For companies that use Microsoft Dynamics 365 / CRM
We customize how your Dynamics 365 / CRM data is displayed so managers can follow clients, projects and financial results in tailored dashboards, with no weekly spreadsheet.
Connected to the Dynamics your company already uses · No CRM switch
Illustrative interface — an example of how data appears in the dashboard.
WA Coders · Dynamics / CRM Customization
Dynamics holds everything about your clients and projects, but it does not always show what managers need to see every day.
We build a visualization layer on top of your Dynamics 365 / CRM and financial system data, so your team can follow clients, projects and results in tailored dashboards, without switching between screens or exporting spreadsheets. Every dashboard is designed around the decisions your company needs to make.
Views tailored to your operation
Sales, operational and financial indicators kept up to date from your data, with no manual exports.
Revenue, costs and margin next to each client and project, in the same view.
History, contracts and relationship for each client, straight from Dynamics.
Scope, deadline, budget and progress of each project, linked to the client and the financial result.
DYNAMICS 365 · CRM · FINANCIAL DATA
Combine client and project data from Dynamics with revenue, costs and margin, and track budget against actuals without building a spreadsheet in between.
FROM INFORMATION TO DECISION
Illustrative examples of how information is presented.
What happens without a visualization layer
Someone exports Dynamics, merges it with finance data in Excel and redoes everything the next month.
The CRM shows the relationship, finance shows the result, and nobody sees both side by side.
By the time the report is ready, the situation of the client or project has already changed.
How it works
Your client, project and financial data stays exactly where it is today.
Clients, projects and financial figures get tailored dashboards, kept up to date from the original sources.
Ready-made views for each area, with the indicators your management follows, with nothing exported manually.
It does not replace Dynamics. It connects and organizes what Dynamics already records.
DATA SOURCES
MICROSOFT DYNAMICS 365 / CRM
Client, account, contact and opportunity data is read from Dynamics and shown in tailored views, without duplicating records or changing your current process.
Dynamics 365 → Clients and Opportunities
FINANCIAL DATA
Financial data from your ERP or accounting system is combined with clients and projects, so you can compare budget, revenue and cost on the same screen.
Financial system → Projects and Clients
What you follow in the dashboards
Follow opportunities from first contact to closing, straight from Dynamics data.
Revenue, costs, receivables and margin by client, contract and project.
Budget, deadline and health of each project, next to the financial result.
Sales, operations and financial indicators in a single dashboard.
Relationship history, contracts and projects for each client, in chronological order.
Revenue, margin and client portfolio in one view for leadership.
Why WA Coders
Built for those who have already decided to invest in Dynamics — and want to see more clearly what it already records.
Frequently asked questions
No. The solution connects to the Dynamics your company already uses: it organizes and presents the data and does not replace the CRM.
Client, account, opportunity and project data from Dynamics, combined with financial data such as revenue, costs and margin. We define with you which indicators make sense for each area.
We start by understanding which decisions your management needs to make and which data lives in Dynamics and in the financial systems. Then we design the views, validate them with you and evolve in stages.
Yes. Each dashboard is designed and built to fit your operation, with your branding and your business rules.
See also
Talk to WA Coders
A conversation with the WA Coders team to understand which Dynamics views your management needs.
Microsoft and Dynamics 365 are registered trademarks of Microsoft Corporation. WA Coders is not affiliated with Microsoft.
