{"id":785754,"date":"2025-06-01T22:10:56","date_gmt":"2025-06-01T19:10:56","guid":{"rendered":""},"modified":"2025-06-01T22:18:08","modified_gmt":"2025-06-01T19:18:08","slug":"bdo-v-ukrayini-crm-dynamics-ta-ai-rishennya-vid-microsoft-transformatsiya-marketyngu-i-prodazhiv","status":"publish","type":"post","link":"https:\/\/new.eba.com.ua\/en\/bdo-v-ukrayini-crm-dynamics-ta-ai-rishennya-vid-microsoft-transformatsiya-marketyngu-i-prodazhiv\/","title":{"rendered":"BDO in Ukraine: CRM Dynamics and AI in Action \u2014 Microsoft\u2019s Vision for Marketing and Sales"},"content":{"rendered":"

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At an online meeting organised by the EBA Dnipro PR & Marketing Hub on Microsoft Dynamics CRM and AI<\/strong><\/a> \u2014<\/strong> automation, marketing, sales where leading experts of BDO in Ukraine presented innovative solutions for automating business processes and improving the efficiency of marketing and sales with Microsoft Dynamics CRM and Copilot.<\/p>\n

Microsoft<\/strong> is a global leader in technological innovation. Not only does it implement cutting-edge solutions to optimise internal business processes, it also supports organisations in achieving their strategic goals through digital transformation. As a Microsoft Gold Partner, BDO in Ukraine confirms its high level of expertise and reliability in implementing these solutions.<\/p>\n

The integration of Microsoft products and services into the work of BDO in Ukraine has led to significant improvements in management efficiency, automation and analytical capabilities. These solutions have enabled businesses to streamline their operations, enhancing transparency and convenience while freeing up resources to focus on strategic initiatives and company development. This progress is confirmed by the results of the survey Digital Employer \u2014 How Technology Optimises Work Processes<\/a>, that demonstrates the high level of satisfaction of our employees with modern digital tools.<\/p>\n

Our experience of working with Microsoft has shown us that it not only promotes technological renewal, but also fosters a culture of innovation and continuous development within the organisation. These achievements were shared by our speakers during the webinar.<\/p>\n

Microsoft Dynamics 365 integration: transparency and flexibility<\/strong><\/h4>\n

Mykhailo Atamanov<\/strong>, a business analyst at BDO in Ukraine, discussed the major challenges encountered by marketing and sales teams, such as scattered data across various systems, manual administration, restricted access control in a hybrid work environment and swift market changes. The integrated Microsoft Dynamics 365 CRM system<\/strong> is designed to address these issues, providing the entire team with a single reliable tool.<\/p>\n

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\u201cDynamics 365 brings all your data and processes together into a single, intuitive ecosystem \u2014 enabling a seamless journey from email to lead. One of its key strengths is centralized access control, which is a major advantage. The platform\u2019s flexibility allows businesses to quickly adapt workflows to market or regulatory changes without lengthy development cycles\u201d,<\/em> \u2014 explained Mykhailo Atamanov. He shared a before-and-after case study that clearly demonstrated that thanks to the implementation of the system, our company has significantly accelerated customer request processing. It also reduced duplicate entries, improved data quality and analytics, and brought greater transparency to the sales funnel. Together, these improvements streamline decision-making and enhance collaboration between marketing and sales teams.<\/p>\n

Beyond the technical benefits, Mykhailo emphasized the importance of cybersecurity and centralized management of access and security policies \u2014 ensuring robust data protection and a smooth experience for employees working in hybrid environments. Integration with Microsoft Teams and other tools in the ecosystem enables clear, efficient communication between marketing and sales departments. The implementation of automated marketing forms, a system for collecting and analysing lead data, and tools for controlling event costs contributes to the formation of customised workflows and building stronger partner trust. Altogether, these capabilities drive sustainable company growth.<\/p>\n

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Copilot in Microsoft 365: redefining digital assistant experience<\/strong><\/h4>\n

Evelina Shved<\/strong> and Yehor Terekhov<\/strong>, developers of automated solutions at BDO in Ukraine, shared insights on the role of artificial intelligence and Copilot in Microsoft 365, \u2014 tools that help businesses automate routine tasks and streamline workflows.<\/p>\n

Evelina Shved<\/strong> shared a hands-on example of using Copilot in Microsoft 365 \u2014 demonstrating how it can instantly turn a text document into a presentation in just a few minutes. With just a few clicks, that presentation can then be translated into English or, for instance, have its visual style completely adjusted.<\/p>\n

Leveraging the company\u2019s brand book, \u2014 a key element of its marketing strategy to ensure consistency and brand recognition, \u2014 Copilot can automatically generate and refine social media posts. It can also add calls to action, hashtags, and provide suggestions to improve content quality. In Excel, Copilot creates sales forecasts and visualizes them through charts, making analytics significantly easier and more accessible.<\/p>\n

They also introduced Copilot Studio <\/strong>\u2014 an easy-to-use chatbot builder that operates 24\/7 and automates customer request handling. As Yehor Terekhov noted, this AI is like a helpful friend: always available to answer any question and capable of working across industries.<\/p>\n

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Cybersecurity and licensed Microsoft 365 products<\/strong><\/h4>\n

Andrii Paios<\/strong>, IT Director at BDO in Ukraine, emphasized the critical importance of using licensed Microsoft products to ensure stable and secure business operations. He highlighted the strategic value of digital transformation and outlined the benefits of working within a unified system. First, it significantly boosts productivity by automating routine tasks and enabling seamless integration across various systems. Second, centralized access and security policy management ensures strong protection of corporate data \u2014 a crucial factor in today\u2019s cybersecurity landscape.<\/p>\n

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\u201cRegular security updates, compatibility with enterprise systems, centralized data management, and employee training \u2014 these are the foundations for building a secure digital environment and enabling effective teamwork\u201d,<\/em> \u2014 Andrii emphasized.<\/p>\n

Benefits of using licensed products:<\/p>\n