Microsoft Dynamics 365

CRM and ERP on one platform? This is possible with Dynamics 365

The intelligent preparation of data makes it easier for you to proactively gain insights to accelerate your business processes. By standardizing the data, you get predictable insights and can achieve remarkable results.

Make smarter decisions. Take measures that drive your company forward. The potential is in your company. Understand your business and be successful! As a globally networked cloud, Dynamics 365 will support you in this.

Microsoft Dynamics 365 combines apps for essential operational workflows and processes such as sales, marketing and customer service. Dynamics 365 supports marketing in identifying potential new customers, increases the efficiency of sales (Sales) and customer service (Service), optimizes field service management (Field Service) and enables centrally controlled project management (Project Service Automation). The apps are all seamlessly integrated with Office 365 and can easily work with tools like Power Apps (low code approach), Power Automate and Azure development tools.

Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales supports you in building stronger customer relationships. You can achieve this by providing your sales staff with tools that help them in their daily work and take the pressure off them.
Process optimization or automation with the help of workflows supports employees in the creation and management of quotations, lead management or sales opportunity management (forecast). In addition to mapping the standard sales processes from classic CRM, transparent communication with the customer is guaranteed across all channels. This allows other people to assess sales opportunities and the customer situation.
Microsoft Dynamics 365 for Sales is rounded off by dashboards that enable both individualized evaluations and an overall view of sales opportunities, sales potential and sales efficiency.

Dynamics 365 for Marketing

Dynamics 365 for Marketing supports you in developing a suitable marketing approach for your prospects and customers with the aim of optimizing collaboration between marketing, sales and service. Get a 360-degree view of your customers and prospects and let your customers go through a seamless customer journey.
Dynamics 365 for Marketing can be used to create and execute automated email campaigns and enable personalized campaigns. The app offers a dedicated event management section for planning, implementing and following up on events. Functions such as landing pages, web forms, web tracking and analyses are also available

Dynamics 365 for Customer Service

Today’s customers expect consistent service across all channels. Companies must meet these expectations in order not to lose customers to the competition. The challenges of customer service are consistent service performance, profitability and continuous follow-up business. Dynamics 365 for Customer Service makes it possible to provide your customers with the seamless service they expect. Information is provided to your customer at the right place and at the right time. Today’s customers inform themselves. Provide self-service and community portals to support the growing target group of customers. Your customer doesn’t know today that he wants to use a certain service tomorrow? Enable your customers to provide proactive customer service with the help of Service Intelligence.

Dynamics 365 for Field Service

Free your company from the “paper chase” and inefficient processing of service orders. Use Dynamics 365 for Field Service to consolidate data. Provide the necessary information at the right time and help your service management to succeed.
On-site customer support is effective and economical with Dynamics 365 for Field Service. Service cases thus become strategic advantages. The solution offers you everything your team needs – from optimized deployment planning to preventive maintenance functions. The complete processing of service orders can be mapped within Dynamics 365 – from the recording of service requirements to service technician scheduling and final invoicing.

Dynamics 365 for Project Service Automation

Revamp your project business and set yourself apart from the competition. Combine people, processes and technologies to better manage your project service.

Map your project-specific processes, from the sales opportunity to the invoice. With service functions for the project business, Microsoft Dynamics 365 for Project Service Automation provides a central platform for project orders, resource planning, implementation, time and travel expense management and invoicing.

Research our IT projects in the area of Microsoft Dynamics 365

Support services are provided within the framework of the Microsoft Dynamics 365 platform provided on Azure. For this purpose, PTA provides a service organization based on ITIL 3. …
Support services are provided within the scope of the operation of the Microsoft Dynamics CRM application developed and configured for the customer in its current release status (Application as a Service). For …
Support services are provided in the context of operating the Microsoft Dynamics CRM and Microsoft SharePoint that were developed and configured for the customer, each in their current release version (application as …
Customisations in Microsoft Dynamics CRM onPremise in relation to the new quotation calculation tool functionality when creating or updating customer data and projects. …

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Albert Buck

Topic Manager Platform Microsoft

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