Dynamics 365 Business Central Customer Relationship Management

You can’t grow your business if you can’t find and serve your customers. To make this happen, businesses need to track their interactions and understand how to improve customer relationships. Customer Relationship Management (CRM), part of Dynamics 365 Business Central, helps you to see the big picture and act.

Built in the cloud, Business Central combines the familiarity of Dynamics NAV with the anytime, anywhere access that your sales, marketing, and service teams need.

What Customer Management in Business Central Does for Your Business

Your business is unique, and so are your customer relationships. As a leading provider of Microsoft products, the MIBAR team has the experience and skills to customize this scalable solution for you. With Business Central CRM, you can:

  • Gain a 360-Degree View of Your Customer: Connected with the rest of the Business Central Application, CRM gives you a comprehensive view of sales and service tasks, provides information you need whenever and wherever you are.
  • Focus on Growth: Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.
  • Deliver Value at Every Touchpoint: With the right information at the right times, you can consistently focus on improving not only your customer or lead’s experience, but discover ways to increase value.
  • Speed Up and Simplify the Quote to Cash Process: Easily move from customer query to sale and accelerate the sales process from quote to cash. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.

Discover Business Central

Want to know more about Business Central? Schedule a free Business Central consultation today:

Dynamics 365 Business Central Customer Management Features

Designed to help users understand customer interactions before, during and after the sale , Business Central’s CRM offers the following functionality:


Maintain an overview of your contacts and record your contact information for all business relationships.


Organize campaigns based on segments of your contacts that you define.

Opportunity Management

Keep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities.

Dynamics 365 for Sales integration

Integrate with Dynamics 365 for Sales in a few easy steps to synchronize your data, including sales orders, item availability, units of measure, and currencies.

Get to Know Business Central

Business Central delivers the speed, functionality, and control that today’s business needs to thrive. Built in the cloud and incredibly affordable for the growing business, more and more companies are choosing this produce every day.

MIBAR has been a leader in customizing, implementing, and delivering Microsoft ERP products for the better part of our 25-plus year history and have spent more than 15 years leading the way as a Gold Certified Microsoft Consulting and Implementation Partner. Pair this with our extensive skills in helping clients make the most of their cloud journey, and we are well-equipped to help our customers implement and operate their Dynamics 365 Business Central product. Get to know more here.