A cloud-based business management solution for enterprises.
Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud.
Dynamics 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions, including Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, Dynamics 365 for Project Service Automation and Dynamics 365 for Operations.
Designed to be personalized, enable greater productivity, deliver deeper insights and adapt to business needs, Dynamics 365 applications help businesses accelerate digital transformation to meet the changing needs of customers and capture the new business opportunities of tomorrow.
Create Consistency and Loyalty
Provide the seamless service your customers expect by meeting them where they are with the information they need, every time.
Give Your Agents Complete Information–in a Single Customer Service Software App–to Make Smart Decisions and Provide Great Service.
Respond quickly to customer and market changes within an agile, cloud-based environment that has digital intelligence built in.
Give your agents what they need to serve your customers anytime, on any channel. Customer Service provides a unified platform that makes information available across engagements–so your agents offer the consistency and personalization your customers expect.
Make it easy for your customers to find answers on their own. With Customer Service, you can provide a self-service portal with a searchable knowledge base and an online community space where peers respond. Then, transition them seamlessly to assisted support when they need it.
Equip your agents to handle service interactions in one place on their desktop or mobile device. Unlike other help-desk software, Customer Service provides a single view into all information–from scripting to entitlements to recommendations–so agents can provide personalized service fast.
Give your agents and customers the answers they need on the spot. The knowledge base provides consistent answers across channels. Periodic reviews keep responses current and relevant. And you can get in-depth analytics to measure the impact of the responses.
Move to predictive and proactive customer service, using the data analytics in Customer Service. It provides interactive dashboards and data visualizations that help you pull insights from your metrics, making it easier to identify trends and anticipate opportunities.
Turn service calls into a strategic advantage with Dynamics 365 for Field Service. It provides everything your teams need–from optimized scheduling to predictive maintenance.
Microsoft Dynamics 365 for Field Service is the recommended choice for your field-based service teams, leveraging tight integration between Dynamics 365 for Customer Service case management capabilities and field service work orders to deliver business process driven, best in class field service management. It provides licensed users with access to field service capabilities including work order management, schedule, dispatch, and routing capabilities, repairs and returns management, and inventory management.
Fit in more appointments a day–to make the most of your employee workloads, mileage, and more–with optimized scheduling tools.
Give your technicians what they need–in native mobile apps for iOS, Android, and Windows–to offer great field service.
Go from a traditional break-fix repair model to a more profitable, never-fail service model with built-in data collection, analysis, and alerts.
Provide tools to help your team schedule appointments and dispatch the right resources. Field Service includes tools for service representatives and dispatchers–plus an automated tool that schedules appointments for them–so it’s easy to fit more appointments into the day.
Make it easy to manage all service agreements, including recurring service calls and contracts, installed products, and warranties–across customers and locations. Field service management tools help improve your service delivery and see ways to increase revenue.
Give your team everything it needs to manage your inventory across locations, including warehouses, depots, and trucks. Real-time updates mean your inventory is always accurate, so you can better track your service stock for fewer write-offs, and create better forecasts.
Improve your technicians’ productivity by providing native mobile applications with real-time and offline data. No matter which device they use, they have the customer information and guidance they need right there. And administrators can manage all users and devices centrally.
Lower costs by dispatching technicians only when they’re needed. Field service management tools help your team detect, troubleshoot, and resolve issues remotely. And connected devices in the field help them see–and solve–problems before customers even know about them.
Put your customers at the center of every interaction. Using the customer portal, plus interoperability with Glympse and Twilio APIs, you can give them a complete view of their cases, a live map and photo of their technician en route, and updates by text message and phone call.
Increase your speed of doing business. The complete ERP tools in Dynamics 365 for Operations provide global scalability and digital intelligence to help you grow at your pace.
The Microsoft Dynamics 365 for Operations applications includes full read, edit and approval access across the entire ERP, formally known as the Microsoft Dynamics AX plus Microsoft PowerApps capabilities.
