In This Demo You Will Learn To:

  • Personalize your CRM to focus on the data that matters most.

  • Create custom dashboards to track critical metrics efficiently.

  • Use data views to help your team make smarter, faster decisions.

Simplifying Sales with Microsoft Dynamics 365 CRM and Business Central

In the fast-paced world of sales, efficient access to customer information is essential. Join Brynn and Peter in the latest episode of the Dynamics Deep Dive podcast as they dive into the seamless integration between Microsoft Dynamics 365 CRM and Business Central, showing how this powerful duo can simplify your sales process. You’ll learn firsthand how to streamline sales operations and use real-time data insights to make strategic decisions.

Accessing Key Customer Information Seamlessly

Navigating customer data should be easy, and with Dynamics 365 CRM, sales teams can effortlessly view essential information such as orders, payments, and customer details—all from within the CRM. This integration removes the need to disturb the accounting team for routine information, letting your salespeople focus on what they do best. Streamline your sales team’s workflow by making sure they always have the most up-to-date information at their fingertips.

Customizing Your CRM for Better Sales Efficiency

Brynn and Peter also demonstrate how you can tailor your CRM to access the most relevant information for your team. Customizing dashboards and data views guarantees that your team can quickly access the insights they need to make informed decisions, ultimately making your sales process faster and simpler.

Empower Your Sales Team with Dynamics 365 and Business Central

Whether you’re a salesperson seeking ways to streamline your workflow or a leader aiming to improve your team’s use of CRM, this episode offers valuable tips for everyone. Learn how to leverage Dynamics 365 and Business Central effectively to boost your sales operations and empower your sales team to thrive.

Ready for CRM?

Sign up for our FREE implementation program for Microsoft Dynamics 365 (a $7500 value)!

With our proven ‘Crawl, Walk, Run’ methodology based on hundreds of implementations, you will successfully roll out CRM for your team – from initial orientation and system setup to streamlined forms and data management.

Secure your spot in our FREE 5-week program. Act fast, spots are limited!


Peter Wolf is the president and founder of Azamba. He has spent the last 20 years focused on helping small and medium-sized businesses become more profitable through effective and efficient usage of CRM.

His passion is blending the promise of CRM with the realities of business needs to create successful outcomes.