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CRM / Dynamics 365

How you gather, manage and use information will determine whether you win or lose.

Dynamics 365 enables sharing in your organisation, if you’re looking to boost your sales by tracking your sales force or provide an improved service management tool for your customers. It can handle sales, service, finance and more functionality is being added all the time. Valto can help you understand how Dynamics can help your organisation and using our workshop & consultancy led implementation make the project a huge success. Get in touch below and one of our specialists will contact you.

  • Sales, Finance & Service

    If you’re looking to deploy Dynamics for Customer Relationship Management (CRM), Valto has predefined training, workshops and implementation skills to help you get started. Valto can help get your sales-force, service management and finance teams utilising the full power of Dynamics.

  • Reporting & PowerBI

    Collecting the data utilising Dynamics is a key milestone to any successful CRM project, how that data is used afterwards will give you the true benefits. Using PowerBI we can help you configure tailored reports that give you the dashboards and metrics important to your business.

  • Migration

    Using Salesforce, an older version of Dynamics or another CRM package and looking to move to Dynamics 365. We can help move all of your data from your old platform to 365 and get your team trained up on the differences.

  • Support

    Valto provides a range of support services for your organisation whether your looking to completely manage your Dynamics deployment or bolster the existing IT team you have in place. We can provide monthly ongoing arrangements or a token ad-hoc type approach only calling on our expertise when required.

  • Licensing & CSP

    We’re experts in selecting the right license for your Business. We help you understand the most cost effective license with our free advice just fill in the contact form and someone will be in touch. We run regular events that will explain the differences between Dynamics 365 Plan 1, Dynamics 365 Plan 2 & Team Members Enterprise edition.

Contact our CRM / Dynamics 365 Experts