{"id":22042,"date":"2026-08-25T16:06:13","date_gmt":"2026-08-25T14:06:13","guid":{"rendered":"https:\/\/inkubitstaging.wpenginepowered.com\/referenzen\/case-studies\/leverage-sales-potential-with-dynamics-365-sales\/"},"modified":"2026-08-25T16:06:19","modified_gmt":"2026-08-25T14:06:19","slug":"leverage-sales-potential-with-dynamics-365-sales","status":"publish","type":"success-story","link":"https:\/\/www.inkubit.com\/en\/references\/case-studies\/leverage-sales-potential-with-dynamics-365-sales\/","title":{"rendered":"Leverage revenue potential with Dynamics 365 Sales: automation and data quality"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"wpb_text_column us_custom_49f317a8\"><div class=\"wpb_wrapper\"><p>Our customer is a Swiss company that specializes in the development and manufacture of innovative implants made of carbon fiber-reinforced composite materials for medical technology. With this expertise, the company offers solutions that play a key role, especially in tumor surgery and spinal surgery. In order to optimize the efficiency of their processes and increase the quality of the data, the client turned to us for the implementation of a tailor-made CRM solution. The project aimed to use Dynamics 365 CRM Online for customer and lead management, as well as marketing and reporting. The challenge was to successfully migrate the previous CRM system (SugarCRM) and adapt <a href=\"https:\/\/www.inkubit.com\/loesungen\/microsoft-dynamics-365\/microsoft-dynamics-365-sales\/\">Dynamics 365 Sales<\/a> to the new requirements.<\/p>\n<\/div><\/div><h2 class=\"w-text us_custom_5c7fb82a has_text_color\"><span class=\"w-text-h\"><span class=\"w-text-value\">The Challenge &#8211; High Demands on Data Quality and Process Automation<\/span><\/span><\/h2><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p>The client faced several specific challenges in the management and quality of their data:<\/p>\n<ul>\n<li><strong>Optimization of data quality<\/strong>: Previous processes in the CRM system were not sufficiently structured and led to incorrect data. The customer wanted a system that would allow for more reliable and detailed capture. <\/li>\n<li><strong>Increased efficiency in data management<\/strong>: The team needed a solution that would automate data processes while making it easier to structure the company hierarchy and manage contact persons.<\/li>\n<li><strong>Improved mapping of the company hierarchy<\/strong>: An accurate assignment and validation of the company hierarchy was essential to create error-free customer profiles.<\/li>\n<li><strong>Automation and standardization of processes<\/strong>: A CRM system was required that automates repetitive tasks and establishes clear process flows, especially when addressing medical contacts with varying titles.<\/li>\n<\/ul>\n<\/div><\/div><h2 class=\"w-text us_custom_5c7fb82a has_text_color\"><span class=\"w-text-h\"><span class=\"w-text-value\">The Solution &#8211; Customized Dynamics 365 CRM Implementation<\/span><\/span><\/h2><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p>Our team implemented the Microsoft Dynamics 365 Sales solution, which supports both opportunity and customer management as well as marketing automation from start to finish. The implementation included the following core components: <\/p>\n<ul>\n<li><strong>Consulting and customizing<\/strong>: After detailed requirements survey, we fully adapted the system to the customer&#8217;s industry-specific requirements. This included dynamic field overlays and mandatory field inputs that ensure increased data quality. <\/li>\n<li><strong>Automated processes<\/strong>: The new solution automates business processes, such as the generation of appropriate salutations &#8211; an important point in the medical industry due to the differentiated titles &#8211; the assignment of the primary contact and the automation of business process flows according to the customer group.<\/li>\n<li><strong>Support for Power BI Reporting<\/strong>: At the same time, we set up <a href=\"https:\/\/www.inkubit.com\/loesungen\/microsoft-power-platform\/microsoft-power-bi\/\">Power BI-supported<\/a> reporting that provides insights into key metrics and simplifies decision-making processes.<\/li>\n<li><strong>Global requirements<\/strong>: We integrated multilingual templates and optimized the CRM so that our client could work in a uniform manner internationally and tailored to their respective language needs.<\/li>\n<\/ul>\n<\/div><\/div><div class=\"w-iconbox iconpos_top style_default color_primary align_left no_text no_title\"><div class=\"w-iconbox-icon\" style=\"font-size:2rem;\"><i class=\"fas fa-quote-left\"><\/i><\/div><div class=\"w-iconbox-meta\"><\/div><\/div><div class=\"w-separator size_small\"><\/div><div class=\"wpb_text_column us_custom_747c6124\"><div class=\"wpb_wrapper\"><p style=\"text-align: center;\"><em>Thanks to the comprehensive consulting and implementation of Dynamics 365, we have not only significantly improved our data quality, but also significantly simplified our internal processes. The adaptation to international requirements and the automated processes make our work easier and offer us more efficiency. <\/em><\/p>\n<\/div><\/div><div class=\"w-iconbox us_custom_b995ddd1 iconpos_top style_default color_primary align_right no_text no_title\"><div class=\"w-iconbox-icon\" style=\"font-size:2rem;\"><i class=\"fas fa-quote-right\"><\/i><\/div><div class=\"w-iconbox-meta\"><\/div><\/div><h2 class=\"w-text us_custom_5c7fb82a has_text_color\"><span class=\"w-text-h\"><span class=\"w-text-value\">The results with INKUBIT<\/span><\/span><\/h2><div class=\"wpb_text_column us_custom_432d3f53\"><div class=\"wpb_wrapper\"><div class=\"flex-shrink-0 flex flex-col relative items-end\">\n<div>\n<div class=\"pt-0\">\n<div class=\"gizmo-bot-avatar flex h-8 w-8 items-center justify-center overflow-hidden rounded-full\">\n<div class=\"relative p-1 rounded-sm flex items-center justify-center bg-token-main-surface-primary text-token-text-primary h-8 w-8\">The implementation of Microsoft Dynamics Sales not only brought our customer a significant <strong>increase in efficiency<\/strong>, but also created significant added value for the company. Improved data quality and automated processes allowed the sales team to more accurately evaluate and leverage opportunities, which directly contributed to <strong>increasing revenue potential<\/strong> . The clear structuring and validation of company hierarchies allowed the team to maintain customer relationships in a consistent and professional manner. This<strong> strengthened customer loyalty<\/strong> and increased satisfaction through more individual and error-free communication, especially when addressing medical contacts.   <\/div>\n<div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words &#091;.text-message+&amp;&#093;:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"c76ee59e-d167-4c66-9fd9-357faf5913b1\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-&#091;3px&#093;\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>In addition, manual processes were reduced, which not only shortened processing times, but also enabled significant <strong>cost savings<\/strong> by eliminating redundant tasks. The introduction of data-driven reporting with Power BI enabled in-depth insights into sales performance, allowing strategic decisions to be made with a better understanding of the market. The flexibility and adaptability of the solution, including international templates, also position our customer more competitively in the global market. Overall, our client achieved sustainable cost reductions, higher productivity and <strong>increased competitiveness<\/strong> through the implementation, which means that the company is optimally equipped for future growth.   <\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"featured_media":21480,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"industry":[252,229],"solution":[230,241],"class_list":["post-22042","success-story","type-success-story","status-publish","has-post-thumbnail","hentry","industry-healthcare","industry-manufacturing-industry","solution-dynamics-365-sales","solution-power-bi"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.2 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Leverage revenue potential with Dynamics 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