Skip to content
Sebastian Group
Advisors

Dynamics 365 & Salesforce

Connect your ERP, CRM and plant data, improve reporting and build automation on the applications your teams already use.

Use cases

Common use cases we build teams for.

Each card lists roles that may be relevant. Not every project needs every role.

  • Connect ERP, CRM, plant and external data

    Problem
    Sales, operations and finance work from different data.
    Outcome
    Connected data across ERP, CRM and the plant.
    Roles that may be relevant
    Dynamics 365 Data Integration Advisor, Salesforce Integration Architect, Data Architect

  • Improve Dynamics reporting

    Problem
    Dynamics reports are slow or incomplete.
    Outcome
    Reliable reporting on Dynamics data.
    Roles that may be relevant
    Dynamics 365 Data & Analytics Architect, Dynamics 365 Data Engineer, Dynamics 365 Reporting & BI Advisor

  • Improve manufacturing and supply chain processes

    Problem
    Processes in Dynamics do not match how the plant runs.
    Outcome
    Processes configured around real operations.
    Roles that may be relevant
    Dynamics 365 Supply Chain & Manufacturing Advisor, Dynamics 365 Business Central Advisor

  • Improve data quality and migration

    Problem
    Bad data carried into new systems causes rework.
    Outcome
    Clean data moved with confidence.
    Roles that may be relevant
    Dynamics 365 Data Quality & Migration Advisor, Salesforce Data Quality & Migration Advisor

  • Unify Salesforce customer and account data

    Problem
    Customer records are scattered and duplicated.
    Outcome
    One trusted view of each customer.
    Roles that may be relevant
    Salesforce Data Architect, Salesforce Data 360 Advisor, Salesforce Data Engineer

  • Improve commercial and service analytics

    Problem
    Sales and service leaders lack clear insight.
    Outcome
    Analytics that guide commercial decisions.
    Roles that may be relevant
    Salesforce Analytics Advisor, Salesforce Manufacturing Advisor

  • Build Dynamics AI workflows

    Problem
    Teams want AI help inside Dynamics work.
    Outcome
    AI assistance built into Dynamics processes.
    Roles that may be relevant
    Dynamics 365 / Power Platform AI Advisor, Integration Advisor

  • Build Salesforce AI workflows

    Problem
    Teams want AI help inside Salesforce work.
    Outcome
    AI agents and automation in Salesforce.
    Roles that may be relevant
    Salesforce Agentforce Architect, Salesforce AI & Automation Engineer

  • Establish data governance

    Problem
    No one owns data rules across ERP and CRM.
    Outcome
    Clear owners, rules and controls.
    Roles that may be relevant
    Dynamics 365 Data Governance Advisor, Salesforce Data Governance Advisor
Advisor specialties

Specialties in Dynamics 365 & Salesforce.

Experience filters apply to verified advisor profiles. None are published yet, so results show advisor specialties.

21 specialties