Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 combines your company’s ERP and CRM applications in one solution

Get started with Microsoft Dynamics 365

Microsoft Dynamics 365 is a complete Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solution that empowers your business across all departments. Microsoft Dynamics 365 and the Power Platform help organisations adapt to market conditions and position themselves with data insight and agility. The system is a cloud solution which is well-integrated into Microsoft Azure and it is one of the World’s leading CRM solutions according to Gartner. Dynamics 365 is the next generation of intelligent business applications that can help organisations with their digital transformation in a safe and secure way.

Dynamics 365 unifies ERP and CRM functions. All data is stored in a common database in Dataverse, ensuring seamless data exchange between applications. With easy scalability, it helps you digitise your business. It is designed as a cloud-only solution, making data exchange with all Microsoft Azure-based applications easy, simple and secure. If you don’t want to use a cloud solution, it is also possible to run the solution on-premises or as a hybrid solution.

Dynamics 365 Supply Chain Management is replacing Dynamics AX and is primarily differentiated from Dynamics 365 Business Central in that it is designed for larger companies, supporting even the most complex international business structures.

Analytics and customer insights

Sales performance and pipeline through KPIs, real-time analytics and dashboards ensure that you can freely combine historical and prescriptive data to provide context and help you anticipate the retention and sales potential within your existing customers. With machine learning and artificial intelligence, it is possible to pinpoint sales opportunities and automatically notify the sales team of new opportunities.

Automating with the Dynamics 365 Customer Engagement Plan and real-time analytics gives the sales team a complete view of results, ensuring visibility into the company’s pipeline and sales forecast.

Microsoft Dynamics 365 – ERP and CRM in one unified solution

Multilingual functionality

Dynamics 365 Supply Chain Management is designed to bring your organisation together across borders and language barriers. Dynamics 365 handles country-specific functionality in almost every language imaginable. This means that when individual accounts specify which country they belong to, country-specific functionality is activated and individual legal requirements and specifications are handled automatically. The individual user can also specify which language they want to use, regardless of the language specified for the country of the accounts. So, for example, a German employee can enter a Danish document in their own language.

Configuring products

Configuring products can be an advantageous solution if you want to simplify your company’s product number structure. When an order is created in the system, a series of questions are filled in. These questions lead to how the product should be configured. The questions and answers may depend on previous answers. This prevents selling an out-of-stock product as only available combinations can be selected.

Setting this up can be a bit challenging, but ultimately simplifies the sales process.

Integrated analytics with Microsoft Power BI

Microsoft Dynamics 365 Supply Chain Management includes Microsoft Power BI as standard for all enterprise users. This gives you a powerful analytical tool to analyse, visualise and present data – directly in your Supply Chain Management. The whole system is cloud-based, so you can access your data anytime, anywhere. If anything changes, you’ll be notified directly on your mobile phone or tablet.

Intercompany transactions

Large organisations often buy and sell between subsidiaries. Microsoft Dynamics 365 Supply Chain Management facilitates intercompany trading, allowing an organisation’s legal departments to trade goods while all documents are automatically generated for the legal entities involved, saving the organisation time and money.

Microsoft Dynamics 365 CRM

CRM solutions help sales and marketing teams stay organised, understand where each lead is in the sales lifecycle, and know who has worked on which opportunity. Tracking customer-related data gives your sales reps insight, knowledge and a range of features and actionable activities to close the sale. The status of each customer is easily viewed in dashboards and real-time performance for each process in the sales chain.

Microsoft CRM enables your organisation to:

Make decisions based on knowledge and facts
Take actions that accelerate your business
Grow your business – faster
Automate operations
Move from reactive to predictive operations
Create a seamless sourcing experience
Streamline recruitment processes and programmes

One solution

As your CRM partner, we help and guide your organisation in the right direction. No two companies or organisations are the same. That’s why we tailor the CRM solution exactly to your business, so you get a better overview of your customer data, which ultimately means more sales.

Solita is a Microsoft Gold Partner, Microsoft CSP (Cloud Solution Provider) and has extensive experience with all Microsoft products, so you can be confident in choosing us as your partner.

Let us help you realise your digital potential. – Contact us!

Lise Vestergaard Senior Vice President, Sales, Solita

[email protected]
Jesper Dan Christiansen EVP, Denmark, Solita

[email protected]

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM

Get started with Microsoft Dynamics 365

Analytics and customer insights

Microsoft Dynamics 365 – ERP and CRM in one unified solution

Microsoft Dynamics 365 CRM

One solution

Let us help you realise your digital potential. – Contact us!

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