Microsoft Dynamics 365
Microsoft Dynamics 365 CRM is a flexible, efficient and cost-effective means to drive your business into achieving higher productivity and consequently greater Return of Investment (ROI). CRM helps to reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, sales force automation and customer service.
Accelerate success with the connected business cloud
Choose one, some, or all. Dynamics 365 applications work seamlessly together for a comprehensive solution that runs your entire business—including sales, marketing, service, operations, and commerce. You’ll get a 360-degree view of your organization to uncover the real-time insights that bring better results.
Turn prospects into engaged customers
01.
Nurture more sales-ready leads
02.
Personalize buyer experiences.
03.
Build customer relationships at scale.
Sales
Lead management
Opportunity Manager
Pipeline Forecasting
Sales Automation
Quote Management
Marketing Lists
Emaill Marketing
Opportunity Manager
Pipeline Forecasting
Sales Automation
Quote Management
Marketing Lists
Emaill Marketing
Sales
Buying is a journey—empower your sellers to lead the way
Today’s buyers are changing the rules of the game. They want experiences, and that includes frictionless transactions. But that isn’t enough. Go beyond transactions and interactions to give your buyers unique experiences that build trust. Transform the sales experience with Dynamics 365 Sales.
Enable smarter selling with contextual AI
Focus on the right customers, build trusted relationships, and take swift action using AI-driven guidance to optimize buying experiences.
Empower sellers to build relationships
Keep the focus on relationships using unified solutions and data across LinkedIn Sales Navigator, Dynamics 365 Sales, and Office 365.
Boost sales productivity with seamless tools
Free up more time for engagement using familiar and cohesive tools and intelligent automation to streamline the sales process.
Improve coaching and sales performance
Effectively coach sellers using data-driven feedback, make decisions based on real-time data and emerging trends, and drive revenue with pipeline analysis, deal insights, and relationship analytics.
Increase sales profitably with advanced insights
Identify and replicate successful sales calls using conversation intelligence, and help sales teams sell smarter with contextual AI-driven insights.
Innovate with sales solutions built to evolve
Drive digital transformation with adaptable and scalable sales solutions that are easy to tailor, extend, and connect to other applications and services you already use.
Sell smarter with contextual insights
Improve conversion and win rates with lead and opportunity scoring based on advanced scoring models to identify customers most likely to convert and buy.
• Increase response rates through warm introductions from colleagues who are already emailing, meeting, and collaborating with prospects.
• Increase response rates through warm introductions from colleagues who are already emailing, meeting, and collaborating with prospects.
Show sellers when and how customers interact with their emails, so they can be more proactive and responsive in their email communications.
Keep relationships on track with signals from Dynamics 365 and Office 365 that reveal relationship health and risks.
Build relationships with authentic and personal engagement
Unify relationship data and processes with LinkedIn Sales Navigator integration so sellers can build trust and easily manage relationships at scale.
Get profiles and insights with LinkedIn Sales Navigator integration, including related leads and ways to secure a warm introduction.
Keep track of contacts and visualize relationships among contacts with interactive org charts and personalize sales documents with embedded Office 365 tools that fit the way sellers work.
See the customer’s point of view and improve sales engagement by combining your customer data with survey insights from Microsoft Forms Pro—included with Dynamics 365 Sales.
Free up more time for selling
Minimize routine tasks with contextual prompts that, as sellers enter notes, will suggest new records to create.
Concentrate on selling with sales playbooks that contain repeatable, winning sales techniques and contextual reference materials.
Spend less time searching for content with modern sales enablement capabilities that intelligently recommend the most relevant content and related training to sellers.
Reduce training with a business process User Interface (UI) that provides contextual guidance during every phase of the sales cycle.
Boost sales productivity with seamless tools
Improve coordination between sales and marketing with cross-team visibility into campaigns and prebuilt workflows that automatically hand off sales-ready leads.
Collaborate on deals across functions and geography with customer information and document sharing directly from Microsoft Teams, a modern hub for chat, meetings, documents, and business applications.
Minimize manual data entry by scanning and converting business cards into new records in Dynamics 365
Streamline workflow with modern mobile applications and familiar tools like Outlook, Excel, and SharePoint that work seamlessly with Dynamics 365 Sales.
Build buyer confidence in your products with mixed reality from Dynamics 365 Product Visualize.
Accelerate sales performance
Streamline planning and increase forecast accuracy using intuitive seller-generated projections augmented with predictive forecasting.
Promote accountability with snapshots and deal flow visualization to track and analyze pipeline changes.
Help sales managers drive performance with deal insights, relationship analytics, and conversation intelligence.
Discover emerging customer needs, competitive dynamics, and market trends with AI-driven insights.
Identify at-risk deals, gain visibility into conversations, and provide actionable feedback through built-in coaching tools.
Innovate with flexible solutions that grow with your business
Accelerate time to market by quickly adapting the prebuilt Sales and AI applications to your needs with visual editors. Automate workflows, analyze data, and easily build custom applications with Microsoft Power Platform.
Easily deliver insights to your sales team with built-in AI. Customize insights to fit your sales process—no code required.
Reduce the cost and complexity of operating a global infrastructure with Azure, and help safeguard your data throughout Microsoft datacenters.
Transform the end-to-end customer journey by unifying your marketing, sales, and service data.
Customer Service
Dynamics 365 Customer Insights
Use an intuitive and flexible customer data platform (CDP) to unlock insights and power personalized customer experiences. Unify all your customer data across the full range of sources to get a single view of customers in real time.
