microsoft dynamics crm partners (52)

Microsoft Dynamics 365 Finance and Supply Chain Management is a complete business and financial management solution for medium and large businesses.

With Dynamics 365 Finance and Supply Chain Management, you can be sure that your business management solution is right for your employees and the needs of your industry and business, and that it will continue to be relevant.

End-users benefit from easy-to-use tools that help improve individual productivity and efficiency and have a direct impact on profitability. By providing users with familiar, easy-to-use tools, they can work quickly and make smart, proactive decisions. Best of all, it's complemented by a number of fantastic supporting cloud technologies that support business intelligence, workflow, design your own apps, and integrate with other solutions you use.

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Businesses want to collect more and more information about their customers, but not just about standard demographics. As customers get more sophisticated, you need to understand their in-store and online shopping behavior, how they prefer and buy products, what they think about your products, how those products can be improved, And much more.

With better knowledge of your customers, you can have more individual experiences and stand out from your competition. Microsoft offers a tool in the Dynamics 365 the family that does just that: Microsoft Dynamics 365 Customer Insights.

Here's a look at what it does ... and 6 reasons why you should include it in your strategy.

What is Microsoft Dynamics 365 Customer Insights?

Microsoft Dynamics 365 Customer Insights helps businesses deepen their understanding of their customers. It collects customer data from multiple sources and aggregates it for analysis in one place using artificial intelligence (AI) and machine learning (ML). Customer Insights provides a unified view of an organization's customers and gives marketing, sales, and service employees the information they need to personalize customer loyalty.

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For manufacturers, efficiency and flexibility are crucial for processes that are smooth. As the leading supplier of Enterprise Resource Planning (ERP) in the production industry, Microsoft has taken these vital factors into account using its Dynamics 365 Business Central solution. Business Central is gaining ground by focusing on business intelligence and process improvement. Business Central can play a part in a manufacturing or assembly environment.

Listed below are 6 Ways Business Central may be used to boost your assembly/production processes in a production environment:

  1. Ability to store and control the surroundings

In situations where the subassemblies are built-in inventory for use in procedures with raw materials or other subassemblies to make a final product, the system can be configured as follows:

  • The sub-assemblies can have an assembly policy for warehouse manufacturing in which the replenishment system takes an account of demand (high need for actual orders or low demand for forecasting or planning parameters such as the order purpose or safety stock) to make sure that the stock of the sub-assembly is determined by an optimal level to support the final assembly or production of the finished products used with these parts.
  • Finished products can have a contract Manufacturing /assembly coverage in which the replenishment system checks difficulty in demand for products to ensure that orders are placed to meet with challenging demand.

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The implementation and integration of customer relationship management (CRM) solutions are vital for large companies, but not always required for start-ups. However, there are many reasons why a CRM can benefit start-ups or must be put into place before the business reaches a bigger scale. These reasons range from enhancing client satisfaction to more effective monitoring of buyer information and can be so helpful that some state that all start-ups require a CRM. Freelancers may also use a CRM software solution.

The question of if a CRM should truly be put into place at the company varies from case to case. The information sometimes doesn't have to be processed only because there's not enough data if the business is too small. On the other hand, a corporation may want to start tracking and utilizing the data of its users to improve and develop its own product/service. If you're not sure whether you need a CRM right now, ask yourself whether it's possible to process all your data and analyze it using a simple Excel spread-sheet without wasting time or causing hours of stress.

If so, CRM is not the best choice for you and you should wait some time for your business to grow. If this applies to you, it is still good to know what to look for when you want a CRM. The information becomes difficult to monitor and once the business happens over, CRM is a great way to ensure that your start-up continues to grow. Here we look at some of the benefits of using CRM in a few tips that are associated and a start-up.

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Advantages of CRM and ERP Integration

In a market that is highly competitive, consumer loyalty is essential to maintain your margins and ensure long-term success of your enterprise. There are lots of strategies to build brand loyalty. What you may not realize is the integration of CRM and ERP solution is a fundamental step to create and retain loyal customers.

At a top-level, the integration of ERP and CRM allows your employees to provide personalized customer services that are quick, informed and much more. You're able to reduce inconsistencies between sales and inventory, increase the accuracy of offers, reduce manual data entry, and increase the data available to every customer. Integration means providing and gaining 360-degree visibility of your clients.

Traditionally, CRM and ERP solutions have been viewed as two separate systems for separate functions, and you might think that integration is not worthwhile. But we would like to discuss some of the benefits that our clients benefit most out of incorporating their systems.

