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Showing posts with the label dynamics 365 consultation services

Dynamics 365 Migrations and Integrations

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Data migration and integration includes anything from sales figures to customer profile information - ensuring that duplicate data entries are eliminated and that you receive a holistic view of cross-linked data across multiple applications. We have the knowledge and experience necessary to deliver a seamless transition. Migrations are linked with enhancements and better user experience. We use these 4 basic recommendations to customers: Start with what you need Focus on optimizing productivity Infuse intelligence into process definition Get user buy-in and implement adoption strategies Automate Your Business Now

Dynamics 365: Relationship Insights Driven By Business Intelligence

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Developing personalized, productive relationships with customers and prospects is a top priority for every organization. To help, one of Microsoft’s goals with  Dynamics 365  is to merge an organization’s data and communications into a single stream of actionable intelligence that makes managing relationships across multiple systems (email, social networks, file shares, support ticketing systems, etc.) obsolete. That feature in Dynamics 365 is called Relationship Insights, and today we’re going to examine exactly how it works.   Overview of Dynamics 365 Relationship Insights Relationship Insights’ goal is to make it easy for your users to take the right action, with the right customer, at the right time. It does so by using the predictive analytics contained in Microsoft’s Power BI tools and the Cortana artificial intelligence platform to review all the data in systems such as Exchange, Office 365, your Dynamics 365 installation and provide a single view of t...

Opportunity History Tracking and Reporting in Dynamics 365

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Dynamics 365  is Microsoft’s new cloud-based business application suite, offering a number of different applications under a variety of plans customized to different work functions. Whether you need a system to track your sales process, customer onboarding, or case resolution, all of these activities can be set up and tracked in CRM. Companies of all sizes can take advantage of Dynamics 365’s powerful workflow and  business process automation  to improve business outcomes. Let’s take the example of a sales process. There are multiple stages in a sales process that span multiple database entities, transforming from a lead to an opportunity and then potentially to an order and invoice. As the opportunity moves from on stages to the next, the opportunity’s likelihood of closure increases. A customer is more likely to buy as they invest more time, resources and learn more about the services and products they are evaluating. When reviewing their sales process, sale...

Three Reasons Why You Should Use Dynamics 365 for Financials?

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Dynamics 365 is designed to connect every business function together into a single, easy-to-use platform. As you can imagine, there are a number of ways in which the software’s capabilities can be used, and today we’re taking a look at one of the most popular:  Dynamics 365 for Financials . First, let’s review what you can do with Dynamics 365 for Financials. The application includes features that perform the following tasks: Quoting Invoicing Payment Purchasing Inventory Management Reporting Analytics These are basic financial management functions that every business needs, but the way Dynamics 365 for Financials connects these tasks to a comprehensive, scalable platform is what makes it so valuable. Here are three reasons why we think Dynamics 365 for Financials is an excellent choice for small and mid-size organizations alike. 1. Dynamics 365 for Financials Makes Your Back Office More Efficient Standalone applications can be slow and inefficient. Dynamics ...

How Dynamics 365 Managed Services helps transform your business process?

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As business patterns change, business processes need to grow and evolve. Businesses must have a continuous strategy to build apps, automate workflows, and bring additional data insight into your business.  Managed Services  does all of this without the hassles of frequent proposals, approvals, POs and change processes. When you work with us: Save time:  Get the work done efficiently Save money:  Avoid paying a consultant to learn on the job Get a faster ROI:  Avoid disruptive deployment delays Maximize value:  Get the most benefits from your system Learn More

Dynamics 365 Consulting Services

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Microsoft Dynamics 365  is crucial to accelerating your digital transformation. This suite of apps - sales, service, finance, operations, and talent - breaks down the silos between CRM and ERP, is powered by data and intelligence, and helps capture new business opportunities. Microsoft has moved its CRM beyond sales force automation by bringing digital intelligence into each deal to better predict customer’s needs and deliver personal attention that builds relationships and revenue. Dynamics 365 Consultation The introduction of software alone does not necessarily lead to a successful establishment of the requisite philosophy in the organization. Our specialists are incredibly knowledgeable of Dynamics 365. We combine this knowledge with experience on processes, project methodology and IT architecture to assist you with your requirements. If a requirement cannot be implemented with the standard product, then our specialists make simple, customer-specific apps – and l...