Hire Dynamics 365 Sales Consultant

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Our Dynamics 365 Sales Consultants Key Responsibilities and Skills

Dynamics 365 Sales consultant is a role that requires a full understanding of sales processes and the Sales module to improve them. This specialist is knowledgeable in implementing software, customizing the workspace, creating new tools, and maintaining stable settings. It is worth noting that the expert understands the entire D365 ecosystem and will help to combine several solutions, integrate third-party applications, and ensure an efficient and smooth workflow.

Conduct needs assessments and gap analysis

Design and implement CRM solutions using Dynamics 365 Sales

Ensure data integrity through robust data migration, cleansing, and validation

Design custom reports and dashboards to provide actionable insights

Integrate Dynamics 365 with other systems, such as ERP, Power BI, and marketing

Provide post-implementation support and troubleshooting

Our Expert Opinion

An effective sales process is built on organization, insight, and adaptability. A Sales module improves this by keeping all customer information in one place and making it easier to track progress and communicate. With better tools and insights, teams can work smarter, build stronger relationships, and close more deals.

Alejandro G. T.

Dynamics 365 Solution Architect

Expertise in D365, including configuration, customization, and automation (Power Automate/Workflows).

Strong understanding of Microsoft Power Platform (Power Automate, Power Apps, and Power BI).

Deep understanding of commerce processes, customer lifecycle management, and CRM best practices.