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Microsoft Dynamics 365
Introducing: Microsoft Dynamics 365
Microsoft Dynamics 365
Implement Microsoft Dynamics 365 to reduce costs and be a real enabler of business growth. By managing your customers as well as new sales leads effectively within a cloud-based environment that works with the rest of your business applications, you’ll be able to
delight clients, manage growth, protect data, and empower employees - wherever they work.
Microsoft Dynamics 365
Tap into the Power of Dynamics 365 from Outlook Use the familiar Outlook interface to integrate core functionality from Dynamics 365 and connect Outlook contacts. Track Outlook emails to
any Dynamics 365 record type with a single click
Respond to emails with templates, sales resources and knowledge resources from Dynamics 365.
Update and create Dynamics 365 activities and other actions.
View related Dynamics 365 information when composing or reading an Outlook email.
Works with Outlook for desktop and Outlook web / mobile apps.
Microsoft Dynamics 365
Focus On What Matters
Quickly create personalised views
Get real-time insight across all teams
that dynamically list the data you
and CRM processes including service,
need to work with
sales & marketing
Make quick inline edits from grid views
Easily interpret data using contextual
charts and drill down for further analysis
Microsoft Dynamics 365
Visualize Data in New Ways Improve decisions with data. With Microsoft Power BI,
Cortana Intelligence, and Azure Machine Learning built in, Dynamics 365 helps you turn big data into actionable plans.
Microsoft Dynamics 365
Relationship Insights
Relationship Assistant notifies users about upcoming meetings and events
Cloud services and embedded artificial intelligence continually analyses Dynamics
365 data and Microsoft Exchange Online emails to present notifications that prompt action and increase productivity.
Alerts users to customers questions and potential new sales opportunities by analysing tracked emails.
Microsoft Dynamics 365
Reach Your Goals Create individual and system dashboards, and share team displays with Dynamics 365 users
View insights about your business performance and track progress against key performance indicators
Real-time actionable insight
Nimble decision-making
Embed Power BI analytics
Drill-down dashboards Add charts and list views to Add interactive, real-time visualizations in Dynamics 365 with embedded Power BI dashboards and tiles
user defined dashboards
Microsoft Dynamics 365
Get a Complete View of Every Customer Unify and share complete customer data, across virtually any device to create engaging
interactions. Gain visibility into past and planned customer interactions and activities across marketing, sales and service teams.
Microsoft Dynamics 365
Transform Business Processes
Follow guided processes to reach
Easy access to critical
successful outcomes supported by your
record data
business rules and best practices
Develop intelligent business processes using Microsoft Dynamics 365 to help you target and win customers. Implement processes to facilitate natural tailored experiences that will keep clients for the long-term.
Collaboration and recent interactions at the forefront
Tel: 0800 381 1000
|
[email protected]
Microsoft Dynamics 365
Connected Business Apps & Processes Microsoft Dynamics 365 individual apps work brilliantly on their own, or together. Tailor a solution to your unique needs and do even more using add-in applications from Appsource designed by Microsoft and its partners.
SALES & MARKETING
CUSTOMER SERVICE
PROJECT SERVICE
FIELD SERVICE
FINANCIALS
Lead Management
Case Management
Resource Management
Work Orders
General Ledger
Opportunity Manager
SLA Support
Project Contracts
Service Agreements
Purchase Orders
Pipeline Forecasting
Account Management
Project Planning
Schedule & Despatch
Sales Invoicing
Sales Automation
Service Automation
Resource Scheduling
Schedule Board
Bank Reconciliation
Quote Management
Customer Web Portals
Manage Work Hours
Inventory Management
Pricing & Discounting
Marketing Lists
Contract Management
Project Hours
Mobile Productivity
Job Management
Email Marketing
Service Analytics
Customer Billing
Connected Devices
Returns & Cancellations
Microsoft Dynamics 365
Do Business Anywhere Work and connect with your team from anywhere using virtually any mobile device. Free tablet and mobile apps are available with every Microsoft Dynamics 365 licence to increase productivity and make every second count! Get the benefits of a productive mobile team that can work together wherever they are.
Microsoft Dynamics 365
Connect Marketing Automation Integrate Microsoft Dynamics with leading marketing automation tools including ClickDimensions and dotmailer. Empower marketers to generate and qualify high quality leads while enabling sales to prioritise the best leads and opportunities.
Microsoft Dynamics 365
Manage Any Relationship & Business Process Microsoft Dynamics 365 pulls together all your business processes and familiar Microsoft Office 365 tools to help everyone be more productive and work efficiently using a single connected solution.
Listen Everywhere. Analyse Sentiment. Drive Engagement. Microsoft Social Engagement connects with Dynamics 365 putting powerful social tools in the hands of sales, marketing and service teams - helping you to gain insight into how people feel
about your business and proactively engage with with customers, fans and critics.
Field Service Automation Get the right person to the right place, at the right time, with the right skills and equipment. Ensure customer satisfaction and maximise field service resource productivity by fitting in more appointments.
Gamification
Use principles from fantasy sports games to motivate users to do more. Any data track in Dynamics 365 can be used as the basis for individual and fantasy team based games that will increase productivity through user engagement and competition.
Microsoft Dynamics 365
Connects Your Applications & Data Sources Built on an extensible platform with shared data and digital intelligence, Dynamics 365 gives you single view of your data - and a single platform for business growth.
with Accounting - access client order histories & financial details in Dynamics 365 & send completed orders for processing
with Websites - import new enquiry forms & create new lead records
with Web Tracking - identify which companies visit your website & track these clicks to uncover new prospects & increase online ROI
with Surveys - match customer satisfaction responses & other survey replies to contact records
with Document Libraries - connecting Dynamics 365 with the document management capabilities of Sharepoint and OneDrive
with Customer Portals - enabling clients to log service tasks online, check cases and make updates on-demand
+ Dynamics 365 integrates with many more applications & data sources
Microsoft Dynamics 365
Scalable Database Architecture
Simple tools to configure record forms, views, reports, workflow and security Supports Managed Solutions for Controlled Delivery Highly scalable platform, minimal need for custom coding
Microsoft Dynamics 365
Flexible Licensing Options Choose TEAM MEMBER licenses for users who only require light usage.
Or, choose a PLAN or APP to access the full capabilities of Microsoft Dynamics 365.
Licence users with an individual Dynamics 365 APP that defines their role, e.g. Sales App.
Mix and match Dynamics 365 licenses with a combination of PLANS, APPS and TEAM MEMBERS to fit each user requirement.
DYNAMICS 365 PLANS INCLUDE Microsoft Social Engagement
Licence users with a PLAN to utilise
10GB Cloud Data Storage
functionality across all Dynamics 365 apps
Non-Production Licence
to fit specific role requirements.
Voice of the Customer Mobile Offline 1 x Web Portal
Microsoft Dynamics 365 Presentations
Demonstrating Microsoft Dynamics 365 for Sales Teams [50:58]
Manage Service Cases in Microsoft
Self-service customer web portals
Microsoft Dynamics 365 App for
Dynamics 365 [2:04]
in Dynamics 365 [2:25]
Outlook [1:35]
Preact is a specialist Customer Relationship Management consultancy and a Microsoft CRM Gold Partner. Our business is built on enabling organisations to achieve outstanding success from CRM. With hundreds of successful
implementations under our belt since 1993 we would be delighted to discuss how Preact can help you implement Microsoft Dynamics 365. To get in touch phone us on
+44(0) 1628 661 810 or email
[email protected]