The Customer Engagement Plan offers clients phone and web support.Ĭompanies with the Unified Operations or Dynamics 365 Plans can purchase Lifecycle Services, which provides technical support through a dedicated project manager and IT administrator.Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Microsoft provides users with self-help resources such as a documentation library, help center and community forum where users can ask questions to peers and experts. Companies can integrate the solution with Microsoft Power Platform ( Power BI, PowerApps and Flow), as well as Office 365 and LinkedIn.
MICROSOFT 365 FOR BUSINESS REVIEW SOFTWARE
The software can be implemented through the cloud or on-premise. Microsoft works with third-party consultants who provide expert guidance and support in buying, implementing and optimizing Dynamics 365 applications. Microsoft Dynamics 365 serves businesses, nonprofits and governments worldwide. Some of its features include AI functionality, inventory management and maintenance planning. Supply Chain Management – This module helps companies run their manufacturing processes more efficiently. It includes features to onboard new hires, streamline HR processes and enable employee self service. Human Resources – The Human Resources module helps businesses attract top talent, increase employee performance and improve HR management. Service technicians can become more efficient at solving problems in the field with mixed-reality, automation and remote-assist tools. It anticipates resource demands, forecasts profitability and provides collaboration tools.įield Service – The Field Service module optimizes labor resources. Project Management – The Project Management module uses a predictable and customer-centered service delivery model to help companies successfully plan and deliver projects. Companies can access a centralized finance dashboard with real-time business intelligence and embedded analytics. Intelligent virtual agents provide tailored service experiences without additional labor costs.Ĭommerce – The Commerce module optimizes store management, merchandising processes, customer fulfillment and inventory utilization.įinance – The Finance and Operations module includes all the features of Microsoft Dynamics AX. Companies can find and nurture leads by connecting sales and marketing departments, as well as understanding market trends with web and social insights.Ĭustomer Service – The Customer Service module creates positive experiences for customers through multiple channels and devices. Marketing – The Marketing module targets prospects through multi-channel campaigns and increases the number of qualified leads.
Companies can also enhance the buying experience by showcasing products with mixed reality. A customer dashboard offers actionable insights and predictive guidance. Companies can prioritize the right prospects, optimize the sales process, personalize customer engagement and build meaningful relationships. Sales – The Sales module includes all the core features of Microsoft Dynamics CRM. Microsoft Dynamics 365 includes the following modules: For example, in the Human Resources module, employees can submit their leave request via Teams, and in the Sales module, sales reps can make calls with the embedded Teams dialer via Dynamics 365. Users can contact their colleagues by chat or email straight from Dynamics 365, and if they’re collaborating within Teams, they can access Dynamics 365 processes. Microsoft has recently announced an integration between Dynamics 365 and Teams. The solution offers:Ī mobile app is available for iOS and Android.
The solution’s CRM features give clients the ability to unify relationship data using the LinkedIn Sales Navigator, coach sales employees with onboarding and analytic dashboards, and tailor customer experiences at scale.ĭynamics 365 also takes a modern approach to ERP functionality by incorporating artificial intelligence (AI), machine learning and mixed-reality (a hybrid of reality and virtual reality) tools for businesses.
MICROSOFT 365 FOR BUSINESS REVIEW MANUAL
Companies can operate more efficiently by automating and optimizing manual tasks with intelligent workflows. The platform includes rebranded versions of Microsoft Dynamics AX and Microsoft Dynamics CRM.ĭynamics 365 helps companies make better decisions based on data-driven insights and recommendations. Microsoft Dynamics 365 is a modular, cloud-based enterprise resource planning (ERP) system with advanced customer relationship management (CRM) capabilities.
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