Microsoft Dynamics 365 ERP

Microsoft Dynamics 365 ERP

WHAT IS DYNAMICS 365 FOR OPERATIONS?

AN ENTERPRISE RESOURCE PLANNING (ERP) SOFTWARE THAT HELPS YOUR BUSINESS SAVE MONEY

Dynamics 365 ERP is a Microsoft enterprise resource planning system for medium to large organisations. Dynamics 365 ERP optimize your financials and operations to drive growth and make real-time, data-driven decisions at global scale—all with an intelligent, modern enterprise business application. Microsoft Dynamics 365 ERP for Operations combines all your company’s data into a single system so all your employees can work more efficiently.

Dynamics 365 for Finance Temple Austin Houston Texas

Financial Management

Transform your business performance

With Microsoft dynamics 365 – Create more efficient processes, deliver robust reporting and analytics, and ensure regulatory compliance.

Dynamics 365 for Operations gives you a complete view of your company’s financial situation, all from one application. It’s a lot easier to monitor cash flow, manage inventory and invoice your customers. Stay up to date on your Accounting Schedules, Budgets, Sales Orders and Vendor Management. Create invoices and bill your customers right from Outlook. When you have a complete view of what’s going on in your business, you can make better decisions.

Manufacturing

Dynamics 365 for Operations will change the way you operate your warehouse, transport your company’s products and control your inventory. Use these new features to give your warehouse managers automated tools so they can respond quickly to changing demands in your business. Consolidate your shipments to reduce transportation costs. Use inventory apps to improve packing and shipping methods.

Dynamics 365 ERP Temple Austin Houston Texas
Microsoft Dynamics 365 Operations Information technology

Information Technology

If you’re using multiple systems to run business operations, managing your IT can be a real nightmare. It can also cost you a lot of money. By providing real-time information on almost any device, Dynamics 365 for Operations simplifies your business operations. And, because it’s in the cloud, you can scale it up or down to suit your business needs. Optimize your operations to drive growth and make real-time, data-driven decisions at global scale—all with an intelligent, modern enterprise business application.

Retail

Trying to run separate systems for sales, inventory and customer data can create real problems. Dynamics 365 for Operations gives your salespeople all the information they need about the products they sell. For example, if you run out of a popular product, your sales will suffer until the next shipment arrives. With Dynamics 365 for Operations, Sales staff will be able to answer customers’ questions about order and shipping status without having to contact another department. Better yet, customers can use a mobile shopping application to look for the product themselves, either in another store or on social media.

Microsoft Dynamics 365 for Retail in Operations is an end-to-end retail solution that delivers unified commerce across all channels. It encompasses sales, mobility, intelligence, and productivity to help retailers and workers achieve more in a cloud-first, mobile-first manner. Retail offers comprehensive support to operate a wide range of business processes, such as merchandising, inventory, and channel management capabilities. It also provides immersive customer experiences across all touchpoints.

Dynamics 365 for Retail empowers retailers to create exceptional, insightful shopping experiences.

Retail Operations Microsoft Dynamics 365

MICROSOFT DYNAMICS 365 ERP
PROJECT SERVICE AUTOMATION

Run your project-based business more productively and profitably
using MICROSOFT Dynamics 365 ERP for Project Service Automation. It helps you successfully manage your projects—and satisfy your clients.

DELIVER YOUR PROJECTS ON TIME AND ON BUDGET WITH MICROSOFT DYNAMICS 365 ERP PROJECT SERVICE AUTOMATION

Do you struggle to deliver your projects on time and on budget? Microsoft Dynamics 365 ERP for Project Service Automation makes it easier. Build plans with specially designed templates that can be used again and adjusted for each project. Get a clear view of what stage you’re at and who is working on what. Determine at a glance if the project is profitable and will meet the customer’s expectations. All project details – from the quote to the invoice – is stored in a single system

Project Service Automation Austin Houston Dallas San Antonio Temple Texas

Manage projects with confidence
Plan and deliver successful projects using a predictable and customer-centric service delivery model.

Optimize your resources
Anticipate resource demand and ensure the right resources are on the right projects, keeping utilization high.

Forecast project profitability
Prioritize project-based sales opportunities with built-in intelligence to plan for successful outcomes.

Increase productivity
Empower your service professionals to deliver their best work through intuitive and collaborative tools.

Innovate with a modern and adaptable platform
Drive innovation with an application that’s easy to tailor, extend, and connect to other apps and services you already use.

Get the Right People on the Right Projects

Assigning resources for each project is a lot easier when you can see all the information from one central platform. Your Project Managers can view the pro-content of team members and choose the right staff according to their specific skills and past experiences. Details like resource costs, performance data and billable rates are all displayed. Once the work begins, project team members can track their tasks directly in Outlook and on their mobile devices.

  • The Find a Project app lets team members apply to work on projects that interest them
  • Your employees will be happier because they’ll be doing the work they like
Dynamics 365 Project Service Automation Austin Temple Houston Dallas Texas
Project Planning Austin Temple Houston Dallas San Antonio Texas

Are You Losing Money Because of Poor Project Planning?
Most companies lose an average of $110,000* a year because of poor time management. Dynamics 365 for Project Service Automation will make it easier for you to control your time and expenses. Use the project calendars in Outlook to track estimated and billed time as you work through each stage of the project. You can also provide your customers with financial progress in real time so they can work with you to make adjustments if necessary.

