Dynasys CRM for Business Central
A modern CRM workspace for your sales team, built on the contacts, opportunities, tasks and interactions already in Business Central. Pipeline board, customer 360°, activities, events, sales targets, automations, e-mail tracking and an optional AI assistant — on desktop and on the phone.
See how it works
Your salespeople open one screen and see their day: deals to move, tasks that are due, customers going quiet and how they stand against target. Everything they do is saved straight into Business Central's own CRM data, so finance, sales and management work from the same records.
Features
Sales Dashboard
Open and weighted pipeline, deals closing this month, win rate, deal cycle, overdue tasks and new contacts — with the pipeline funnel, won revenue by month, at-risk deals and recent interactions.
Customer 360°
Companies with their balance, overdue amount, credit limit and last-12-month revenue, recent invoices, open orders, contacts and deals. A health score and churn-risk flag show which relationships need attention.
Deal Pipeline Board
Opportunities on a board by sales cycle stage. Drag a deal to the next stage and Business Central records the stage change; deals without recent activity are flagged as at risk.
Activities and Calendar
Tasks, meetings and phone calls grouped into overdue, today and this week, the interaction log of everything that happened, and a month calendar of tasks and events.
Events and Trade Shows
Plan exhibitions, conferences, trade shows, webinars and customer visits with budget and participants. Link the contacts, deals and activities that come from each event to see its return.
Sales Targets and Analytics
Monthly targets per salesperson against won deals or invoiced revenue, attainment, pipeline coverage and a leaderboard with a month-by-month breakdown.
Sales Automations
Eight daily automations create follow-up tasks and warnings: closing dates approaching, inactive contacts, new quotes, overdue balances, stuck deals, target pace, new contacts and posted invoices.
E-mail Tracking
Replies from customers to a tracking mailbox are logged automatically as interactions on the right contact and deal, through Microsoft 365. Unknown senders are never stored.
Optional AI Assistant
With your own Azure OpenAI resource: summaries of contacts, companies and deals, plain-language commentary on the dashboard and analytics, e-mail drafts, a sales chat assistant and business card scanning — with a usage and cost report.
Licensing
- Licensed per company, for named users, with an annual licence key issued by DYNASYS.
- Every new company gets a 30-day free trial for up to 3 users, which starts automatically the first time the app is used.
- Licences are managed in Business Central on the Dynasys License Setup page, installed together with the app.
- The AI assistant is optional and uses your own Azure OpenAI resource; its usage is billed by Microsoft to you, not by DYNASYS.
- To request a licence or a longer trial, use Request a License in Business Central or write to licenses@dynasys.tech.
Legal and Documentation
Important product information
Give your sales team a CRM they will actually use
Book a short demo on your own Business Central data, or start the free trial today.