Document Management Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales
All business information for sales at a glance
Within Microsoft Dynamics 365 Sales, you are just a mouse click away from all important information on the respective sales process. You receive a structured overview of the complete customer and supplier file and project processes. Regardless of what data and documents are in the digital files or in what format they are stored. You benefit from:
- Work from any location
- All processes at a glance
- Independence from CRM access
- Make smarter decisions quickly and easily
With a 360-degree view of all information directly from Microsoft Dynamics 365 Customer Engagement, you accelerate sales cycles and productivity. The high quality of information ensures greater customer and employee satisfaction. Today more than ever, both are the most important success factors in a company.
M365 Dynamics Webinar
Your Dynamics 365 hand in hand with d.velop’s document management
In this 25-minute webcast, Garth McCown shows IT-decision-makers and key users an approach to reducing information silos and accelerating processes in your organization based on the existing tools Dynamics 365 (BC, F&O, Sales), Teams and SharePoint Online.
What to expect
- Challenges in your daily business
- Our approach to cover those challenges
- Live demo
- Benefits
Optimize business processes in Microsoft Dynamics 365 Sales
Whatever industry you work in, with Microsoft Dynamics 365 Dynamics Sales you have your sales processes under control. With our seamless integration, we support you in the digitalization of your business processes. What do our best practice use cases look like?
Sign documents
Documents such as quotations, order confirmations, project concepts or NDAs can be signed and forwarded immediately in a legally secure and digital manner using the digital signature.
Share documents securely
Important and confidential documents need to be sent securely within the company. d.velop’s own Microsoft Dynamics 365 team speaks exactly your language.
Integrate form management
Modern customer communication requires customizable documents to meet individual requirements as well as to enable automation, which is supported by integrated form management.
Simple, sensible and clearly integrated into
Microsoft Dynamics 365 Sales
Searching for all known information about a customer in the company can be very tedious without supporting tools. With d.velop connect for Microsoft Dynamics 365, the time-consuming search has come to an end! Because with the d.velop solution, your documents in Microsoft D365 Sales are displayed in a meaningful and clear way.
Would you like to find out more about document management with Microsoft Dynamics 365 Sales?
Get your regular dose of digitalization on the d.velop blog. From best practices and how-to’s to decision guidelines, you will find everything you need to successfully shape the digital transformation.
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Tips for optimising the Order to Cash process in Microsoft Dynamics 365
The order-to-cash process in Dynamics 365 offers potential to increase efficiency and cost leadership by using digital workflow engines, document management systems and standardized interfaces.
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Microsoft Dynamics – many versions, many modules, one vision
Over recent years, Microsoft has shaped the ERP and CRM landscape through acquisitions and its own development. It’s time we took a closer look at the different versions of Microsoft Dynamics.
Microsoft Dynamics 365
Discover our resources on the topic of
Microsoft Dynamics 365
Business Central
- Single point of truth for all documents, information and receipts
- Digital invoice processing for lean and transparent business processes
Finance & Operations
- Native integration into leading systems, such as Dynamics 365
- Intelligently link information for effective planning and analysis
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