# Unified CRM for Sales Teams - Avantit

> Unified sales platform combining Dynamics 365, Outlook, LinkedIn and Power BI, giving sales teams a complete customer view and accelerating deal closure.
Canonical: https://www.avantit.pt/en/projects/crm-vendas-unificado/
Source: AvantIT — https://www.avantit.pt (Microsoft Solutions Partner, Matosinhos, Portugal)

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power-platform 2025 

# Unified CRM for Sales Teams

 Iberian Services Company | Services 

Unified sales platform combining Dynamics 365, Outlook, LinkedIn and Power BI, giving sales teams a complete customer view and accelerating deal closure.

 
![Unified CRM for Sales Teams]
 40% faster deal closure 360° unified customer view 25% increase in pipeline accuracy [Back to projects](https://www.avantit.pt/en/projects/) 

## The Challenge

 

Sales reps worked across disconnected tools — CRM, email, LinkedIn, spreadsheets — losing context and spending hours on manual data entry instead of selling.

 

## The Solution

 

Unified Dynamics 365 Sales platform integrating Outlook, LinkedIn Sales Navigator and Power BI dashboards, giving each rep a complete customer view with AI-powered next-best-action recommendations.

 

### Overview

An Iberian services company with 120+ sales reps across Portugal and Spain needed to unify fragmented sales tools into a single platform.

### Challenge

Sales reps spent 30% of their time on admin tasks — copying data between CRM, email, and spreadsheets. Customer history was scattered across multiple systems, and managers had no reliable pipeline visibility.

### Solution

We implemented Dynamics 365 Sales integrated with Outlook, LinkedIn Sales Navigator, and Power BI. Automatic activity capture eliminates manual data entry. AI-powered lead scoring and next-best-action recommendations help reps focus on the highest-value opportunities. Real-time Power BI dashboards give managers accurate pipeline forecasting.

### Results

 

- 40% reduction in average deal closure time

- Complete 360° customer view accessible from any device

- 25% improvement in pipeline forecast accuracy

- Sales reps reclaimed 8+ hours per week from admin tasks
 

### Ready to achieve similar results?

 

Contact us to learn how we can help your business turn challenges into opportunities.

 

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### Project Details

 Client 

Iberian Services Company

 Industry 

Services

 Year 

2025

 Technologies Power BI Dynamics 365 Power Automate Integration 

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