Dynamics 365 Sales (CRM)
Turn your customer relationships into sales!
Sell better and faster with Dynamics 365 for Sales. This solution integrates digital intelligence into every transaction, enabling you to anticipate your customers' needs and offer them personalized service that strengthens the relationship and boosts sales. Partner with experts to support and streamline your Dynamics 365 CRM platform. Whether it's an implementation, mobility or customized Dynamics development and integration research, Lambert Consulting is the partner you need
Grow your business in a frustrating way
Use integrated digital intelligence and automated business processes to maximise revenue and minimise acquisition costs.
Optimise your sales by focusing on the essentials
Optimise the performance of your sales team by reducing unproductive tasks and helping your salespeople focus on the essentials.
Work more efficiently to succeed faster
Close sales faster through efficient working methods, collaboration and the use of contextual information from your sales management software.
Benefit from smarter business features
Usable data
Empower your sales team with predictive analytics, digital intelligence and automated lead scoring. Plus, with signals from the Sales app and Office 365 that help them assess their customer relationships, your team can leverage all the tools they need to decide what to do next.
Personal involvement
Draw on the knowledge and experience of your team through customised meeting minutes, events and business documents with real-time collaboration features. Use OneNote in sales management software to take notes and share your work.
Customer management and mobility
Help your sales team focus on the right leads, contacts, and opportunities while growing your sales pipeline. Dynamics 365 for Sales provides you with data from social networks, up-to-date company information and an integrated sales process to help your salespeople know when and how to engage with customers.
Sales performance
Motivate your sales team with a perfect combination of information and collaboration. Easy-to-use dashboards allow you to set meaningful goals and monitor results. Built-in help allows you to adjust your team's behaviours based on best practices. In addition, gamification promotes positive competition.
The services we offer
...and for which we are regularly called upon!
Implementation and deployment
Help companies implement and configure Dynamics 365 to align with their specific processes and requirements.
Business process consulting
Analyze a company's business processes and advise on how to optimize them using Dynamics 365.
Analysis and reports
Use Dynamics 365's analytics tools to create customized reports and dashboards, providing information for informed decision-making.
Migration and data integration
Help companies migrate data from legacy systems to Dynamics 365 and integrate Dynamics 365 with other enterprise applications for a unified system.
Power BI strategy and consulting
Ensure Dynamics 365 deployment complies with industry standards and regulations, and implement security measures to protect sensitive data.
Services Cloud
Help deploy Dynamics 365 on platforms cloud, such as Azure, for improved scalability and accessibility.
Training and support
Provide training to employees for effective use of Dynamics 365 and offer ongoing support to ensure smooth operation.
Power BI implementation
Offering specialist consultancy for Dynamics 365 CRM modules, helping companies improve customer relationships and streamline operations.
References
To the delight of our customers we have upgraded their ageing telephony systems to new collaborative solutions.
Multinationals / Large companies
For 29 years, we have been supporting major international groups in the deployment of ICT solutions. Our rigorous approach and in-depth knowledge of most Microsoft tools enable us to bring you real added value in your deployments.
Medium-sized companies
Our extensive experience in deploying Microsoft solutions in multinationals is welcomed by smaller companies who understand the benefits of working with a strong partner. The total cost and time to implement their projects is reduced.
Dynamics 365 consulting services
Discover unparalleled business transformation with our Dynamics 365 consulting services. Expert advice, tailored solutions and innovative strategies to improve your operations and drive growth.
Our published projects on Dynamics 365
CRM and AI project: Revolutionizing customer management for a financial services company
Initial situation Our customer, a large financial services company, was experiencing major difficulties in managing its customer relationships. Sales and support processes were fragmented, customer data was scattered across several systems, and interaction tracking was inefficient. This situation was leading to a loss of productivity, customer satisfaction and [...]
Migration telephony on Microsoft Teams and Contact Center Nimbus Luware
Initial situation The customer was struggling with an aging telephony system and contact center that no longer met their needs and requirements. They were looking for a more stable and robust solution, a teleworking-friendly telephony system, a modern call recording system, and advanced features for their contact center.
Access ERP data from the Dynamics 365 CRM platform
Initial situation Our client manages a multitude of data including customer information, product range, stock management, sales prices, deliveries and invoicing. They already use a Sage ERP system that handles all accounting and financial management, sales, distribution and procurement functions. [...]
Articles about Dynamics 365 and its ecosystem
Contact Center integration with Microsoft Teams : Understanding the models, from Power to Unify
Introduction At Lambert Consulting, we help companies integrate contact centers with Microsoft Teams, to optimize communications and the customer experience. Microsoft's recent announcement of the Unify model marks a key milestone, offering a new, more immersive and powerful approach to integration. Unify is the successor to a long-standing theoretical concept known [...].
Top 10 CRM tips for Swiss SMEs
Choosing a customer relationship management (CRM) system is a crucial step for any small or medium-sized enterprise (SME) looking to optimize its sales, marketing and customer service processes. Among the many options available, some solutions stand out for their power and flexibility. Here are the top 10 tips for [...]
Third-Party Contact Center vs Microsoft Queues App
Which call solution is best for customer engagement? Microsoft recently announced a new Queues application. The application is an add-on to Microsoft Teams that allows you to manage call queues in Microsoft Teams and view detailed reports. Established third-party contact center solutions offer [...]
FAQ
(frequently asked questions)
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Yes, Dynamics 365 is highly customizable. Consulting services can tailor the system to meet your company's unique needs, from customized workflows and reporting to integration with other systems.