Our team implements and extends Dynamics 365 Sales on the Microsoft platform we work in every day: Dataverse, Power Platform, Power BI and Azure. From cleaning up your data to automating the admin around each deal, we build CRM solutions that fit your sales process instead of forcing a new one.
Track leads and opportunities through stages that match your sales process, with clear ownership at every step.
Bring accounts, contacts, activities and deal history into one record your whole team can rely on.
Roll up pipeline into accurate forecasts by rep, team and region, updated as deals move.
Power BI dashboards on win rates, cycle time and revenue, built directly on your CRM data.
Meeting summaries, email drafts, lead scoring and deal insights inside the tools sellers already use.
Connect Dynamics 365 with your ERP, marketing platform, Outlook and Teams so data flows without re-entry.
Power Automate workflows for approvals, follow-ups and handoffs that take routine work off your reps.
Role-based security that controls who sees and edits what, aligned with Microsoft’s compliance standards.
Companies like Modern Niagara send out hundreds of proposals and bids each year to prospective customers. This process is often managed manually across multiple spreadsheets, making it difficult to achieve full oversight of the sales funnel. This often translates to a lack of visibility and missed opportunities.
Read MoreThe PowerApps application serves as a one-stop hub for both Financial Analysts and Managers to manage all month-end financial operations. Reporting has also been embedded directly into the application so that users are not required to navigate between multiple environments.
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