Microsoft Dynamics 365

Dynamics 365 unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations, financials, marketing, and project service automation. Start with what you need, add applications as your business grows.


Better engage customers

Empower employees

Optimize operations

Reinvent products and business models

Microsoft Dynamics 365 for Finance & Operations

Global borders are shrinking, creating new competitors and new ways of doing business in newly developed digital channels. Customers are also changing, with new purchasing behaviors and service expectations that reflect the digitally connected world we live in today. Organizations need a business management system that enables them to seamlessly transition to this digital operating model, while keeping business-critical operations running smoothly and cohesively.

Microsoft Dynamics 365 for Operations delivers enterprise ERP capabilities within a single, cloud-based business application. Dynamics 365 for Operations connects supply chain, financials, sales and purchase orders, inventory, production, and distribution processes all in one app. Organizations gain the visibility and digital intelligence they need to optimize operational efficiency, deliver outstanding customer experiences, and accelerate growth.


Leverage the power and flexibility of the cloud to scale globally. No longer are you constrained by rigid IT infrastructure that hinders system expansion; the cloud infrastructure of Dynamics 365 for Operations enables the app to grow with your business, at your pace.


Always stay ahead of the competition with innovative operations management. Dynamics 365 for Operations offers next-generation cloud innovation, ensuring that your company always has world-class, industry leading technology for managing people and processes.


Supply Chain Management

Get end-to-end visibility into each step of the supply chain. Dynamics 365 for Operations unifies and consolidates supply chain operations, helping organizations streamline processes, enhance vendor and inventory management, and increase delivery speed.

Warehouse Management

Move the right products at the right times, to the right customers. Dynamics 365 for Operations automates warehouse operations, allowing businesses to reduce inbound and outbound processing and delivery costs, and leverage total visibility for product picking and putting away.

Financial Management

Solid financial planning and tracking is crucial to keeping operations running smoothly across the board. Dynamics 365 for Operations delivers powerful, user-friendly budget tools that help managers more easily review and approve budgets, and include the information they need (i.e. worksheets, justifications, etc.).


Demand Forecasting and Procurement

An efficient, secure procurement process minimizes risk and waste. Dynamics 365 for Operations offers demand forecasting that allows you to more accurately project product availability and need. Forecasting algorithms, Excel visualizations, and Dynamics 365 for Operations models help create forecasts that deliver insight and precision.


Allow your team work anytime, anywhere. Dynamics 365 for Operations’ mobile-optimized interface allows employees to access the information they need, at all times, right at their fingertips. Employees can access the application from the device they’re using at that moment, whether it’s a laptop, tablet, or mobile phone.

Are you ready to calculate the benefits of switching to Dynamics 365 for Finance and Operations for your business?

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Microsoft Dynamics 365 for Project Service Automation

​For project-based businesses, keeping projects running on-time, on-budget, and on-target toward completion are crucial for continued business success. Customers want deliverables to be accomplished within the budget and timelines they set – any surprises, delays, or unfinished work can have a significant negative impact on your relationship with the customer.

Microsoft Dynamics 365 for Project Service Automation delivers a cloud-based project management application that keeps each step of the project moving forward, and each employee involved in the process working productively. Dynamics 365 for Project Service Automation enables businesses to build – and validate – customer relationships by leveraging intelligent and intuitive tools.

Sales Force Automation

Allow your sales team to craft targeted, personalized engagement that earns trust and successfully closes new business. Project Service Automation helps automate sales processes, providing a centralized place for your sales team to access the data they need. Social insights also equip your team with the knowledge that helps support a customer-centric approach in all interactions.

Project Planning

Establish a solid foundation for each project your team is about to initiate with Project Service Automation’s user-friendly project planning tools. Your team can create estimates, quotes, and contracts with ease, allowing your team to effectively plan – and efficiently execute – each phase of the work.


Resource Allocation and Scheduling

Getting the right resources to the right job at the right time is crucial to upholding project progress. Project Service Automation enables you to identify the right people for the job based on their qualifications and availabilities. Resource utilization and forecasting metrics also provide visibility into resource usage and availability.


Enable your team to access the information they need right at their fingertips – no matter where they’re working. Project Service Automation can be accessed with iOS, Android, and Windows devices, allowing your team to manage and update their project work in real time. The ability to also use Office 365 from their devices helps employees leverage familiar tools that help them do their jobs. Team members can also collaborate at any time – whether they’re out in the field or in the office.


Time and Expense Management

Allow employees to easily record time and expenses for each project they’re working on via desktop, web, and mobile apps, and their managers to quickly and easily approve items. Process flows can be easily configured and deployed, creating standardized entry and approval processes that make time and expense management a breeze for all team members involved.

Project Billing

Provide project managers complete control over the customer billing process. Project Service Automation allows project managers to view, approve, or reject job costs from a single location. Invoices can also be easily created and sent to the customer in email and on the web. All of the financial data related to the project – project costs, unbilled revenue, and invoices – are recorded and accessible through business analytics or financial management systems.

Microsoft Dynamics 365 for Customer Service

Strengthen customer loyalty and provide world-class customer service with Dynamics 365 for Customer Service. Turn simple interactions into life-long relationships by offering seamless service to your customers. Providing consistent, smart care will cultivate lasting relationships.

A unified experience is expected by today’s consumers. Meet your customers where they are with the information they need, whether it’s across self-service, peer-to-peer service, or assisted service. Wherever your customers are, your agents will be prepared to make smart decisions and provide great service.

