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SKYSOFT CONNECTIONS · Dynamics 365
Unifying Sales, Quoting, and Customer Support in Dynamics 365
Sky Soft Connections configured Dynamics 365 Sales and Dynamics 365 Customer Service, imported products, created price lists, and designed a Microsoft Word quote template. The work also established lead and opportunity processes, streamlined quote generation, and introduced support ticketing.
PROJECT SPOTLIGHTDynamics 365Microsoft expertise. Practical delivery.
01 / PROJECT HIGHLIGHT
Product & Pricing : Centralized catalogue and price lists.
02 / PROJECT HIGHLIGHT
Sales Management : Structured leads and opportunities.
03 / PROJECT HIGHLIGHT
Quote Generation : Standardized professional quotations.
04 / PROJECT HIGHLIGHT
Customer Support : Managed enquiries through cases.
01 / PROJECT DETAIL
Unifying Sales, Quoting, and Customer Support in Dynamics 365
Sky Soft Connections configured Dynamics 365 Sales and Dynamics 365 Customer Service, imported products, created price lists, and designed a Microsoft Word quote template. The work also established lead and opportunity processes, streamlined quote generation, and introduced support ticketing.
02 / Client Business Context
The organisation needed Dynamics 365 for sales and customer support , including product pricing, lead and opportunity management, professional quotations, and enquiry tracking. These capabilities were implemented through Dynamics 365 Sales and Customer Service
Client: Confidential
Solution Category: Dynamics 365 Sales, Customer Service & Quote Management
Project: Unified Sales, Quoting, and Customer Support
Proof Point: Product catalogue and price lists were created, quote generation and lead/opportunity management were
The Business Problem
The organisation needed a more connected approach to managing donor and stakeholder information.
Key challenges included:
A need for an organised product catalogue
Consistent pricing through configured price lists
Professional, reusable quotation documents
Structured lead and opportunity management
A practical process for generating and delivering quotes
- A customer ticketing process for support enquiries
The challenge was to configure these capabilities around the organisation’s everyday sales and service requirements.
03 / THE SOLUTION
The Sky Soft Connections Solution
Sky Soft delivered a coordinated Dynamics 365 Sales and Customer Service implementation. Product imports and price lists enabled sales and quoting, supported by lead and opportunity processes and a Word-based quote template. Customer Service added case-based ticketing to manage enquiries.
Key Solution Areas
Product Catalogue : Products were imported into Dynamics 365 to support sales and quotation activities.
Price Lists : Price lists were configured for consistent pricing.
Lead & Opportunity Management : Lead and opportunity processes were structured to manage potential sales.
Quote Templates : A professional Microsoft Word quote template was created for consistent quotations.
Quote Generation : Quotes were streamlined using the configured products, pricing, and template.
Customer Support Ticketing : Dynamics 365 Customer Service was configured to manage customer enquiries.
The integration follows a straightforward system-to-system flow:
04 / PROJECT DETAIL
Technology & Integration Architecture
Solution Overview
The solution connects two business areas: sales and quotations, and customer support.
Sales & Quoting: Products and pricing → Dynamics 365 Sales → Word quote generation
Customer Support: Customer enquiries → Dynamics 365 Customer Service cases
How It Works
- Products form the sales catalogue.
- Price lists support consistent pricing.
- Leads and opportunities follow defined sales processes.
- Sales data supports quote preparation.
- Word templates standardize quotations.
- Customer enquiries are managed through Customer Service cases.
05 / THE SOLUTION
Implementation Highlights
1. Product Import and Catalogue Setup
Sky Soft imported products and established the catalogue within Dynamics 365.
2. Price List Configuration
Price lists were created to support the organisation’s pricing requirements.
3. Lead and Opportunity Processes
Sales processes were configured to structure lead and opportunity management.
4. Word Quote Template Design
A quotation template was developed to standardize document presentation.
5. Quote Generation Improvements
Quote generation was streamlined using the configured sales information and template.
6. Customer Service Ticketing
A support ticketing system was established to manage customer enquiries as cases.
06 / PROJECT DETAIL
Results & Current Outcomes
- Products were imported into a structured catalogue.
- Price lists were created.
- Lead and opportunity management was implemented.
- A professional Microsoft Word quote template was designed.
- Quote generation was streamlined.
- A customer support ticketing system was established.
07 / PROJECT DETAIL
Related SkySoft Capabilities
This solution demonstrates capabilities across:
Dynamics 365 Sales Configuration
Dynamics 365 Customer Service Implementation
Product Data Import
Product Catalogue and Price List Setup
Lead and Opportunity Management
Microsoft Word Quote Templates
Quote Process Configuration
Quote Process Configuration
08 / PROJECT DETAIL
Do Your Sales and Support Teams Need a More Consistent Process?
Reliable product information, clear pricing, professional quotes, and organised support enquiries all contribute to a more practical working environment.
SkySoft Connections can review your sales and customer service requirements and help configure Dynamics 365 around the processes your teams use every day.
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