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Microsoft Dynamics 365
Introducing:
Microsoft
Dynamics 365
SALES
Lead Management
Opportunity Manager
Pipeline Forecasting
Sales Automation
Quote Management
Marketing Lists
Email Marketing
Microsoft Dynamics 365
Connected Business Apps & Processes
Microsoft Dynamics 365 individual apps work brilliantly on their own, or together.
Tailor a solution to your unique needs and do even more using add-in applications from
Appsource designed by Microsoft and its partners.
CUSTOMER SERVICE
Case Management
SLA Support
Account Management
Service Automation
Customer Web Portals
Contract Management
Service Analytics
PROJECT SERVICE
Resource Management
Project Contracts
Project Planning
Resource Scheduling
Manage Work Hours
Project Hours
Customer Billing
FIELD SERVICE
Work Orders
Service Agreements
Schedule & Despatch
Schedule Board
Inventory Management
Mobile Productivity
Connected Devices
MARKETING
Email Marketing
Lead Scoring
Marketing Lists
Customer Journeys
Event Management
Connector for LinkedIn
Lead Gen Forms
Implement Microsoft Dynamics 365 to reduce
costs and digitally transform your business.
By managing your customers and new sales leads
effectively within a cloud-based environment of connected
apps, you’ll be able to delight clients, manage growth,
protect data, and empower employees - wherever they
work.
Microsoft Dynamics 365
Microsoft Dynamics 365
Tap into the Power of Dynamics 365 from Outlook
Use the familiar Outlook interface to integrate core functionality from Dynamics 365
and connect Outlook contacts. Track Outlook emails to
any Dynamics 365 record
type with a single click
View related Dynamics 365
information when composing or
reading an Outlook email.
Respond to emails with templates,
sales resources and knowledge
resources from Dynamics 365.
Update or create Dynamics 365
activities and other actions.
Consistent experiences across
Outlook for desktop, web and
mobile apps.
Focus On What
Matters Quickly create personalised views
that dynamically list the data you
want to work with
Get real-time insight across all teams
and CRM processes including service,
sales & marketing
Easily interpret data using contextual
charts and drill down for further analysis
Make quick inline edits
from grid views
Microsoft Dynamics 365
Visualize Data in
New Ways
Improve decisions with data.
With Microsoft Power BI,
Cortana Intelligence, and Azure
Machine Learning built in,
Dynamics 365 will help you
turn data into actionable plans.
Microsoft Dynamics 365
Embedded
Intelligence
Cloud services and embedded
artificial intelligence
continually analyses Dynamics
365 data and Microsoft
Exchange Online emails to
present alert card notifications
that prompt action and
increase productivity.
Microsoft Dynamics 365
Alerts users about customers questions and
potential new sales opportunities by analysing
tracked emails.
Relationship Assistant notifies users about
upcoming sales meetings and events
Reach Your Goals
Create dashboards and share these with
other Dynamics 365 users
Add interactive, real-time visualizations in
Dynamics 365 with embedded Power BI
dashboards and tiles
Add charts and list views to
user defined dashboards
View insights about your
business performance and
track progress against key
performance indicators
• Real-time actionable insight
• Embedded Power BI analytics
• Drill-down dashboards
• Nimble decision-making
Microsoft Dynamics 365
Get a Complete View
of Every Customer
Unify and share complete
customer data, across virtually
any device to create engaging
interactions.
Gain visibility into past and planned
customer interactions and activities
across marketing, sales and service
teams.
Microsoft Dynamics 365
Transform Business
Processes
Develop intelligent
business processes using
Microsoft Dynamics 365
to help you target and
win customers.
Implement processes to
facilitate natural tailored
experiences that will keep
clients for the long-term.
Tel: 0800 381 1000 | [email protected]
Microsoft Dynamics 365
Follow guided processes to reach
successful outcomes supported by your
business rules and methodology
Easy access to critical
record data
Collaboration and recent
interactions at the forefront
Do Business
Anywhere
Work and connect with your
team from anywhere using
virtually any mobile device.
Free tablet and mobile apps are
available with every Microsoft
Dynamics 365 licence to increase
productivity.
