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Drive your Digital Transformation

Microsoft Dynamics 365 is the foundation for a suite of productivity applications for your business. This innovative solution breaks down the silos between CRM, ERP and productivity to offer one system for everyone. With purpose-built applications for Sales, Customer Service, Field Service and Project Service Automation, you can empower all of your teams to do more, every day, in concert. Now, it’s truly possible to run your entire business in the cloud.

Microsoft Dynamics CRM is Now Offered as Part of Microsoft Dynamics 365

Encompassing what was formerly known as Microsoft Dynamics CRM, Microsoft Dynamics 365 transforms the way people do business by packaging the core components of CRM as individual applications in the cloud with a whole new suite of capabilities.

SalesCustomer ServiceMarketingSocialCustomer Insights

Microsoft Dynamics 365 for Sales

For professional services organizations looking to improve the effectiveness of their business development activities, the Microsoft Dynamics 365 Sales solution provides a best-in-class sales automation platform capable of managing your entire business development process.

Available in a web browser interface, embedded directly in Microsoft Outlook, or via purpose-built mobile apps, Dynamics 365 Sales can help your organization gain a 360-degree view of critical business development processes, maximize revenue opportunities, and more effectively collaborate across pursuit teams.

Manage your Leads and Close more Sales with Microsoft Dynamics 365 for Sales.

Watch this video for some highlights – like sales-minded dashboards that give insights and data you can share and act on; re-usable templates to share with your team; collaboration tools and integration with other apps like Excel and Skype; even business process customization so the tool works like your organization does. Harness the power of the cloud to do everything from qualifying leads and preparing quotes to managing your pipeline.

Microsoft Dynamics 365 Sales Features

The Microsoft Dynamics 365 Sales solution provides best-in-class CRM capabilities to help professional services organizations optimize their business development processes and win more business.

Lead tracking track a database of prospects and leads, which can then be qualified into an active opportunity to pursue
Opportunity management maximize revenue opportunities by tracking active pursuits and proposals, while easily analyzing your sales pipeline
Sales process flows automate sales processes, gating activities, notifications, and approvals using business process flows
Account and contact management keep track of critical information about your clients and contacts, including integration with data from InsideView and LinkedIn.
Activity management make sure sales activities don’t slip through the cracks with integrated activity tracking and reminders.
Competitors keep an eye on your competitors to help your firm build winning pursuit strategies
Project quotes build estimates and quotations for projects and services using your firm’s unique roles, rates, and work plans
Sales literature create and archive a wide range of sales literature to ensure consistency when communicating with clients and prospects
Dashboards and analytics quickly identify trends and analyze client and sales data using pre-built dashboards and analytics
Outlook integration automatically promote information back and forth between Dynamics 365 and Microsoft Outlook to drive productivity and ease of use
Embedded collaboration easily collaborate with distributed teams on sales pursuits using SharePoint, Office Groups, OneNote, and Yammer
Integrated communications view online presence indicators and initiate calls, emails, or IMs with colleagues through Skype for Business integration
Mobile access easily access and update key information using purpose-built cross-platform mobile apps

Microsoft Dynamics Solution for Sales Productivity

Your customers know more than ever before, and making buying decisions before you can even engage. With all of this information available to customers, your sales team must adapt to the new customer journey. Using Microsoft Solutions for sales productivity, including Microsoft Dynamics 365 for sales, your sales team can stay focused on the right customers and priorities, win faster by collaborating with colleagues to harness the power of the entire organisation, and build a trusted relationship with customers through personalised and relevant engagements.

Microsoft Dynamics 365 for Customer Service

Every customer interaction matters in customer service. The Dynamics 365 Customer Service solution helps organizations respond faster to customer service issues by empowering employees to deliver consistent, efficient customer care.

Dynamics 365 Customer Service can help your firm maximize brand loyalty and improve the value you’re providing to clients by allowing them to engage on their terms, whether it’s through self-help, employee assisted, or on-site service.

Create positive and memorable customer experiences

Microsoft Dynamics 365 Customer Service Features

Microsoft Dynamics 365 Customer Service helps your organization be at its best by having all of the necessary tools and information at your fingertips to deliver outstanding customer service.

Omni-channel capabilities enable end-to-end customer services across assisted service, self-help, and on-site services
Self-service and communities utilize support portals to deliver up-to-date and personalized answers, as well as connect with peers and subject matter experts
Case and interaction management track customer service cases through the full customer service cycle, from registration to resolution, to maintain a 360-degree view of your customer
Incident routing and queuing route service incidents to the appropriate personnel for action through rules-based workflows and support queues
Knowledge-base management build and manage knowledge bases to expedite support answers and share experiences both internally and externally
Service intelligence leverage embedded reports and analytics to help identify trends, anticipate opportunities and gain insights using rich analytics
Integrated communications quickly view presence indicators and initiate calls, emails, or IMs with customer service colleagues through Skype for Business integration
Mobile access easily access and update key customer service information using cross-platform mobile apps

Microsoft Dynamics 365 for Marketing

For organizations looking to improve the effectiveness of their marketing activities, the Dynamics 365 Marketing solution provides an integrated marketing platform for planning, executing, and analyzing your marketing campaigns.
Leverage Dynamics 365 Marketing to drive brand awareness and create new business development opportunities, ensuring that you make the most out of your firm’s marketing investments

Microsoft Dynamics 365 Marketing Features

The Microsoft Dynamics 365 Marketing solution provides broad marketing capabilities to help professional services organizations optimize their marketing campaigns.


