Microsoft Dynamics 365 takes a new approach to business and the applications that drive it. A true differentiator in bringing all your line of business (LOB) applications into one environment. Purpose-built apps aim to manage specific business functions, like Sales, Field Service, Customer Service, Project Service Automation, and Operations. Let's look at each of those areas and what Dynamics 365 promises to do.
Sales: The Sales solution promises to automate your sales processes. You can work in a real-time collaborative and interactive platform. You can use both sales analytics from Power BI and social media analysis and engagement.
Field Service: Microsoft Dynamics 365 for Field Service promises to improve field service efficiency. The dashboard gives you real-time visualization and status indicators. There is a drag-and-drop scheduling board and this app also takes advantage of mobile resources. You can keep your field team productive by optimizing service routes and balancing workload based on the skills of your team.
Customer Service: The rallying cry for the Customer Service solution is "care everywhere." It treats every interaction as a place to earn customer loyalty. The goal is to minimize customer effort through self-service options and community resources, while also making the jobs of your customer service agents easier. You'll also be able to track progress through service metrics.
Project Service Automation: This solution delivers an end-to-end solution. You have one system of engagement for sales, resourcing, delivery, and billing inside your project-based organization. You can integrate with MS Project, assess project profitability, and use automatic resource assignment to make sure the right people are assigned to your projects.
Operations: This solution can help you run four main areas: IT, Finance, Operations, and Commerce. All the tools give a more holistic view of your business processes, helping you make smarter decisions faster than ever.
Financials: The Financials solution is designed with SMBs in mind. The goal of this SaaS solution is to make ordering, selling, invoicing, and reporting smarter, faster, and easier for your business.
Customer Insights: The Customer Insights solution gives you a more complete picture of your customer. You can connect all your data to view their journey in near real-time. With business intelligence, your employees will be able to understand customer needs and deliver relevant offers targeted to those needs.
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