Microsoft Dynamics 365

The CRM for your Microsoft world.

For companies that work with Outlook, Teams and Microsoft 365: we implement Dynamics 365 for sales, service and marketing, connect it to your systems and extend it with Power Apps, Power Automate and Power BI.

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The products

What Dynamics 365 can do

Dynamics 365 is Microsoft's CRM. It consists of individual apps for sales, service and marketing that work together with Outlook, Teams and Excel. With Copilot, AI is built right into everyday work. The Power Platform adds everything the standard does not cover.

Already using Dynamics? See our services for existing customers →

Sales

Dynamics 365 Sales

Leads, opportunities and forecasts in one place. Copilot summarises emails and meetings and suggests next steps.

Service

Customer Service

Enquiries from all channels in one system, with case management, a knowledge base and the complete customer history.

Marketing

Customer Insights

Customer profiles, segments and automated customer journeys, directly connected to sales and service.

Extension

Power Platform

Power Apps, Power Automate and Power BI for your own applications, automated processes and reports without costly in-house development.

Your partner

Microsoft,
connected the right way.

Many companies work with Microsoft every day but only use part of what it offers. As a Microsoft Partner, we show what is possible with Dynamics 365 and the Power Platform and implement it pragmatically.

From a lean Power App to a complete CRM solution: we develop, integrate and support, and connect Microsoft cleanly with your other applications.

Your added value

What you
get out of it.

✓

Use what is already there

Licences and tools your team already knows become real business solutions. Without a whole new system landscape.

✓

Fewer isolated solutions

Data flows between Microsoft 365, Dynamics and your other systems instead of ending up in Excel lists.

✓

Faster to a solution

With the Power Platform, applications are built in weeks rather than through lengthy in-house development.

What we do for you

What we
do for you.

01

Dynamics 365 CRM

Sales, service and marketing based on Dynamics 365, implemented and adapted to your processes.

02

Power Apps & Automate

Custom business apps and automated processes without lengthy in-house development.

03

Integration

Interfaces between Microsoft 365, Dynamics and your other systems: clean and maintainable.

Power Platform

Your system integrator for Power Apps

As a system integrator for Microsoft Power Apps, we develop applications that fit your processes exactly and connect them with Dynamics 365, Microsoft 365 and your other systems. From the first idea to live operation.

Consulting & strategy

Together we determine which processes can be handled with the Power Platform and where to start.

App development

Power Apps tailored precisely to your business processes, without lengthy in-house development.

Mobile applications

Apps for smartphones and tablets, for example for field sales, the warehouse or on-site service.

Power Automate

Automated workflows for approvals, notifications and recurring tasks.

Power BI

Dashboards and reports that make your data from Dynamics and other sources easy to understand.

Integration

Integration with ERP, CRM and specialist applications, so your apps work with real data.

AI functions

Image recognition, text recognition or language processing directly in your applications.

Training & support

We train your team and remain your contact when new requirements arise.

Discuss a Power Apps project

Decision guide

Dynamics 365 or SugarAI?

We work with both systems and recommend whatever suits your company. These questions help with an initial assessment.

Dynamics 365 is a good fit if …

✓ your team works with Outlook, Teams and Microsoft 365 every day
✓ your IT is already geared towards Microsoft
✓ you are planning reports in Power BI and your own apps with the Power Platform
✓ you are looking for a platform that grows with large teams

SugarAI is the better fit if …

✓ you want to tailor your CRM closely to your own processes
✓ you value a lean, focused CRM
✓ you want to use our pro.sugar plugins and Sugarblaster
✓ you want to use purchasing data from your ERP for sales (Sugar Predict)

Existing customers

Already using Dynamics?

Many companies have licensed Dynamics 365 but only use part of it. We take a look at your system and show you where you can get more out of it.

Support & service

We take over the support of your system, even if another partner implemented it.

Further development

New processes, fields and views, so Dynamics fits the way you work today.

Power Apps & Automate

Additional apps and automated processes for tasks the standard does not cover.

Adoption & training

Training and clear processes, so your team really uses Dynamics and data is kept up to date.

FAQ

Frequently asked questions about Dynamics 365

What is Microsoft Dynamics 365?

Dynamics 365 is Microsoft's CRM and business platform. It consists of individual apps, for example for sales, service and marketing, which can be combined as needed.

How much does Dynamics 365 cost?

Microsoft charges per user and per app. We work out together which apps and licences you really need. For implementation and customisation, you receive a separate, transparent quote from us.

Do I need Microsoft 365 for it?

Not necessarily. But Dynamics 365 really plays to its strengths when your team works with Outlook, Teams and Excel, because everything works together directly.

Dynamics 365 or SugarAI: which is better?

That depends on your IT landscape and your processes. We work with both systems and recommend whatever suits you. You will find an initial assessment in the decision guide above.

Can we switch from Excel or another CRM?

Yes. We migrate your data, clean up duplicates and set up Dynamics 365 so that your team can quickly start working with it.

What is the Power Platform?

A collection of Microsoft tools for your own apps (Power Apps), automated processes (Power Automate) and reports (Power BI). We use it to extend Dynamics wherever the standard is not enough.

Next stop:
Your project.

Want to get more out of your Microsoft environment? Tell us about it. We will get back to you as soon as possible, directly from Bochum.

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Phone: +49 234 2987979-22

Email: kontakt@provalida.de