Make the benefits of AI a reality for your business
Maximize customer lifetime value with AI-driven insights based on unified customer profiles. Transform into a customer-centric organization where marketing, sales, and service professionals have the insights they need to personalize engagement. See results faster with a real-time enterprise grade CDP designed to deliver insights that employees can act on with minimal training and IT assistance. Perform high-speed analytical processing and customize the solution using Microsoft Azure and Power Platform.
Deliver personalized experiences with a 360-degree view of your customers
Get a holistic view of customers
Bring together all your transactional, observational, and behavioral data in real-time with prebuilt connectors to create persistently up-to-date profiles for contacts and accounts. Unify your data by resolving customer identities with recommendations based on AI and machine learning. Enrich customer profiles with an array of first- and third-party signals such as audience intelligence from Microsoft Graph, product usage, market trends, and customer feedback.
Discover insights and take action
Employ out-of-the-box machine learning templates to predict churn, next best action, and product recommendations. Discover new audience segments with AI-driven recommendations, or define your own. Activate real-time insights on destinations including analytics, email marketing, advertising, and customer engagement platforms through turnkey integrations with Microsoft and third-party applications. Embed Customer Insights cards into your business applications for contextual insights and informed action. Trigger workflows in response to customer signals by using Power Automate.
Adapt and extend the solution for your needs
Get started quickly with intuitive, guided experiences. Extend Customer Insights using Azure Synapse Analytics to combine customer data with financial, operational, and unstructured IoT data to build custom machine learning models. Connect your customer data with Microsoft Power BI to customize dashboards and reports. Build custom apps with embedded customer insights by using Microsoft Power Apps.
Rely on a productive and trusted platform
Shorten time to value with a self-service CDP built on Azure, with the flexibility to bring your own Azure data lake. Support stringent compliance requirements and the General Data Protection Regulation (GDPR) with built-in privacy, security, and governance tools while retaining full ownership of your data. Rely on Microsoft expertise in AI research, responsible AI, and cloud, data, and developer platforms to surface insights that help you serve your customers better.
Marketing
Personalize buyer experiences
Build more rewarding business relationships when you create seamless experiences that increase lead generation, strengthen your marketing capabilities, and expand your sales opportunities with Dynamics 365 Marketing.
Orchestrate customer journeys
Easily orchestrate personalized multi-channel journeys that deliver the right message at the right time in the right channel to create rewarding relationships.
Align sales and marketing
Create seamless customer experiences through marketing automation, shared data, and business processes connected to Dynamics 365 Sales to increase lead generation and productively nurture leads.
Make informed decisions
Improve automated marketing performance with AI-driven insights, lead scoring, and custom dashboards, plus gain a 360-degree view of customers through integration with Dynamics 365 Customer Insights.
Grow with an adaptable platform
Personalize and extend the capabilities of Marketing by easily connecting it with the apps and services you already use. Built-in privacy features help you comply with GDPR regulations and accessibility guidelines.
Explore Dynamics 365 Marketing capabilities
Personalize buyer experiences to increase demand
Orchestrate customer journeys based on prospect buying behavior and preferences to engage with the right message at the right time in the right channel. Deliver messages triggered by transactions such as purchases, returns, and payments. Send personalized, contextual emails to the same contact as the journey evolves.
Attract the right prospects by running targeted, multi-channel marketing campaigns with marketing automation capabilities that include email marketing, web landing pages, events, telemarketing, SMS integration, and LinkedIn integration.
Create campaign assets quickly with marketing automation features including configurable templates, reusable content blocks, and design tools. Use Microsoft Power Automate to streamline content approvals.
Run business-unit-level marketing with reusable shared campaign content and custom audience targeting.
Simplify event management with an attendee-facing web portal and registration, session, speaker, and venue-logistics management capabilities—including integration with ON24 and other webinar providers.
Align sales and marketing
Create a single view of prospects and unify data across contacts, leads, and customers with Dynamics 365 Sales.
Identify, target, and close top accounts with personalized, account-based content and nurture activities.
Track and prioritize leads across all touchpoints with multiple lead-scoring models and sales readiness grades.
Increase productivity and improve coordination between marketing and sales with prebuilt workflows that automatically hand off sales-ready leads and drive follow-ups. Quickly write and send marketing-branded emails to targeted recipients using the send now feature.
Simplify collaboration with familiar Office 365 tools, shared calendars, and cross-team visibility into campaigns and leads.
Make informed decisions
Improve marketing effectiveness with prebuilt dashboards and marketing analyzers—or build your own custom dashboards.
Test and choose the right content using built-in A/B testing and the ability to include fully rendered dynamic content. Send messages at the right time with smart scheduler, and improve open rates using spam score.
Better understand customer needs by monitoring the customer journey and gathering information using surveys from Microsoft Forms Pro.
Target the right audience and focus on the highest-priority leads by leveraging data from Dynamics 365 Customer Insights. Set up multiple lead-scoring models to enrich customer engagements.
Grow with an adaptable platform
Adapt marketing to your needs using tools like no-code visual editors that simplify build-and-deploy processes for the web and mobile apps.
Easily integrate data from Dynamics 365 and third-party apps and systems. Automate processes using either built-in workflows or new Microsoft Power Automate workflows.
Enhance marketing campaigns and inform target segments with customer journey and segment APIs that can be used to integrate directly with Dynamics 365 Marketing and external systems.
Market globally while maintaining compliance with today’s privacy and compliance requirements and regulations. Request, capture, and store consent—a core tenet of GDPR—and drive your marketing activities based on consent given by your audience.
Integration with Existing Systems
Integrate existing or custom-developed software, Microsoft Dynamics CRM has been designed using industry standards, including .Net Framework, ACORD messaging, which makes it easy to integrate into your enterprise architecture.
The system integration required for the systems would be done via a middleware or via web services.
