Our Solutions
CRM
Manage your entire customer lifecycle — from lead to loyal customer — with Microsoft Dynamics 365 CRM. DataposIT configures, integrates, and supports your CRM so your sales and service teams can focus on results, not admin.
Who Benefits from Dynamics 365 CRM?
Sales teams: That need a structured pipeline, activity tracking, forecasting, and management visibility — without working from spreadsheets.
Customer service teams: Handling high volumes of support cases, SLA commitments, and multi-channel customer interactions.
Marketing teams: Running campaigns, managing leads, and tracking ROI on marketing spend.
Field service operations: Dispatching technicians, managing work orders, and tracking equipment service history.
Leadership: Needing a real-time view of pipeline, customer health, and team performance.
What Dynamics 365 CRM Delivers
Dynamics 365 Sales — Pipeline management, lead scoring, opportunity tracking, forecasting, AI-assisted selling
Dynamics 365 Customer Service — Case management, SLA tracking, knowledge base, omnichannel support
Dynamics 365 Marketing (Customer Insights) — Email campaigns, customer journeys, event management, lead nurturing
Field Service — Work orders, scheduling, IoT integration, technician dispatch
Microsoft Copilot AI — Call summaries, suggested actions, predictive scoring, email drafting
Power Automate integration — Workflow automation across CRM and connected systems
Integrations
Dynamics 365 CRM Connects Deeply
How we implement
Dynamics 365 CRM
Solutions delivered across business applications, industry systems, and enterprise infrastructure.
Discovery
Process mapping, user role definition, reporting requirements, data audit.
Solution Design
Entity model, workflows, security model, integration architecture.
Configuration
Custom fields, forms, views, business rules, and automation built in sandbox.
Data Migration
Historical CRM data migrated and validated.
UAT & Training
User testing, role-based training, admin handover.
Discovery
Process mapping, user role definition, reporting requirements, data audit.
Solution Design
Entity model, workflows, security model, integration architecture.
Configuration
Custom fields, forms, views, business rules, and automation built in sandbox.
Data Migration
Historical CRM data migrated and validated.
UAT & Training
User testing, role-based training, admin handover.
Frequently Asked Questions
Engagement, Timelines & Support
Solutions delivered across business applications, industry systems, and enterprise infrastructure.