MS Dynamics 365

Previously known as Microsoft Dynamics CRM, the solution is now called Dynamics 365 Customer Engagement to align it with the Microsoft 365 suite of products.

Dynamics 365 allows you to provide a comprehensive, wrap-around service to your prospects and customers.  It's a platform that easily scales with the size of your organisation and has many standard and optional modules to provide almost any functionality that your organisation’s needs.

Customer Engagement functionality includes:

Sales - manage your sales process, deliver KPIs

Customer Service - quality customer service is paramount for every business

Social Engagement - engage with your customers and prospects on social media 

Voice of the customer – directly survey your customers and gain useful data directly back into Dynamics

Project Services – plan, schedule, monitor, measure, invoice and manage projects all from within Dynamics

Field Service – provide your administrative team the means to easily organise and manage a field force performing service tasks in the field, while providing the field force a mobile solution to direct them to service visits, review and update their progress fulfilling those visits, including records of consumables used.

Deep integration with Microsoft 365 – Dynamics 365 is a sibling to Microsoft 365, with integration with Outlook, Excel, Word, Teams and SharePoint.

Portals – rapidly build a self-service portal for customers and/or suppliers with the portals suite. Get up and running quickly with any of the portals templates. Dynamics provides all the user security mechanisms you need. Tailor the branding to your business. Augment and extend the fields and records available. All within the Dynamics ecosystem.

 

Dynamics 365 Customer Engagement is a powerful platform with huge functionality - if Dynamics does not have a standard solution for you needs, OA Systems will tailor it and/or apply one of many optional solutions to meet your organisation’s business and operational requirements.

Dynamics 365 is available in the cloud or on-premise – if you are not sure which option to choose, click here (link) for our Cloud/On-Premise Guide which will help you make an informed decision about which would be best for your company. Equally, OA Systems is happy to advise you which solution would be better for your business based on your operations.

Get started today, call 09 522 2370 and chat to one of our consultants.

Watch our CRM Overview Video

 

 

Customer Engagement (CRM) software and systems are often thought of as sales and marketing tools but they are equally useful for any organisation that needs to manage relationships. What’s more, customer engagement technology benefits small to medium sized businesses as much as large corporations and it can be equally beneficial for the not-for-profit sector (NFP) as for non-governmental organisations (NGOs).