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Microsoft Dynamics 365

Microsoft Dynamics 365 is a business application that integrates Microsoft's CRM (Microsoft Dynamics CRM) and ERP (Microsoft Dynamics AX) into a single cloud service. It automates key business processes, including finance, field service, sales, marketing, and customer service. Individual implementations are possible, and the ability to add functionality as needed to meet your needs is another feature. Standard customizations are possible without coding, and extensions can be developed to suit unique business processes using the .NET platform.

Features

Dynamics 365 connects all business processes and data, from customers to production sites and accounting, to support speedy decision-making and action.

  • Improving work efficiency

    It can be easily integrated with Microsoft products, allowing users to work using familiar tools, so there is no need for users to learn new technologies when implementing Microsoft Dynamics 365.
    In addition, schedules, emails, and other interactions can be automatically imported into Microsoft Dynamics 365, reducing the burden of daily management tasks and allowing you to focus more on your core business.
    Data can also be output from CRM to Excel, making it easy to create reports and analysis reports.

  • Freely change settings

    If you want to change settings in response to changes in the market environment or business operations, standard customizations can be done without coding, making it possible to keep up with daily changes and adapt the system.

  • Provided as a cloud service

    Since it is provided as a cloud service, it is easy to get started and there is no need for daily server maintenance costs.
    If an on-premise system is required, it is possible to migrate to an on-premise system.
    You can flexibly select the system that best suits your system size and usage pattern.

  • Accessible from any device

    Microsoft Dynamics 365 can be used on any device, including desktops, laptops, tablets, and smartphones.
    Apps are also available for Android and iOS smartphones, tablets, and Windows tablets.

  • All the necessary functions are included as standard

    Microsoft Dynamics 365 is packed with all the features you need for your business, including marketing, sales support, and customer service.
    Instead of using separate tools for each task, you can handle all tasks with just one tool using Microsoft Dynamics 365.

Product/Service Overview

There are six main business applications related to CRM in Microsoft Dynamics 365.

  • 01. Dynamics 365 Sales

    ・SFA (Sales Force Automation) functions
    - An application that tracks business partners and contact persons and supports all sales activities from potential customers to orders

    Main functions: Customer management, sales management, activity management, dashboard, etc.

  • 02. Dynamics 365 Customer Service

    An application that provides many features and tools that you can use to manage the services you provide to your customers.
    ・Support customer issue tracking, information sharing, escalation, etc.
    ・It is also possible to define service conditions

    Main functions: Inquiry management, self-service portal, email routing, knowledge management, etc.

  • 03. Dynamics 365 Field Service

    ・Applications that support the provision of on-site services
    - Can be combined with mobile functions such as workflow automation and scheduling

    Main functions: Resource management, maintenance planning, dispatching, schedule management, auto-routing, etc.

  • 04. Dynamics 365 Project Operations

    ・Applications that support project-based business execution
    ・Covers everything from sales to billing
    ・Support for project planning, project management and execution

    Main functions: Process management, expense management, resource management, contract management, skill management, etc.

  • 05. Dynamics 365 Marketing

    Marketing automation applications that help grow your leads
    ・Seamlessly integrates with Dynamics 365 Sales and incorporates BI and other features

    Main functions: Campaign management, lead management, lead scoring, ROI, event/seminar management, etc.

  • 06. Dynamics 365 Guides

    Mixed reality applications for Microsoft HoloLens
    - Holographic instructions can be provided when and where needed
    ・It can be shown to operators in real time, enabling both newcomers and veterans to maintain and retain a high level of skill.

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