Microsoft Solutions

Microsoft Dynamics 365

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What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud-based group of business applications that combine components of customer relationship management (CRM), enterprise resource planning (ERP) along with productivity applications and artificial intelligence tools.

The apps within Dynamics 365 are adaptable to your business as well as to your specific departmental needs.

Each app is designed to work great on its own, but they work even better together.

You can decide which app to start with and add more later as needed.

These browser-based apps are accessible anywhere, on any device.

With the administrator tools, you still have ultimate control to meet your business and security needs.

Microsoft Dynamics 365 offers an attractive interface, excellent reporting tools, and lots of automation features. It is designed for large organizations with complex requirements.

Dynamics 365 Sales

Achieve sales force automation, understand better customer needs, engage more effectively, and win more deals.

Dynamics 365 Sales app gives a 360-degree view of your interactions with prospects and customers so your team can plan and forecast your next interactions with them. It provides a single source of truth for your sales, marketing, and account management teams.

  • Find and build stronger relationships.
  • Improve productivity and performance.
  • Get a single view of customers.
  • Sell smarter with embedded insights.
  • Use AI capabilities to track customer relationships.
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Dynamics 365 Marketing

  • Make smarter decisions and maximize your marketing results.
  • Strengthen your marketing efforts by connecting sales and marketing, calculating lead scores, and providing insights for next actions to acquire and retain customers.
  • Connect sales and marketing.
  • Automate processes
  • Make smarter decisions to maximize your marketing results.
  • Find and nurture the right leads.
  • Create connected customer experiences.
  • Stay on top of market trends.

Dynamics 365 Customer Service

Built-in intelligence that delivers faster, more personalized service, added value to every interaction.
Power up your customer service team by efficiently tracking customer complaints, returns, warranty claims, and improving how your team handles each of these transactions.

Track customer issues through cases

Record all interactions related to a case

Share information in the knowledge base

Create queues and route cases to the right channels

Create and track service levels through service-level agreements (SLAs)

Define service terms through entitlements

Manage performance and productivity through reports and dashboards

Create and schedule services

Participate in chats

Manage conversations across channels

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Dynamics 365 Field Service

Set up field workers for success, automate workflow and scheduling Great for any organization where your team conducts services offsite; for instance, at a customer’s location, or on your equipment in the field.

Improve first-time fix rate

Complete more service calls per technician per week

Manage follow-up work and take advantage of upsell and cross sell opportunities

Reduce travel time, mileage, and vehicle wear and tear

Organize and track resolution of customer issues

Communicate an accurate arrival time to customers

Provide accurate account and equipment history to the field technician

Keep customers updated with the status of their service call and when it's resolved

Schedule onsite visits when it's convenient for the customer

Avoid equipment downtime through preventative maintenance

Dynamics 365 Finance & Operations

Efficiently track, manage, and deliver project-based services, from initial sale to invoicing.
Great for any organization who provide professional project-based services with raw material, and man hour labor (e.g., engineering, consultative services). Provides resource scheduling, time entry, and expense submissions.

Plan projects, and create estimates and work schedules

Estimate and track project cost and revenue

Forecast resource requirements for projects in the pipeline

Track project progress and cost consumption

Manage quoting, pricing, and billing for projects

Assign and manage resources

Use reports and interactive dashboards to monitor key performance indicators for successful projects

Monitor and control costs for your project-based work

Consultants can easily enter and track project time and expenses either on mobile or using a web browser.

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Dynamics 365 Project Service Automation

Maximize Financial visibility and profitability

Assess your business health and improve financial controls to drive agility and growth using financial reporting, embedded analytics, and AI-driven insights.

Integrate financials into core processes and automate tasks to boost productivity, support evolving business models, and maximize financial performance.

Minimize costs and optimize spending across business geographies with process automation, budget control, and financial planning and analysis.

Use the guided, rules-based chart of accounts and no-code configuration service to simplify regulatory reporting, electronic invoicing, and global payments.

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