Dynamics 365 for B2B Technology Companies
Partner relationship management, lead-to-opportunity automation, customer success workflows, and product usage analytics for SaaS and B2B technology firms.
Solzet implements Dynamics 365 and Power Platform solutions for B2B technology companies — SaaS providers, IT service vendors, managed service providers, and technology distributors. Our team in Yerevan builds D365 Sales configurations for multi-channel lead management and partner ecosystems, D365 Customer Service for technical support and customer success, Power Automate for onboarding sequences and renewal workflows, and Power BI dashboards for ARR tracking, churn analysis, and partner performance. B2B tech companies are our natural clients — we speak your language, use your tools, and understand product-led and partner-led growth models from the inside.
How do B2B technology companies use Dynamics 365?
B2B tech companies use D365 differently from traditional industries. In D365 Sales, the focus is on partner channel management (tracking partner deal registrations, co-selling pipelines, and partner performance tiers), multi-touch lead scoring (integrating marketing automation data from Customer Insights with sales activities), and complex quoting for SaaS products (subscription tiers, usage-based pricing, add-ons). In D365 Customer Service, the focus shifts to technical support escalation (tiered support queues, SLA management per contract level, knowledge base integration) and customer success (health score tracking, usage metrics monitoring, proactive outreach triggers). Solzet configures all of these with custom Dataverse entities, business rules, and PCF controls for visualizing pipeline and customer health data.
Can Solzet integrate Dynamics 365 with our SaaS product and tech stack?
Yes — integration is core to every B2B tech implementation. Common integrations we build: product usage data → Dataverse (via Azure Functions or direct API) to power customer health scores and trigger support/success workflows; marketing platforms (HubSpot, Marketo, Mailchimp) → D365 Sales for lead sync and attribution; billing systems (Stripe, Chargebee, Zuora) → D365 for revenue tracking and renewal management; support tools (Zendesk, Jira, ServiceNow) → D365 Customer Service for unified case management; communication tools (Slack, Teams, Intercom) → Power Automate for notification routing and escalation. We use a combination of custom plugins, Power Automate premium connectors, Azure Functions, and the Dataverse Web API depending on volume, latency, and reliability requirements.
Common Use Cases
Frequently Asked Questions
Is Dynamics 365 suitable for a SaaS company or should we use a specialized CRM?+
Dynamics 365 is an excellent choice for B2B SaaS companies, especially those already in the Microsoft ecosystem (Azure, Teams, Microsoft 365). It handles complex partner channel management, subscription lifecycle tracking, and multi-entity relationship models better than most specialized CRMs. The Power Platform extensions (custom apps, automations, dashboards) give you flexibility that point solutions lack. The main trade-off is implementation complexity — D365 requires proper configuration by an experienced team, which is where Solzet comes in.
How does Dynamics 365 handle partner channel management?+
We configure D365 Sales with custom entities for partner companies, partner contacts, deal registrations, co-sell opportunities, and partner tier tracking. Business process flows guide partner managers through deal registration approval, opportunity co-management, and revenue sharing calculations. Dashboards show pipeline by partner, partner performance against targets, and deal registration aging. For larger partner programs, we build Power Pages portals where partners can self-register deals, track opportunity status, and access marketing materials.
Related Services
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Power Platform consulting services — Power Apps (canvas & model-driven), Power Automate (cloud flows & RPA), Power Pages, Copilot Studio, and Dataverse development. Solzet, Yerevan.
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Custom PCF controls built with TypeScript and React for Dynamics 365 and Power Apps. Hire experienced PCF developers from Solzet — model-driven and canvas app components.
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