Top 5 Reasons To Use Microsoft Dynamics 365 For Project Service

Microsoft Dynamics 365 brings a tight integration of enterprise CRM and full-fledged ERP for maximum flexibility and extensibility. With a little programming and Dynamics 365 data, you can create Power BI and SSR reports. You can also integrate the data collected by Dynamics 365 with any other online project management tool to increase productivity.

With increasing number of organizations transitioning to become project-based-organizations (PBOs) to enhance productivity and control costs, Project Service Automation with Dynamics 365 is the game changer that they have been looking for.

Here are Top 5 Reasons to use Dynamics 365 for Project service:

  • Team Collaboration: Get a unified sales experience for your entire team. Make customer interaction more productive and relevant with a customer-centric approach.
  • Project planning made easy: Improve your project planning from estimation to completion with Dynamics 365’s strong scheduling and management capabilities.
  • Increased mobile productivity- With easy-to-use mobile apps for iOS, Android and windows your team can now update, manage and collaborate from anywhere, anytime.
  • Simplified Time & Expense management: Customer attribution, information submission, approval, and updating project status are now simpler with desktop, web and mobile apps.
  • Identify actionable trends: By using customisable dashboards, scoreboards and real-time analytics you can be proactive and improve your service levels.

Microsoft Dynamics 365 is a compelling choice for project-based organizations that desire greater sales, field services, and service delivery alignment. When integrated with the other Microsoft products, including Microsoft Office 365, it enhances a PBOs ability to plan, sell, and execute project-based services.

Contact one of our experts today and to learn how you can implement Dynamics 365 in your organization and find the perfect solution for your business. Write to us at or give us a call at +91 (80) 4110 5555.

Microsoft Dynamics 365 for Field Service

Field service remains as an important strategic component for most enterprises as per, as it basically drives consumer loyalty and fabricates stronger, trusted relationships with clients. Microsoft Dynamics 365 for Field Service accomplishes this with enhanced first-time fix rates and facilitates productivity. With advanced scheduling, resource optimization and mobile enablement capabilities, you would now be able to keep your client at the focal point of your business.

Field service, including advanced analytics, machine learning and the Internet of Things’ capabilities, allows you to move from a costly break-fix model to a never-fail service model.

Optimized Scheduling

Be at the right place at the right time.

Optimize your field service administration. To accommodate both customer service representative and dispatcher workflows, Organize individuals and equipments with flexible scheduling- Precise appointment scheduling- so it’s easy to fit more arrangements into the day.


Contract Management

Account for all service revenue and improve customer satisfaction

Make it less demanding to oversee and maintain the accuracy of service contracts and installed products across customers and locations using field service management software. With greater comprehension of contract data, you drive faster, more accurate billing while at the same time helping field service teams recognize new deal chances to drive extra income.

Inventory Management

Have the right resources on every call

Manage inventory updates and stock history across locations, including warehouses, depots, and trucks. Real-time updates mean your inventory is always accurate, so you can better track your service stock for fewer write-offs, and create better forecasts.


Mobile productivity

Improve field processes and technician productivity

Provide native mobile applications with real-time and offline data. No matter which device they use, your technicians can view the customer information and guidance they need when they need it


Connected Field Service

Lower costs by dispatching technicians only when needed

Detect, troubleshoot, and resolve issues remotely with Internet of Things connected devices. See problems before customers even know about them and attempt to solve them remotely so your technicians are only sent when necessary.

Targeted at the new age businesses and customers, Microsoft believes Dynamics 365 will enable every business to cater to business automation employing Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP). Dynamics 365 comes alongside a host of industry-specific solutions and apps which will not only improve capabilities but allow for extensibility.

Contact one of our experts today and we will help you find the perfect solution for your business. Write to us at or give us a call at +91 (80) 4110 5555.

10 Attributes of Microsoft Dynamics 365 for Sales Empowerment

Buyers see brand connections as individual issues that incorporate their own values, feelings, and identities. They look for engaging experiences that show how well an organization comprehends them and what the organization thinks of them. This gives a feeling of trust that prompts repeated purchases and lifetime clients. Customers are more likely to be inconsistent in term of buying when a relationship is not displayed. Hence, it’s important for your sales team to build relationships with your customers.

Microsoft Dynamics 365 consolidates industry driving ERP and CRM frameworks into a single cloud service. In our previous blog posts, we have talked about the 10 reasons to migrate to MS Dynamics 365. In this article, we look at 5 ways in which MS Dynamics 365 for sales can help your sales team turn leads into relationships.

  1. Predictive intelligence by giving an automated lead scoring and prioritization that demonstrates a lead’s probability to contact and likelihood to convert, the Sales team can identify which leads to go after.
  2. Signals from Exchange and Dynamics 365 uncover relationship well-being, risk, and next best activity, allowing sales teams to concentrate on the most critical prospects and customers. Real-time interactive dashboards ensure that actionable insights are effortlessly available so sales teams can make quick data driven decisions.
  3. Business intelligence is easy to comprehend and helps to follow up on customer insights. Customer relationship based insights to help you prioritize better and increase personal engagement.
  4. Social Insights dissect social posts to recognize and follow up on purchasing signals from potential leads. Access a snapshot of social activities through implanted buzz volume, patterns, and sentiment analysis.
  5. Embedded OneNote encourages note taking and sharing straightforwardly from inside the business application. Easily capture pictures and transcribed notes for sharing with the sales team. Effectively share discussions, occasions, notes, and archives with associates, regardless of the possibility that they aren’t clients of Dynamics 365 for sales.

MS Dynamics 365 for Sales is adaptable, versatile, extensible and scalable. It gives smart bits of knowledge to help sales representatives offer more in less time, wiping out a significant number of the diversions that can shield deal experts from concentrating on their actual needs. In short, MS Dynamics 365 can enable you to develop your business and increase your profitability by closing deals faster and more efficiently while simultaneously nurturing your relationship with each customer.

Contact one of our experts today and we will help you find the perfect solution for your business. Write to us at or give us a call at +91 (80) 4110 5555.