Sales and Marketing

Sales and Marketing | Microsoft Dynamics 365 Business Central

Functionalities within the Microsoft Dynamics 365 Business Central Sales and Marketing module enable efficient management of processes related to customer acquisition, building relationships and conducting effective marketing campaigns. The system ensures complete control over the sales and marketing process, resulting in increased efficiency of activities and better business results.

Contact Management

The Contact Management functionality in Microsoft Dynamics 365 Business Central enables complex management of customer information. You can leverage these features to collect contact information, interaction history and customer preferences, which facilitates the personalization of communication and building lasting relationships.

Campaign Management

The Campaign Management feature facilitates planning, monitoring and analyzing marketing activities. You can create advertising campaigns, monitor their effectiveness and manage the marketing budget.

Interaction and Document Management

The Interaction and Document Management feature simplifies storing and managing documents while keeping a record of customer interaction history. With these features, you can quickly find the information you need while ensuring consistent communication.

E-mail Logging

The functionality enables the automatic registration of e-mails and messages to monitor the history of correspondence with customers and coworkers.

Sales Opportunity Management

Sales Opportunity Management enables the monitoring and management of leads. You can monitor progress in the sales process, forecast revenue and effectively manage potential sales.

Integration with Dynamics 365 Sales

Microsoft Dynamics 365 Business Central fully integrates with the Dynamics 365 Sales module, enabling seamless information flow between sales and marketing departments. This facilitates activity coordination and ensures consistency of actions across the organization.

Shopify connector to Dynamics 365 Business Central

Shopify is one of the leading global e-commerce platforms that allows users to create and manage their own online stores. The integration of Dynamics 365 Business Central with Shopify enables automatic synchronization of data such as orders, products, inventory levels, and finances, significantly streamlining e-commerce operations. This allows businesses to centrally manage inventory, quickly process orders, and monitor key business metrics effectively.

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Analytics, BI and reporting

Reporting and data analytics are key aspects of business management and monitoring of company process efficiency. Microsoft Dynamics 365 Business Central offers reporting tools to

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Purchasing and Payments

Purchasing and Payments in Microsoft Dynamics 365 Business Central significantly streamline the management of procurement processes, enabling effective control over costs, delivery timelines, and the

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ERP system for polish companies

Microsoft Dynamics 365 Business Central is a comprehensive solution that caters for the needs of businesses from all over the globe. For individual countries, it

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Order and Delivery Fulfillment

The Order and Delivery Fulfillment features in Microsoft Dynamics 365 Business Central enable effective management of the entire sales process and delivery logistics. These advanced

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Warehouse Management

Warehouse Management in Microsoft Dynamics 365 Business Central supports companies in effectively managing inventory, streamlining warehouse processes, and enhancing the accuracy of logistics operations. Companies

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Financial Management 

Microsoft Dynamics 365 Business Central enables effective monitoring, planning, and controlling of the financial aspects of a business. The system offers features that can be

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Global ERP system

For companies, it is crucial not only to expand their business but also to enter new markets. In the era of globalization, businesses need technology

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microsoft appsource

Microsoft AppSource

Microsoft partners provide expertise, integrations with third-party solutions, and business and industry applications that extend the system's capabilities without the need for costly custom modifications.

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Microsoft 365

Office tools and communicators integrated with the ERP system enable a new quality of work. Check out how to use Excel, Outlook, Teams, and OneDrive

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Manufacturing

The Manufacturing module in Dynamics 365 Business Central enables comprehensive management of production processes. The ERP system allows companies to effectively plan, oversee, and optimize

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Power Platform

Power Platform

Power Platform tools are integrated with the Microsoft Dynamics 365 Business Central ERP system, extending its functional capabilities, supporting work optimization and data flow.

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Project Management

The project management functionality in Business Central allows you to monitor progress, control costs, deadlines, and performance, leading to higher project profitability. The ERP system

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Inventory Management

Microsoft Dynamics 365 Business Central enables effective management of inventory, optimization of warehouse operations, and control over costs associated with product storage. The system facilitates

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Microsoft Copilot

AI in the ERP system

Microsoft Copilot is the AI assistant for every employee in your company who works in the Microsoft Dynamics 365 Business Central ERP system. The main

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Planning and Inventory Availability

The Planning and Inventory Availability features in Microsoft Dynamics 365 Business Central enable the optimization of delivery processes and inventory management. With precise order planning,

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Service

Microsoft Dynamics 365 Business Central enables comprehensive service management. This functionality allows companies to effectively plan, monitor, and optimize service processes, resulting in increased customer

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Licensing and infrastructure

Microsoft Dynamics 365 Business Central offers flexible licensing options and various deployment models tailored to the needs of different businesses. The ERP system infrastructure includes

  1. Licensing