Omnichannel Capabilities

Today’s customers expect a unified experience regardless of which channel they are using to interact with your business. Equip your agents with the tools they need to satisfy changing customer demands across channels. This will enable agents to engage customers with the consistency and personalization they expect.

Customer Self-Service

Your busy customers should be able to access their account information and find answers to their questions on their own. A self-service portal with a searchable knowledge base and online community space will provide expert care and peer-to-peer options. If this is not enough, make it easy for customers to transition to assisted support.


Unified Customer Experience

Your agents are constantly on-the-go in today’s fast-paced work environment. Their tools should be able to keep up. Provide a single user interface for agents to handle service interactions, whether using their desktop or mobile device. With a single view into important information like scripting, entitlements, or recommendations, your agents can provide high-caliber service in an instant.

Access to Information

With the right information, your agents will provide consistent answers to customer questions across channels. A searchable, continually updated knowledge base stores relevant articles and important documents to provide further support and answer questions.

Data Analytics

Interactive dashboards and data visualizations make it easy to make predictive and proactive customer service decisions. By pulling insights from various sources, including social, you can easily identify trends and anticipate opportunities.

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Microsoft Dynamics 365 for Marketing

Marketing is one of the most important ways to drive business growth. By consistently sharing valuable thought leadership through the channels your prospects visit most, you build the brand awareness and trust that creates – and converts – new sales opportunities. In addition, regular touch-points with your existing customer base helps drive new up-sell and cross-sell opportunities that add to your bottom line.

Microsoft Dynamics 365 for Marketing by Adobe Marketing Cloud is a cloud-based marketing application that helps manage and guide the customer journey through the sales funnel – from the first contact through to sales close. With Adobe Marketing Cloud, businesses can create positive customer experiences from the get-go, and nurture them toward a mutually beneficial outcome.

Customer Profile

Understand your customers and their needs with a centralized database containing all of their information in one place, including records of the interactions they have had with your company in the past. With consolidated customer profiles at-hand, companies are able to deliver the content and campaigns that are most relevant to customer interests.

Personalized Engagement

Nobody wants to receive material that isn’t relevant to their wants and needs. Adobe Marketing Cloud enables you to tailor your marketing content and experiences by target segments, driving conversion by building and distributing the contextual, rich content that consumers crave.

Campaign Productivity

Drive productive, cross-channel campaigns that generate results. Adobe Marketing Cloud allows you to seamlessly coordinate marketing activities across channels with automated workflows and real-time insights. Measure campaign ROI with visibility into campaign performance and attribution.

Global Collaboration

Easily collaborate with the worldwide marketing team that drives global content creation and execution. Adobe Marketing Cloud allows employees to work together across geographies, giving you more tightly connected and cohesive teams.


Microsoft Dynamics 365 for Sales

Empower your sales team with the insights they need to close more deals, faster. With the digital intelligence provided by Dynamics 365 for Sales, your sales team can better understand their customers. This leads to heightened customer experience and personal attention that fosters lasting relationships and strengthens pipeline development.

By focusing on the power of relationship building, your sales team will bring personalized connections into each deal. A robust database of digital intelligence can help your sales team to predict customer needs, foster relationships, and provide the personal connections their clients need.

Digital Intelligence

Use digital intelligence and automated business processes to empower salespeople to take the lead on working through the sales cycle. Predictive analytics and automated lead scoring provide the data necessary to grow your business and increase pipeline growth. By integrating both the Sales app and Office 365, your team is equipped with all the tools they need for each step in the sales cycle.

Personal Engagement

Say goodbye to time-consuming searches to find information. The wisdom and experience of your team is available within shared meeting notes, events, and custom sales documents. These living documents are available in real-time, allowing team members to coauthor documents based on their knowledge and experience. OneNote can be used to take notes and share your work.


Complete Customer Profile

Social insights, up-to-date company information, and an embedded sales process help your salespeople target the right leads, contacts, and opportunities in their pipeline. This targeted information and rich customer profiling enables salespeople to engage in meaningful conversations. Contextual insights help to close more deals, faster.

Performance Tracking

Intuitive dashboards provide the perfect mix of information and collaboration. These dashboards help reduce distractions and prioritize the top goals opportunities to maximize your sales team’s performance. The easy-to-use dashboards help establish goals and monitor results, holding everyone accountable every step of the way.

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Microsoft Dynamics 365 for Field Service

Excellent customer service starts with a connected, cohesive environment that allows field workers and office staff to communicate effectively. If your workers out in the field can easily work together with their colleagues in the office, you can expect to see reduced response times, lower costs, improved first-time fix rations, and increased customer satisfaction. All of this will give you a competitive advantage.

Microsoft Dynamics 365 Online provides a complete Field Service management solution, including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.

Work Order Management

Quickly generate work orders, encompassing all of the information you need to dispatch field agents to service locations.

Schedule Board and Dispatch

A flexible drag-and-drop schedule board lets dispatchers assign resources and set up schedules for multiple work orders using a list or map view.

Resource Management

Configure resource information to allow Field Service to efficiently match the best field agent to a work order based on availability, proximity to service location, and required skills.

Service Locations and Customer Assets

Store and manage information about your customers’ service locations and serviceable customer assets.


Preventative Maintenance

Configure service agreements for your customers that will automatically generate recurring work orders to ensure equipment is properly maintained before issues occur.

Inventory Management

Extend the Dynamics 365 product catalog with an inventory management system that tracks real-time inventory levels by warehouse, including mobile truck stock.

Customer Billing

Completed work orders can be turned into customer invoices for customer billing.

Mobile App

The mobile app gives field techs quick and easy access to everything they need to execute a work order, including schedule information, customer contact information, turn by directions, and more.