Make agents’ work effortless
Maximise agent productivity and focus on delivering quality service with AI-powered agent assist and collaboration tools
Microsoft Dynamics 365 CRM
For Sales, Marketing and Customer Service
As certified Gold partner of Microsoft TecTree also specialize in D365 CRM. Dynamics 365 CRM, also known as Microsoft Dynamics 365 Customer Relationship Management, is a comprehensive customer relationship management solution provided by Microsoft. It is part of the broader Dynamics 365 suite, which encompasses a range of business applications. Dynamics 365 CRM focuses specifically on managing and nurturing customer relationships throughout the entire customer lifecycle. It offers a wide range of functionalities, including sales management, marketing automation, customer service and support, and field service management. With Dynamics 365 CRM, businesses can effectively track customer interactions, manage leads and opportunities, automate sales processes, create targeted marketing campaigns, deliver personalized customer service, and gain insights through data analytics. The solution provides a centralized platform for managing customer information, interactions, and activities, enabling businesses to build stronger relationships, improve customer satisfaction, and drive revenue growth. It also integrates seamlessly with other Microsoft applications and services, allowing for a holistic approach to customer relationship management within an organization.
-
Streamlined Financial OperationsThe solution helps streamline financial processes, automating routine tasks such as invoice processing, payment reconciliation, and financial reporting. This improves operational efficiency, reduces manual effort, and enables finance teams to focus on more strategic activities.
-
Enhanced Financial VisibilityDynamics 365 Finance provides a centralized platform for consolidating financial data from various sources. It offers real-time visibility into financial metrics, cash flow, and performance indicators, empowering organizations to make informed decisions and take proactive actions.
-
Comprehensive Financial ManagementThe solution covers a wide range of financial management functionalities, including general ledger, accounts payable and receivable, budgeting, cash flow management, fixed assets, and compliance. It enables organizations to effectively manage their financial processes within a unified system.
-
Multi-Currency and Global Operations SupportDynamics 365 Finance is equipped to handle multi-currency transactions and support organizations with global operations. It helps manage currency conversions, exchange rates, and financial reporting across different countries and regions.
-
Integration and CollaborationDynamics 365 Finance integrates seamlessly with other Dynamics 365 applications and Microsoft tools, fostering collaboration and providing end-to-end business process management. It enables finance teams to work in sync with sales, customer service, and other departments, improving cross-functional collaboration and data sharing.
-
Advanced Reporting and AnalyticsThe solution offers robust reporting and analytics capabilities, including built-in financial intelligence and integration with Power BI. Organizations can generate customized reports, create interactive dashboards, and gain deeper insights into financial performance, trends, and forecasts.
-
Regulatory ComplianceDynamics 365 Finance helps organizations ensure compliance with financial regulations and standards. It includes features for managing tax obligations, financial audits, and regulatory reporting, helping businesses meet legal and financial requirements.
-
Scalability and FlexibilityDynamics 365 Finance is a scalable solution that can adapt to the changing needs of organizations. It can accommodate growth, support additional users and entities, and handle complex financial structures.
Benefits of Microsoft Dynamics 365 CRM
Service Offerings