Campaign management create campaigns to organize planning activities, budgets, and tactics to achieve a holistic view of your marketing efforts
Campaign budgets create a budget and track the costs for campaigns to help manage your marketing spend
Campaign activities create activities for each campaign and assign them to team members to track campaign progress
Quick campaigns let business development personnel create slimmed down campaigns for simple marketing activities they can drive on their own
Marketing lists group clients, contacts, and leads into a targeted marketing list to sharpen the focus of your campaigns
Competitors keep an eye on your competitors to help your firm build winning pursuit strategies
Customer response tracking track customer responses to campaigns to help take action and analyze campaign success
ROI analysis associate new clients and projects to a campaign code to track a return on your marketing investment
Campaign reports access standard reports to monitor and analyze marketing activities, including campaign activity status, campaign performance, and campaign comparisons.


In a socially connected world, interaction with customers is key to growing your business. Social engagement can happen anytime, anywhere. Microsoft Social Engagement is a powerful CRM service that puts cutting edge tools in the hands of your sales, service, and marketing teams. Connect on social media with customers, fans, and critics to gain insight regarding how people really feel about your business.

Today’s customers make decisions based on recommendations from trusted contacts, user reviews, and online discussions. Conversations that were once had in person now take place on Facebook and Twitter. With Microsoft Social Engagement, you can listen to, analyse, and promote customer engagement on social media. Microsoft Social Engagement integrates with Microsoft Dynamics CRM to provide customers with a fully connected experience that will delight them and turn them into fans.

Social Listening

Truly Hear Your Customers

Microsoft Social Engagement helps harness the power of the web by analysing what people are saying on social media and in the news. Microsoft Social Engagement supports 20 languages and covers a broad range of sources – Twitter, Facebook, Instagram, videos, blogs, forums, news syndication, and any source that supports RSS. Spot trends, identify key influencers, and receive alerts on how people feel about your business so you can make informed decisions and drive sales and service conversations more effectively.

Read more about Microsoft Social Engagement

Intelligent Social

Understand Market Insights

Gain more insights to help you make decisions with rich analytics including customer sentiment, post location, and word cloud visualizations. Leverage the power of Adaptive Sentiment through Azure Machine Learning to build custom sentiment models to fit your industry and company’s preferences. Additionally, intention analysis provides the ability to automatically analyse user’s social posts and identify potential cases, leads or custom scenarios that you can define.

Social Engagement

Connect with Your Customers 

Grow your social media presence by engaging with social communities using rich multimedia. Enable teams to collaboratively respond and drive social activities by leveraging Office Groups to assign posts, share feeds, and share profiles. View profile details for immediate insights on who to engage with.

Social CRM

Get social in CRM

Put powerful social tools in the hands of sales, service, and marketing teams. Share social insights across more teams through dashboards in Microsoft Dynamics CRM or Microsoft Dynamics Marketing. Transform social interactions into exceptional end-to-end customer experiences with the ability to automatically create leads or cases from social posts, right within Microsoft Dynamics CRM.

Microsoft Dynamics 365 for Customer Insights

Deliver a Personalized Experience

Better understand and engage with customers by giving employees the relevant insights they need from intelligent customer analytics.

Improve Sales Execution

Increase your sales force productivity level with Microsoft Dynamics 365 for Sales (CRM) by automating their processes and reducing their manual data entry. Enable them to spend more time where it really matters, with their customers and prospects. Build business graphs, dashboards and obtain a live view of your sales pipeline everywhere, all the time.

Obtain 365 Degree Interoperability

Microsoft Dynamics 365 for Sales (CRM) provides interoperability with Microsoft Outlook, Office 365, SharePoint, Click Dimension and Skype for Business among other Microsoft Office products. It enables on-the-fly access to customer and prospects information, revenue funnel, KPI, reporting and customer satisfaction information.  Microsoft Dynamics 365 for Sales (CRM) provides deep application configuration capabilities and its ability to customize processes with Azure and xRM administrative functions.

Dive Into the Big Data

Microsoft Power BI advanced analytics and Azure predictive analytics are embedded into Microsoft Dynamics 365 for Sales (CRM) Online. With big data analytic capabilities, you will be able to use data to drive sales and marketing, leveraging your targeted customer profile to drive your sales and marketing efforts and identify sales process best practices.

Drive Customer Satisfaction

Don’t fall behind. Obtain insight on what your customer wants and foresee their future needs. Each of your customer is unique. Keeping up with their evolving business needs can be a challenge. Obtain a comprehensive view of your customers. Use Microsoft Dynamics 365 for Sales (CRM) analytics to understand their behavior, buying patterns, social media, store visits, partner visits and company blog comments. Get ahead.

Provide Mobile Sales Automation

Stay connected. Work on the go. With real-time sales data, obtain business insight on your clients and their sales cycle. Get contextual news and social data. Quickly complete your frequent sales activities. Get work done anytime, anywhere with mobile apps that work online or offline.

Are you ready for Dynamics 365?

Delight your customers, grow sales, manage your finances, and make the most of your scarce time with a quick to implement, easy to use business solution from Microsoft Complete, familiar and trusted with one seamless experience across your devices – start with what you need today and easily adapt as your needs change.

Learn More About Other Dynamics 365 Solutions

Case Studies

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