*Source: 3 Amazing Facts You Didn’t Know About Time Tracking Solutions, Flipsnack Study 2015

A Project Manager’s Dream Come True

Your Project Managers couldn’t wish for a better system. A single dashboard where they can review, override and approve all costs for each job. They can also communicate with customers in real time to ensure that project quotes and resources are still in line with the original projections.

Project Management Austin Houston Dallas San Antonio Temple Texas

MICROSOFT DYNAMICS 365 ERP
FIELD SERVICE

BOOST YOUR REPUTATION IN THE FIELD WITH MICROSOFT DYNAMICS 365 ERP

Innovate with proactive service

Deliver a seamless, end-to-end service experience with Microsoft Dynamics 365 ERP for Field Service. Built-in intelligence helps you resolve service issues before they occur, reduce operational costs, and deliver positive onsite experiences.

Intelligent Service Dynamics 365 Austin Houston Dallas San Antonio Temple Texas

Optimize your resources
Automate and improve scheduling to dispatch the right technician and get the most value out of your resources.

Make technicians more effective
Empower technicians with a 360-degree view of your customers and real-time guidance to improve resolution time and earn customer trust.

Deliver better outcomes with IoT
Enhance your service experience by proactively detecting, troubleshooting, and resolving issues so a technician is dispatched only when necessary.

Engage your customers
Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step.

Innovate with a modern and adaptable platform
Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use.

How Do You Stack Up Against the Competition?
Keeping your customers happy and running a productive field team is a tall order. Does your company make the grade? Give your field agents the tools they need to serve your customers at any time, on any channel. Dynamics 365 for Field Service lets you manage service agreements, choose the right technician for each job and oversee your inventory. All from one application.

  • Manage your technicians’ workloads
  • Create better schedules
  • Track customer warranties
  • Provide mobile access to inventory and parts information
Field Service Dynamics 365 Austin Houston Dallas San Antonio Temple Texas
Field Service Dynamics 365 Austin Houston Dallas San Antonio Temple Texas

Is Your Field Team Mobile? 70% of workers use mobile devices
Assigning a technician to a field service call is only part of the job. Once they’re on-site, your technicians have to react quickly to what’s going on. They have to know your customer’s history and they have to transfer important information back to the office. All this data can be stored and transferred from their mobile device. And, once they’re finished the job, your technicians can use their device to take photos of their work and get the customer to sign off on the service call.

No More Scheduling Nightmares
Do you have trouble scheduling appointments and dispatching the right staff for each service call? Let the automated tool in Field Service take care of it. You’ll fit more service calls into each day and in the end, you’ll get more done.

  • Choose the right technician for the job according to skills, location or even customer preference
  • Laborious manual scheduling is a thing of the past
  • Dispatchers can view the schedule board and see openings right away
  • Scheduling changes can be made right away as new appointments come in
Dynamics 365 Scheduling Austin Houston Dallas San Antonio Temple Texas
Dynamics 365 Developers Austin Houston Dallas San Antonio Temple Texas

Keep Your Customers in the Loop
Once your clients request a service call, the next thing they want to know is when the technician will be there. He can send them automated voice and text messages to remind them of his visit and make sure they’re on-site when he arrives. Other features of Dynamics 365 for Field Service will show your customers a real-time map of the technician while he’s driving to their site. If your customers want more information about previous and upcoming appointments, they can see it in the customer portal.

MICROSOFT DYNAMICS 365 ERP
CUSTOMER SERVICE

ATTRACT AND KEEP MORE CUSTOMERS
WITH DYNAMICS 365 CUSTOMER SERVICE

Offer world-class customer service that leads to loyalty. Microsoft Dynamics 365 for Customer Service unifies the way people experience your business —across self-service, peer-to-peer service, and assisted service.

Customer Services Dynamics 365 Houston Dallas Austin Temple Texas

Engage with customers on any channel or device
Deliver effortless experiences on your customers’ terms, through any channel and on any device.

Deliver fast, personalized service
Make it easy for agents to meet rising customer expectations. Intelligent processes guide agents to the right action every time.

Learn from every interaction
Continuously improve while reducing the cost to serve using data and intelligence to transform how you provide service.

Innovate with a modern and adaptable platform
Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use.

Does your customer service department have the right tools to respond to your clients’ requests? 40% of departments surveyed don’t.*
Say goodbye to multiple wp-content and customer information that’s often out of date. Microsoft Dynamics 365 Customer Service will give your agents all the information they need from a single platform. A 360-degree view of each customer, including a full history of customer interactions and preferences. Give your agents the tools they need to give your clients outstanding customer service.

