Overview

Managing your client relationships is even easier with Dynamics 365. Dynamics 365 combines existing Microsoft products such as Dynamics CRM, Dynamics NAV, and Dynamics AX into one seamless solution. Finally, these components work together to allow your company to track customers across the whole life cycle of their interaction with you.

Microsoft Dynamics 365 brings new levels of customer intelligence, providing every customer-facing employee the information they need to truly impress customers.

You no longer need to worry about maintaining data across your CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems as all the information is seamlessly integrated.

Microsoft Dynamics 365 allows you to select only the components you need and comes in two versions (Enterprise - More than 250 employees, and Business - 10 to 250 employees) so the possibilities for organisations large and small are limitless.

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Benefits

  • Centrally manage leads, accounts, emails, phone calls, product sales, and services
  • Access client data even when offline
  • Powerful reporting
  • Very customizable
  • Integration with Microsoft PowerApps and Cortana

Technologies

Microsoft Dynamics 365

With Microsoft Dynamics 365, you can create a centralized repository of customer data and Contact management system that sits neatly alongside Microsoft Office 365 including Microsoft Outlook - the applications most employees use every day.

From Outlook, you can access Microsoft 365 sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business.

365 Architecture:

  • SQL Server Backend
  • ASP.NET/Outlook Front-End
  • Tablet App (iPad/Windows 10)

SSW Dynamics Consultants are often called in to:

  • Deploy & Configure Microsoft Dynamics 365
  • Develop Dynamics 365 Customizations
  • Migrate/upgrade from Microsoft CRM to Dynamics 365
  • Migrate data from legacy business systems to Dynamics 365
  • Integrate/Synchronise Microsoft Dynamics 365 with other systems (e.g. your accounting system)
  • Present training sessions to Administrators and Users
  • Upgrade ACT and Goldmine to Microsoft Dynamics 365

Use only the components YOU NEED

Dynamics 365 is a collection of components designed to work together. Mix and match the parts you need while not missing out on the core functionality.

Sales

Dynamics 365 Sales
  • Track your leads, opportunities, and customers
  • Track sales performance
  • Engage with your clients

Customer Service

Dynamics 365 Customer Service
  • Build a knowledge base for fast client self-service
  • Leverage in-built ticketing service
  • Track customer trends across social platforms

Operations

Dynamics 365 Operations
  • Get everything you would expect from a fully functional ERP
  • Harness powerful Warehousing, Transportation, POS E-Commerce and Demand forecasting to track every part of your company
  • Make budgeting and planning easier than ever before

Field Service

Dynamics 365 Field Service
  • Schedule your resources and optimize your dispatch process
  • Enable your staff with native Mobile Apps on all your favourite devices
  • Give your technicians inventory data in real time

Project Service Automation

Dynamics 365 Project Service Automation
  • Help your Project Managers plan and schedule projects
  • Simplified customer billing and approval
  • Improve your company's time and expense management

Marketing – Coming soon!

Dynamics 365 Marketing
  • Harness the power of Adobe Marketing Cloud from within Dynamics 365
  • Get a 360-degree view of customer interactions
  • Anticipate customers' needs using insights from your own data

Customer Insights

Dynamics 365 Customer Insights
  • Improve your productivity by gaining access to customer insights
  • Use big data to understand all the interactions going on with your business
  • Create visualizations for key stakeholder meetings

All your Microsoft Products seamlessly integrated

Dynamics 365 is built with Power BI, Cortana, and Azure Machine Learning, giving you an unparalleled ability to understand your data and grow your Dynamics 365 as your company's needs change.

Office 365 is fully integrated, allowing all client interactions to be linked to Dynamics 365 while allowing your staff to use the tools they know and love.

Microsoft Power Apps allows for the creation of applications that can expand your environment to meet even the most unique of your organisation's needs.

Contact SSW now to see how we can prepare you today for the migration to MS CRM 2016.

SalesForce is another great option for your CRM

SSW consultants also regularly implement SalesForce. SalesForce CRM is an online web-based application that captures and organizes communications and information from current or prospective customers from numerous departments across a company. SalesForce also combines business processes, people, and technology together to achieve a common goal.

Figure: Analytics Module - Shows you how your products are doing at different times and places

Australia Wide

We have consultants available in all Australian capital cities including Sydney, Melbourne, Brisbane, Adelaide, Perth and Canberra.

Get your project started!