CRM & Service
Manage & improve customer relationships
Microsoft Dynamics 365 CRM (Customer Relationship Management) is a powerful, integrated solution designed to help organizations manage and improve their relationships with customers, streamline sales processes, and enhance customer service.
Benefits
Streamline sales processes and enhance customer service.
Customer Engagement
Provides a complete view of each customer, including their interactions, preferences, and history, enabling personalized and more effective customer interactions.
Sales Productivity
Automates routine sales tasks, such as lead tracking, follow-ups, and opportunity management, allowing sales teams to focus on closing deals.
Marketing Effectiveness
Helps businesses create and manage marketing campaigns that are targeted and personalized, leading to higher engagement and better ROI.
Customer Service
Centralizes customer service cases, allowing service teams to manage and resolve issues faster and more effectively.
Features
Microsoft Dynamics 365 CRM Features
Below are the key features included with Microsoft Dynamics 365 CRM.
Sales Management
Track and manage leads and opportunities throughout the sales cycle, from initial contact to closing the deal.
Customer Service
Centralized system for managing customer service cases, enabling quick resolution and improved customer satisfaction.
Marketing Automation
Design, execute, and track marketing campaigns across various channels, including email, social media, and web.
Customer Insights
Segment customers based on demographics, purchase history, and other criteria to create more targeted marketing campaigns.
Field Service Management
Create, assign, and track work orders for field service teams, ensuring timely service delivery.
Integration & Extensibility
Seamless integration with Microsoft 365 (Office 365) allows for easy collaboration and data sharing across Outlook, Teams, Excel, and more.
AI & Machine Learning
Use AI to analyze customer interactions and provide insights on relationship health and customer sentiment.
Reporting & Dashboards
Create custom dashboards that display key metrics and KPIs relevant to your business.
Virtual Agents
Deploy AI-powered chatbots to handle routine customer inquiries and tasks, freeing up human agents for more complex issues.
How The Solution works
Business Workflow
Verification
Invoices requiring manual user verification appear on the verify queue. Duplicates, errors and other issues are addressed here.
Workflow & GL coding
Approval workflows are started and Non-PO GL Coding is completed if required.
ERP Integration
Invoices are sent to the integrated ERP solution or is sent as files to a folder location.
Pricing Plan
Accounts Payable Solution Pricing
Efficient and accurate accounts payable automation software.
Free Trial
Try out the solution with a 60 day free trial.
Free
Time Limited Features
Unlimited Users 500 Documents Header, Footer & Line Items AP & Exception Workflows
Basic Plan
Invoice header & footer capture solution.
$55/Month
Billed Monthly
Unlimited Users 1000 Documents Per Year Header & Footer Capture XML Output
Premium Plan
Invoice header, footer & line item capture solution.
$87/Month
Billed Monthly
All Features of Basic Line Item Capture Purchase order pairing 2-way/3-way matching
Enterprise Plan
Full featured invoice capture solution with AP workflows.
$104/Month
Billed Monthly
All Features of Premium GL Coding AP Approval Workflows Exception Workflows
Free Trial
Try out the solution with a 60 day free trial.
Free
Time Limited Features
Unlimited Users 500 Documents Header, Footer & Line Items AP & Exception Workflows
Basic Plan
Invoice header & footer capture solution.
$586/Year
Billed Yearly
Unlimited Users 1000 Documents Per Year Header & Footer Capture XML Output
Premium Plan
Invoice header, footer & line item capture solution.
$937/Year
Billed Yearly
All Features of Basic Line Item Capture Purchase order pairing 2-way/3-way matching
Enterprise Plan
Full featured invoice capture solution with AP workflows.
$1121/Year
Billed Yearly
All Features of Premium GL Coding AP Approval Workflows Exception Workflows
Microsoft Dynamics 365 CRM
Enhance customer engagement
Microsoft Dynamics 365 CRM is a comprehensive solution designed to enhance customer engagement, drive sales, and improve service delivery. Its rich feature set, combined with powerful integration capabilities and AI-driven insights, makes it an ideal choice for businesses looking to optimize their customer relationship management processes. Whether it’s for sales, marketing, customer service, or field service, Dynamics 365 CRM provides the tools needed to build stronger customer relationships and drive business growth.