Dynamics 365 Sales & Customer Insights — One View of Every Customer
Give your sales, service, and marketing teams a single, real-time view of every account — connected directly to your ERP data for accurate quoting, forecasting, and order history.
CRM That Talks to Your ERP
Most CRM tools live in isolation from finance and inventory systems, forcing sales teams to quote from memory or outdated spreadsheets. Dynamics 365 Sales connects directly to your ERP data — pricing, inventory, and order history — so every quote reflects reality.
Pipeline & Opportunity Management
Track every deal from lead to close with full visibility for managers and reps.
- Visual pipeline & deal stages
- AI-assisted lead scoring
- Guided selling playbooks
- Real-time forecasting dashboards
Quoting Connected to ERP
Quote with confidence using live pricing and inventory data.
- Real-time pricing from ERP
- Available-to-promise inventory checks
- Automated quote-to-order conversion
- Contract & renewal tracking
Customer Service
Resolve cases faster with a unified view of every interaction.
- Omnichannel case management
- Knowledge base & self-service portal
- SLA tracking & escalation rules
- Customer satisfaction analytics
Customer Insights & Marketing
Understand customer behavior and run targeted campaigns.
- Unified customer data platform
- Segmentation & journey orchestration
- Email & campaign automation
- Power BI customer analytics
Problems Dynamics 365 Sales Solves
Sales quotes don't match what's actually in ERP
Reps quote from memory or an old price list, causing order errors and margin leakage.
Live ERP-Connected Quoting
Quotes pull real-time pricing, availability, and customer terms directly from your ERP system.
No visibility into pipeline health across teams
Leadership only sees pipeline data during manual reporting cycles, often too late to act.
Real-Time Forecasting Dashboards
Power BI-embedded dashboards give managers live pipeline, win-rate, and forecast visibility.
Customer service and sales work from different data
Support doesn't know a customer's order history; sales doesn't know about open service cases.
One Unified Customer Record
Sales, service, and marketing share the same customer record, order history, and case history.
Built for Manufacturers & Distributors
Sales and service features Woongjin configures most often for B2B manufacturing and distribution clients.
ERP-Connected Pricing
Quotes and orders reflect live ERP pricing, inventory, and customer-specific terms.
Field Sales Mobile App
Reps access account history, quotes, and inventory from any device, online or offline.
Guided Selling
Playbooks and next-best-action prompts help less experienced reps sell consistently.
Service Case Management
Omnichannel case intake with SLA tracking and knowledge base deflection.
Customer Insights (CDP)
Unify customer data across ERP, CRM, and marketing into a single profile.
Copilot for Sales
AI-generated call summaries, email drafts, and opportunity insights inside Outlook and Teams.
Questions About Dynamics 365 Sales
Can Dynamics 365 Sales connect to our existing ERP (SAP, Business Central, or F&SCM)?
Yes. Woongjin builds native and custom integrations between Dynamics 365 Sales and SAP, Business Central, F&SCM, or other ERP platforms, so pricing, inventory, and order data stay in sync.
Do we need Dynamics 365 Customer Service as well?
Not necessarily. Many clients start with Dynamics 365 Sales alone and add Customer Service later once sales adoption is established.
Does it work with Outlook and Teams?
Yes. Dynamics 365 Sales is natively integrated with Outlook, Teams, and Excel, so reps can work inside the tools they already use daily.
How long does implementation take?
A standalone Dynamics 365 Sales implementation typically takes 8–12 weeks, depending on integration scope and data migration complexity.
Ready to Give Your Sales Team One Source of Truth?
Book a free 30-minute Dynamics 365 Sales assessment. We'll show you what ERP-connected CRM looks like for your business.