Dynamics 365 Business Central for
Customer Relationship Management

Drive end-to-end seamless customer experience and centralise your business's front-end and back-end departments using the advanced capabilities of Dynamics 365 Business Central CRM module.

Dynamics Square is Australia's premier Microsoft Business Applications Solution Partner, enabling small and medium-sized enterprises to disrupt markets and outperform competition using the finest tailored-to-needs business-centric solutions. 

Microsoft Business Applications Solution Partner

Identify Opportunities to Grow a Loyal Customer Base

Dynamics 365 Business Central's CRM module offers an accurate and timely view of customer contact details to enhance efficiency in serving prospective customers and boost customer satisfaction. It helps businesses manage and support sales efforts with real-time analytics to make the best decisions at the right time.

What is Business Central?

Effortless Shift From Sales to Service

Automatically record shipped goods as service items and centralise the necessary information for streamlined communication between sales and service teams to address inquiries.

Monitor Customer Returns and Repairs

Enhance customer loyalty by providing customers with spare equipment and offering full replacement or repair with consolidated parts and labour charges in a single service order.

Fulfill Your Service Commitment

Efficiently allocate staff to work orders and gain insight into service tasks and workloads while ensuring the management of service agreements for consistent customer service delivery.

Fulfil Customer Expectations as Committed

Monitor customer contracts to promptly retrieve information regarding pricing, discounts, shipment schedules, product availability and order completion status.

Contact Administration

Records all external contacts and their detailed information in the system to enhance communication and facilitate their conversion into formal customer, vendor, and bank relationships.

Campaign Handling

Identify, attract and retain customers by enabling you to understand their target audience, tailor marketing efforts and foster customer loyalty through personalised engagement.

Managing Customer Interactions

Provides a centralised platform for managing interactions between your organisation and entities you engage with, facilitating effective communication and relationship management.

Opportunity Tracking

It allows your business to effectively monitor and manage potential sales, ensuring that the opportunities are tracked and followed up by the appropriate sales team members.

CRM Module Functionalities

Check out how businesses worldwide utilise Dynamics 365 Business Central's CRM capabilities to streamline marketing, sales and customer operations, driving enhanced business and customer experience.

  • Business Inbox for Outlook
  • Campaign Management
  • Campaign Pricing
  • Contact Classification
  • Contact Management
  • Email Logging
  • Interaction/Document Management
  • Opportunity Management
  • Relationship Management
  • Sales Opportunities
  • Segments
  • Task Management
  • Dynamics 365 Sales Integration

Business Central CRM Benefits

Business Central's CRM module monitors your ongoing sales performance and utilises actionable insights to concentrate on customers with significant potential for sustained growth. It leverages custom dashboards and reports to prioritise sales leads according to revenue potential and record customer interaction for optimising upselling, cross-selling and renewal opportunities.

Seamless Integration

Integrates with other CRM solutions like Dynamics 365 Sales to unify data across your organisation and extend CRM capabilities for boosting business profitability.

Tailored Engagement

Delivers personalised service that meets customer expectations across various channels by utilising comprehensive insights, empowering agents to customise each interaction.

Enhanced Agent Productivity

Provides AI-enhanced tools to ensure that agents can access accurate and relevant information when needed to provide effective and efficient customer support.

Contact Optimisation

Involves categorising contacts, personalising user experience with AI, and optimising customer journeys to enhance customer relationships and outcomes.

Optimised Lead Selection

Engages with potential leads and develops a pipeline with personalised engagement and sales strategies to identify the right prospects to convert them into customers.

Automated Operations

Automates manual routine tasks with real-time intelligence and AI recommendations to enhance customer satisfaction and make data-driven decisions.

Customer Relationship Management in Industries

Dynamics 365 Business Central's Customer Relationship Management Module enables you to tailor your customer interactions, accelerate sales cycle and expedite deal closure with a comprehensive view of your customers. It simplifies the sales process to increase the sales team's efficiency while helping you prioritise leads and create more opportunities.

