Key Features:

• Lead Creation via Web Forms:

  • Implemented a seamless integration to generate leads directly from website forms, ensuring immediate follow-up.

• Automated Activity Creation:

  • Designed workflows to automatically generate activities (e.g., calls, emails) for each new lead, enhancing sales team efficiency.

• Customized Sales Views:

  • Developed specialized views to track leads and opportunities, clearly identifying the current stage in the sales pipeline.

• Automated SOW Generation:

  • Enabled the generation of Statements of Work (SOW) directly from sales quotes, speeding up documentation processes.

• Pipeline Management Reports:

  • Provided tailored reporting tools for comprehensive sales pipeline tracking and decision-making.

• MS Teams Telephony Integration:

  • Integrated Microsoft Teams as the primary telephony system within Dynamics, allowing the sales team to make and receive calls directly from the CRM.