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Are you looking for a business platform which can display your entire customer management for marketing, sales and service? With Microsoft Dynamics 365 CRM, you get a tool that supports you in winning prospective customers, managing customers and retaining them for the long term.

Microsoft Dynamics 365 - the modern, flexible CRM solution from the cloud

Today, projects are becoming more and more complex, business relationships more demanding and customer wishes more individual. Factors which lead not only companies and their employees to be more agile, mobile and flexible than ever, but also the IT environment in the background.

With Microsoft Dynamics 365, Microsoft combines well-known customer relationship management functions from Microsoft Dynamics CRM such as marketing, sales, field and customer service into a central business platform. The modular structure effects that modules and functions such as Azure Services, Power BI, PowerApps, IoT, ERP etc. can be added and removed at any time. Or use the underlying Dynamics 365 PowerApps platform to customize your own business applications.

Use the current CRM system from Microsoft as a future-proof all-in-one solution in which all business processes can be efficiently handled and managed and your customer relationship management remains successful.

Top 6 reasons for Microsoft Dynamics 365 CRM with TSO-DATA

Artificial intelligence - Copilot in Dynamics 365 CRM

The integration of artificial intelligence in Microsoft Dynamics 365 opens up a wide range of possibilities across different business areas. In sales and marketing, as well as in other modules, the use of AI-based co-pilot functions brings significant improvements. These technologies help to optimize processes, improve the customer experience and increase efficiency in various business functions by relieving your teams. Dynamics 365 uses AI to shape a new era in the business world characterized by data analysis and personalized customer engagement.

Transform the way sellers work with Microsoft Sales Copilot

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Dynamics 365 Sales Copilot: Sales efficiency redefined

The Dynamics 365 Sales Copilot revolutionizes customer communication in sales. This tool enables salespeople to personalize every interaction and stay productive. It provides real-time information on market position compared to competitors, leading to more compelling customer conversations. Copilot increases your sales efficiency by responding to customer needs and providing a competitive advantage.

Future of marketing: Copilot for Dynamics 365 Customer Insights

The Copilot for Dynamics 365 Customer Insights opens up new horizons for your marketing. The advanced AI functions optimize marketing processes and enable in-depth personalization of the customer approach. Copilot supports you with customer projects, customer segmentation and the creation of the perfect customer journey. Quickly and easily create targeted customer profiles and automated marketing content tailored to the individual, which is characterized by AI-supported data analysis. This technology enables a new era in customer relationship management.

New Copilot capabilities in Microsoft Dynamics 365 Customer Insights

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Revolutionize processes - strengthen competitive advantage

With Dynamics 365 and its AI-driven co-pilot functions, doors to a more efficient, smarter business world are open to you. Take the opportunity to revolutionize your processes and strengthen your competitive advantage.

Microsoft Dynamics 365 apps - create your own Dynamics 365 functional scope

Dynamics 365 Sales

Accelerate and increase your sales, reinforce your business relationships and support your sales staff - with Dynamics 365 Sales you always keep your customers in sight.

  • Customer acquisition
  • Existing customer management
  • Opportunity management
  • Integrated lead management (access independent of location and time)
  • Sales figure management
  • Field service management
  • Offline-capable app
  • Playbooks for the standardization of sales processes

Dynamics 365 Customer Insights

Combine marketing content, marketing data and processes to create modern customer experiences and sustain customer loyality.

  • E-Mail marketing with drag & drop editor and subsequent tracking 
  • Customer Journey (complete marketing automation)
  • Dynamics 365 Customer Voice (valuable information through individual customer surveys)
  • Lead Nurturing (lead management based on evaluation criteria)
  • Event Management (integrated, comprehensive event management solution)
  • Marketing Forms (creation of landing pages)
  • LinkedIn LeadGen (enriching leads by LinkedIn information, etc.)

Dynamics 365 Customer Service

Increase customer loyality with top service and service offerings across multiple sales and service channels (multi channel).

  • Multi channel service offers (e.g. personal, e-mail, self-service portals, etc.)
  • Administration of Service Level Agreements
  • Creation of service cases
  • Customer portal with ticket system (Dynamics 365 Portals)

Dynamics 365 Field Service

"Place the right employee with the right skills, the right tools in the right place!" – Dynamics 365 Field Service makes it possible and plannable. Ensure optimum customer support on site. Dynamics 365 Field Service supports your field staff with comprehensive functions - for a consistently high service quality.

  • Service planning with drag & drop planning tool
  • Customer Asset Management -administration of service objects (e.g. machines)
  • Management of service contracts for periodic maintenance
  • Automated scheduling of service orders with Ressource Scheduling Optimization
  • Offline-capable app for mobile and tablets
  • Integration of IoT for predictive maintenance scenarios
  • Control and monitoring of services
  • Integration of self-service portals for customer interactions
  • Field service control and route planning
  • Service calendar

Dynamics 365 Project Operations

Make your project business more productive and profitable - with powerful functions, you can comprehensively control and manage your projects, plan resources and invoice time and travel expenses.

  • Support of project work
  • Adapted sales modules for the project businss
  • Project and resource planning
  • Administration and accounting of times and travel expenses
  • customer billing
  • Mobile apps
  • Integration of Microsoft Project

Dynamics 365 Portals

Use the CRM portal to share information with external people, e.g. service requests, self-service articles, forums or other.

  • Targeted provision of CRM system data for external persons
  • document sharing, sales opportunities, videos
  • conduct surveys
  • Integrated ticket system in combination with Customer Service and Field Service

Integrated cloud services for Dynamics 365

Combine Dynamics 365 with various cloud applications such as Office 365 on your Dynamics 365 platform and increase the effectiveness of your employees.

  • Flexible extansion of range of functions
  • Integration pf various cloud services (e.g. Office 365, SharePoint Online and Microsoft Power BI)

Power Apps Platform

„Empower every person and every organization to achieve more“ - The PowerApps Platform is the technological basis of Dynamics 365 on which Microsoft apps (e.g. Sales, Field Service) or individual apps can be deployed. Follow the Microsoft vision and solve future challenges yourself with the help of the PowerApps Platform.

  • Deployment of individual apps to solve specific challenges
  • Creation of own apps for smartphones and tablets
  • I

    ntegration of further data sources (e.g. SharePoint)
  • Security management incl. user administration and rights concept
  • Secure data management in the cloud incl. backups
  • Implementation of your business logic using workflows – without programming effort
  • Quick start without server provisioning

Deployment of CRM-Dynamics 365

Microsoft Dynamics 365 can be deployed in several ways. You can choose between Microsoft Cloud or classic on-premises model as a server-based installation in your company.

In the majority of our Dynamics 365 projects we already rely on the cloud model. This enables us:

Fast installation with little effort

Low costs

Automated import of updates

Automated creation of data backups

And much more

Microsoft is also investing more effort in the development of Dynamics 365 in the cloud. In the future, some functions will only be available exclusively in the cloud.

We will be happy to advise you on the provision of Dynamics 365 and create a concept that meets your needs.

Dynamics 365 - try now

Would you like to test Microsoft Dynamics 365? With TSO-DATA you can.

Contact our Dynamics 365 experts and set up your trial together with one of our consultants by navigating through the installation menu.

  • Click on the link above to test Microsoft Dynamics 365
  • Installation together with your personal consultant
  • 30-day trial version
  • Free of charge

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Contact our Dynamics 365 experts and get in touch with them directly.

David Eggenhofer

Sales Microsoft Dynamics 365


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