How Microsoft Dynamics 365 Can Improve Your Business

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Let’s take a look at how the automation, process flow, and centralized data that Dynamics 365 brings to your business can impact different departments. These examples are simplified and limited but will give you some perspective. The possibilities are endless when fueled by your creativity and a good partner to help you make them happen.

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  • Notify sales teams when a customer enters a service ticket or inquiry.
  • Process Flow. Shorten ramp-up times and increase deal size with an event-driven sales process that guides your sales rep’s actions.
  • Centralized Data. Centralize customer interactions and transactions—both current and historic—to keep salespeople on task.

Customer Service

  • Dynamically guide agents to the right actions by surfacing relevant information exactly when they need it.
  • Process Flow. Create work orders and schedule and dispatch technicians with relevant customer information.
  • Centralized Data. Deliver value at every touchpoint with a 360-degree view of each customer’s journey.

Field Service

  • Automatically schedule the technician with the right job skills and best location to fit in more appointments per day.
  • Process Flow. Provide mobile access to back-office information so technicians can update work order details and initiate the billing process.
  • Centralized Data. Synchronize and track inventory down to the truck level with real-time visibility for higher first-time fix rates.

Project Service Automation

  • Enable intelligent and relevant skills-based assignments with real-time visibility to resources using a unified scheduling engine.
  • Process Flow. Prioritize project-based sales opportunities with built-in intelligence to plan for successful outcomes.
  • Centralized Data. Anticipate resource demand and ensure the right resources are on the right projects, keeping utilization high.


  • Use configurable templates, reusable content blocks, design tools, and videos to deliver content based on customer engagement.
  • Process Flow. Prioritize leads, automate hand-off, and track progress with shared information and connected processes between sales and marketing.
  • Centralized Data. Improve marketing ROI with embedded intelligence and analytics that track marketing performance.

Finance and Operations

  • Optimize workforce productivity with role-based workspaces that provide intelligent automation, task prioritization, and integration with Office 365 applications.
  • Process Flow. Minimize operational costs across business geographies with financial process automation, encumbrance, budget planning, budget control, and three-way matching.
  • Centralized Data. Improve product quality by identifying and resolving issues through real-time insights and predictive intelligence.


  • Welcome new hires with personalized onboarding checklists and clearly defined processes that reduce administrative burden.
  • Process Flow. Collaborate during the hiring process, sharing candidate information through talent sourcing, recruiting, and selection.
  • Centralized Data. Support professional development by tracking employee accomplishments, certifications, and training.


  • Acquire inventory from the right vendor at the right price and allocate and replenish stores based on season, market demand, and competitive pressures.
  • Process Flow. Give customers the convenience and flexibility to buy in-store, pick up in other locations, or get home delivery through connected ordering and fulfillment.
  • Centralized Data. Support omnichannel buying with real-time product, customer, inventory, and order visibility.

To find out more download the full white paper: “But Really…What is Microsoft Dynamics 365?The not-too-technical, not-too-salesy guide to Microsoft’s new cloud business management solution.

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By CRM Software Blog Writer,

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