Microsoft Dynamics 365

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is the next generation of intelligent business applications that enable organizations to grow, evolve and transform. These applications unify CRM and ERP capabilities by delivering new purpose-built applications that work seamlessly together to help manage specific business functions across Sales, Customer Service, Operations, Financials, Field Service, Project Service Automation, Marketing, and Customer Insights.

Accelerate your digital transformation to meet the changing needs of customers and capture the new business opportunities of tomorrow.


Our best solutions, even better together

Built on an extensible platform with shared data and digital intelligence, Dynamics 365 helps your team make the most of every minute.



Get individual apps that work brilliantly on their own or together – so you can tailor a solution to your needs. And with Business and Enterprise editions, you’re covered from a few employees to thousands.



Help your employees work more efficiently. Dynamics 365 pulls together your business process apps and familiar Microsoft Office 365 tools. Employees can do CRM tasks in Outlook and ERP tasks in Excel.



Improve your decisions with data. With Microsoft Power BI, Cortana Intelligence, and Azure Machine Learning built in, Dynamics 365 helps you and your employees turn big data into actionable plans.



Give your teams easy-to-use applications that provide a single view of your data – and a single platform for business growth. They all work with Microsoft Power Apps and Microsoft Flow.



Microsoft Dynamics 365 solutions – Apps that work together seamlessly in the cloud

Each application solves real problems and delivers real value. But combine them and you get the power and posibilities to transform your business.



Dynamics 365 for Sales – Turn relationships into revenue


Grow your business profitably


Use built-in digital intelligence and automated business processes to increase your revenue while controlling acquisition costs.

  • Win new and repeat sales using a personalized sales process.
  • Onbeard new people quickly to get them selling right away.
  • Measure the past, and identify leading indicators for the future.

Sell more by staying focused


Maximize your sales team’s performance by reducing distractions and helping them focus on the priorities.

  • Identify prospects and customers who have the most potential.
  • Make sound, strategic decisions based on digital intelligence.
  • Provide sales coaching when and where it’s needed.

Work smarter to win faster


Close deals faster by working efficiently, collaborating, and applying contextual insights from your sales management software.

  • Set up your sales team to collaborate on strategic deals.
  • Personalize every engagement to the buyer’s journey.
  • Make sure salespeople can work anytime, anywhere.


Dynamics 365 for Customer Service – Earn customers for life


Create consistency and loyalty


Provide the seamless service your customers expect by meeting them where they are with the information they need, every time.

  • Give customers great service on their channel of choice.
  • Make Help easy by providing relevant, personalized service.
  • Proactively address issues by detecting customers’ intent and social sentiment.


Make your agents’ jobs easier


Give your agents complete information in a single customer service software app to make smart decisions and provide great service.

  • Reveal customers’ case histories, preferences, and feedback.
  • Provide guidance on entitlements and service-level agreements.
  • Display it all in a single interface tailored to their job and skill set.

Get an adaptive engine


Respond quickly to customer and market changes within an agile, cloud-based environment that has digital intelligence built in.

  • Adapt and customize easily using configuration, not code.
  • Extend your functionality through a single interface.
  • Rely on advanced analytics and a trusted cloud platform.




Dynamics 365 for Operations  – Big growth for big businesses




Work smarter with connected operations


Get visibility across connected distribution, customer service, sales, and marketing systems so you can innovate your products and processes to meet rising expectations. Dynamics 365 for Operations delivers this ERP system continuity and helps you:

  • Simplify production floor management
  • Accelerate product introductions
  • Offer flexibility in delivery alternatives.


Deliver exceptional customer experiences


Give your salespeople the product and customer information they need to provide immediate, personalized service across social media, mobile sites, stores, and other retail touch points. Dynamics 365 for Operations also helps you:

  • Deliver amazing customer experiences
  • Move products smoothly from procurement to sale
  • Merchandise effectively.




Fast-track your business performance


Get a live view of all your numbers and data analytics from Dynamics 365 for Operations. This cloud-based Microsoft ERP system provides the relevant information you need to deliver strategic, data-driven insights to key departments. This helps you:

  • Gain immediate financial insights.
  • Drive corporate strategy and growth.
  • Decrease debt through efficient collection management.

Roll out powerful ERP tools


Get real-time information on almost any device, at any time. Dynamics 365 for Operations simplifies and accelerates business process changes. And it’s based in the cloud, so it integrates with legacy systems and scales globally with ease. So your organization:

  • Enables rapid business transformation.
  • Cost-effectively supports the IT needs of the business.
  • Grows at its own pace.



