CRM Microsoft Dynamics 365 to manage information

Business area
Business Process
CRM Microsoft Dynamics 365 to manage information

CRM Microsoft Dynamics 365 is the perfect tool for information management, as it facilitates sharing and digitization, essential steps for the correct development of the business.

Companies that want to grow, tackling the challenges of the market in the best possible way, must necessarily focus on Digital Transformation . Among the most important software, there are Customer Relationship Management (CRM) solutions, crucial for achieving medium and long-term strategic objectives.

CRMs enhance the information relating to leads, prospects and customers, collecting and digitizing them according to a precise standard. By automating the most repetitive actions, they allow attention to be focused on business development, focusing on the valorization of the data in possession and on the harmonization of operational flows. The information is thus shared among all company components, therefore abandoning a data silo logic.

beanTech has chosen Dynamics 365, the Microsoft solution that optimizes business information and processes, available in options that allow you to improve sales processes, guarantee better customer assistance, manage resources and control orders.

Our Microsoft Dynamics 365 CRM solution is all about flexibility and customization.

The suite, created using Microsoft Dynamics 365 technologies, consists of various modules, perfectly integrated with each other.

All solutions are customizable, based on specific needs. The “add-ins”, present on the online store, allow you to add further functions and develop custom apps.


It is aimed at the commercial area, offering all the tools to relate more effectively with one's customers and contacts, through the collection and rationalization of the most relevant information


Offers support to marketing activities, focusing on sharing information relating to customers. The data is collected and shared in full compliance with GDPR legislation


It aims to manage customer service and related reports more effectively with a view to offering a fast and punctual response


To manage the assistance carried out at the customer's site; allows resource planning, for a correct organization of logistics and intervention times

The package of CRM Microsoft Dynamics 365 solutions proposed by beanTech allows you to:

  • CENTRALIZE: collect corporate knowledge in a single repository, where to converge them, enabling a SVOT (Single version of the truth) perspective;
  • CUSTOMIZE: build each module based on individual business needs, making changes and improvements;
  • ANALYZE: browse, filter and analyze data through charts, tables, dashboards and related criteria, all customizable. Power BI support allows for improved analytics;
  • INTEGRATE: like any Microsoft solution, it connects with all the productivity tools related to the Office 365 and PowerPlatform ecosystem;
  • WORKING ON THE GO: the application is available in a desktop and mobile version, it can be consulted from any device also in offline mode.

From information management to customer loyalty, up to the standardization of commercial resource operations and direct marketing: our success stories.

Sharing and Collaboration: a complete and flexible CRM for Calligaris
Centralization of Business Information: CRM for Pratic
Optimize Customer Management: CRM D365 for Udinese Calcio

Our solutions are based on Dynamics 365 for Customer Engagement, the market-leading Microsoft platform.

Dynamics 365 for Customer Engagement, consists of several applications, all interconnected:

  • Dynamics 365 CRM Sales for sales force and marketing;
  • Dynamics 365 CRM Customer Service for post-sales mangement;
  • Dynamics 365 CRM Field Service for field interventions.

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