Microsoft Dynamics 365 CRM
What is Dynamics 365 CRM?
Microsoft Dynamics 365 CRM (Customer Relationship Management) is a set of integrated, data-driven software solutions that improve how you interact and do business with your customers. Dynamics 365 CRM is suitable for small to large scale businesses. It offers separate applications for Sales, Marketing, Customer Service, Field Service and Project Service Automation. Depending on your business requirement, you can choose to deploy a stand-alone application or multiple CRM applications to work as a powerful integrated solution.
Microsoft Dynamics 365 Sales
What is Dynamics 365 Sales?
Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns, and follow service cases associated with specific accounts or opportunities.
Make smarter decisions backed by data
Identify and connect with the right buyers.
Personalize Engagement.
Focus on top opportunities to increase win rates.
Free up time for selling
Leverage familiar tools and complete tasks from Outlook.
Guide sellers with prescriptive actions and workflows.
Empower a mobile workforce.
Get up and running quickly
Quick and easy setup that's easy to maintain.
Seamless, integrated tools that work the way your sellers do.
Flexible and extensible platform to easily adapt your solution.
Dynamics 365 Sales integrates seamlessly
with Microsoft 365 - Example 1
Tailor interaction to customers.
Share guidance for optimal outcomes.
Increase performance with actionable insights.
Dynamics 365 Sales integrates seamlessly
with Microsoft 365 - Example 2
Collaborate on deals in a modern workspace.
Easily create, edit, and share sales documents.
Work on the go with mobile applications.
Microsoft Dynamics 365 Marketing
What is Dynamics 365 Marketing?
Dynamics 365 Marketing elevates customer experiences, allowing you to orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty. The Dynamics 365 Marketing app works seamlessly with Dynamics 365 Sales, Dynamics 365 Customer Insights, Microsoft Teams, and other products and allows you to make faster and better decisions using the power of data and AI.
Why Dynamics 365 Marketing?
Dynamics 365 Marketing consists of two primary modules, along with event management. Both modules include capabilities to create graphical email and design interactive customer journeys to support marketing initiatives.
Real-time marketing
Outbound marketing
Real-time marketing
- Respond to customer actions in real time: Respond in the moments that matter with realtime, triggerbased journeys.
- Hyper-personalize your messaging: Personalize messages with dynamic text and images from a flexible set of data sources.
- Connect with customers on the channels they use the most: Use mobile channels to create text messages and push notifications to reach your customers where they are.
Outbound marketing
- Turn prospects into leads: Capture leads, qualify the hottest leads with automated lead scoring, and manage your leads through a custom business process.
- Leverage the power of social media: Post messages to Facebook, Instagram, and Twitter. Capture leads from LinkedIn.
- Manage all of your event needs in one place: Dynamics 365 Marketing’s event planning features allow seamless contact, registration, and attendance management features in one system.
- Meet your audience where they are: Host webinars on Microsoft Teams or on other webinar providers.
Continue the conversation with webinar participants: Stay in touch with your webinar participants after hosting a webinar. You can send personalized registration materials, send surveys, and more to drive awareness and engagement.
Securely add industry or business extensions
- Connect to data sources and services using the Common Data Service.
- Easily add capabilities delivered
by Microsoft partners.
Microsoft Dynamics 365 Customer Service
What is Dynamics 365 Customer Service?
Dynamics 365 Customer Service enables you to personalize each customer experience and optimizes your agents’ productivity so you can earn customers or life. The agent experience is the heart of Dynamics 365 Customer Service. The key to improving satisfaction in service delivery is enabling agents to take customer requests from any channel, handle multiple sessions at a time, interact with multiple apps without losing context, and enhance their workflow with productivity tools.
Why Dynamics 365 Customer Service?
- Available anywhere, on any device.
- Track customer issues through cases.
- Record all interactions related to a case.
- Share information in the knowledge base.
- Use unified routing to efficiently route work items.
- Manage conversations across channels, including voice.
- Use AI-driven embedded insights and analytics to improve customer satisfaction.
- Collaborate with experts in Microsoft Teams.
- 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.
Why Dynamics 365 Customer Service?
- Available anywhere, on any device
- Track customer issues through cases
- Record all interactions related to a case
- Share information in the knowledge base
- Use unified routing to efficiently route work items
- Manage conversations across channels, including voice
- Use AI-driven embedded insights and analytics to improve customer satisfaction
- Collaborate with experts in Microsoft Teams
- 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
What is Dynamics 365 Field Service?
The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they're onsite with customers fixing issues.
Microsoft Dynamics 365 Field Service
What is Dynamics 365 Field Service?
The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.
Why Dynamics 365 Field Service?
- 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
Why Dynamics 365 Field Service?
- 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.
Microsoft Dynamics 365 Project Service Automation
What is Dynamics 365 Project Service Automation?
The Dynamics 365 Project Service Automation helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing.
What is Dynamics 365 Project Service Automation?
The Dynamics 365 Project Service Automation helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing.
Why Dynamics 365 Project Service Automation?
- 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.
- Anticipate resource demands and forecast project profitability.
- Build customer trust using a customer-centric service delivery model.
- Foster collaboration across teams by integrating with Office 365 applications.
- Simplify the contracts process and collaborate seamlessly with customers through a secure portal.
- Submit, process, and approve time and expenses anytime, anywhere for faster customer billing.
Why Dynamics 365 Project Service Automation?
- 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
- Anticipate resource demands and forecast project profitability
- Build customer trust using a customer-centric service delivery model
- Foster collaboration across teams by integrating with Office 365 applications
- Simplify the contracts process and collaborate seamlessly with customers through a secure portal
- Submit, process, and approve time and expenses anytime, anywhere for faster customer billing
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