Dynamics 365 for Financials – Your whole business, a single system


Connect your business


Consolidate multiple systems into a single, connected application – one that integrates closely with Office 365 – to save your employees time.

  • Manage financials, sales, service, and operations in one place
  • Save time by creating quotes, orders, and invoices in Outlook.
  • Get more done securely with in-app workflows and audit trails.


Make better decisions


Get a complete picture of your business – from accounting, sales, purchasing, inventory, and customer service – with reliable reports.

  • Spot trends and avoid issues with data that’s up-to-date.
  • Share reports on performance, sales, inventory, and orders.
  • Add insights from predictive analytics and digital intelligence.


Start and grow easily


Get up and running quickly in the cloud, so changing financial management systems doesn’t get in the way of running your business.

  • Handle quotes, orders, invoices, purchases, and more on day one.
  • Onboard quickly with the familiar Office interface your employees know.
  • Get the same capabilities on iOS, Android, and Windows devices.


Dynamics 365 for Field Service – Master the service call


Get super-charged scheduling


Fit in more appointments a day – to make the most of your employee workloads, mileage, and more – with optimized scheduling tools.

  • Improve first-time fix rates by dispatching the right technician.
  • Reallocate your resources quickly as new work orders come in.
  • Simplify dispatching with map views and visualizations.


Equip your mobile workforce


Give your technicians what they need – in native mobile apps for iOS, Android, and Windows – to offer great field service.

  • Provide real-time customer information and guidance.
  • Enable technicians to use barcode, RFID, and credit card readers.
  • Process work orders, including signature collection, remotely.




Profit from predictive services


Go from a traditional break-fix repair model to a more profitable, never-fail service model with built-in data collection, analysis, and alerts.

  • Connect any asset easily to the Microsoft Azure IoT Hub.
  • Get remote monitoring and predictive maintenance.
  • Automate remote fixes to minimize technician visits.




Dynamics 365 for Project Service Automation – Profit from your projects


Create profitable relationships

Earn your customers’ long-term trust – and ongoing business – by reliably setting and meeting their expectations using intelligent tools.

  • Deliver accurate estimates to start your relationships right.
  • Become a trusted adviser, using collaborative planning tools.
  • Use a repeatable service model for on-time, on-budget projects.

Enable productive employees


Help your teams work efficiently by giving them automation technology and a complete view into their client relationships.

  • Raise retention rates by matching employees and jobs.
  • Provide collaboration tools to up your team’s productivity.
  • Offer training through self-service tools and portals.



Innovate to grow


Rely on our innovative solution to provide the insights you need to prepare for change, stay competitive, and grow profitably.

  • Set clear, companywide business development priorities.
  • Stay agile using real-time metrics to manage multiple deliverables.
  • Make decisions fast using Power BI and Excel reports.



Dynamics 365 for Marketing – Deliver powerful customer experiences


Tap into a holistic customer view


Use the unified customer profile in Adobe Marketing Cloud as the foundation for your integrated, cross – channel marketing.

  • Get online and offline data combined in a data mart.
  • Work from a centralized profile with a customer’s information.
  • Take advantage of finer segmentation capabilities.




Target a person, not the masses


Create campaigns that are personalized, contextual, and content-rich to maximize your customers’ loyalty and lifetime value.

  • Provide 1-to-1 personalized communications.
  • Send offers that automatically adapt to a customer’s behavior.
  • Deliver personalized, contextual content that drives conversion.

Run campaigns to bridge divides


Orchestrate coordinated campaigns across channels – and measure ROI across the board – using Adobe Marketing Cloud.

  • Coordinate across earned, paid, and owned channels.
  • Get automated workflows with retargeting across channels.
  • Use real-time insights into results and attribution.




Dynamics 365 for Customer Insights – Deliver a better customer experience




Give your frontline employees quick access to insights on how to best serve your customers – without requiring a team of data scientists.

  • Manage every data point from individual customers in real time.
  • Seamlessly integrate with familiar tools, like Outlook and Excel.
  • Connect all your data from any device, channel, or application.





Infuse big data with customer analytics to understand your customers’ needs and identify opportunities that better target marketing resources.

  • Deliver personalized, relevant customer content.
  • Cross-sell and upsell with predictive analytics.
  • Tailor experiences on the spot to increase satisfaction.







Get everyone in your organization on the same page by using a single, easy to reference dashboard that’s configured for marketing, sales, and service teams.

  • Connect into existing data sources – no new systems or training.
  • Enable any employee to prepare and visualize data.
  • Let employees embed customer insights into the app of their choice.



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