Microsoft Dynamics 365 is a comprehensive business technology platform that includes Customer Relationship Management (CRM) and Enterprise Resources Planning (ERP). It's a cloud-based solution that runs on the Microsoft Azure business applications platform for emerging industries. It adds significant value to overall business operations with an improved user experience across all verticals in an organization.
All organizations need access to accurate information at the right time to the right people, to be able to run an efficient and successful business. Microsoft Dynamics 365 has the tools to provide the correct data to the right employees throughout the organization, whether using the web, mobile, Office 365, or Microsoft Outlook.
All business enterprises need to optimize their business tasks, collaborate between different units, and also drive growth. Microsoft Dynamics 365 provides practical solutions to enable running a business successfully across all verticals.
Every emerging business organization has customer service, sales and revenue, business data, reporting, tedious repetitive tasks, and business communications. In dynamic markets and changing economies, user-friendly and collaborative applications, providing seamless business communications, instant messages, and virtual meetings are critical to run hybrid and remote business continuity.
Microsoft Dynamics 365 has all the modules to enhance any business by integrating with the Microsoft products already in use in the organization, such as Microsoft Office 365, Microsoft Outlook, Microsoft Teams, and Microsoft Share Point.
Microsoft Dynamics 365 for Sales
Microsoft Dynamics 365 for Customer Service
Microsoft Dynamics 365 for Field Service
Microsoft Dynamics 365 for Project Service Automation
It depends on the industry needs and the verticals to adopt and scale these modules and integrate them with their existing systems and services. These modules will enhance the user experience across all verticals.
Let's see the brief functionality of each module:
The sales module allows businesses to manage their customers, contacts, services, issued orders, and resolutions.
A salesperson can grab any sales opportunity with all the information at his fingertips and be fully prepared.
The sales team will have access to complete customer information and can provide the right solutions to boost sales and customer experience.
The main element in the sales module is the account. This entity has customer, vendor, partner, and affiliate information. You also have access to contacts associated with the accounts, and also information about leads, which are your prospects, potential customers, or potential sales.
The most critical element in the customer service module is cases. These cases allow the organization to resolve customer issues, complaints, and challenges. You can create a case, assign a service agent, fix it, or reopen it if required.
You have a calendar where all the service activities are visible. You can schedule your calendar showing all your resources according to the services, show activities with their status, and synchronize with Outlook to stay in the loop.
You also have queues to organize, prioritize and monitor the progress of work. Queues can be made public or private, and used for different cases. All these elements can help you automate the customer service process.
The field service module allows you to manage the field's mobile workforce to solve customer issues. The most critical element here is the work order which provides information about the work to be done in the field. You can create the work orders manually and convert them from an opportunity, a case, or an agreement. It's a simple and efficient process to manage mobile field jobs.
You have agreements that allow the generating of work orders and invoices automatically.
This module allows you to manage projects from end-to-end for your company. You can manage projects about your customers in this project service automation module. Here you have project opportunities which are warm leads who are interested in your project services. Some companies provide project services like sub-contracting and construction projects, which are handy in dealing with all these kinds of activities.
If your business grows and expands geographically, you can add Microsoft Dynamics 365 ERP. The ERP solution has financial management, supply chain management, manufacturing management, and project and service management modules.
Microsoft Dynamics 365 has a user-friendly interface for smooth functioning.
Data can be mobile with the Dynamics CRM, to be used with mobile and tablet clients, and Microsoft Outlook, so that the sales workforce in the field can access the right resources at the right time.
We have many success stories of organizations using Microsoft Dynamics 365 across the globe.
Microsoft Dynamics 365 is one of the fastest-growing business solutions for emerging industries across all verticals. Gartner research firm has recognized Microsoft Dynamics 365 as a visionary business solution.
Web Synergies will help you with Microsoft Dynamics 365 consulting and implementing, with strategies in transforming how the business creates value, how people work, and the ultimate business bottom line. We are a Microsoft-managed Gold Cloud Platform partner.