The dynamics 365 sales accelerator

Dynamics 365

MethodWorx sets you up for success with Dynamics 365

Set up in two weeks

Simple, efficient migration

Integration with current tech

The Problem

When your CRM can't grow with your business; Your business can't grow.

  • Is your current CRM provider not delivering results?

  • Has your business outgrown your entry-level CRM?

  • Are you looking to consolidate into Microsoft?

Our focus is ensuring that you enjoy a seamless CRM set up within two weeks. With our personalised configuration, your sales team will unlock the power of Dynamics 365 quickly.

The Challenges

We understand that setting up a customised CRM for your business can be a headache. MethodWorx has solved all of these problems:

  • Onboarding

    It’s very difficult to get your CRM set up quickly and to the right specification
  • Goals

    It’s very difficult to get your CRM set up quickly and to the right specification
  • Hurdles

    The set-up process can be drawn out due to unexpected hurdles
  • Disruption

    Migrating from legacy systems can be disruptive
  • Time

    Setting up customised features on a CRM can be time-consuming
  • Intergration

    A new CRM needs to work with your existing systems
  • Authentication

    Managers must be able to set permission levels to control who has access to data
  • Training

    Staff need the right training to use the CRM properly

Turnkey CRM

Here’s how we unlock the power of Dynamics 365:

Step 1: Understand business requirements

We will arrange a scoping call with you to understand your business and its unique requirements.

One of our consultants will also give you a live demo of the Dynamics 365 environment so that you can see it in action.

Step 2: Personalised CRM set up

Once we understand what you need from Dynamics 365, one of our consultants will set up the CRM’s views, permissions, and integrations in a way that’s perfect for your business.

Step 3: Migration of data

We can quickly clean, tag and migrate your data from existing solutions and offer new environment set-ups.

Step 4: Testing phase

MethodWorx will test your CRM to make sure it’s working well for your business and deal with any technical issues along the way.

Step 5: Detailed walkthrough

We know that using a new CRM can be daunting. We will walk you through Dynamics 365 to ensure that you and your staff know how to use it properly.

Step 6: Post-delivery sessions

Your business will also receive two hours of consultancy and fine-tuning per week, for four weeks after delivery to ensure you are getting the most from your CRM.

To arrange a consultation, get in touch with us today.

Let's Talk

To arrange a consultation, get in touch with us today.

Drop us a line

Send us an enquiry to get the ball rolling.

MethodWorx benefits:

We are an accredited Microsoft partner


MethodWorx is led by highly experienced technologists who know Microsoft products inside and out. This means we can get your business set up for success.

We can also show you specifically how Dynamics 365 can help your sales team.

We are Dynamics 365 experts


As Microsoft partners, we understand the power of Dynamics 365. This is why we are well-placed to advise on what the CRM can do for your business.

We offer swift migration from your existing solutions, brand new environment set-ups and ongoing support for Dynamics 365.

From the initial consultation, we will brainstorm ideas on how your business can utilise the CRM’s features to get the most out of the system.

MethodWorx optimises your set-up


We understand that every business has unique needs and challenges.

One of our consultants will find out exactly what you need from Dynamics 365 and set up the CRM in a way that’s perfect for your business.

From the initial brief to training your team and implementation, you can expect a tailored configuration.

You’ll be up and running quickly


We know you don’t have time to waste. We can have your new CRM up and running within two weeks.

From day one, we will ensure that Dynamics 365 is set up properly and that your sales team knows how to use their new CRM.

Ongoing technical support


At MethodWorx, we are passionate about delivering excellent customer service.

We will arrange feedback sessions with your business to fine-tune existing features and deal with any technical issues.

Integrations with compatible tech


There’s nothing more frustrating than a CRM that doesn’t integrate with your current tech.

We will ensure that the Dynamics 365 applications are compatible with your existing system to connect your entire business.

If you need a personalised solution, we can build rich features to make sure you get the best out of Dynamics 365.

Always on Target

Dynamics 365 is a powerful Customer Relationship Manager (CRM) with an array of sophisticated tools and processes.

Seamless collaboration


Dynamics 365 is designed for real-time collaboration, with Microsoft Teams chats embedded within the CRM.

Customer data and insights are also accessible within Microsoft Teams to enable productive collaboration between team members.

Identify buyers


The LinkedIn Sales Navigator can help you find buyers through advanced search filters.

You can then save the contact directly to Dynamics 365 and discover mutual connections that can provide a warm introduction.

Find key decision-makers


Dynamics 365 Sales also helps you keep track of your buyers.

With this tool, you can identify when contacts have changed jobs and use interactive organisation charts to visualise relationships between your contacts.

Nurture relationships


Microsoft and Dynamics 365 provide score-based signals that allow you to track relationships with your clients and identify those that need attention.

Know how to engage with your customers through proactive guidance on topics like personalised talking points, ice-breakers and next best actions to move relationships forward.

Boost productivity


Dynamics 365 helps minimise routine tasks by making suggestions to create new records for contacts and meetings.

The CRM lets you connect your sales and marketing processes to a common platform. This optimises your efficiencies, ROI and lead handoff.

Improved forecasting


Dynamics 365 has a built-in forecasting solution that helps you gain visibility over revenue and reveals risks and opportunities.

You can also use the CRM’s built-in AI to augment sales team forecasts and view deal trends.

Gain real-time visibility


Dynamics 365 has interactive dashboards and reports that allow you to track sales performance and make data-driven decisions.

Tailor the sales team’s processes


Within Dynamics 365, you can design a sequence of activities and connect it to leads and opportunities that appear in a seller’s work queue.