Microsoft Dynamics 365
Sales, Service, and Marketing on the Microsoft Cloud Platform
Dynamics 365 Platform + Cloud
The differences between ERP and CRM systems are quickly diminishing and the number of applications commonly known from everyday use — Outlook, Excel, Advanced Analytics and Reporting, and the Internet of Things — is on the rise. With Dynamics 365 everything works together in a stable and secure Azure environment.
Dynamics 365 substantially reduces information system integration costs. Companies finally have the ability to put together various parts of the system and create exactly the one they need.
Microsoft Dynamics 365 Advantages
Using sophisticated cloud-based solutions, Software as a Service (SaaS) brings the following benefits:
Possibility to work from home or when travelling
Data is available anywhere and everywhere from any mobile device, even in locations without internet connection.
Quick and easy purchase
All business applications you need can be purchased quickly and easily online without complex implementation processes.
Thanks to the integration with many applications, and the possibility to create custom applications with Azure, you can easily expand and develop your software whenever you need it.
Purchase and operation savings
With SaaS you pay only a monthly fee for active users of subscribed applications.
Integration with Microsoft products
All Microsoft products are hosted in the cloud making integration easier.
Outlook & Exchange Online
Dynamics 365 allows you to track emails, apply Dynamics 365 templates, attach knowledge base articles, create tasks, and access Dynamics 365 records from Outlook.
This integration allows customer data to be easily sourced from a SharePoint document management tool. The documents containing customer data are then automatically attached to the customer record in Dynamics 365. SharePoint saves your database space and reduces the size of your data storage.
OneDrive allows users to create and manage personal documents. Pending documents and drafts saved in OneDrive are automatically synchronised to all desktop and mobile devices allowing you to view and edit the latest documents while away from the office.
OneNote acts as a digital notebook which enables capturing, organizing and storing notes, images, videos and voice recordings by connecting them to Dynamics 365. Using OneNote gives you the ability to make and edit notes for each entity.
Excel integration with Dynamics 365 allows you to export/import data, create Excel templates from existing data, and to update data in Dynamics 365 directly from Excel using worktables and Dynamics 365 tables.
Power BI, a Microsoft reporting tool, collects data from various sources and uses it to create powerful visuals and interactive messages. This integration lets you insert Power BI visualizations into Dynamics 365 personal dashboards and vice versa.
Microsoft Teams focuses primarily on teamwork and allows sharing emails, conversations, files, and documents in one place. It is an ideal tool for both internal and external teams working on a single or multiple projects.
Linking to Microsoft
AZURE and AI
Cortana is virtual assistant created by Microsoft that uses artificial intelligence running in the background of all Microsoft applications. Thanks to the integration with Dynamics 365 and Office 365, Cortana can process information from your calendar about upcoming meetings, including reminders about upcoming calls, or when it’s time to leave for a meeting.
Customer Engagement System
This tool tracks activities, emails, and interactions and creates action cards accordingly, providing clear information to users about important deadlines, dates, or milestones.
Office Delve uses Azure Machine Learning to search documents to find out how you work with them. It saves time by searching for particular documents or texts based on their relevance.
August 2019 – The implementation of Dynamics 365 Cloud CRM allows the central management of customer and contact databases, a price approval workflow, a central database for documents, and many other enhancements. Dormer Pramet was founded in 2014 as the result of a merger between rotary tooling manufacturer Dormer Tools and indexable tooling specialist Pramet Tools. […]
June 2019 – EICHLER COMPANY, a certified supplier of automotive parts for Daimler, FCA, Ford, Geely, GM, Hyundai, Nissan, Renault and many other global manufacturers, implemented a new CRM solution using Dynamics 365 with the primary goal of automating the entire business process from A to Z. The project was delivered by LLP CRM. The CRM […]