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Microsoft Dynamics 365 Sales

Build relationships and grow revenue with Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 offers a comprehensive sales application; that provides salespeople with the insights and action plans they need to bring in new clients, build strong relationships and close sales quickly. With inbuilt organisational capabilities, Dynamics 365 Sales is designed to help salespeople to efficiently manage all their accounts and contacts, correspond efficiently and generate consistent sales collateral.

Benefits of Microsoft Dynamics 365 Sales

Build on Intelligence

Using CRM, identify customer behaviour, buying trends and forecast customer pipelines


Unite by sharing conversations, activities, notes and proposals with colleagues

Streamline efficiency

Automate monotonous part of your sales processes so your team can focus on actual selling


Seamless integration with other Microsoft products such as Teams & SharePoint

Dynamics Customer Service

Benefits of Dynamics 365 Customer Service

Improved Customer Experience :  Intelligent case management features such as Virtual Agents guarantee quick response times and a professional, standardised process.

Efficiency :  Dynamics 365 simplifies the agents’ work and takes away the need for manual data entry. Agent’s will no longer have to search for the relevant information, or trawl back through conversations to form the correct responses. Instead, Customer Service streamlines everything and manages agents’ time with inbuilt scheduling and reminder capabilities.

Useful Dynamics 365 Customer Service Features

Customer Service Insights

Dynamics 365 utilises information from customer service insights to personalise every interaction an agent has with a client. These useful Insights capture a 360-degree view of the customer’s journey and ensure that an agent always has the background information they need to properly assess and assist a customer’s enquiry.

Customer Dashboard

Every customer will have an easily accessible customer dashboard; this is where all of their information will be stored and where every interaction an agent has with each customer will be recorded. All this information can be quickly analysed and shared in the knowledge base with other agents.

Customer Voice

A useful tool included within Dynamics 365 is Customer Voice. Customer Voice measures and configures customer feedback using surveys. This data then enables you to analyse trends and inform actions to increase engagement and customer satisfaction.

Microsoft Dynamics 365 Field Service

Dynamics 365 Field Service Features

An in-built smart routing system optimises travel times and visit goals. With route planning and smart assignments, agents are able to fit in more calls per week and in doing so save time and money: the scheduling reduces travel time, mileage and vehicle wear and tear.

Microsoft Dynamics 365 Field Service provides the complete management solution for your field sales and service teams enabling you to drastically improve performance levels by using intelligent scheduling, enhanced transparency, remote asset monitoring and billing management.

Dynamics 365 Field Service enables your engineers to manage and fix customer issues fast and ensure consistent and dependable operations.

Useful Dynamics 365 Customer Service Features

Equip your workforce

Real-time communication and collaboration between customer service, dispatch, field service agents and your customers

Efficient scheduling

Optimise your service schedule with job routing, resource skill matching with the added ability to quickly reallocate resources

Reduce call out costs

Increase first time fix rates and delivery performance by only sending out the field service team as and when it’s necessary.

Manage Resource

Efficiently match the best field agent to a work order based on availability, proximity and the required skills for the job.

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