Microsoft Dynamics 365

Not-For-Profit

Microsoft Dynamics 365

Food and Beverage

Microsoft Dynamics 365

Healthcare

Microsoft Dynamics 365

Professional Services

Microsoft Dynamics 365

Telecommunications

Microsoft Dynamics 365

Pharmaceuticals

Microsoft Dynamics 365

Automotive

Microsoft Dynamics 365

Education

Business Central Other Modules

Check how businesses around the globe are riding the change bandwagon and transforming their business using Microsoft Dynamics 365. Join the club now to beat the competition and scale ahead.

Microsoft Dynamics 365 Success Stories

Check how businesses around the globe are riding the change bandwagon and transforming their business using Microsoft Dynamics 365. Join the club now to beat the competition and scale ahead.

Vivin Imports Embraces Microsoft Dynamics NAV To Handle Its Entire Business

Case Study

Vivin Imports Embraces Microsoft Dynamics NAV to Handle its Entire Business

The Victorian Department of Premier and Cabinet embraces digital transformation with Microsoft Teams

Case Study

The Victorian Department of Premier and Cabinet embraces digital transformation with Microsoft Teams

Austrade improves CRM, supports Australian economic strategies with Dynamics 365

Case Study

Austrade improves CRM, supports Australian economic strategies with Dynamics 365

Breville’s brewing in new markets at record pace with Dynamics 365

Case Study

Breville’s brewing in new markets at record pace with Dynamics 365

Dynamics Square helped us seamlessly transition from Sage ERP to Business Central, optimizing our Finance, Sales, Purchase, Inventory, and Warehouse functions. This led to immediate benefits, including time savings, optimized inventory, prompt payments, and reduced reconciliation time. I highly recommend Dynamics Square for ERP solutions.

Business Central offers cloud technology. It helps us bring our solution to our partners and customers faster than ever before. It has been the biggest booster for us in the entire history of SwissSalary Ltd.

Building on the top of the innovative Business Central while maintaining our powerful partnership models has been key to how we have grown our customer base by more than 25% per year.

Latest Posts & Blogs

Contemporary businesses are changing at a rate of knots using innovative business solutions to stay afloat. Know more about industry trends, challenges and opportunities in detail after going through an array of exciting blogs.

Read the blogs penned by industry-experts who know the nerve of the business to start your digital transformation journey.

Dynamics 365 Customer Insights –Your Roadmap to Success

Dynamics 365 Customer Insights –Your Roadmap to Success

Uncover the power of Dynamics 365 Customer Insights in crafting tailored customer journeys. Revoluti...

Decoding Dynamics 365 Support: Your Guide to Choose the Right Partner

Decoding Dynamics 365 Support: Your Guide to Choose the Right Partner

Find the perfect Dynamics 365 support partner customised for your business. Read more....

The Comprehensive Guide to Accounts Payable Automation & and Its Working

The Comprehensive Guide to Accounts Payable Automation & and Its Working

Unlock efficiency with accounts payable automation in Business Central. Explore key benefits for str...

Mastering Asset Tracking: A Guide to Dynamics 365 Business Central Asset Management

Mastering Asset Tracking: A Guide to Dynamics 365 Business Central Asset Management

Unlock efficient asset tracking with Dynamics 365 Business Central Asset Management. Optimise operat...

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Why Dynamics Square?

Dynamics Square is the leading Microsoft Dynamics 365 partner in Australia known for its futuristic solutions and unmatched customer service. Consult our experts, who know the nerve of the industry to transform your business today.

150+

Man Years of Expertise

Our in-depth knowledge of the products and years of expertise has enabled the Dynamics Square team to deliver services with efficiency in record less time.

100+

Subject Matter Experts

The team at Dynamics Square comes with their hands-on experience which helps them cater to issues those businesses do not know exist.

500+

Project Deliveries

Our team has efficiently and successfully completed 500+ successful projects and continues to add new feathers to our cap every day.

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Customer Support

We provide round the clock customer support for all services that we offer including, implementation, upgradation, audit, consultation and so on.

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Products & Services

We offer a complete suite of products and services for businesses to boost growth and introduce digitalisation, enhancing organisational agility.

99%

Customer Satisfaction

The numerous success stories and references of Dynamics Square speaks high volumes of the level of customer satisfaction the team provides.