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Dynamics 365 Sales
CRM Module

Optimization of sales through mobile data acquisition and digitalized sales processes

For awisto, the digitalization of sales means transforming companies so that the right information can be provided quickly and systematically with the right resources. This is usually detailed customer information for the sales staff or information about commissioning, billing, shipping or complaints. This combines a flow of information from lead generation through sales to completion and subsequent customer care.

The goal of the Microsoft Dynamics 365 Sales module is to enable companies to design, record and accompany the entire customer journey This includes integrated lead management, the possibility for standardized sales processes, definable templates and processes for sales opportunities and offers, and comprehensive product management. Ideally, the existing ERP system is connected via a bidirectional interface. Then, thanks to Dynamics 365 Sales, internal and field service processes converge seamlessly.

Realize a digital, customer-oriented business model in your company. Dynamics 365 Sales enables a 360° view on your customers and their customer journey. Track tasks, activities, requests, offers and business relationships at a glance. Documents, such as offers can be created and sent directly from CRM. Documents can be systematically assigned directly to customers, contacts or sales opportunities.


Your advantages of the Dynamics 365 Sales module for daily sales challenges

  • Automation of complex processes through workflows
  • Creating a uniform customer data pool as basis for successful sales controlling
  • Cross-departmental, networked work through browser-based access to CRM
  • Contact and company management with widely customizable list views
  • Flexible, comprehensive security concept with individual security roles, sales regions, teams and business units
  • Integrated product management with options for ERP connections
  • Integrated document management system (DMS)
  • Intelligent lead qualifying and management
  • Integrated management of complex customer relationships (1:1 / 1:N / M:N)
  • Possible integration of Artificial Intelligence
  • Standardized recording of sales opportunities / inquiries etc.
  • Support of mobile devices (smartphone, tablet)
  • Visualization of data, status and activities on customizable dashboards

First impressions of your potential Dynamics 365 for Sales solution | Built your individual and specialized CRM system


Synergies and potentials for Dynamics 365 Sales

Microsoft Power BI | Cope with Big Data elegantly

You want to use your company data in the best possible way to make intelligent business decisions?

Knowledge is power. This is particularly true in corporate management within a heavily globalized and competitive environment. With Power BI, you visualize data intelligently in dashboards and balanced scorecards to provide professional decision-making foundations for management. Power BI integrates a variety of data sources, including Dynamics 365, of course. Use existing data in CRM in real time for deep insights into your sales process and sales success.

Do you have questions about the creation, integration and configuration of professional Power BI reports and evaluations? Our Power BI experts will be happy to advise you. Write us your request directly to

Microsoft Dynamics Sales Insights

You want to know what your customers excites?

The Artificial Intelligence analysis tool is based on insights into the interests of your customers through sentiment analyzes, AI measures recommendations and a radar of interest for your customers. Which news are on everyone's lips and are relevant to your sales opportunities? Dynamics 365 Sales Insights is the answer.

Take a deeper look at Sales Insight:


Get your licenses for Dynamics 365 (CE) CRM Modules

Since licensing at Microsoft is constantly evolving in the Licensing Guide, we would like to advise you directly. Our experts can then create a corresponding offer for you. Get all your questions about Dynamics 365 licenses answered.

sales manager smiles

Tobias Heck

Sales Manager

We will be happy to advise you and answer your questions.

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Your Partner for Dynamics 365 CE (CRM), Power Platform, Mobile Apps, Industry Solutions, Cloud Migration, Add-Ons & Interfaces

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awisto business solutions GmbH
Mittlerer Pfad 4
70499 Stuttgart
Tel.: +49 (711) 490 534-0