Drei Personen stehen vor einem Bildschirm und unterhalten sich über Diagramme, die dort abgebildet sind. Die Diagramme sind dabei in dem CRM-System Microsoft Dynamics 365 sichtbar.

Streamline Customer Processes with Microsoft Dynamics 365

We'll implement Dynamics 365 Sales, Customer Insights, and Customer Service for your business.

Why Companies Fail with Their CRM

In many companies, sales, marketing, and customer service teams work with different tools and siloed data. The result: customer data isn’t shared, opportunities in the sales process are missed, and the service team can’t access the full customer history. The longer these silos persist, the more revenue and customer satisfaction are lost.

Microsoft Dynamics 365: Sales, Marketing, and Service on a Single Platform

Microsoft Dynamics 365 brings together all customer-related processes in a single, integrated CRM platform. Instead of using isolated, standalone solutions, your teams work with a shared database, automated workflows, and AI-powered insights. Whether you’re implementing a new system, replacing an existing CRM, or optimizing your current Dynamics system, we start where you are today.

Get started with Dynamics 365

Three CRM modules for sales, marketing, and customer service

We focus on three customer engagement modules that you can implement individually or in combination.

Dynamics 365 Sales

Identify sales opportunities faster, manage your pipeline transparently, and increase close rates. Dynamics 365 Sales gives your sales team a centralized view of all customer interactions and turns your data into predictable results.

Dynamics 365 Customer Insights

Consolidate customer data from marketing, sales, and service into a comprehensive customer profile. Customer Insights enables personalized campaigns, automated customer journeys, and data-driven segmentation across all channels.

Dynamics 365 Customer Service

Resolve service requests faster, measurably increase customer satisfaction, and automate support processes. Customer Service provides your team with a unified platform for cross-channel ticket management, knowledge bases, and self-service portals.

All modules operate on a shared data platform (Microsoft Dataverse) and integrate seamlessly with Microsoft 365, Power Platform, and Azure. Dynamics 365 is your out-of-the-box system, Power Platform provides the toolkit for extensions, and Dataverse serves as the common foundation.

AI-Powered Work with Copilot in Dynamics 365

Microsoft Copilot is integrated into all three CRM modules and supports your teams directly in their day-to-day work.

Copilot in Sales

Generates email suggestions based on contact details and tone, automatically summarizes meetings, identifies next steps, and calculates AI-based lead scoring to prioritize your sales opportunities.

Copilot in Customer Insights

Helps with the design and creation of personalized email campaigns, automatically segments target audiences, and analyzes campaign responses to enable more targeted follow-up activities.

Copilot in Customer Service

Generates personalized response suggestions for live chat and email, creates concise summaries of inquiry histories, and enables self-service chatbots with articles and instructions.

Microsoft Dynamics 365 also offers additional modules for ERP processes, such as Finance, Supply Chain Management, and Business Central. We implement these as needed in collaboration with our ERP partner, Prisma.

What Companies can achieve with Microsoft Dynamics 365

Scalability to meet growing demands

Flexibly expand modules, features, and users without switching platforms.

Enterprise-Level Security & Compliance

Microsoft ensures compliance with current standards and legal requirements. Your data remains protected, even as regulations change.

Extensible with the Power Platform

Extend Dynamics 365 with Power Apps, Power Automate, and Power BI: build your own applications, automate workflows, and analyze data—all without complex development.

Plan your Dynamics 365 implementation

Let's work together to determine which approach is right for your company.
To help you get started with Dynamics Sales in a predictable way, we've prepared an offer with a clearly defined scope and price.

Get started with Dynamics 365

How the Microsoft Dynamics implementation works

Our implementation process is modular. Depending on where you are today, we'll start with the appropriate step.

Planing

Defining Objectives and Defining the Scope of the Project, Scheduling, and Resource Allocation

Analysis

Dynamics 365 Envisioning, Requirements Analysis, Identification of Customization Needs and Interfaces

Solution design & development

Solution design, customization, and development of required features, integration into your existing IT infrastructure

Testing & Training

System and integration testing, training for end users and administrators

Go-Live & Support

Roll-out, support during live operation, feedback, and optimization

Your start point determines the path

Not using a CRM system yet?

We'll start with an envisioning workshop and together identify which modules and processes will provide the greatest impact for you.

Already using Dynamics 365?

We analyze your current setup, optimize processes, and identify untapped potential.

Already using M365, but without Dynamics?

We use your existing infrastructure and expand it specifically with the CRM modules that fit your sales processes.

Using a different CRM system?

We guide you through the migration to Dynamics 365 and ensure a smooth transition of your data and processes.

novaCapta: Ihr Partner für die digitale Transformation mit Microsoft Technologien

Why choose novaCapta for your Dynamics Implementation

Dynamics 365 in the Context of Your Microsoft Environment
As a Microsoft Solutions Partner for “Microsoft Cloud,” we implement Dynamics 365 seamlessly integrated into your M365, Azure, and Power Platform environments. Not a silo, but a connected ecosystem.
Cross-Industry Project Experience
Proven process templates from numerous Dynamics projects, flexibly adapted to your requirements.
Upfront, Cost-Effective Consulting
We recommend the approach that best suits your situation, not the most comprehensive one.

FAQs about Microsoft Dynamics 365 Implementation

Which Dynamics 365 modules does novaCapta implement?

We focus on the three CRM modules: Dynamics 365 Sales, Customer Insights, and Customer Service. For ERP modules such as Finance, Supply Chain Management, or Business Central, we collaborate with our partner Prisma.

How long does a Dynamics 365 implementation take?

That depends on your starting point and the scope of the project: For example, with our structured Dynamics 365 Sales implementation service, you’ll have a productive system up and running within a few weeks.
We plan more comprehensive Dynamics implementations involving multiple modules and integrations on a case-by-case basis. Request a consultation

How do Dynamics 365 and Power Platform work together?

Both platforms share a common data foundation with Microsoft Dataverse. Dynamics 365 covers your CRM processes, while Power Apps lets you build your own applications, Power Automate lets you automate workflows, and Power BI lets you analyze your data.

Take a comprehensive approach to your CRM project

Whether you're launching a new system, switching systems, or optimizing your existing one: Talk to our Dynamics team about your project. During an initial consultation, we'll discuss how Dynamics 365 can bring your customer processes together on a single platform.

Portraitbild von Mario Westrup, novaCapta

Thomas Kogler

Head of Intelligent Business Platforms

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