The solution significantly enhances lead and sales management, automating lead tracking, scoring, and assignment to the most appropriate agents, thereby improving conversion rates. Microsoft Dynamics 365 Financial Management solution It streamlines the entire sales pipeline from initial contact to policy activation, with automated notifications and actions based on customer data or internal business rules. For instance, when a new lead expresses interest in a specific type of insurance, the system can automatically assign it to an agent specializing in that area and trigger a personalized email campaign.