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Discover Microsoft Dynamics 365


Microsoft Dynamics 365 offers all of the customer relationship management functionality that CRM Online previously offered, but in different packaging. With Dynamics 365, your enterprise can market smarter, sell effectively, and interact and respond everywhere. It provides business intelligence and productivity through tight integration with the Office 365 apps you already use. And it’s all in the cloud.



CRM tools make the customer-facing functions of business easier. They help you:

  • Centralize customer information
  • Automate marketing interactions
  • Provide business intelligence
  • Facilitate communications
  • Track sales opportunities
  • Analyze data
  • Enable responsive customer service


Dynamics 365 offers five individual apps that you can purchase in bundles or individually:

  • Sales
  • Customer Service
  • Field Service
  • Project Service Automation
  • Marketing



Turn Relationship Into Revenue


  • Built in digital intelligence and automated business processes
  • Easily identify prospects and customers with the most potential
  • Identify where sales coaching is needed
  • Access collaboration tools for your whole team
  • Personalize every engagement with the buyer
  • Give salespeople access anytime, anywhere

Learn more about Dynamics 365 for sales


Customer Service

Earn Customers for Life

  • Give customer great service on their channel of choice
  • Provide relevant, personalized service
  • Proactively address issues
  • Reveal customers' histories, preferences, and feedback
  • Provide guidance on service-level agreements
  • customer Support Center where your customers can search your site, contact you, or submit a support ticket
  • Interactive dashboards and data visualizations that help you pull insights from your metrics

Learn more about Dynamics 365 for Customer Service



Field Service

Master the Service Call

  • Improve first-time fix rates by dispatching the right technician
  • Reallocate your resources quickly as new work orders come in
  • Simplify dispatching with map views and visualizations
  • Provide real-time customer information to field workers
  • Enable techs to use barcode, RFID, and credit card readers
  • Process work orders and collect signatures remotely
  • Get remote monitoring and predictive maintenance
  • Automate remote fixes to minimize tech visits
  • Scheduling tools for optimization and time management
  • Manage service agreements in the field
  • View up to date inventory levels based on location, warehouses, depots, and trucks
  • Customer portal

Learn more about Dynamics 365 for field service

  Dynamics 365 help




Project Service Automation

Profit from your Projects

  • Deliver accurate estimates
  • Use collaborative planning tools
  • Use a repeatable service model for on-time, on-budget projects
  • Make decisions fast using Power BI and Excel reports
  • Improve project planning from estimation to completion
  • Unify resourcing and scheduling so your managers assign the best consultants to each project
  • Utilize mobile apps

Learn more about Dynamics 365 for project service automation



Deliver Powerful Customer Experiences

  • Work from a centralized profile with a customer's information
  • Take advantage of finer segmentation capabilities
  • Better individual targeting
  • Send offers that automatically adapt to a customer's behavior
  • Deliver personalized, contextual content that drives conversion
  • Coordinate across earned, paid, and owned channels
  • Get automated workflows with retargeting across channels
  • Use real-time insights into results and attribution


Learn more about Dynamics 365 for marketing


On top of all of these features, Microsoft Dynamics 365 is affordable for small to medium businesses.


Want to learn more? Contact us to get started.