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Dynamics 365 is a streamlined customer relationship management software that integrates seamlessly with other Microsoft products to help users experience the highest level of online or on premise solution.
Users can navigate through different apps on Dynamics to achieve a view that can spread across their whole business, or focus more closely on specific parts. These views can be reduced or expanded by different licences that can be bought through Cloud9 at varying costs starting from just £5.30 (for a sales member licence).
The idea of businesses having a streamlined CRM stems from a main focus of Customer service and retention. Clients who deploy the solution across their business will be able to grow customer database, improve customer service and maintain customer retention. Every project we deploy can be complimented by in house training and support all provided by Cloud9.
Users can navigate through different apps on Dynamics to achieve a view that can spread across their whole business, or focus more closely on specific parts. These views can be reduced or expanded by different licences that can be bought through Cloud9 at varying costs starting from just £5.30 (for a sales member licence).
The idea of businesses having a streamlined CRM stems from a main focus of Customer service and retention. Clients who deploy the solution across their business will be able to grow customer database, improve customer service and maintain customer retention. Every project we deploy can be complimented by in house training and support all provided by Cloud9.
“Dynamics is providing a unified view of our customers and prospects across both our European and US companies”- Esight Energy Group
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Dynamics Apps
Main Features
Sales sits as one of the five applications that is currently inside of Dynamics 365. Its main functions include qualifying leads, preparing quotes and managing your pipeline.
Full Overview
Sales sits as one of the four applications that is currently inside of Dynamics 365. Its main functions include qualifying leads, preparing quotes and managing your pipeline. Dashboards are available pre- built in Sales, these can help you view your data in useful and clear ways. Reports on Sales goals, opportunity pipelines and open leads can all be inputted on your dashboard creating a unique view for each user. Leads contacts and customer records can be sorted, exported and edited through the Sales app. It also includes templates to export this information onto via Excel.
Sales also helps you along your way with the “sales process bar”, this allows users to see exactly what information is needed from Leads or Opportunities to progress them in their sales process. Tasks, phone calls and emails can also all be tracked against Leads, Opportunities and accounts to keep track of the client’s conversation. Target profit expectations can also be tracked when qualifying these forms by adding in expected revenue and actual revenue.
Main Features
Services main functions in Dynamics 365 include: Ticketing, Cases and the service calendar. It also allows you to create queues, contracts and SLAs.
Full Overview
Inside Field Service the user can schedule work orders, resources and manage field personnel. There are also options to perform skill resourcing and Matching.
Available resources can be organised and scheduled by any number of categories, including Skill set, geography or customer preference. Schedules can be managed in different views for each field member by dispatchers and with a mobile integration it can be used on the go and in the office in real time. Bar code scanning, and document saving capabilities allows everything to be stored in one view to aid customer and client interactions. Sales, Marketing and Supply chain data can all be viewed inside this application.
Main Features
Inside Field Service the user can schedule work orders, resources and manage field personnel. There are also options to perform skill resourcing and Matching.
Full Overview
Inside Field Service the user can schedule work orders, resources and manage field personnel. There are also options to perform skill resourcing and Matching.
Available resources can be organised and scheduled by any number of categories, including Skill set, geography or customer preference. Schedules can be managed in different views for each field member by dispatchers and with a mobile integration it can be used on the go and in the office in real time. Bar code scanning, and document saving capabilities allows everything to be stored in one view to aid customer and client interactions. Sales, Marketing and Supply chain data can all be viewed inside this application.
Main Features
Project services allows users an overview of project sales, delivery and resourcing. Project profitability and creation of contracts can all be done inside this application
Full Overview
Project services allows users an overview of project sales, delivery and resourcing. Project profitability and creation of contracts can all be done inside this application, perfect for managers who want a sales overview. Estimation tools and budgeting tools can also be used and implemented here, creating a bridge between customers and users. Costs effort and sales value can all be made clear here. There is also a view of insights into your employee’s availability allowing for team collaboration to take place and the project to be executed smoothly. Office groups can be used to track the progress of tasks. Project service also includes analytics and integration so, at the end of a project the user can view margins, revenues and report off these.
Overview
Dynamics 365 Business Central is designed for businesses looking for an all-in-one business management solution that’s easy to use and adapt. Connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth.
Full Overview
Marketing provided by ClickDimensions, is a seamless tool that integrates with your Dynamics sitting beside your other applications. The integration uses your data within your CRM to perform website tracking, creation of forms and surveys and allows your to build campaign automatons. This Add-on application also lets you view your website statistics and has SMS functionality.
As we are Gold partners with ClickDimensions we can set up demos of the system and perform the integration. To view a full overview of the product visit their website here.
