Transform how you do business
Capture new opportunities across your organization when you bring people, data, and processes together with Microsoft Dynamics 365—intelligent business applications that help you manage and run your entire business while better engaging customers.
- Focus and act on the right priorities Take action with confidence. Derive meaningful intelligence from large amounts of complex data to deliver simple to understand, actionable insights that are in context of the customer relationship.
- Personal engagement:
Know your customer better than they know themselves
Understand customer behavior, trends, and potential value. Your sales team will be ready to build and develop customer relationships, regardless of how customers engage with you.
- Customer management:
Spend more time selling and less time on administration
Increase revenue, boost productivity, gain key insights, and reduce costs when you automate your sales processes through a highly intuitive interface and Microsoft Office-embedded capabilities.
- Sales performance:
Create a culture that nurtures success
Accelerate your sales performance with real-time analytics based on historical data and predictive information. Inspire, onboard, coach, and motivate your team to achieve more through fun, engaging competitions.
- 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.
- Self-service and communities:
Help your customers help themselves
Make it easy for your customers to find answers on their own, as well as access a community space to connect with peers and subject-matter experts. And when they require it, customers can seamlessly transition to assisted support.
- Agent enablement:
Help your agents succeed through a single user interface
Give your agents the tools, guidance, and data they need to resolve issues. Agents will speed resolutions and deliver a more personalized, effective level of support using service software that accesses all customer information in one place—even pulling data from systems outside customer service.
- Unified knowledge:
Give agents and customers answers on the spot
Access and deliver consistent answers across channels using a searchable knowledge base. Personalize content on the portal for customers and measure response impact through in-depth analytics.
- Digital intelligence:
Be proactive with built-in digital intelligence
Enable predictive customer service using data analytics built into your customer service software. Identify trends, anticipate opportunities, and gain invaluable insights through interactive dashboards and data visualization capabilities.
Fast-track your business performance
Get a live view of all your numbers and data analytics from Dynamics 365 for Operations. With this Microsoft ERP system, you get the relevant information you need to deliver strategic, data-driven insights to key departments.
Work smarter with connected operations
Get ERP system continuity for visibility across connected distribution, customer service, sales, and marketing systems. Innovate your products and processes to meet rising expectations.
Deliver exceptional customer experiences
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.
- Cloud services:
Roll out powerful ERP tools
Get real-time information on almost any device, at any time. Simplify and accelerate business process changes, seamlessly integrate with legacy systems, and scale globally with Dynamics 365 for Operations.
Project Service Automation
- Solution selling:
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.
- Project planning:
Make it easy for your sales and project managers to collaborate on estimates using templates. For professional automation services, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.
- Resource scheduling:
Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling. Optimize your resources across project service, customer service, and field service—and increase your consultants’ job satisfaction.
- Mobile productivity:
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, schedule automation services, and collaborate using Office 365 higher productivity anytime, anywhere.
- Service analytics:
Use real-time analytics to go from being reactive to proactive. Make it easier to identify actionable trends across your organization—from financials to operations to compliance to KPIs—using customizable dashboards and scoreboards.
- Get super-charged scheduling:
Fit in more appointments a day—to make the most of your employee workloads, mileage, and more—with optimized scheduling tools.
- Equip your mobile workforce:
Give your technicians what they need—in native mobile apps for iOS, Android, and Windows—to offer great field service.
- Profit from predictive services:
Go from a traditional break-fix repair model to a more profitable, never-fail service model with built-in data collection, analysis, and alerts.