As we discussed before, one of the main benefits of the update from Dynamics CRM to Dynamics 365 is that businesses only pay for the apps they need.
So a business may start with the Sales and Customer Service apps and then as they grow, they can add other apps like Project Service or Finance.
To give you a better understanding of what all these apps do then we’ve put together this quick guide.
Covering all parts of the sales process
- from creating contacts and account records to store all your customer and supplier information
- through to leads, opportunities, quotes and orders
The sales app forms the foundation of an organisation’s CRM system to help sales pipeline management
- automate support tickets
- report against outstanding cases
- handle entitlements
- manage service scheduling
whilst seeing the status of your support cases at a glance.
Allows quicker response times, empowers staff and helps management create insightful reports with the service information in one place
The complete ERP tool, Operations provides global scalability for your business to grow. It covers
Provides everything your service team needs, from scheduling to predictive maintenance, all accessible on iOS, Android and Windows mobile devices.
It even includes an automated tool that schedules appointments, enabling your team to fit more appointments in to the day.
Want to capture a customer sign off for a work order at the point of completion on an engineer’s device? – then Field Service is for you.
Project Service Automation
Helps your team plan and manage projects better by providing them with automation technology.
Includes tools like
- project planning
- resource scheduling
- time and expenses
- utilisation reports
- customer billing
Allows you to create co-ordinated campaigns, target customers and measure ROI on your campaigns
Provides your team with customer analytics to help them understand their customers better. Uses easy to reference dashboards that can be configured for each team member