Microsoft Dynamics CE

Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns, and follow service cases associated with specific accounts or opportunities. 

The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they're onsite with customers fixing issues. With Copilot in Field Service, users can access the latest AI models in various areas of the application. These AI-based features are rapidly evolving and help users be more productive. 

The Field Service application enables you to:

• Improve first-time fix rate

• Complete more service calls per technician per week

• Manage follow-up work and take advantage of upsell and cross sell opportunities

• Reduce travel time, mileage, and vehicle wear and tear

• Organize and track resolution of customer issues

• Communicate an accurate arrival time to customers

• Provide accurate account and equipment history to the field technician

• Keep customers updated with the status of their service call and the resolution

• Schedule onsite visits when it's convenient for the customer

• Avoid equipment downtime through preventative maintenance

Examples of organizations that use the application to manage their field service scenarios:

• Manufacturing - A medical device manufacturer sells machines to hospitals and clinics, and uses the application to manage maintenance services over the lifetime of the machines.

• Utilities - A fiber optic cable utility company uses the application to respond to outages by dispatching technicians to problem areas.

• Health care - An in-home health care service provider uses the application to schedule and dispatch healthcare workers to administer medicine and other care to multiple patients.

• Equipment maintenance - A facilities manager uses the application to deliver maintenance and repair services for heating and cooling equipment.

Microsoft Dynamics 365 Project Operations connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability.

• Leaders get business insights to increase visibility across all teams, data, and processes, plus AI capabilities for better and faster business decisions.

• Sales is enabled to win more deals and accelerate the sales cycle with fast and accurate quotes, flexible pricing, and seamless transitions from estimate to execution.

• Resourcing is set up to optimize resource use by aligning the right people, with the right skills, to the right projects. This alignment improves quality and helps to retain top performers.

• Project managers can accelerate project delivery with state-of-the-art, built-in project management that uses familiar, easy-to-use Microsoft Project capabilities.

• Team members can improve productivity, collaboration, and visibility with integration to Microsoft Teams, and submit time and expenses from anywhere.

• Finance can simplify project accounting with time and expense tracking governance, project costing, budgeting, invoicing, revenue recognition, compliance, and visibility into key business health metrics.

The key features of Dynamics 365 Marketing are all about delivering highly targeted and timely communications and events, retaining and increasing loyalty, and providing cost and revenue attribution.

Dynamics 365 Marketing also includes:

• Leads, Accounts, and Contacts

• Customer Journeys

• Advanced Segmentation Tools

• Campaign Automations

• Dynamic Nurture Drips

• Online and In-Person Event Management

• Email, Form, Survey, and Landing Page Creator

• SMS and Social Media Integration

• Custom Workflows and Automations

• Interactive Reports and Dashboards

• Automatic Lead Scoring

• Connectors to Third-Party Tools