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What Is Microsoft Dynamics 365?

Manage Your Entire Business With One Application

How much time do you waste every day, struggling with multiple applications to get your work done? It’s time to simplify your routine. Dynamics 365 has all the features you need to cover almost every aspect of your business. From Sales (CRM) to Financials, to Operations (ERP) to Customer Service. Start with one app and then add more as your business evolves.

Dynamics 365 Business OR Enterprise Edition

Whether you run a small business or a large corporation, you need a plan that’s right for your company. Planning a short-term project? Go for a monthly plan or a standalone application. Want to make sure your team has access to all the functionalities in each application in Dynamics 365? Choose the full use option. Pick the plan that is right for your company’s needs, now and in the long run.

Microsoft Dynamics 365 Solutions

Microsoft Dynamics 365 for
Sales

Focus and act on the right priorities

Take action with confidence. Derive meaningful intelligence from large amounts of complex data to provide sellers with contextual, actionable insights that are easy to understand.

  • Increase sales velocity by identifying prospects most likely to buy based on predictive intelligence
  • Know where to focus with insights that reveal relationship health and risk
  • Spot buying signals, identify competitive threats, and keep a pulse on the market with social media
  • Engage your customers in more personalized, effective ways through customer intelligence

Microsoft Dynamics 365 for
Financial management

Transform your business performance

Create more efficient processes, deliver robust reporting and analytics, and ensure regulatory compliance across 34 countries, in 60 different languages.

  • Decrease time to value and facilitate faster, more confident decisions using roll-based workspaces with embedded analytics
  • Adapt to changing business requirements by tailoring chart of accounts, dimensions, and rules
  • Provide checks and balances using process automation, encumbrance, budget planning, budget control, and three-way matching
  • Efficiently track values and reduce reporting errors by automatically managing capitalized assets
  • Meet public sector requirements for encumbrance and budgeting

Microsoft Dynamics 365 for
Customer Service

Omni-channel engagement

Connect with customers anytime, anywhere
Support your customers wherever and whenever they need it. Deliver the personalized, consistent service customers expect across their choice of device and channel—including social media.

  • Use a unified platform for consistency and visibility across channels
  • Get deeper insights with a 360-degree customer view
  • Personalize interactions based on past interactions and behavior

Microsoft Dynamics 365 for
Field Service

Get the right resources to the right place at the right time

Optimize your field service management. Organize people and equipment with flexible scheduling options to accommodate both customer service representative and dispatcher workflows—including more precise appointment scheduling—so it’s easy to fit more appointments into the day.

  • Easily schedule resources manually, with recommendations, or automatically
  • Identify and organize available field service resources by category to create a smarter workload and resource balance
  • Match skill sets of the technician against the work requirements
  • Take geography, availability, truck inventory, regulatory requirements, customer preference, and service level agreement into account

Microsoft Dynamics 365 for
Project Service Automation

Give your business development team a unified sales experience with professional services automation. Collaborate on both product-based and project-based opportunities using social insights. Make every customer conversation relevant and productive using a client-centric approach to finalize project scope and statements of work.

Microsoft Dynamics 365 for
Marketing

Connect sales and marketing

Creating a seamless customer experience starts with well-connected tools. Unify your sales and marketing with Adobe Marketing Cloud and Dynamics 365 for a complete view of your customer. Know about all the interactions customers have had with you to help create a seamless experience for them—whether they’re responding to your marketing campaigns or speaking with your sales team.

  • Deliver consistent messaging between sales and marketing
  • Increase retention rates, reduce sales cycles, and increase close rates
  • Drive revenue and marketing ROI with campaign management tools

Is Dynamics 365 Right For My Business?

With the wide range of plans available, it’s hard to go wrong with Dynamics 365. Start with the apps you need. You can always add more as your business needs change. Wondering where to start? Our Dynamics 365 experts can help.

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