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Dynamics 365 CRM

Dynamics 365 CRM

Why implement Dynamics 365 CRM solution?

Dynamics 365 CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service, and letting you focus on building and maintaining the customer relationships. This 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 like Dynamics 365, 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.

salesforce crm

Why use Dynamics 365 for CRM?

With Dynamics 365 you get a flexible solution that's customizable to suit your business requirements. Choose a stand-alone application to meet the needs of a specific line of business, or use multiple CRM tools that work together as a powerful integrated solution.

Dynamics 365 for Marketing:

Generate multichannel marketing campaigns, nurture sales-ready leads, and align your sales and marketing teams with planning and tracking tools that integrate with your existing apps and services.

Foster leads

  • Run multichannel campaigns featuring email marketing, web content, and events.
  • Target matched audiences based on LinkedIn interactions using Dynamics 365 Connector for LinkedIn Lead Gen Forms.
  • Personalize the buyer experience by customizing customer journeys based on user engagement.

Make better decisions

  • Gain insights into your brand reputation and market through real-time data analysis.
  • Prioritize leads using multiple lead scoring models.
  • Build custom dashboards to analyse the data that matters most to your business.

Adapt quickly

  • Automate processes for better service engagement experiences.
  • Use artificial intelligence (AI) to guide your business decisions and drive innovation.
  • Rely on the Microsoft cloud platform to reduce operating costs and simplify deployment across your infrastructure.

Dynamics 365 for Sales:

Go beyond sales force automation to better understand customer needs, win more deals and engage more effectively. Sell smarter with embedded insights, foster relationships, boost productivity, accelerate sales performance, and innovate with a modern and adaptable platform. Use AI capabilities to track customer relationships and automate sales execution with contextual prompts that drive sales strategy.

Improve engagement

  • Let customers connect quickly and easily through multi-channel service options.
  • Use the AI of service bots to increase service availability and free your agents for more high-value interactions.
  • Resolve issues quickly using data analysis and predictive care.

Personalize your service

  • Deliver value with every interaction with a complete customer view.
  • Guide agents’ actions toward optimal outcomes using intelligent automation.
  • Create upsell or cross-sell opportunities using contextual customer data.

Streamline your customer service

  • Improve service based on survey feedback, discussion forums, and social listening.
  • On-board new agents quickly with in-app learning options.
  • Optimize your service staff by allocating resources based on service trends that you can monitor in real time.

Dynamics 365 for Customer Service:

Empower customers and agents with the tools they need to ensure quick and accurate resolution, every time. Deliver guided, intelligent service and support on any channel with a unique ability to work with your existing systems.

Grow business

  • Improve win rate with a dynamic, event-driven sales process.
  • Build pipeline with high-quality leads and prospects from a variety of sources.
  • Measure the past and identify leading indicators for the future.

Stay focused

  • Find the right prospects and customers.
  • Always know the next best action to move relationships forward.
  • Build a high-performing sales team.

Win faster

  • Engage and collaborate around strategic deals.
  • Align to the buyer’s journey to deliver personalized engagement.
  • Work anytime, anywhere.

Dynamics 365 for Field Service:

Streamline scheduling, inventory management, and on-site efficiency. Offer quick and transparent communications and tracking functionalities to keep customers connected to your field agents.

Improve operational efficiency

  • Use the Internet of Things (IoT) to detect and solve problems faster.
  • Reduce costs using predictive maintenance.
  • Automate work orders, scheduling, and dispatching.

Empower field agents

  • Boost on-site efficiency by providing technicians with mobile access to home office data.
  • Understand customer preferences and history to deliver more personalized service.
  • Enable technicians to work hands-free by using innovative technology like mixed reality headsets.

Build trust

  • Provide customers with real-time technician location tracking and appointment reminders.
  • Share quotes, contracts, and scheduling information quickly and easily.
  • Let customer’s self-schedule appointments and monitor service with a customer portal.

Dynamics 365 for Project Service Automation:

Empower your employees to anticipate resource demand and work together with collaborative tools that are easy to tailor to your business.

Improve project management

  • Visualize costs and revenue using robust project planning capabilities and intuitive dashboards.
  • Anticipate resource demands and forecast project profitability.
  • Build customer trust using a customer-centric service delivery model.

Optimize resources

  • Make the most out of billable resources using real-time dashboards to measure utilization.
  • Improve skill-based assignments with a unified scheduling engine.
  • Empower service professionals to apply directly to relevant projects.

Increase productivity

  • Foster collaboration across teams by integrating with Office 365 applications.
  • Simplify the contracts process and collaborate seamlessly with customers through a secure portal.
  • Submit, process, and approve time and expenses anytime, anywhere for faster customer billing.

What we do for our customers?

Dynamics 365 CRM Customization Services

We are experts in custom Dynamics 365 CRM customization and configuration and our certified Dynamics 365 CRM Developers and Architects can handle all your development needs. We specialised in developing complex software and building system integrations for our clients with a strong focus on .NET, Dynamics 365, SharePoint and Azure platform.

Dynamics 365 CRM Customization Services
  • Microsoft Dynamics CRM 2011, 2013, 2015 and 2016
  • Microsoft Dynamics 365
  • Dynamics 365 for Sales
  • Dynamics 365 for Customer Service
  • Dynamics 365 for Marketing
  • Dynamics 365 for Field Service
  • Dynamics 365 for Project Service Automation

Dynamics 365 CRM Migration Services

When our customer thinks that it’s time to make a switch to Dynamics 365 CRM then we can help you in migrating from legacy and modern CRM systems to Dynamics 365 CRM solution with specific migration tools.

  • SSIS
  • Kingswaysoft (SSIS Integration Toolkit)
  • Scribe
  • Simego
Dynamics 365 CRM Migration Services

Dynamics 365 CRM Integration Services

We can make your Dynamics 365 CRM solution integrate seamlessly and smoothly with third-party applications, cloud based and mobile based solutions like cross platform(Android, iOS and windows), and external databases. We favour Microsoft Dynamics 365 for our XRM solutions as we believe it is the most flexible and scalable platform on the market with powerful integration possibilities.

Dynamics 365 CRM Integration Services
  • SharePoint Integration
  • One Drive for Business Integration
  • Yammer Integration for your organization
  • LinkedIn Integration for your organization
  • Azure Integration like Logic Apps, Service Bus, Azure functions and Micro services etc.
  • Power Apps, Power BI, SSRS
  • Web Portals
  • Custom web application
  • Cross platform mobile application (Android, iOS and windows).

Need to know more?

For more information about our services:




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