Your Dynamics Business Partner

phone-icon 1-647-696-4534 email-icon info@DynamicsSmartz.com

Your Dynamics Business Partner

Download Case study

Migration from Dynamics NAV to Dynamics 365 Sales for a prominent Healthcare Solutions Provider

Challenges

  • The client was using Dynamics NAV for complete sales operations and order management.
  • As the client was upgrading to Dynamics Business Central to enhance order operations, they also intended to upgrade their sales operations.
  • The client was looking for an integrated platform for salespeople to streamline the sales lifecycle, from capturing leads to order creation and processing in ERP, customized contracts generation and management, studies management, etc., with each lead.
  • The client expected the solution to be able to manage their customized product catalog in NAV.
  • Customized quote generation process along with contract management.

Technology

  • Dynamics 365 Sales

Results

With the implementation of Dynamics 365 Sales, the client can:

  • Efficiently manage the end-to-end sales lifecycle.
  • Quickly process the opportunities migrated from Dynamics NAV.
  • Can easily view the opportunity stage through custom Business Process Flow to enhance sales visibility.
  • Submit orders from Dynamics 365 Sales to Dynamics Business Central with custom Study and License details in one click.
  • Review sales pipeline and revenue reporting through CRM Out of the box dashboard.