Dynamics 365 Apps for Customer Engagement.
Sales Professional
If you do not need full-fledged enterprise app for your business, then Sales Professional is the best fit for you. It contains many exciting and interesting features to help you out in your sales cycle. This app provides the user visual insights of your business with dashboards and charts, 360° view of customer engagements, business flows to help you to know what to do next, activities timeline to schedule meetings with the clients, records can be stored and viewed in the form of documents, simplified opportunity-to-invoice process, documents templates and access of data anywhere at any time.
Marketing
Dynamics 365 Marketing is a marketing-automation application that helps turn prospects into business relationships. The app is easy to use, works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. By using dynamics 365 marketing app, you can design graphical emails, newsletters, templates and experiences of different customers to nurture the leads. Information can be easily shared across the teams and reports on MROI can be analyzed easily. Moreover, this marketing app provide a platform where events can be organized and market in a better way.
Customer Service
Customer Service app focuses on optimum customer satisfaction to build great customer relationship. Organizations use may features and tools provided by customer service app to manage the services that they are providing to their customers.
Dynamics 365 Customer Service provides features to:
- Track customer issues through cases.
- Record all interactions related to a case.
- Share information in the knowledge base.
- Create queues, and route cases to the right channels.
- Create and track service levels through service level agreements (SLAs).
- Define service terms through entitlements.
- Manage performance and productivity through reports and dashboards.
- Create and schedule services.
Field Service
Microsoft Dynamics 365 for Field Service is a complete field service management software that includes service locations, service agreements, customer assets, predictive maintenance, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.
Field Service app covers the following features:
- Optimized Scheduling.
- Contract Management
- Inventory Management
- Mobile Productivity
- Connected Field Service
- Customer Communication
- Add Prebuilt, customizable applications. (Integration with add-on applications of Microsoft or its partners. Create customized apps.)
Project Service Automation
The Project Service Automation (PSA) application helps organizations efficiently track, manage, and deliver project-based services, from the initial sale all the way to invoicing. The app enables you to:
- Plan projects, and create estimates and work schedules
- Estimate and track project cost and revenue
- Forecast resource requirements for projects in the pipeline
- Track project progress and cost consumption
- Manage quoting, pricing, and billing for projects
- Assign and manage resources
- Use reports and interactive dashboards to monitor key performance indicators for successful projects
It also helps to monitor and control costs for your project-based work, individual consultants easily enter and track project time and expenses either on mobile or using a web browser.
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