Dynamics 365 CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and letting you focus on building and maintaining the customer relationships that matter. A strong Dynamics 365 CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.
DYNAMICS 365 SALES
Dynamics 365 Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.
FEATURE DYNAMICS 365 SALES
- Client Management
- Engagement Platform
- Contact Management
- Marketing
- Forecasting & Gamification
- Digital Selling
- Pipeline Manager Workspace
- Order Management
- Proposal Management
- Lead Management
- Product Information Management
- Competitors Management
- Microsoft Teams Integration
- Microsoft Relationship Sales Integration
- Dynamics 365 Sales Mobile
- Business Process Management
FEATURE DYNAMICS 365 SALES PROFESSIONAL
- Visual Insight
- Simplified Opportunity-to-invoice process
- Customer 360 View
- Sales Data
- Business Process Flow
- Document Templates
- Document Management
- Outlook Add-in
- Teams Add-in
- Forms Pro Support
- Sharepoint Support
FEATURE DYNAMICS 365 RELATIONSHIP SALES
- Linkedin Sales Navigator Integration
- Relationship Visualization
- Contact Analysis
- Next Best Action
- Point Drive Integration
- InMail Communication Support
DYNAMICS 365 CUSTOMER SERVICE
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.
We offer several app experiences for you to choose from, depending on your support organization’s needs.
Use Dynamics 365 Customer Service to:
- 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
Feature Dynamics 365 Customer Service
- Customer Service Center
- Connected Customer Service
- AI-Suggested Cases
- Queue Management
- Case Management
- Task Management
- Service Calendar Management
- Product Information Management
- Client Management
- Service Management
- Omnichannel Chat & Calls
- Integration with Dynamics 365 Virtual Agent for Customer Service
- Unified Intelligent Routing
- Knowledge Management
- Service Scheduling Migration Tool
DYNAMICS 365 FIELD SERVICE
The Dynamics 365 Field Service is part from Dynamics 365 CRM business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set mobile workers up for success when they’re onsite with customers fixing issues.
The Field Service application enables you to:
- 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
FEATURE DYNAMICS 365 FIELD SERVICE
- Connected Field Service
- Competence Management
- Resource Management
- Proactive Service Delivery
- Resource Scheduling Dashboard
- Resource Planning
- Customer Asset Management
- Service Order Management
- IoT Alert AI-Based Suggestion
- Contracts/Offer Management
- Sales
- Return Management
- Billing
- Procurement Management
DYNAMICS 365 MARKETING
Dynamics 365 Marketing is a marketing-automation application that helps turn prospects into business relationships. The app is easy to use, works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Use Dynamics 365 Marketing to:
- Create graphical email messages and online content to support marketing initiatives
- Design interactive customer journeys to nurture leads with personalized experiences
- Tap into LinkedIn’s business prospects
- Share information across teams
- Know your leads better
- Organize and publicize events
- Analyze and document your marketing return on investment (MROI)
- Prioritize leads for more wins
- Make survey results more actionable
- Configure and expand the application
FEATURE DYNAMICS 365 MARKETING
- AI Powered Analytics
- Customer Journey
- Deep Personalization Experience
- Event Management
- Client Management
- Digital Marketing
- Marketing Campaign Management
- Deeply Personalized Emails Campaign
- Layout Editor
- Email A/B Testing
- Support Approvals Using Microsoft Automate
- Microsoft Teams for Virtual Event Support
- Customer Journey Management
- Logistic Management
- Customer Insight Integration