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Connecting farm insights and agricultural sales in Dynamics 365

Combine harvester working in a grain field
1,000+Sales users in the engagement scope
Dynamics 365 SalesSales workflows and farm data
Power BIManagement dashboards and KPI tracking
Client

A European farmer-owned agricultural cooperative with a network of agricultural businesses across multiple markets. Its sales and operations teams work with growers and livestock producers on products and services for their farms.

The challenge

Paper-based processes and scattered information made it difficult for teams to move opportunities through the sales cycle. Salespeople lacked a consolidated view of farm operations, and managers had limited visibility into the status of sales activities.

Implementation and approach
  • Implemented and tested a sales solution in Dynamics 365 Sales, integrating publicly available agricultural datasets to enrich records with land area, crops, products used and livestock details.
  • Used Azure Data Lake and Power BI to support management dashboards and track sales KPIs.
  • Built Power Apps workflows for assigning tasks and recording field observations, and enabled teams to store and manage images in the platform.
Benefits and outcomes
  • Automated steps in the sales cycle and made progress visible to sales and operations teams.
  • Gave sales teams farm context to make customer conversations more relevant and gave managers better visibility of collection activity.
  • Made field observations and supporting images available in the platform for follow-up.
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