Microsoft Dynamics 365

Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. This module allows you to keep track of your contacts, accounts, and manage the sales process from lead acquisition/opportunities to the close of the sale. You can further drill down to target specific customers with marketing lists and campaigns. 

Some powerful benefits to Dynamics Sales include: 

• The ability to manage customers when on the go wherever you are on any device (PC, tablet, phone, Mac)
•  Find and store all activities against records such as phone calls, emails, appointments and so on
•  Use the Artificial Intelligence powered Relationship Assistant to get insights relating to things you are working on.

The customer service module is built to help make your interaction with customers as smooth as possible by offering a number of channels:

• Track customers through cases,
• Share knowledge base articles, 
• Use queues to automate email processing/case creation to manage internally 
• Utilise Service Level Agreements (SLAs) Offer customers service packages through entitlements 

The out of box role-based interactive dashboards and data visualisations make it easy for your organisation to make informed proactive customer service decisions. Some powerful benefits to Dynamics Sales include: 

• The ability to manage customers when on the go wherever you are on any device (PC, tablet, phone, Mac) 
• Find and store all activities against records such as phone calls, emails, appointments and so on 
• Use the Artificial Intelligence powered Relationship Assistant to get insights relating to things you are working on.

Microsoft Dynamics 365 Field Service module offers a full end to end field service solution which includes:

• Work Order Management
• Scheduling and dispatch tools – to optimise customer service routing
• Time tracking – to track resource usage by time
• Preventative Maintenance – allowing generation of maintenance appointments
• Asset management – to keep track of customer equipment
• Internet of Things (IoT) Integration

In addition the module offers a modern customer portal which provides a way for customers to see up-coming appointments, open and completed cases, real-time location of field technicians, arrival times and automatic text / phone calls at each step of the process

Microsoft Dynamics 365 Marketing is aimed to help you turn prospects into business relationships. This module integrates seamlessly into Dynamics Sales and offers a number of key benefits to boost your marketing strategy.

Its multi-channel marketing capabilities include:

• Email Marketing
• Web landing pages
• Event Management
• Telemarketing
• SMS
• LinkedIn integration

Reach more customers through surveys building them using easy to use tools, gather feedback to gain further understanding of your customers needs.

The module can prioritize leads and opportunities with scores and then automatically route these to the relevant internal staff to work on further.

Microsoft Dynamics 365 Guides is a mixed-reality application for Microsoft HoloLens 2 that helps operators learn during the flow of work by providing holographic instructions when and where they’re needed.

These instruction cards are placed in the physical environment where the work is to be done and can include images, videos and 3D holographic models.

Interactions in Dynamics 365 Guides are recorded and reports can be extracted on certain key metrics such as:

• Duration of entire guide for user
• Duration spent at each step/part of the whole guide
• Completion statistics

The above statistics can enable administrator users to iron out bits and pieces of their guides to better help on site operators for current and future guides

Empower technicians and experts to collaborate efficiently.

Dynamics 365 Remote Assist empowers technicians and experts to collaborate efficiently even if individuals are located in different geographies. This is an all-in-one solution that can run on mobile devices, PCs, the Hololens and the Hololens 2 devices.

Dynamics 365 Remote assist enables remote users to be on site virtually without actually being onsite. They can view what the on-site staff see via their HoloLens 2 or mobile device, and can draw out key areas/anchors of items which the on site staff can see instantly via their devices.

Rather than communicating complex instructions via an audio call, this enables experts to directly show the onsite staff where to focus their efforts via live drawings, and the awesome thing is that the experts can be anywhere in the world!