Connect with your customers, grow your business with Dynamics 365.

We recommend using Microsoft Dynamics 365 to enable business growth and customer loyalty. By managing your existing customers as well as new sales leads effectively from a cloud-based environment that works with the rest of your business applications, you’ll be able to improve customer connections, manage growth, protect your customer and business information, and conduct business whenever and wherever you need. Explore the interactive wheel below to get familiar with how Dynamics 365 can enhance all aspects of the customer life-cycle. Simply click on the four different areas in which you can see many different benefits that CRM can bring to a modern organisation:




Management & Business Insight

Demand Generation

Activity Management

Social Connections

Lead Scoring & Opportunity Management

Field Service, Project Service, Unified Service Desk & Self-Service

Pipeline Management & Forecasting

Cases, Queues & Contracts

Performance Analysis

Customer Lifecycle

Email communication Email communicationCreate and send bulk HTML emails with all send, open, click, and bounce data reporting at the mailing (aggregate) and individual level.

Online Customer Insight Online Customer InsightDiscover who is interested in your products and services because you will see the actual web activity of anonymous and identified visitors on your web ...

Drip/nurture campaigns Drip/nurture campaignsBuild multi-channel, automated campaigns using an easy drag-and-drop interface. Quickly create nurture (drip) marketing campaigns, sales engageme ...

Event management Event managementIntegrations with GoToWebinar, WebEx, Eventbrite and Cvent bring event, registration and attendee information automatically into Microsoft Dynamics CR ...

Multi-channel Multi-channelSMS messaging allows you to send text messages in bulk and from Microsoft Dynamics CRM workflow.

Integrated reporting Integrated reportingLink your emails, web visits, page views, and form captures directly to CRM campaign records. Visualize marketing data in Power BI.

Lead Scoring Lead ScoringEach web-visitor accumulates a score based on visits, page views, and more. Scoring is based on default values you set, meaning that you may score cer ...

Social Engagement Social EngagementMicrosoft Social Engagement integrated with CRM to track conversations, sentiment and pick up on posts to capture new leads or engage with customers a ...

Customer Lifecycle

Content Collaboration Content CollaborationSocial in context with Yammer, document management with SharePoint, Office 365 Groups and OneDrive for Business

Activity Management Activity ManagementSynchronize and track all emails, phone calls, tasks & appointments with seamless Outlook integration. Monitor daily activity of your own sales team

Social Selling Social SellingCustomer sentiment and buying signals via social channels, and profiling capabilities with Social Insights

Opportunity Management Opportunity ManagementQualify leads to active opportunities, accounts & contacts and define your own end to end sales process with customized steps in place to achieve your ...

Mobile Sales Mobile SalesTablet and smartphone apps, voice commands and offline solutions compatible with Windows, iOS and Android

Products, Quotes, Orders & Invoices Products, Quotes, Orders & Invoicesassociate product families or services to opportunities to streamline the creation of quotes, orders and invoices

Sales Intelligence Sales IntelligenceLead scoring and cross-sell recommendations, contextual analytics through dashboards and quick-drill down views & charts

Competitive Advantage Competitive AdvantageAccount Management planning to nurture your most loyal customers and keep hold of information on the competitive landscape

Customer Lifecycle

Omni-channel Omni-channelEnable customer service engagement across web, social, chat, email, mobile and phone, including customer self-service and social care. Provide channe ...

360 degree customer view 360 degree customer viewUnderstand customer history, preferences and voice of the customer to personalize every interaction.

Self-Service Self-ServiceMake it easy for customers to solve issue on their own. Provide a customizable online support portal that leverages an organized, searchable knowledg ...

Agent Enablement Agent EnablementEmpower agents with a single, unified experience to deliver fast, amazing customer service from the desktop or their mobile device. Agents can access ...

Field Service Field ServiceDeliver world class, intelligent customer experiences in the field while maximizing efficiency and minimizing costs. Schedule & dispatch, asset manag ...

Knowledge KnowledgeEasily connect the right person with the right knowledge at the right time to answer service needs. Empower customers and employees with unified know ...

Service Analytics Service AnalyticsIdentify trends, anticipate opportunities and gain insight through dashboards, deep analytics and powerful data visualization capabilities.

Project Management Project ManagementControl costs and optimize resources with end-to-end support for complex, multi-day professional engagements.

Customer Lifecycle

Performance Analysis Performance Analysis Use of Goals and Dashboards to understand how the team is performing against targets

Business Intelligence Business Intelligence Integration of PowerBI to create visual charts, perform quick drill-down reports and power queries of data

Team monitoring & coaching Team monitoring & coaching Apply best practice business processes and use intelligence to quickly identify areas of improvement for your sales team

Scaling the team, consistency of standards & quality Scaling the team, consistency of standards & qualityEmbedding a unified process empowers new employees with assistance in day-to-day tasks

Interconnected organization Interconnected organizationEnabling a closer connection between sales, marketing and service interactions to have a complete view of any given customer record

Measuring & managing customer profitability Measuring & managing customer profitability Technology as an enabler to improve customer experience through more efficient processes increases customer loyalty and encouraging and managing custo ...

Quality control & exception reporting Quality control & exception reporting Next action dates, task follow-up alerts, version control of documents, audit trail of system posts and updates to records

Advanced data queries & analysis Advanced data queries & analysis Advanced Find will help management undertake trend analysis and draw comparisons across the wider demographic customer base

Customer Lifecycle

Get Started

free advise
We offer you free advice throughout your planning phases for the Dynamics 365 implementation.

To book your Set-up training now simply send us your list of training requirements in priority order with suggested dates and times. To arrange a planning call with a consultant to discuss your project needs contact us click here