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Dynamics 365

Microsoft Dynamics 365 will help your organization manage your business more effectively and provide the business intelligence to always stay ahead of the competition. Dynamics 365 can be purchased either by purchasing the individual app you are interested or in an enterprise plan that come with multiple apps. For a full breakdown - check out our Dynamics 365 Overview blog: http://dynamics.atum.com/what-is-dynamics-365/ 

Sales:
Lead, Opportunity, Account and Contact management. A solution to seamlessly manage your customers, sales team, quotas, pipeline, create quotes and stay on top of everything through a variety of out of the box dashboard/Reports. The Sales app ensures you do not neglect any customers and stay ahead of your competition with competitor tracking.

Customer Service:
The customer service app was previously called “Service” and offers customer service management. This app provides case management, service level agreement tracking, billable time logging and everything you would require to ensure cases are smoothly managed through a variety of dashboards and reports.Typically this is used for managing customer issues which often start with a front line call center. This module can be extended into a portal giving customers the ability to get updates easily.

Project Service:
For project based organizations – this is the one you have all been waiting for! Manage a project from end to end all within CRM – from pre-sales to project closure. This module makes it very easy for project managers to get a full view of the available resources with expertise, easily build project plans and collaborate on documents all within a tracked workspace. Aside from just billing time, expenses can also be entered easily by the resources – giving you a full 365 view of a projects profitability. This module ensures projects stay on time and budget – a real game changer to the Dynamics 365 lineup.

 

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