Whether you’re in sales, marketing, customer service, or operations, this session will show you how to use your Microsoft CRM & Sales Copilot to its full potential. We’ll explore how to boost sales with targeted marketing, deliver better service that drives loyalty, run projects that keep customers engaged, and how it all seamlessly integrates with Microsoft Dynamics 365 Business Central & Copilot. By aligning your teams and tools, you’ll unlock new revenue opportunities and deliver exceptional customer experiences.

1. Sell More with CRM

· Centralize customer data and sales activities.

· Use AI to prioritize leads and opportunities.

· Track pipeline performance and forecast with confidence.

· Use Sales Copilot to save you 45 minutes a day, and sell more

2. Increase Sales with Marketing + 10%

· Segment and target the right audience.

· Automate personalized campaigns.

· Measure campaign ROI and optimize continuously.

3. Better Customer Service to Sell More

· Resolve issues faster with a 360° customer view.

· Turn service interactions into upsell opportunities.

· Build trust and long-term relationships.

4. Run Projects That Drive Customer Success

· Manage project timelines, budgets, and resources.

· Collaborate across teams with shared visibility.

· Deliver on promises and increase customer satisfaction.

5. Seamless Integration with Business Central

· Sync financials, inventory, and operations with CRM.

· Eliminate data silos and manual entry.

· Make faster, data-driven decisions across the business.

Microsoft CRM supports sales growth, marketing effectiveness, customer service, project management, and integrates fully with Business Central and Sales Copilot.