Get a live view of all your numbers and data analytics from Dynamics 365 for Operations. This cloud-based Microsoft ERP system provides the relevant information you need to deliver strategic, data-driven insights to key departments. This helps you:
Dynamics 365 for Operations simplifies and accelerates business process changes. And it’s based in the cloud, so it integrates with legacy systems and scales globally with ease. So your organization:
Give your salespeople the product and customer information they need to provide immediate, personalized service–across social media, mobile sites, stores, and other retail touch points. Dynamics 365 for Operations also helps you:
Get visibility across connected distribution, customer service, sales, and marketing systems so you can innovate your products and processes to meet rising expectations. Dynamics 365 for Operations delivers this ERP system continuity and helps you:
Automate your warehouse processes to reduce operational costs. With Microsoft ERP, your warehouse managers can better control their put-away, quality-control, and picking operations. And, with a flexible workflow engine, they can rapidly respond to changing business needs.
Get global transportation-planning and freight reconciliation. For manufacturing, distribution, and retail companies, this helps you provide the right customer experience at the right price. And business and IT leaders gain visibility and control with a user-configurable rating structure.
Make budgeting easier by giving your budget managers easy-to-use tools. A wizard helps them create budget plan worksheet templates for Microsoft Excel. And at review and approval time, they automatically route their budget plans with worksheets, justifications, and attachments.
Give your sales associates what they need to provide personalized customer service. This enterprise resource planning software delivers rich clienteling, real-time inventory lookup, back-office capabilities, and consolidated purchase data–for the right information at the right time.
Create more accurate demand forecasts to improve your products’ availability and minimize your inventory costs. The tool uses Microsoft SQL Server forecasting algorithms, Microsoft Excel visualizations, and Dynamics 365 for Operations models–for forecasts you can count on.
Provide better shopping experiences to your customers with integrated e-commerce and social media capabilities. Build campaigns and engage your customers through their social media channels of choice–Facebook, Twitter, and Pinterest.
Run your project-based business more productively and profitably using Dynamics 365 for Project Service Automation. It helps you successfully manage your projects–and satisfy your clients.
Microsoft Dynamics 365 for Project Service Automation is designed for professionals who manage projects and the associated customer engagement process end-to-end. This provides licensed users with capabilities required for setting up a project organization, engaging with customers, project scheduling and costing, managing and approving time and expense, and closing projects.
Earn your customers’ long-term trust–and ongoing business–by reliably setting and meeting their expectations using intelligent tools.
Help your teams work efficiently by giving them automation technology and a complete view into their client relationships.
Rely on the innovative solution to provide the insights you need to prepare for change, stay competitive, and grow profitably.
Give your business development team a single place to access sales force automation services and social insights that make every conversation relevant and productive. The team also can collaborate within the app on pursuits and proposals using a client-centric approach.
Make it easy for your sales and project managers to collaborate on estimates using templates. For professional services automation, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.
Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills, availability, and interest. This optimizes your resources across project service, customer service, and field service–and increases your consultants’ job satisfaction.
Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, and collaborate using Office 365 anytime, anywhere for higher productivity.
Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are easy with desktop, web, and mobile apps. And configurable process flows ensure these tasks go smoothly at every step.
Give your project managers one location where they can review, override, and approve all job costs. They can generate, approve, and distribute customer invoices in email and on the web. And staying compliant is easier because the app works with your financial systems.
Sell more, faster with Dynamics 365 for Sales. It brings digital intelligence into each deal, so you can predict customer needs–and meet them with personal attention that builds relationships and revenue.
For your sales team, Microsoft Dynamics 365 for Sales provides core sales capabilities for a significantly lower price than comparable offerings from other vendors, including lead and opportunity management, product, price list, and order management, as well as sales group management functionality.
Use built-in digital intelligence and automated business processes to increase your revenue while controlling acquisition costs.
Maximize your sales team’s performance by reducing distractions and helping them focus on the priorities.
Close deals faster by working efficiently, collaborating, and applying contextual insights from your sales management software.
Empower your salespeople with predictive analytics, digital intelligence, and automated lead scoring. And with signals from both the Sales app and Office 365 to help them assess their customer relationships, they get all the tools they need to choose the next step.
Tap into the wisdom and experience of your team with shared meeting notes, events, and custom sales documents created with real-time coauthoring. Use OneNote within the Sales management software to take notes and share your work.
Help your salespeople zero in on the right leads, contacts, and opportunities as they build out your pipeline. Dynamics 365 for Sales provides social insights, up-to-date company information, and an embedded sales process–so your reps know how and when to engage.
Motivate your sales team with the perfect mix of information and collaboration. Easy-to-use dashboards help you set smart goals and monitor results. Built-in Help helps you align your team’s actions with best practices. And gamification encourages healthy competition.
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