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Dynamics 365

In our digital age, it is vital for businesses to provide a personalized and engaging customer experience across all touchpoints--from marketing & sales to service and field operations. Dynamics 365 provides the leading cloud-based CRM platform that unites these business units by breaking down silos in order improve processes and improving relationships with your customers.

Powerful Customer Engagement

Dynamics 365 is a powerful CRM solution which allows you to customize it for your specific customer relationship needs. With out-of-the box features and customizations, Dynamics 365 can meet the unique requirements of marketing, sales, service reps in various industries including but not limited to field services or project management.

You can maximize the value you get from your new Microsoft Dynamics 365 suite of business software by understanding how it works and what other systems will need to integrate with. Unfortunately, things like migrating or changing data sources in a complex system is very difficult without help from an experienced integration partner who understands these complicated technologies.

Why choose Dynamics 365

IT EMPOWERS YOUR TEAM

Dynamics 365 is an intelligent, predictive data entry system that equips your team with tools and real-time insights. It also gives employees access to information anywhere from any device in real time.

IMPROVE PROCESSES

Dynamics 365 works in conjunction with Power Platform to allow businesses to automate processes and streamline workflows. Microsoft's extensive list of applications, including Outlook, SharePoint and Exchange are all compatible with Dynamics 365 for a seamless integration into existing systems. Integrating natively with Azure Active Directory, it extends access outside the network utilizing OAuth 2 Authentication so users have secure single sign-on using industry standard security protocols.

INCREASE CUSTOMER RETENTION

Built-in AI provides a 360-degree view of your customers and allows you to provide personalized service. This makes every customer engagement more positive, meaningful, and memorable for the customer.

ACCELERATE GROWTH

Dynamics 365 is a very flexible and customizable program, which you can use to support any of your business relationships. This visibility and predictive power allow you make informed decisions that will help grow your business.

Dynamics 365 development and implementation

While Dynamics 365 may offer all the CRM functionality you need right out of the box, chances are some configuration and customization work will be needed for your business to enjoy its benefits to the fullest. Given this software’s flexibility however, it can readily be tailored to support many scenarios outside traditional CRM models and improve customer engagement. We are here to help you find the best customization to organize data in a way it will be easy to use for all your teams.

Dynamics 365 Migration and integration

 CRM data migration is the process of transferring your existing CRM records to a new system. If you’re using an older version of Dynamics 365, or another CRM platform and would like to migrate over to the latest generation, we can help! We will clean up all old information contained within, so it fits in with our updated standards, customize the program according to what best suits your unique needs and carry out this transfer from start-to-finish for you without any problems along the way. In addition to building custom integrations with third-party and Microsoft tools, such as Outlook, Power BI or Azure, we can also extend capabilities using the Microsoft Power Platform. Integrating your various applications will improve efficiency while providing a 360 view of all data points at once!

Dynamics 365 Development Process

We start by understanding your unique business needs and goals. For example, every company has different requirements for their system such as integration with other software or important features that are necessary to run the business effectively. After we understand how you will use Dynamics 365, our team configures the appropriate modules, so it fits seamlessly into your current workflow; We fit the tool to suit your specific industry rather than force you change everything about yourself in order to accommodate a certain piece of technology. This includes integrating existing systems that typically cannot communicate with one another but should work together on an everyday basis.

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