Unlock the Future of Sales with Intelligent, Connected Experiences

• Put customers at the center Deliver personalized, data-driven experiences that build trust and drive loyalty at every stage of the sales journey.

• Empower sales teams with intelligent tools Equip your teams with AI-powered insights, guided selling, and real-time data to close deals faster and smarter.

• Automate what slows you down Streamline repetitive tasks and approvals using Power Automate, freeing up time for high-impact selling.

• Connect systems, people, and processes Integrate Dynamics 365 Sales with your existing tools to create a seamless, unified sales ecosystem.

• Enable sales anywhere, anytime Support hybrid and field teams with mobile-ready Power Apps and secure Power Pages for on-the-go productivity.

• Gain actionable insights with Power BI Visualize sales performance, pipeline health, and customer trends in real time for smarter decisions.

• Enable seamless self-service experiences Use Power Pages to create secure, branded portals for customers, partners, and vendors.

• Adapt fast with low-code agility Rapidly build and evolve sales processes using Power Platform’s low-code capabilities powered by Copilot Studio.

• Partner with experts who listen We co-create solutions with you—understanding your goals, challenges, and vision to deliver outcomes that matter.

Services We Offer to Our Clients:

Assessment • Readiness & Architecture Evaluation: Assess current systems, data maturity, and integration capabilities to define a scalable digital sales architecture. • As-Is & To-Be Process Mapping: Collaborate with stakeholders to document existing workflows and design optimized, future-state processes aligned with business goals. • Technology & Application Landscape Mapping: Adopt a best-of-breed approach to identify the right mix of Dynamics 365, Power Platform, Copilot, and third-party tools to support your AI transformation journey.

Implementation • Sales Process Consulting & Optimization: Reimagine sales workflows with best practices, automation, and AI to drive efficiency and customer engagement. • End-to-End Dynamics 365 Sales Deployment: Implement tailored solutions using Dynamics 365 Sales and Power Platform (Power Apps, Power Automate, Power Pages, Power BI, and Copilot Studio). • Customizations & Extensions: Build custom apps, workflows, and integrations to meet unique business needs using low-code/no-code tools. • Global & Multi-Country Rollouts: Deliver consistent, localized implementations across geographies with support for compliance, languages, and regional processes.

Upgrade & Support • Version Upgrades & Feature Enablement: Seamlessly upgrade to Dynamics 365 and leverage new features like Copilot for Sales and AI-driven capabilities. • Migration to Dynamics 365 Sales: Migrate from legacy CRM systems to Dynamics 365 Sales with minimal disruption and maximum data integrity. • Ongoing Support & Maintenance: Provide proactive monitoring, issue resolution, and continuous improvement to ensure long-term success and user adoption.

Our Capabilities Which Have Helped Several Clients Worldwide

Sales & Insights • Lead-to-Quote automation with KPIs • AI-powered campaign management with Copilot • Marketing automation with real-time insights Customer Service • Multilevel case automation with AI • Unified service console with integrations • Copilot-driven agent assistance Customer Insights • Multi-profile customer & partner portals • Advanced UI with personalization • Behavioral insights from unified data Field Service • AI-optimized resource scheduling • Smart inspections & asset servicing • Work orders with knowledge & Copilot Partners & Integrations • Power Pages & portal integrations • Custom web & mobile app connectors • Outlook and Teams integrations Reporting & Automation • Embedded Power BI in CRM • Real-time dashboards & visual analytics • Process automation via Power Automate

Industry-Specific Solutions We Implement • Automotive: Dealer/distributor enablement, connected customer journeys, after-sales service automation • Manufacturing: B2B sales acceleration, distributor portals, predictive sales forecasting • Higher Education: Student recruitment & engagement, self-service student portals, alumni & donor management • Financial Services: Client onboarding, KYC automation, 360° customer view, compliance-based sales • Hi-Tech: Subscription/SaaS sales, partner enablement, AI-driven lead scoring • Services Industry: Opportunity-to-engagement lifecycle, resource scheduling, project visibility portals

Why Choose MOURI Tech? • Proven, multi-industry experience: Solutions tailored to real-world business challenges with measurable outcomes • Accelerated go-to-market with reusable assets: Reference architectures, ISV experience, POCs, and POVs • Best practices and standards: Ensure quality, consistency, and long-term maintainability • Certified global associates: Blending technical & industry-specific knowledge

B2F Implementation on Power BI

B2F

Details

Links