One view of every customer.

Yes. We start with a health check to understand the customisations and data, then take over support and further development.

A focused first phase (for example Sales or Customer Service) usually goes live in 8–12 weeks. Larger, multi-department projects are delivered in phases over several months.

Yes. We plan the migration of customisations, data and integrations to Dynamics 365 online and use the move to clean up what is no longer needed.

Dynamics 365 is licensed per user per month; the price depends on the apps (for example Sales or Customer Service) and the edition you choose. The implementation cost depends on the scope. After a short discovery we give you a fixed-price proposal for the first phase and help you choose the most economical licences.

Yes. We connect Dynamics 365 with ERP systems such as SoftOne, Entersoft, SAP and Dynamics 365 Business Central, so customers, products, prices, orders and invoices stay in sync, using Power Automate, Azure Logic Apps or dedicated connectors.

CTI (computer telephony integration) connects your phone system with Dynamics 365. When a call comes in, the caller’s record opens automatically, calls are logged and users can dial with one click. It saves time in call centres and gives sales and service a complete customer history.

Yes. The Dynamics 365 App for Outlook lets users track emails and meetings directly from their inbox, and the mobile app gives access to customers, opportunities and cases from any phone or tablet.

It depends on the process: Dynamics 365 Sales for leads, opportunities and quotes; Customer Service for cases, email and chat support with a knowledge base; Field Service for technicians, work orders and scheduling. Many companies start with one app and add others later on the same Dataverse data. Our discovery workshop recommends the right mix.

We map your current data to Dynamics 365, clean and de-duplicate it, and run test migrations that you check before the final move. Accounts, contacts, open opportunities, cases and history can be migrated – we agree with you what is worth bringing across.

Yes. Copilot in Dynamics 365 Sales and Customer Service can summarise records and cases, draft emails and replies and prepare for meetings, and Microsoft keeps adding AI agents for sales and service. Availability depends on licence, region and language, so we check which features you can use and switch on those that add value.

Mostly, yes. Forms, views, fields, business process flows, rules and dashboards are configured rather than coded, and Power Automate and Power Apps cover most extensions. We use custom code only where it is really needed, which keeps upgrades simple.

Adoption is planned from the start: we involve key users in the design, keep screens simple, connect Dynamics 365 to Outlook and Teams, train each role on its own tasks and give managers dashboards that rely on the CRM data. After go-live we track usage and adjust.

All are capable CRMs. Dynamics 365 is usually the strongest fit when you already use Microsoft 365, Teams and Power BI, need deep customisation on Dataverse, or want CRM, service, field service and AI agents on one platform. We give you an honest comparison for your requirements.

Yes, with Dynamics 365 Customer Insights – Journeys (formerly Dynamics 365 Marketing): email and SMS campaigns, segments, automated customer journeys, event management and consent management, using the same customer data as sales and service.

Yes. Winsolv is an Athens-based Dynamics 365 partner offering CRM consulting, Dynamics 365 implementation and support for Dynamics 365 Sales and Dynamics 365 Customer Service, including CTI integration with your phone system. We work with clients in Greece and worldwide, remotely or on-site, in English and Greek.