Professional customer management with Microsoft Dynamics 365

Features for professional customer management with Microsoft Dynamics 365

Structured, professional customer management is gaining in importance in global competition. What is needed are efficient, IT-supported tools that support the entire communication and interaction with the customer safely and sustainably. Microsoft Dynamics 365 (formerly Dynamics CRM) provides the necessary functions with focus on all of the following:

Streamlined business processes

With guided dialogues and flexible workflows, streamline sharing, improve consistency, and take advantage of the Microsoft Dynamics 365 illustrated best practice processes.

Profitable customer management

Microsoft Dynamics 365 equips your sales professionals with an 360 degree customer view. This means holistic details about prospects as well as business opportunities as well as informative analyzes. With this information, your sales force will focus on the core points, thereby strengthening the relationship with customers and partners.

Precise contact management

Customers and business partners expect a fast, precise and individually coordinated service. Dynamics 365 supports your employees with an 360 degree view, holistic case management and comprehensive analysis.

Quickly available metrics

Get real-time dashboards in Microsoft Dynamics 365 an optimal overview of the performance indicators. With drill-down analysis and inline data visualization, you can focus on the main data points reliably.

Opportunities in focus

Spend more time on sales and less time on administrative tasks, by using the intelligent sales features of the Microsoft Dynamics 365 Use business software. Sales opportunities are evaluated automatically and initiate follow-up processes for sales and office staff.

This keeps you in focus at all relevant sales opportunities. Powerful features such as full lead-to-cash transparency help optimize sales activities.

All-round support in the service

Microsoft Dynamics 365 supports your employees in daily contact with customers and business partners. Intelligent interfaces, mobile application options and intuitive use ensure that your employees work agile and flexible, thereby improving service quality

Seamless Office and Outlook integration

Control all emails, contacts, and customer information in one place with the native Microsoft Outlook client. Accelerate your daily work with preview panels, Office contextual sweets, and core Office features such as form letters and Microsoft Excel export / import.

Intuitive usability

Minimized due to the familiar Microsoft Outlook interface, role-based forms and embedded Microsoft Office features Microsoft Dynamics 365 the administrative effort and gives your staff in the service more time for the most important task: the care of your customers.

Easy ERP and third-party integration

The CRM solution Microsoft Dynamics 365 based on the flexible .NET platform with open APIs. It can easily be integrated into ERP systems, third-party applications or web services and provides a homogenous work environment in which all data is available at the push of a button.

Limitless mobility

Maximize employee productivity outside of the office - with easy access to CRM data and functionality via the offline client or mobile device.

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Your contact person
Heike Klecha

Heike Klecha

+49 7544 966-200