Dynamics 365

A new way of visualising concepts for cloud based solutions.

Dynamics 365

Dynamics 365 is a set of business app containing the CRM and ERP based functionality

Sales App

Sales Process Management
Setup Quote Business Process
Manage Orders
Manage Invoices
Manage Quote
Manage Leads
Manage Opportunities
Setup Products
Setup Relationship Analytics
Configure Leads Scoring
Configure Sales Accelerator
Create and Manage Views
Setup Teams Integration
Setup Key Insights

Marketing App

Manage Marketing Form
Manage Marketing Email
Manage Marketing Pages
Design Lead Scoring
Create Lead scoring models
Design Customer Journeys
Manage Customer Journey Templates
Manage Social Posts
Create Segments
Manage Segment List
Manage Marketing List
Define Suppression Segment
Manage Events
Manage Webinars
Design Event Business Process
Manage Feedback Surveys
Configure LITMUS previews

Human Resources App

Setup Employee Development
Setup Reviews
Configure Review Templates
Manage Leave and Absence
Configure Compensation
Setup Personnel Management
Setup Performance
Configure Courses
Setup Skills & Learning
Setup Review and Goal Templates
View Analytics
Configure Task Management
Setup Questionnaires
Define Compliance
Setup Onboarding

Field Service App

Manage Resources
Define Characteristics, Skills
Define Proficiency Models
Setup Booking Rules
Setup fulfillment preferences
Configure Pool & Crew
Configure Facility
Manage Work Orders
Define Bookable resource
Manage Geo Code
Schedule resources
Schedule board management

Project Service App

Configure Project Automation
Setup Project Business Process
Define Schedule Board
Setup User Roles
Manage Resource Utilization
Setup Project Templates
Setup Time Entries
Setup Expense System
Configure Dashboards

Customer Service App

Manage Cases
Design Phone to Case process
Manage Case Relationships
Manage Queues
Manage Knowledge Article
Define Entitlements
Design Service Level Agreements
Configure Omnichannel experience