Dynamics CE Sales with Business Central Integration

Configured and customized Dynamics 365 Sales to enhance lead and opportunity management by tailoring fields, forms, and sales processes for leads, contacts, accounts, and opportunities. Implemented a structured sales pipeline to guide users through qualification, tracking, and closure stages.

Additionally, imported and configured the Business Central integration solution to establish a connection between Dynamics 365 Sales and Business Central, enabling data synchronization for customer and financial information. Developed custom workflow activities to extend this integration, improving cross-platform operations and overall efficiency. Created dashboards leveraging Business Central invoice data, allowing sales teams to access customer financials and transaction history directly within Dynamics 365 to better inform sales interactions and account management.