Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a powerful solution for managing business connections and transforming sales, marketing, and customer service activities for growing and mid-market businesses.

Microsoft Dynamics 365 is a cloud-based business applications platform that combines customer relationship management (CRM) and enterprise resource planning (ERP), productivity applications, and artificial intelligence tools.

Dynamics 365 ERP solutions focus on your core accounting, manufacturing, and distribution requirements but are open to more. Overall, their value to your business is to increase your automation, control, efficiency, and scalability.

Dynamics 365 CRM – Sage 300 Integration
Customer Insights
Customer Insights

Users can obtain actionable insights by combining customer data from Dynamics 365, Office 365, and third-party sources. Power BI is a set of analytics, visualization, and artificial intelligence technologies that You may use to discover client behaviors and predict scores.

Field Service

Scheduling resources, contract administration, inventory management, internet of things – connected product intelligence, and customer communication tools are just a few solutions offered.

Customer Insights
Finance and Operations

Manufacturing tools for project management, production planning, scheduling, and cost management; warehousing and inventory control tools for supply chain management; and financial management with reporting and analytics.


Connects Dynamics CRM and Adobe Marketing Cloud to deliver campaign management and customized marketing tools for customers.

Project Service Automation

Project planning, time and expense management, resource scheduling, and service analytics.


Unified commerce tools, store, employee management, operational insights, and merchandise management.


Provide intelligence on prospective customers, personalization and sales productivity, customer engagement, and performance metrics.

Customer Service

Omnichannel customer engagement tools, communities, customer self-service, and tools for support agents.


LinkedIn connects human resources cloud services to handle all aspects of HR, from recruiting, hiring, and onboarding new employees to managing HR initiatives.

360 Degree Solution

Five different apps within Dynamics 365 fulfill a business’s CRM needs. These apps assist your team in making sales, retaining clients, dispatching assistance when needed, and keeping track of everything.

Dynamics 365 Sales

It gives your team a 360-degree perspective of your contacts with prospects and customers, allowing them to plan and forecast future encounters. It provides your sales, marketing, and account management teams with a single source of truth.

Dynamics 365 Marketing

Create nurturing campaigns, calculate lead scores, and provide information for further actions to gain and retain customers to boost your marketing efforts.

Dynamics 365 Customer Service

Keeping track of client complaints, returns, warranty claims, SLAs & entitlements, and how your team handles these transactions may give your customer support staff a head start.

Dynamics 365 Project Service Automation

Excellent for any organization delivering professional services with fixed price or time & material projects (e.g., engineering, consultative services).

Dynamics 365 Field Service

It’s excellent for any company where your workforce performs services remotely. Customer service is also included in these licenses.
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