microsoft dynamics 365 guide

Microsoft Dynamics 365

Introducing:

Microsoft

Dynamics 365

Implement Microsoft Dynamics 365 to reduce

costs and be a real enabler of business growth.

By managing your customers as well as new sales leads

effectively within a cloud-based environment that works

with the rest of your business applications, you’ll be able to

delight clients, manage growth, protect data, and empower

employees - wherever they work.



Tap into the Power of Dynamics 365 from Outlook

Use the familiar Outlook interface to integrate core functionality from Dynamics 365

and connect Outlook contacts. Track Outlook emails to

any Dynamics 365 record

type with a single click

View related Dynamics 365

information when composing or

reading an Outlook email.

Respond to emails with templates,

sales resources and knowledge

resources from Dynamics 365.

Update and create Dynamics 365

activities and other actions.

Works with Outlook for desktop

and Outlook web / mobile apps.

Focus On What

Matters Quickly create personalised views

that dynamically list the data you

need to work with

Get real-time insight across all teams

and CRM processes including service,

sales & marketing

Easily interpret data using contextual

charts and drill down for further analysis

Make quick inline edits

from grid views


Visualize Data in

New Ways

Improve decisions with data.

With Microsoft Power BI,

Cortana Intelligence, and Azure

Machine Learning built in,

Dynamics 365 helps you turn

big data into actionable plans.


Relationship Insights

Cloud services and embedded

artificial intelligence

continually analyses Dynamics

365 data and Microsoft

Exchange Online emails to

present notifications that

prompt action and increase

productivity.


Alerts users to customers questions and

potential new sales opportunities by analysing

tracked emails.

Relationship Assistant notifies users about

upcoming meetings and events

Reach Your Goals

Create individual and system dashboards, and

share team displays with Dynamics 365 users

Add interactive, real-time visualizations in

Dynamics 365 with embedded Power BI

dashboards and tiles

Add charts and list views to

user defined dashboards

View insights about your

business performance and

track progress against key

performance indicators

Real-time actionable insight

Nimble decision-making

Embed Power BI analytics

Drill-down dashboards


Get a Complete View

of Every Customer

Unify and share complete

customer data, across virtually

any device to create engaging

interactions.

Gain visibility into past and planned

customer interactions and activities

across marketing, sales and service

teams.


Transform Business

Processes

Develop intelligent

business processes using


to help you target and

win customers.

Implement processes to

facilitate natural tailored

experiences that will keep

clients for the long-term.

Tel: 0800 381 1000 | [email protected]


Follow guided processes to reach

successful outcomes supported by your

business rules and best practices

Easy access to critical

record data

Collaboration and recent

interactions at the forefront

mailto:[email protected]

SALES & MARKETING

Lead Management

Opportunity Manager

Pipeline Forecasting

Sales Automation

Quote Management

Marketing Lists

Email Marketing


Connected Business Apps & Processes

Microsoft Dynamics 365 individual apps work brilliantly on their own, or together.

Tailor a solution to your unique needs and do even more using add-in applications from

Appsource designed by Microsoft and its partners.

CUSTOMER SERVICE

Case Management

SLA Support

Account Management

Service Automation

Customer Web Portals

Contract Management

Service Analytics

PROJECT SERVICE

Resource Management

Project Contracts

Project Planning

Resource Scheduling

Manage Work Hours

Project Hours

Customer Billing

FIELD SERVICE

Work Orders

Service Agreements

Schedule & Despatch

Schedule Board

Inventory Management

Mobile Productivity

Connected Devices

FINANCIALS

General Ledger

Purchase Orders

Sales Invoicing

Bank Reconciliation

Pricing & Discounting

Job Management

Returns & Cancellations

Do Business

Anywhere

Work and connect with your

team from anywhere using

virtually any mobile device.

Free tablet and mobile apps are

available with every Microsoft

Dynamics 365 licence to increase

productivity and make every

second count!

Get the benefits of a productive

mobile team that can work

together wherever they are.


Connect Marketing

Automation

Integrate Microsoft Dynamics

with leading marketing

automation tools including

ClickDimensions and

dotmailer.

Empower marketers to

generate and qualify high

quality leads while enabling

sales to prioritise the best leads

and opportunities.


Manage Any Relationship & Business Process

Microsoft Dynamics 365 pulls together all your business processes and familiar

Microsoft Office 365 tools to help everyone be more productive and work

efficiently using a single connected solution.


Listen Everywhere. Analyse Sentiment. Drive Engagement.

Microsoft Social Engagement connects with Dynamics 365 putting powerful social tools in the

hands of sales, marketing and service teams - helping you to gain insight into how people feel

about your business and proactively engage with with customers, fans and critics.

Field Service

Automation

Get the right person to the

right place, at the right time,

with the right skills and

equipment.

Ensure customer satisfaction

and maximise field service

resource productivity by fitting

in more appointments.

Gamification

Use principles from fantasy

sports games to motivate

users to do more.

Any data track in Dynamics 365

can be used as the basis for

individual and fantasy team

based games that will increase

productivity through user

engagement and competition.

Connects Your Applications & Data Sources Built on an extensible platform with shared data and digital intelligence, Dynamics 365

gives you single view of your data - and a single platform for business growth.

with Accounting - access client order histories & financial details in

Dynamics 365 & send completed orders for processing

with Websites - import new enquiry forms & create new lead records

with Web Tracking - identify which companies visit your website & track

these clicks to uncover new prospects & increase online ROI

with Surveys - match customer satisfaction responses & other survey

replies to contact records

with Document Libraries - connecting Dynamics 365 with the document

management capabilities of Sharepoint and OneDrive

with Customer Portals - enabling clients to log service tasks online, check

cases and make updates on-demand

+ Dynamics 365 integrates with many more applications & data sources


Scalable Database

Architecture

Simple tools to configure

record forms, views, reports,

workflow and security

Supports Managed Solutions

for Controlled Delivery

Highly scalable platform,

minimal need for custom

coding


Flexible Licensing Options

Choose TEAM MEMBER licenses for users

who only require light usage.

Or, choose a PLAN or APP to access the

full capabilities of Microsoft Dynamics 365.

Licence users with an individual Dynamics

365 APP that defines their role, e.g. Sales

App.

Licence users with a PLAN to utilise

functionality across all Dynamics 365 apps

to fit specific role requirements.

Mix and match Dynamics 365 licenses with a

combination of PLANS, APPS and TEAM

MEMBERS to fit each user requirement.

DYNAMICS 365 PLANS INCLUDE

Microsoft Social Engagement

10GB Cloud Data Storage

Non-Production Licence

Voice of the Customer

Mobile Offline

1 x Web Portal


Microsoft Dynamics 365 Presentations

Manage Service Cases in Microsoft

Dynamics 365 [2:04]

Self-service customer web portals

in Dynamics 365 [2:25]

Microsoft Dynamics 365 App for

Outlook [1:35]

Demonstrating Microsoft Dynamics 365

for Sales Teams

[50:58]

https://www.youtube.com/watch?v=Nsoz187cKYA&t=2s



https://youtu.be/3vMZrHHCR4Q



https://www.youtube.com/watch?v=Cp6h9ItFqZI



https://youtu.be/8Naz-x_dwMc



Preact is a specialist Customer

Relationship Management consultancy

and a Microsoft CRM Gold Partner.

Our business is built on enabling

organisations to achieve outstanding

success from CRM.

With hundreds of successful

implementations under our belt since

1993 we would be delighted to discuss

how Preact can help you implement

Microsoft Dynamics 365.

To get in touch phone us on

+44(0) 1628 661 810

or email [email protected]

microsoft dynamics 365 guide

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