CRM Microsoft Dynamics 365 Sales: the guide for SMEs
- Elise Dejour
- Aug 22
- 3 min read
Why use a CRM like Microsoft Dynamics 365 Sales when you are an SME?
Whether you are in logistics, manufacturing, or transport, customer relationship management quickly becomes a headache as soon as the commercial activity gains momentum. Excel files are no longer enough, customer information is scattered, and business opportunities lack follow-up.
With the Microsoft Dynamics 365 Sales CRM, you can structure your business and marketing processes around a single, scalable and connected tool. The goal: save time, let nothing pass, and transform each customer interaction into a sales opportunity.
Who is Microsoft Dynamics 365 Sales for?
At the growing SME, from 20 to 200 employees, who want to structure their sales without complicating their organization
To B2B companies, in logistics, manufacturing, or technical service, where the sales cycle is long or requires rigorous monitoring
The tool will be mainly used by executives, marketing managers, and sales representatives looking for clear indicators, sales forecasts, and real-time management.
What Microsoft Dynamics 365 Sales concretely allows?
Unlike a simple contact tool, the Microsoft Dynamics 365 CRM offers advanced features for each step of the sales cycle:
Centralized management of leads and customers: no more scattered files. You will find all the customer history in the same place.
Tracking of opportunities and quotes: you visualize your sales steps, follow up at the right time, without forgetting anything.
Personalized dashboards: you can manage your commercial activity with clear, customizable and up-to-date KPIs in real time.
Activity planning: tasks, reminders, appointment everything is synchronized with Outlook.
Automation of scoring and follow-ups: focus on high-potential prospects.
Thanks to our role as an integrator and editor of business applications, we connect this CRM to the other modules in your system (ERP, project management, marketing), so that information flows easily and you don’t waste time re-entering data.
How Microsoft Copilot boosts the efficiency of sales teams?
With the integration of Copilot AI, Dynamics 365 Sales moves up a gear. Your teams gain efficiency and performance thanks to:
Automatic synthesis of emails and client accounts: save precious time in the preparation of appointments
Personalized content proposals for follow-ups: AI suggests relevant messages according to the context
AI-aided sales forecasting: Copilot detects trends and helps you anticipate the coming months
Automated report writing: after each client interaction, the AI summarizes the exchange
Your salespeople spend less time filling out their CRM, and have more time to devote to their core business: sales.
Connected solutions for sustainable business performance
The Microsoft Dynamics 365 Sales CRM is part of the Microsoft Dynamics 365 ecosystem, which allows it to naturally connect to:
Business Central for billing and financial tracking
Power BI for reporting and predictive analytics
Power Apps for custom business applications
Microsoft Teams to collaborate internally in real time
At Almakom, we harness all the power of this ecosystem to create connected solutions designed for your business. Our role: connect your CRM to the tools you already use and develop the missing personalized bricks, without superfluity.
Almakom, your CRM and business partner
Based in Switzerland, we support SMEs with a pragmatic, agile and results-oriented approach:
Custom integration of Microsoft Dynamics 365 solutions
Development of business applications perfectly aligned to your processes
Agile method, close to the field and focused on your users
Reactive support and strategic advice at each step
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