Get the benefits of a productive
mobile team that can work
together wherever they are.
Microsoft Dynamics 365
Connect Marketing
Automation
Integrate Microsoft Dynamics
with leading marketing
automation tools including
ClickDimensions and
dotmailer.
Empower marketers to
generate and qualify high
quality leads while enabling
sales to prioritise the best leads
and opportunities.
Microsoft Dynamics 365
Manage Any Relationship & Business Process
Microsoft Dynamics 365 pulls together all your business processes and works with
familiar Office 365 tools to help everyone be more productive and work efficiently
using a single connected solution.
Microsoft Dynamics 365
Listen Everywhere. Analyse Sentiment. Drive Engagement.
Microsoft Social Engagement connects with Dynamics 365 putting powerful social tools in the
hands of sales, marketing and service teams - helping you to gain insight into how people feel
about your business and proactively engage with with customers, fans and critics.
Field Service
Automation
Get the right person to the
right place, at the right time,
with the right skills and
equipment.
Ensure customer satisfaction
and maximise field service
resource productivity by fitting
in more appointments.
Gamification
Use principles from fantasy
sports games to motivate
users to do more.
Any data track in Dynamics 365
can be used as the basis for
individual and fantasy team
based games that will increase
productivity through user
engagement and competition.
Connects Your Applications & Data Sources Built on an extensible platform with shared data and digital intelligence, Dynamics 365
gives you single view of your data - and a single platform for business growth.
• with Accounting - access client order histories & financial details in
Dynamics 365 & send completed orders for processing
• with Websites - import new enquiry forms & create new lead records
• with Web Tracking - identify which companies visit your website & track
these clicks to uncover new prospects & increase online ROI
• with Surveys - match customer satisfaction responses & other survey
replies to contact records
• with Document Libraries - connecting Dynamics 365 with the document
management capabilities of Sharepoint and OneDrive
• with Self-Service Web Portals - enabling clients to log service tasks
online, check cases and make updates on-demand
+ Dynamics 365 integrates with many more applications & data sources
Microsoft Dynamics 365
Scalable Database
Architecture
• Customize, extend and build
all the apps you need with the
Microsoft Business
Application Platform
• Quickly unlock the potential of
Dynamics 365 and Office 365
• Simple tools to configure
record forms, views, reports,
workflow and security
• Create an app for every task
featuring powerful workflow
automation and built in
intelligence
Microsoft Dynamics 365
Build Custom
Business Apps
PowerApps uses visual drag
and drop tools to quickly
create new web and mobile
connected apps that pull
data from multiple sources to
extend the capabilities of
Dynamics 365 and other
business applications.
Connect to your systems
and create new data
Build apps without
writing code
Publish and user apps
on web and mobile
Connect to what you already have...
Sharepoint Online Office 365 Dynamics 365 SQL Server Microsoft Azure Excel Custom API’s
+ many more
Create automated workflows between your
favourite apps and cloud services
Flexible Licensing Options
Or, choose TEAM MEMBER licenses for
users who only require light usage.
Licence users with an individual Dynamics
365 APP that defines their role, e.g. Sales
App.
Licence users with the CUSTOMER
ENGAGEMENT PLAN to utilise
functionality across multiple Dynamics 365
apps to fit specific role requirements.
Mix and match Dynamics 365 licenses with a
combination of PLANS, APPS and TEAM
MEMBERS to fit each user requirement.
DYNAMICS 365 PLANS INCLUDE
Microsoft Social Engagement
10GB Cloud Data Storage
Non-Production Licence
Voice of the Customer
Mobile Offline
1 x Web Portal (subject to min. 5 users)
Microsoft Dynamics 365
Preact is a specialist Customer
Relationship Management consultancy
and a Microsoft CRM Gold Partner.
Our business is built on enabling
organisations to achieve outstanding
success from CRM.
With hundreds of successful
implementations under our belt since
1993 we would be delighted to discuss
how Preact can help you implement
Microsoft Dynamics 365.
To get in touch phone us on
+44(0) 1628 661 810
or email [email protected]