Dynamics 365 Sales
Leads, accounts, contacts, opportunities, activities, forecasting and structured selling.
MICROSOFT DYNAMICS 365
Connect every customer relationship to the work behind it
Toqsoft implements and extends Dynamics 365 around the way your teams sell, serve, communicate and deliver—creating one governed customer foundation connected to finance, operations, documents, data and intelligence.
MORE THAN CRM
Shape the platform around the complete relationship—not isolated departments.
Dynamics 365 becomes most valuable when sales, service and operational teams share context without losing clear responsibility.
We align the platform to real customer journeys, roles, decision rules, service commitments and information ownership.
The result is a connected operating capability that people can use confidently and the organisation can govern, measure and evolve.
PLATFORM CAPABILITIES
Bring customer-facing work onto one adaptable foundation.
We select and combine Dynamics 365 applications according to the business outcome, then extend them where standard capability stops.
Customer Service
Cases, queues, entitlements, SLAs, knowledge, omnichannel service and resolution history.
Field Service
Work orders, scheduling, technicians, assets, inspections, parts and mobile execution.
Customer Insights
Segments, journeys, consent-aware engagement and coordinated customer communication.
Dataverse Foundation
Shared business data, relationships, rules, permissions and reusable platform logic.
Power Platform Extension
Focused apps, automation, portals, copilots and analytics around Dynamics processes.
CONNECTED CUSTOMER LIFECYCLE
Carry context from first interest to long-term service.
We design Dynamics 365 so every handover preserves the information, responsibility and next action needed to move the relationship forward.
Attract and qualify
Capture enquiries, enrich leads, apply qualification rules and route opportunities.
Develop and convert
Coordinate activities, stakeholders, proposals, approvals and pipeline visibility.
Onboard and deliver
Trigger fulfilment, documentation, finance and operational actions across systems.
Serve and grow
Resolve issues, preserve history, identify needs and strengthen the relationship.
SALES, SERVICE & FIELD OPERATIONS
Give every team the context and controls required for its responsibility.
- 01
Sales discipline
Clear stages, activities, approvals, forecasting and management visibility.
- 02
Service continuity
Queues, SLAs, knowledge, correspondence and accountable case resolution.
- 03
Field execution
Scheduling, mobile work, evidence, assets, materials and completion controls.
- 04
Customer insight
Consistent measures, service trends, relationship health and next-best action.
EXTEND WITHOUT FRAGMENTING
Use standard capability first. Engineer the differences that matter.
Toqsoft combines configuration, Power Platform and custom Azure development so the solution fits the organisation without turning Dynamics 365 into an unmanageable collection of exceptions.
CONNECTED ENTERPRISE
Keep customer operations connected to the systems that fulfil the promise.
We define ownership, integration patterns and reconciliation controls so information moves reliably without creating competing versions of truth.
Microsoft 365
Teams, Outlook, SharePoint, documents and everyday collaboration.
Business Central & SAP
Customers, quotations, orders, invoices, products and operational status.
Integration & AI
APIs, events, data services, document intelligence and secure automation.
Business systems
Websites, portals, telephony, commerce and specialist applications.
GOVERNANCE & TRUST
Protect customer information and preserve platform quality.
Security and governance are designed into the data model, access patterns, integrations and release lifecycle—not added after go-live.
Role, team and record-level accessConsent, retention and sensitive-data controlsDuplicate prevention and data-quality ownershipAudit history and controlled administrative changesEnvironment strategy, ALM and release governanceUsage, adoption, performance and capacity monitoring
IMPLEMENTATION APPROACH
Deliver value in stages while protecting the long-term platform.
- 01
Discover
Understand journeys, users, data, integrations, pain points and measurable outcomes.
- 02
Architect
Define the application scope, data model, security, environments and extension strategy.
- 03
Implement
Configure, extend, integrate, migrate, test and introduce the priority capability.
- 04
Adopt & evolve
Support users, govern releases, measure value and expand through a clear roadmap.
BUILD A CONNECTED CUSTOMER OPERATION
Let’s shape Dynamics 365 around the way your organisation creates and delivers value.
Whether you are starting fresh, improving an existing implementation or connecting Dynamics 365 to the wider enterprise, Toqsoft can help define a practical path forward.
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