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Microsoft Dynamics 365

Customer Relationship Management Modules (CRM)

  • Sales – Manage leads, opportunities, and customer relationships.

  • Customer Service – Deliver multi-channel support and case management.

  • Field Service – Coordinate on-site service operations and technician scheduling.

  • Customer Insights – Unify customer data and generate AI-driven insights.

  • Marketing – (Now part of Customer Insights) Create and manage campaigns, lead nurturing, and segmentation.

CRM/ERP

Microsoft Dynamics 365 is a cloud-based suite of intelligent business applications that helps organizations unify data, streamline operations, and enhance customer experiences. It integrates Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) capabilities across sales, marketing, finance, operations, and customer service—empowering businesses to make smarter decisions and drive growth through AI-powered insights and automation.

Enterprise Resource Planning Modules (ERP)

  • Finance – Automate financial operations, budgeting, and compliance.

  • Supply Chain Management – Oversee inventory, production, and logistics.

  • Commerce – Manage retail and e-commerce operations across channels.

  • Business Central – An all-in-one ERP for small to medium-sized businesses.

  • Project Operations – Plan, track, and manage project-based services.

  • Intelligent Order Management – Automate and optimize order fulfillment.

Other Specialized Modules

  • Human Resources – Manage employee records, benefits, and compliance.

  • Fraud Protection – Detect and prevent payment and account fraud.

  • Remote Assist – Enable real-time collaboration using mixed reality tools.

Each module is designed to work independently or integrate seamlessly with others, giving businesses the flexibility to scale and adapt as they grow.