Why you should think about incorporating ERP and CRM:

  1. Precise quote and inventory/order

When salespeople can access inventory and product prices in real-time, they can provide quotes, lead shipping dates and time. This level of accuracy and consistency is vital for building satisfied and loyal customers.

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Do you implement management tools such as ERP or CRM solutions to optimize your organization and your business? These tools are surprisingly inventive in their classification. What if we say that these management tools are becoming more influential in cloud fusion and storage? Of course, this is possible, and personalizing this information is a great idea, because your employees will be able to access company information in real time via a single dashboard and with a few clicks. Microsoft Dynamics 365 is a great system solution that offers this flexibility. The customization of these tools can therefore be carried out by most trusted and accepted CRM /ERP development / implementation companies.

Microsoft Dynamics 365 is a powerful set of intelligent CRM and ERP applications that you can use to drive customer growth and business success by bringing all your business needs to the cloud. Start your transformation with a briefing on how you can use Dynamics 365 to promote customer loyalty.

Let's see what needs to be considered when deploying /implementing Microsoft Dynamics CRM for your business.


Do your employees use Skype to make outgoing business calls? Nowadays, businesses use this type of cloud-based VoIP system. They can also use Microsoft Dynamics 365 tools and store all relevant information in OneDrive or a cloud system. Employees may find it difficult to accomplish the tedious task. There may be ways to lose critical data. The chances of losing or deleting data are greater when you browse multiple apps.

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Dynamics 365 portals, now called Power Apps portals, are websites that extend the functionality of your existing Dynamics 365 solutions (for sales, marketing, customer service, field service, chain management supply and human resources). This is mainly done by making certain CRM data (for example, business details, shipping phases, etc.) available to portal users such as customers, partners, employees or communities. This functionality opens up opportunities for collaboration and engagement in which these target groups are involved.

Let's take a closer look at how Dynamics 365 portals use these features for different user groups.

Customer Self Service

With Dynamics 365 portals integrated with Dynamics 365 for Customer Service, you can reduce the volume of help requests for service employees and provide smoother customer service. On a portal, you can provide a knowledge base that can be used to resolve frequently asked questions by customers. In addition, the portal can offer users relevant knowledge bases based on the keywords they have entered. With the knowledgebase articles on offer, you can easily answer your customers' questions before they even ask them. To further improve self-service features, you can add live chat and custom features to work with customers as well as product/service analytics to make your customers' interaction with your brand much more convenient to any moment.

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The titles are almost the same today, but the products differ considerably. Microsoft Dynamics NAV and Dynamics 365 (Business Edition) have evolved on various platforms, but from 2018, both are represented under the same umbrella brand Dynamics 365.

Frequently, the two solutions differ only in the number of users they could handle. However, their significance to a business should depend on how well they match the growth plans and the goals plans of the respective company.

Here are some of the differences between the two solutions

D365 for Finance and Operations Enterprise Edition (EE) - previously Dynamics AX - was mainly developed for large international organizations that are used in many places and possibly in different regions. If an organization has different accounting groups in enterprises within a consolidated business arrangement, the strong functionality of Enterprise Edition will exceed that of NAV.

EE supports centralized master data management (MDM) and a range of solutions that allow companies with a complex organizational structure to handle different standards. EE features transparency on inventory in international sites and on every area of a business.

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Microsoft Dynamics 365-Operations (Microsoft Dynamics AX) is the complete ERP solution for businesses, which provides a dedicated foundation for five sectors as well as complete ERP fundamental functions for fiscal, personnel and operations management. It allows your employees to anticipate and embrace change so that your company can flourish. All of this is combined into a single solution that allows you to rapidly add value. Microsoft Dynamics 365 Operations is localized translated and supported by languages normally available in countries.

With enhancements and more features in the area of Core Enterprise Resource Planning (ERP) and business functions, Microsoft Dynamics 365 Operations will let you get more business value quicker, provide flexibility and faster and wider acceptance of your business and acceptance.  Promote the use and simpler maintenance and updating thanks to the constant focus on simplicity.

Power of Microsoft Dynamics 365 Operations

A powerful foundation developed for five industries:

  • Manufacturing
  • Distribution
  • Sale
  • Services
  • Public sector

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Do you have the transparency and flexibility to react quickly to events and changes in the supply chain? Can you easily make proactive changes to minimize negative consequences? For many companies, weaknesses in the supply chain pose a major risk to overall profitability.

