Dynamics 365 & SharePoint based lead and opportunity management
The storage of documents and offers for opportunities and leads is done in SharePoint
Integration of opportunity management with other systems such as SharePoint and Microsoft Teams
Access to the documents for the sales opportunities in SharePoint, taking into account the permissions in Dynamics 365
Synchronization of attributes from leads and sales opportunities in Dynamics 365 to the documents in SharePoint
Storage of the final offers and the won sales opportunities
Your benefits with our lead and opportunity management for Dynamics 365
Our solution allows you to efficiently manage complex lead and opportunity processes. This enables you to structure your operations, minimize security risks, comply with compliance policies, and improve collaboration between departments.
Complex sales processes are no longer a challenge
Easy finding of documents related to opportunities
Increase in sales efficiency through the integration of Dynamics 365 and SharePoint
Our productivity platform perfects your lead and opportunity management in Dynamics 365
The Valprovia productivity platform offers standardized products that can improve your lead and opportunity management. You can integrate Dynamics 365 with SharePoint, access offers via Microsoft Teams, and enhance your opportunity management through artificial intelligence.
AI Knowledge Base Connector
Our expertise in lead and opportunity management
Valprovia specializes in supporting customers in the implementation of lead and opportunity management solutions as part of lead-to-cash processes. These solutions are based on Dynamics 365 and SharePoint. Our technological expertise and our powerful productivity platform enable us to develop and effectively implement individually tailored solutions for you.
Supporting lead and opportunity management processes through the use of Artificial Intelligence
GenAI-based lead and opportunity management scenarios
Our Business Solutions and Productivity Platform will assist you in overcoming your lead and opportunity management challenges.
We gather your requirements during the initial conversation.
Based on your requirements, we will show you the solution paths.
We create a customized plan to achieve your goal.
Frequently Asked Questions (FAQ)
Is the lead and opportunity management in Dynamics 365 a product of Valprovia? The Dynamics 365 lead and opportunity management is a customized consulting service offered in combination with the Valprovia Productivity Platform. We implement a tailored solution for you within the scope of the lead and sales opportunity management based on Dynamics 365, using our products such as the Dynamics Integrator, Teams Center, and the AI Knowledge Base Connector.
Lead and opportunity management, based on Dynamics, is compatible with Dynamics 365 Customer Engagement or Dynamics 365 Sales. Thanks to the flexible architecture of the Valprovia Productivity Platform, lead and opportunity management can also be extended to other systems, such as SAP or Salesforce.
Download: Success Guide for Dynamics 365 und SharePoint Integration
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