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d365 Business Central

Streamline, manage, and grow your business with Dynamics 365 Business Central - a flexible, scalable, comprehensive business management solution for your business.

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d365 Business Central

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  1. Microsoft Dynamics 365 CRM – Functional Areas Sales Customer Care Marketing • • • • • • • • • • • Leads Opportunities Communication Database Process Planning Budgeting Marketing Lists Campaigns Tracking Reporting • • • • • Cases Contracts Resource Mgmt. Scheduling Knowledge Base

  2. Microsoft Dynamics 365 CRM – Sale Process

  3. Microsoft Dynamics 365 CRM – Marketing

  4. Microsoft Dynamics 365 CRM – Deployment Options On-Premise Online/Cloud Partner Hosted

  5. Microsoft Dynamics CRM You home for Marketing and Sales

  6. Quarterly Sales 6 5 4 3 Microsoft Dynamics 365 – Sales 2 1 0 January April August December Company A Company B Company C

  7. Microsoft Dynamics 365 CRM – Sale - Dashboard

  8. Sales - Accounts

  9. Sales - Contacts

  10. Sales - Leads

  11. Sales – Leads – Leads with Different Statuses

  12. Sales – Creat New Lead

  13. Sales - Opportunity

  14. Sales – Create Opportunity

  15. Sales – Order Details

  16. Sales –

  17. Sales – Invoice Create Invoice

  18. Sales – Invoice Create Invoice

  19. Sales – Products

  20. Sales – Products – Product Details

  21. Sales – Add Product

  22. Campaign through Email

  23. Campaign through Email

  24. Create an Email Template

  25. Create an Email Campaign

  26. Setting Up an Email Template

  27. Integration with Email Tight integration between CRM and Outlook ensures that all teams can manage emails, schedule appointments, capture customer discussions and much more within a familiar interface.  With Microsoft Dynamics and Outlook you can:  Automatically link Outlook emails to associated CRM records including contacts and opportunities  Create personalized CRM views in Outlook  Access all CRM end-user functions in the Outlook interface  Open CRM records from any linked Outlook email  Rely on the familiarity of Outlook to reduce training costs & gain rapid user acceptance

  28. Integration of Dynamics CRM with Outlook

  29. Microsoft Dynamics 365 CRM – Customer Service - Dashboard

  30. Microsoft Dynamics 365 CRM - Dashboard

  31. Microsoft Dynamics 365 CRM – Customer Service - Activities

  32. Microsoft Dynamics 365 CRM – Service - Activities

  33. Microsoft Dynamics 365 CRM – Customer - Accounts

  34. Microsoft Dynamics 365 CRM – Customer - Contacts

  35. Microsoft Dynamics 365 CRM – Service - Cases

  36. Microsoft Dynamics 365 CRM – Service – Create New Case

  37. Microsoft Dynamics 365 CRM – Service – Case Details

  38. Microsoft Dynamics 365 CRM – Service – Case Details

  39. Microsoft Dynamics 365 – Voice of Customer Survey “Engaged customers are usually better advocates of the brand, are more loyal and more profitable.”

  40. Voice of Customer Survey - Features Voice of the Customer (VOC) features: Surveys with a variety of questions and formats Themes that can be designed to follow your companies color guidelines Scoring that is predefined or can be modified for your needs Personalization for specific customer or user Feedback that can be tracked and reported on Follow ups automatically generated based off feedback or scores

  41. Voice of Customers

  42. Create a New Survey

  43. Create a New Survey – Default Template

  44. Create a New Survey – Designer Template

  45. Create Customer Response

  46. Create Customer Response

  47. Microsoft Dynamics 365 CRM – Service – Case Details

  48. Microsoft Dynamics CRM – Service – Customer Complains Record every case Record every case History of customer contact is important; they will remember it and you should be aware of it. History is the catalyst for change, be that in product or processes. To improve the quality of your offering you will have the facts at hand to make a considered judgement of what changes need to be made, how quickly and the cost of not doing so. Track/monitor complaints Track/monitor complaints Recording every time your client’s contact you on each issue as it is a true indication of the level of pain that your customer is having if you cannot resolve it quickly. The urgency of your client can then be matched to the time and resources you need to place on solving the problem.

  49. Microsoft Dynamics CRM – Sales – Customer Complains Escalate cases effectively Escalate cases effectively If a problem cannot be solved immediately, escalation procedures need to be in place that will quickly provide an answer or a pathway to resolution. In this case, your internal processes must be well defined and automated through the system. Monitoring the situation and automatic further escalation keeps problem resolution in the spot light. Just where you client’s want it to be. Provide resolutions quickly Provide resolutions quickly Having a problem is inconvenient to both you and your client. However, the speed at which you resolve a problem, your understanding of the affect this is having can often influence the perception of your products and brand for each client. They will talk about how quickly you respond and resolve issues and this have a very positive affect.

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