The good news is that there are ways to strengthen your Supply Chain Management CRM, no matter what specific challenges you may face:

  1. Make sure your data is used

Many companies rely on big data and collect a lot of information without having the tools they need to understand and use it. Your data is only as powerful as your ability to analyze and respond to it.

Make sure you have the level of analysis and AI required to understand things. To make your supply chain more resilient, you need powerful graphics, up-to-date information and insights to help you see the big picture.

How does a change in your supply chain affect your production, for example, and respond to changing consumer preferences? To understand this, you need data connected to your ERP and CRM systems and the ability to use this data to predict the effects of changes anywhere in the system.

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Microsoft Dynamics 365 Business Central (BC) provides a characteristic that lots of opponents struggle with - an automated user-centric workflow tool. This attribute, based on developments from the AI of Microsoft, frees your employees from having to handle subtle entries so that they can focus on their own work. You utilize and can configure workflows that connect business process tasks executed by different users.

What is a workflow?

Workflows connect the tasks of various users. Two uses of workflows are prerequisites and permits to create new documents. You can certainly use them to get tasks that are more complicated. Elements like payment approvals and bookings can also be included in workflows within a step before or after a predefined user task.

Before creating workflows, be aware that Business Central includes a number of preconfigured workflows, “workflow templates" you can copy to make your own workflows. For more information, see “To make a workflow from workflow templates" from Microsoft online help.

To utilize workflow you must configure the workflow to use workflows.  Users and acceptance users. You will also need to find out how users get notifications.

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In today's technology-driven world, data is the most valuable asset for businesses that are increasingly integrating with the latest technology to gain valuable insights from their data.

When we talk about using Microsoft Dynamics CRM, it's about analyzing the data and revealing key trends from the data so that businesses can make informed decisions. The powerful Microsoft Dynamics CRM is used by millions of small, medium and large businesses to optimize their marketing, sales and customer service functions.

In addition to the latest features and functions, Microsoft Dynamics CRM offers easy integration into existing business systems and processes. This is one of the reasons why many companies are interested in the system. Microsoft Dynamics CRM's advanced business intelligence helps companies improve their overall decision-making capabilities, easily integrates with other business management products such as enterprise resource planning (ERP) and integrates marketing applications, making it the first choice for companies who want to want to optimize business processes on a broad front using a single digital platform.

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The current connection between refining manufacturing productivity and increasing customer satisfaction have disturbed the market.

Many manufactures today focus on incorporating digital and physical systems that reduce prices, improve efficiency, provide flexibility, and can enhance visibility.

They are currently moving towards the term smart factory.  Trying to connect devices and factories so as to enhance all aspects of their operations, to utilize factory data information - productivity increase and to optimize customer satisfaction.

Here's how Microsoft Dynamics 365 can help Manufacturer

Optimizing supply chain operations transparency

By visualizing, integrating and collecting supply Chain data, manufacturers have a clearer idea of their procedures from production to sale.

For example, a sizable automation firm has discovered that competitive edge is increased by automating the collection and evaluation of information from remote facilities through quicker marketing

Improved transparency and accessibility to supply chain Data can also facilitate collaborative discussion and projects in marketing, delivery, support, sales and production.

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People who've been in the construction industry understand the pressure of a tight deadline and a tight budget. But, unforeseen circumstances often arise that send the plans drawn up out of the window and induce the workers to specify a new schedule and new margins to the project. Entrepreneurs should be aware they can depend to get their project back on track, when efficiency is at stake.

ERP Software is a business solution that provides high-performance tests using data from different construction processes such as accounting / financial management, contractor management, device / inventory management, human capital management, job management, supplier management, provide and customer administration.

ERP construction software incorporates disparate software systems into a single whole solution, so that site supervisors can have tools to effectively handle the entire life span of a job, such as:

  • CRM
  • Estimated cost
  • Auction Administration
  • Direction of contracts and purchase orders (PO)

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We can clearly see that the significance of the customer experience is a high priority for businesses. Everybody is trying to gain customers. CRM software vendors have taken notice and are focusing on delivering the best customer experience with their strategies, plans and solutions.

Dynamics 365 CRM software is an aggressive and expanding space. It plays a significant role in encouraging organizations to measure the marketplace. It has to concentrate on the growing trend of personalized user experiences to attract and keep customers.


