Sales (Dynamics 365 Sales)
A pipeline that matches how you close
Quotes, products, and forecasts finance can trust.
Dynamics 365 CE · CRM
A CRM is not a database with opinions. It is the operating system of revenue.
Sales, Field Service, and Customer Insights — Journeys (Marketing). We implement it, rescue it, or run it as your outsourced CE practice.
Sales · Field Service · Marketing
The pattern
The product is rarely the problem. The model, the integrations, and the handover are.
A Sales Hub sales will not open. Field Service work orders that never match the warehouse. Journeys firing into a dead segment. We inherit the project and decide what stays.
- Rescue: data model, plugins, dual-write, portals, and customizations that aged badly
- Functional and technical outsourcing for backlog, releases, and hypercare
- If the CRM is “live” and the team still lives in spreadsheets, the implementation is paused, not finished
Modules
The real names. The unglamorous work included.
Field Service (Dynamics 365 Field Service)
Dispatch that survives the real day
Work orders, parts, SLAs, and the technician app when the map lies.
Customer Insights — Journeys (Marketing)
The current name, on purpose
Journeys tied to CE data, not a second contact universe.
Course correction
Projects already in flight
What stays, what is retired, what should never have been code.
Outsourced CE
No impossible permanent bench
A named squad for the backlog that never makes “phase 2.”
CE + Power Platform
Extend without ripping the core
When the process does not fit the standard form, you do not invent a second CRM.
Bring the CRM as it is.
Repair, cut, or stop digging. hello@oddyn.com.pa