*Source: Microsoft’s Sell In the Now – How to Make Your Sales Team More Productive

Microsoft Dynamics 365 ERP Austin Houston Dallas San Antonio Temple Texas
Microsoft Dynamics 365 ERP Austin Houston Dallas San Antonio Temple Texas

Create a Customer Service Intelligence
Don’t wait for problems to happen. Use the data gathered in Dynamics 365 Customer Service to predict, and even prevent, a service call. You can identify trends and anticipate sales opportunities by viewing specific data in dashboards and interactive charts in Microsoft Dynamics 365 ERP Customer Service.

Give Your Customers More Options
Not everyone wants to call a customer service agent for help. Some people prefer to find the answers themselves. Make it easy for them. Use the self-service portal in Microsoft Dynamics 365 ERP Customer Service. Give your clients the option to tap into the portal’s user friendly knowledge base and online community. Let them connect to other people who have dealt with the same issues. If they need more help, your agents are just a phone call away.

Microsoft Dynamics 365 ERP Austin Houston Dallas Temple Texas

MICROSOFT DYNAMICS 365 ERP
FOR FINANCIALS

Accelerate your business growth

By connecting people with the processes they use, Microsoft Dynamics 365 ERP for Financials streamlines tasks like ordering, selling, invoicing and reporting.

WHAT IS MICROSOFT DYNAMICS 365 FOR FINANCIALS?

Accounting productivity has moved a step forward with Dynamics 365 for Financials. Find out how easy it is to combine your usual business tasks with Microsoft’s familiar productivity tools. Increase sales, manage finances and streamline your operations – whether you’re in the office, or on the go.

Microsoft Dynamics 365 Financials Austin Dallas Houston San Antonio Temple Texas

Elevate your financial performance
Close books faster, deliver robust reporting, increase profitability with business intelligence, and ensure global compliance.

Automate and streamline your supply chain
Modernize your supply chain with unified, advanced warehouse and inventory management to improve fulfillment, material sourcing, and logistics.

Run smarter with connected operations software
Bring agility and efficiency to your manufacturing to optimize production planning, scheduling, operations, and cost management.

Innovate with a modern and adaptable platform
Drive innovation with an intelligent application that is easy to tailor, extend, and connect to other apps and services you already use.

All-in-One Solution
Don’t waste time trying to gather sales and accounting data from several applications. Dynamics 365 for Financials has everything you need to manage your financial information, sales, service and operations. Connect applications like payroll, banking apps, CRM systems or custom APIs so you can start analyzing your data right away and find the answers you’re looking for.

360-Degree View
All your data from accounting, sales, purchasing, inventory and customer conversations is stored in one place to give you a 360-degree view of your business. All this data stays up to date so you can spot trends, get a head start on negative issues and build better relationships with your customers.

Automate & Secure Business Procedures
Improve productivity with easy-to-create workflows. Set up complete audit trails with just a few clicks to monitor your financial information. When you use Dynamics 365 for Financials, all these procedures are backed up by enterprise-level security. You won’t find these kinds of features in basic accounting software.

Hit the Ground Running
Be ready to tackle any job from Day One: quotes, orders, invoicing, purchasing, cash flow and reporting. Dynamics 365 for Financials is built in the cloud so it’s easy to set up and manage.

Dynamics 365 Financials Austin Temple Houston Dallas San Antonio Texas

MICROSOFT DYNAMICS 365 ERP
FOR SALES

Turn relationships into revenue

This new Microsoft solution helps sales people be more productive so they can build better relationships with their customers and drive revenue.

WHAT IS MICROSOFT DYNAMICS 365 FOR SALES?

Manage all your customers and deals right in Outlook. Microsoft Dynamics for Sales will show you how to prioritize your daily activities. Take the right steps to close more sales. Your team can follow up on leads and opportunities from anywhere using mobile apps.

Microsoft Dynamics 365 Sales Austin Dallas Temple Houston San Antonio Texas

Sell smarter with infused artificial intelligence
Get recommendations and guidance at every stage of the deal with built-in intelligence, so you stay focused on the next best step to move deals forward.

Foster relationships with authentic and personal engagement
Find and connect with the right buyers and grow sales relationships by combining LinkedIn Sales Navigator and Dynamics 365 for Sales.

Boost productivity and increase revenue by integrating best practices
Seamlessly connect business process data with Office 365 and LinkedIn data to guide sellers throughout your sales processes to make selling easier—even while on the go.

Accelerate sales performance throughout the entire sales cycle
Get visibility into sales performance with analytics dashboards based on historical and predictive data. Onboard and motivate sellers through sales contests that promote teamwork and accountability.

Innovate with a modern and adaptable sales platform
Drive innovation with a sales application that is easy to tailor, extend, and connect to other apps and services you already use.

Innovate with a modern and adaptable platform
Drive innovation with an intelligent application that is easy to tailor, extend, and connect to other apps and services you already use.

Create More Opportunities with
Dynamics 365 for Sales

Create personalized sales documents and email templates for your sales team. Contact a potential customer with just one click and give him the information he’s looking for. Connect with your customers on LinkedIn to get more information about their company and its employees.

It’s easier to collaborate with people
It’s easier to collaborate with people to find the information they need to increase sales.

Make it easier for your sales department
Make it easier for your sales department to tap into social insights about prospective buyers.

Microsoft Dynamics 365 Sales Houston Dallas Temple Austin San Antonio Texas