Companies are focusing on the customer experience than ever. It's as important as quality and the cost of the product in the current highly competitive market of today. A product cannot win in this market that is demanding. Clients are now looking at the entire package, and the paperback is more difficult to make than a new customer than to maintain.

In this context, companies are attempting to provide better support than other market players. This not only wins new customers but also increases customer loyalty. The customer experience surpasses all factors as it pertains to the market where we operate today.

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Microsoft Dynamics Business Central is an all-in-one cloud-based business management solution that enables customers to move from their accounting software or legacy ERP system to a single all-in-one solution for finance, operations, sales and customer service management.


Dynamics Business Central is based on the modern way of doing business. This allows industry-specific functions to work together

The functions of the new Dynamics 365 Business Central (D365 BC) confirm the modern way of running a business. It enables exclusive industry-specific functions that confirm cloud technology. Thanks to its flexible scalability, it is suitable for companies of different sizes, from small startups to global cities.


The basis of D365 BC is Dynamics NAV. Dynamics NAV is an application with more than 20 years of history. Therefore, we work with proven technologies, but we always have access to the latest technologies.

Dynamics Business Central was founded under the name of Dynamics NAV for many successful years. Although it has many proven technologies, it is always ready to have many advanced technologies.

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Dynamics NAV is Accessible “in the cloud". This means that the solution is hosted online and the solution is purchased by you by subscription. Choosing a subscription option has several advantages. There are five benefits below.

  1. Less need for Internal IT tools

Outsourcing your ERP software reduces the need for internal IT resources. Rather than having maintained and support systems that are obsolete, your IT team can concentrate on making decisions and optimizing everyday routines that are technical.

  1. Availability

With an ERP System, in the cloud users may access Dynamics NAV anytime, anyplace. Obviously, this requires you to access the internet. However, if you do, then you can take advantage of improved availability and mobility that can result in better understanding and greater productivity.

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If you want to develop as a manufacturer of building materials, you have to face many challenges to keep up with the market dynamics. It is quite difficult to train employees and keep production quality constant. You should also anticipate changes in the way customers search for and purchase products. Not to mention that you have to maintain efficient production while reducing raw material waste.

An integrated ERP manufacturing solution can help you overcome these hurdles and provide your business with the foundation for long-term growth and success.

Advantages of networked ERP:

  1. Optimized supply chain management

If you want to manage your supply chain, you need to be able to make quick and efficient decisions to adapt to change. Connected ERP can help you collect and analyze the data you need to anticipate changes before they happen, calculate the impact of a decision, and keep stock levels at optimal levels. You benefit from complete visibility and traceability throughout the life cycle of your product, from entry to dispatch.

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Data is the engine of modern business, which is why customer-oriented software plays an important role now. Smart companies aim for growth and profitability utilizing a variety of solutions that are economical and powerful to maximize client potential.

Microsoft Dynamics 365 is a proven program that enables customer information into business opportunities. It's a fantastic tool for companies - whatever their size - without needing to pay huge amounts of money to take advantage of the entire CRM experience.

Some industries benefit from using this CRM Tool:

For medical device suppliers

Medical device suppliers often work with B2B (business-to-business) companies and procedure many recurring / returned client requests. In such cases, Dynamics 365 for Sales is used to process customer requests access medical records verify insurance eligibility and automate processes such as prescription supply and sales.

For Law Firms

Together with Dynamics 365 for Sales systems Lawyers and their employees can arrange and manage business growth customer information and customer profitability. Through various third-party integrations, real-time dashboards that monitor performance and profitability can be provided by Dynamics 365.

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Enterprise Resource Planning (ERP) is an end-to-end small business management procedure. This can be facilitated by highly integrated applications that enhance planning and cohesion involving sections. This approach makes the entire business and promotes collaboration and synergy and an efficient compacted machine by linking the sections where the move from one to the other is almost transparent.

ERP Software in the construction

While venture and manufacturing enterprise resource planning has been well received and embraced across all businesses, the design has lagged behind the new starts of business applications that were integrated.

Construction Businesses have traditionally based on their requirements applications on the requirements of sections. It is not unusual to see different platforms and applications for field service, resource planning, inventory management, project management, time recording, accounting, and bookkeeping. This ad hoc and strategy prompted the entrepreneur to buy numerous software platforms, which hampered automation, communication, and information flow.

While building businesses are lagging behind; you aren't alone in sharing the blame. There were not many solutions for the building industry for Tier 1 and Tier 2 ERP platforms.

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