Dynamics 365 for Sales helps you turn relationships into revenue

• Better understand customer needs, engage more effectively, and win more deals. Cultivate relationships and opportunities. To crush quotas, sales teams need more than data. They need insights to help them enhance their pipeline today and drive future revenue.

• Enable smarter selling with embedded insights

• Improve sales performance

• Empower sellers to build relationships with authentic and personal engagement

• Get additional AI-driven insights to grow sales

• Boost seller productivity with seamless tools

• Innovate with sales solutions built to evolve

With Dynamics 365 for Marketing, turn your prospects into business relationships

• Find and nurture more sales-ready leads by moving beyond basic email marketing. Connect sales and marketing, automate processes, and make smarter decisions to maximize your marketing ROI. Your marketing transformation starts here.

• Create and nurture leads

• Align sales and marketing

• Make smarter decisions

• Get additional AI-driven insights to win your market

• Innovate with a modern and adaptable platform

Dynamics 365 for Customer Service, empowers you to earn customers for life

• Differentiate your brand with Microsoft Dynamics 365 for Customer Service. Built-in intelligence delivers faster, more personalized service and adds value to every interaction, even on the go. Solving the services dilemma. Gone are the hours spent logging in and out of systems for simple reports. This powerful solution provides data on a silver platter - so you can stop obsessing over numbers and start making customers obsess over you.

• Engage with customers on any channel or device

• Deliver fast, personalized service

• Learn from every interaction

• Get additional AI-driven insights to improve support

• Innovate with a modern and adaptable platform

Rapid Application Development with Power BI, Power Apps, and Flow

• Power BI: Power BI allows you to understand and measure business outcomes.

• PowerApps: PowerApps allows you to create experiences to act on those measurements.

• Flow: Flow allows you to automate these business processes.

With Dynamics for Project Service Automation, you can profit from your projects

• Build trusted customer relationships by delivering outstanding project experiences. Dynamics 365 for Project Service Automation empowers you to deliver profitable projects on time and within budget while increasing employee productivity. End-to-end project service starts here.

• Manage projects with confidence

• Optimize your resources

• Forecast project profitability

• Increase productivity

• Innovate with a modern and adaptable platform

Proactive and connected Field Service

Deliver a seamless, end-to-end service experience with Dynamics 365 for Field Service. Built-in intelligence helps you resolve service issues before they occur, reduce operational costs, and deliver positive onsite experiences.

Timeline: 1 Week

• Kick-off & 1st Iteration Session

  • Discuss Leads, Accounts, Contacts, Opportunities (1.5 hrs)

• 2nd Iteration - Review system changes. (1.5 hrs)

• Final Iteration & review of system changes.  (1.5 hrs)

• 1 data upload - Accounts Only

• Admin Workshop (1 hr)

• End User Training (1 hr)

• Go Live - All Systems GO!

​

*Client to deduplicate their own data and place in data template provided

*If one of these options doesn't fit your needs, please contact us to discuss a custom plan.

​

Basic

Timeline: 2 Weeks

• Kick-off & 1st Iteration Session

  • Discuss Leads, Accounts, Contacts, Opportunities (1.5 hrs)

• 2nd Iteration - Review system changes. (1.5 hrs)

• Final Iteration & review of system changes.  (1.5 hrs)

• 2 data uploads - Accounts & Contacts Only

• Admin Workshop (2 hr)

• End User Training (1 hr)

• Go Live - All Systems GO!

​

*Client to deduplicate their own data and place in data template provided

*If one of these options doesn't fit your needs, please contact us to discuss a custom plan.

​

Core

Timeline: 3 Weeks

• Kick-off & 1st Iteration Session

  • Discuss Leads, Accounts, Contacts, Opportunities (1.5 hrs)

• 2nd Iteration - Review system changes. (1.5 hrs)

• 3rd Iteration - Review system changes. (1.5 hrs)

• Final Iteration & review of system changes.  (1.5 hrs)

• 3 data uploads - Accounts & Contacts, Leads or Opportunity data Only

• Admin Workshop (3 hrs)

• Train the Trainer (1 hr)

• End User Training (1 hr)

• Go Live - All Systems GO!

​

*Client to deduplicate their own data and place in data template provided

*If one of these options doesn't fit your needs, please contact us to discuss a custom plan.

​

Premium