One view of every customer, from first touch to renewal.
Dynamics 365 Sales for the pipeline and Customer Insights for unified customer data and journeys, so sales and marketing work from the same picture.
Pipeline
Dynamics 365 SalesQualify
Brouwerij De Vos
€48,000
Develop
Propose
Close
Unified profile
Customer InsightsSound familiar?
Opportunities live in spreadsheets and inboxes, and the forecast is a guess.
Marketing and sales each keep their own customer list, and they never match.
Customers get the same generic email whatever they bought or asked for.
Keep your ERP. Keep your website.
Sales and Customer Insights don't replace the systems that hold your orders and web traffic. I bring that data together into one profile per customer, so sales and marketing act on the same picture in the tools they already use.
Customer data you already have
CRM contacts and accounts
Dynamics 365 or another CRM
ERP orders
Business Central, SAP or Odoo
Website and forms
Visits, sign-ups and downloads
Events
Registrations and attendance
What I implement
Copilot for Sales
Dynamics 365 Sales & Customer Insights
Where insight turns into action
Power BI
Pipeline and forecast reports
Microsoft Fabric
When data volumes grow
Outlook & Teams
Where sellers already work
Email and SMS journeys
Triggered by what customers do
Dataverse · consent management · Microsoft Entra ID · data in your own tenant
What I deliver
A sales process in the system
Leads, opportunities, quotes and the stages in between, configured and extended to match how you sell.
One customer profile
Customer Insights – Data to unify contacts from CRM, ERP and web into one profile with consent built in.
Journeys that react
Customer Insights – Journeys triggered by what customers actually do, not a fixed mailing calendar.
Reporting people trust
Dashboards and Power BI reports on clean Dataverse data, with Microsoft Fabric when the volume grows.
Where I've done this
I've implemented Dynamics 365 Sales at Soudal and Azelis, and worked on Dynamics 365 Marketing (now Customer Insights – Journeys) for training and events at AG Insurance.
More about meHow I work
01
Discover
Understand your processes, data and goals before a single line of code is written.
02
Design
Architect a solution that fits the platform: configuration first, code where it counts.
03
Build
Deliver in short iterations with automated tests and source-controlled solutions.
04
Deliver
Ship through CI/CD pipelines, document, and hand over a solution your team can own.
Go deeper
The technical guides behind this solution.