Microsoft Dynamics 365
Microsoft Dynamics 365 – Evolve your business on your terms
With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice. Start with just what you need to run your
business—and delight your customers. And then add apps as your needs change.
Apps that work together seamlessly in the cloud.
Each application solves real problems and delivers real value. But combine them and you get the power and possibilities to transform your business.
Turn relationships into revenue
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.
Grow your business profitably
Use built-in digital intelligence and automated business processes to increase your revenue while controlling acquisition costs.
Sell more by staying focused
Maximize your sales team’s performance by reducing distractions and helping them focus on the priorities.
Work smarter to win faster
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.
Find apps that work with Dynamics 365 for Sales
Do even more with Sales using dozens of add-in applications from AppSource. Developed by Microsoft and our partners, they extend what you can do with leads, forecasting, and configure-price-quote (CPQ). Check AppSource often—new apps are added all the time.
Earn customers for life
Offer world-class customer service that leads to loyalty. Dynamics 365 for Customer Service unifies the way people experience your business—across self-service, peer-to-peer service, and assisted service.
Create consistency and loyalty
Provide the seamless service your customers expect by meeting them where they are with the information they need, every time.
Make your agents' jobs easier
Give your agents complete information—in a single customer service software app—to make smart decisions and provide great service.
Get an adaptive engine
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.
Customer self-service and peer-to-peer service
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.
Single user interface
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.
Searchable knowledge base
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.
Built-in digital intelligence
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.
Find apps that work with Dynamics 365 for Customer Service
Do even more with Customer Service using dozens of add-in applications for AppSource. Developed by Microsoft and our partners, they extend what you can do with telephony integration, document management, and more. Check AppSource often-new apps are added all the time.
Big growth for big businesses
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
Work smarter with connected operations
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:
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. Dynamics 365 for Operations also helps you:
Roll out powerful ERP tools
Get real-time information on almost any device, at any time. 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:
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.Kompatible Apps für Dynamics 365 for Operations
Do even more with Operations using dozens of add-in applications from AppSource. Developed by Microsoft and our partners, they extend what you can do with manufacturing, retail, finance, and IT. Check AppSource—new apps are added all the time.
Master the service call
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.
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.
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.
Find apps that work with Dynamics 365 for Field Service
Do even more with Field Service using dozens of add-in applications from AppSource. Developed by Microsoft and our partners, they extend what you can do across all aspects of the service chain. Check AppSource often—new apps are added all the time.
Project Service Automation
Profit from your projects
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.
Create profitable relationships
Earn your customers’ long-term trust—and ongoing business—by reliably setting and meeting their expectations using intelligent tools.
Enable productive employees
Help your teams work efficiently by giving them automation technology and a complete view into their client relationships.
Innovate to grow
Rely on our 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.
Time + expenses
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 our app works with your financial systems.
Find apps that work with Dynamics 365 for Project Service Automation
Do even more with Project Service Automation using dozens of add-in applications from AppSource. Developed by Microsoft and our partners, they extend what you can do with collaboration and productivity. Check AppSource often—new apps are added all the time.
Make marketing smarter
Attract, engage, and retain customers with Microsoft Dynamics 365 for Marketing by Adobe Marketing Cloud. Make every marketing interaction intelligent to deliver more personalized content and experiences.
Know your customer
Maintain a unified customer profile for all your integrated, cross-channel marketing with Adobe Marketing Cloud.
Make it personal
Deliver campaigns that are personalized, contextual, and content-rich with Adobe Marketing Cloud.
Run campaigns to bridge divides
Orchestrate coordinated campaigns across channels—and measure ROI across the board—using Adobe Marketing Cloud.
Microsoft and Adobe are partnering to help you personalize your customers experiences
Strengthen your brand and enliven your customer experiences with Adobe Marketing Cloud working with Dynamics 365 and running on Microsoft Azure.
Deliver a better customer experience
Drive engagement through intelligent customer analytics. Give employees the relevant insights they need to better understand and engage with customers.
Give your frontline employees quick access to insights on how to best serve your customers—without requiring a team of data scientists.
Infuse big data with customer analytics to understand your customers’ needs and identify opportunities that better target marketing resources.
Get everyone in your organization on the same page by using a single, easy-to-reference dashboard that’s configured for marketing, sales, and service teams.
Connect disparate data silos for a comprehensive look at your customers—collecting customer insights and interactions in one place..
Create rich visualizations that illustrate your customer’s engagement and user journey in one easy-to-reference dashboard. No need to sort through numerous disparate data silos.
Analyze your customer’s demographics, purchase history, and interactions to deliver and fine-tune relevant offers and content using customer intelligence and built-in predictive analytics.
Strengthen your customer relationships by tracking interactions to quickly identify at-risk customers and effectively focus resources on them.
Identify hidden opportunities to efficiently target your marketing resources by customer needs, interests, and demographics.
Find apps that work with Dynamics 365 for Customer Insights
Do even more with Customer Insights using dozens of add-in applications from AppSource. Developed by Microsoft and our partners, they extend what you can do with intelligent customer analytics and relevant insights. Check AppSource often—new apps are added all the time.