides email marketing, customer journeys, behavior tracking, lead scoring, marketing pages, and more. ​
  • Event management organizes and promotes in-person or webinar events. Includes an online portal for attendees to register and review session information.​
  • Dynamics 365 Customer Voice creates online surveys and analyzes the results. ​
  • Dynamics 365 Connector for LinkedIn Lead Gen Forms imports leads generated with LinkedIn's lead tools into Dynamics 365.
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