Microsoft Dynamics 365
Agility Without Limits.
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.
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.
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
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 Project Service Automation
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.
Dynamics 365 Finance & Operations
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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