Microsoft Dynamics 365 Adoption

Digitize your organization, enhance your customer experiences, and promote collaboration among your employees. With this, harness the potential of Dynamics 365 with an adoption strategy tailored to your needs and objectives

gestión de ventas con Dynamics 365

Boost your company's success with Dynamics 365 and Itequia

At Itequia, we assist you in adopting the suite of applications in Dynamics 365. It is a modular Microsoft enterprise software platform that enables you to manage your business in an integrated way. Simultaneously, the tool includes both management solutions (ERP) and customer relationship solutions (CRM). Dynamics 365 integrates all essential areas of your company, such as sales, marketing, customer service, finance, operations, and HR.

With our Dynamics 365 adoption service, you will have the support of a technology consultancy that will guide you through the entire process; from analyzing your needs to customizing and providing support for each module of the solution.

Empower your company with the adoption of Dynamics 365: key benefits to drive your success

Total Accessibility

Access all your company information from a single interface. This way, you won't need to switch between applications or devices. Additionally, enjoy a smooth and consistent user experience, whether you're working from the office or anywhere else.

Intelligent Automation

Automate processes and repetitive tasks, saving time and resources. Utilize artificial intelligence and machine learning to optimize your operations and enhance your results.

Effective Collaboration

Enhance communication and collaboration among different departments and teams. This will allow you to eliminate information silos and errors. Integrate Dynamics 365 with other Microsoft applications such as Teams, Outlook, and SharePoint to facilitate teamwork

Advanced Analytics

Make smarter, data-driven decisions with the intuitive dashboards and advanced analytics provided by Dynamics 365. Gain a comprehensive, real-time view of your business with key performance indicators and personalized recommendations.

Flexibility and Adaptability

Customize the platform to your specific needs. Add or remove functionalities based on the size and industry of your company. Choose from different Dynamics 365 applications, such as Sales, Operations, Marketing, or Finance, and tailor them to your preferences.

Limitless Growth

Scale and grow with your company without the need to invest in expensive infrastructures. Dynamics 365 is a cloud solution, allowing you to expand or reduce your capacity based on demand

Discover the Dynamics 365 solutions that will transform your business

With Dynamics 365, you can choose from different solutions that fit your needs and goals. Combine them to create a customized and flexible platform.

Dynamics 365 Sales:

Manage and enhance sales activities by organizing contacts, tracking opportunities, and collaborating with other team members.
Dynamics Sales 365

  • Keep a comprehensive track of your potential and existing customers. Record all interactions and relevant data.

  • Utilize artificial intelligence and machine learning tools to prioritize opportunities. Receive action recommendations and predict sales outcomes.

  • Collaborate with other sales team members. Sare information, documents, and real-time feedback.

  • Integrate Dynamics 365 Sales with other Microsoft applications. Connect Outlook, Teams, and LinkedIn to streamline communication and synchronization with clients.

  • Measure and analyze the performance of your sales activities. Analyze with customized dashboards and detailed reports.

Dynamics 365 Customer Service:

Resolve customer queries and issues quickly and efficiently, increasing satisfaction and loyalty.

Dynamics 365 Customer Service

  • Provide omnichannel customer service. Allow customers to contact your company through their preferred channel, be it phone, email, chat, social media, etc.

  • Automate customer service processes. Use bots and workflows to respond to frequently asked questions and route more complex cases to human agents.

  • Personalize customer interactions. Use information stored in each customer’s profile, such as purchase history, preferences, and behavior.

  • Gain valuable insights into customer needs and satisfaction using analysis tools and surveys.

  • Improve the productivity and quality of customer service agents. Provide a unified and user-friendly interface, allowing them access to all the information and tools they need.

Dynamics 365 Customer Insights:

Generate more sales opportunities with Microsoft’s marketing management software. Assist marketing teams in planning, executing, and measuring multichannel marketing campaigns, enhancing return on investment.  Customer Insights Dynamics 365

  • Design and create personalized marketing campaigns using templates, editors, and design tools that simplify your work.
  • Segment and target your audience. Collect customer and prospect data, such as demographic profile, behavior, and level of interest.
  • Execute and manage marketing campaigns. Utilize automation and scheduling tools that enable you to send the right messages at the right time.
  • Measure and optimize the performance of marketing campaigns. Analyze results and identify areas for improvement using dedicated tools.
  • Integrate Dynamics 365 Customer Insights with other Microsoft applications. Connect Power BI, Power Automate, and Copilot to expand the functionalities and reach of your marketing campaigns.

Dynamics 365 Field Service:

Manage the installation, maintenance, and repair activities of customers’ equipment and devices, optimizing the planning, dispatch, and tracking of technicians.

Dynamics 365 Field Service

  • Plan and schedule work orders. Automatically optimize and assign the most suitable technician for each case based on location, availability, and skills.
  • Dispatch and manage technicians. Provide a mobile application that allows access to all the information and tools they need, such as instructions, documents, maps, and inventories.
  • Track and supervise the work of technicians. Geolocate and communicate where technicians are, what they are doing, and how the service is progressing.
  • Improve customer satisfaction. Offer a quality field service experience that resolves their issues on the first visit, reduces wait times, and allows them to provide feedback.
  • Prevent and anticipate problems. Use artificial intelligence and machine learning to monitor the state and operation of customers’ equipment and devices. Detect and resolve anomalies before they turn into failures.

Dynamics 365 Project Operations:

Assist project teams in managing the entire project lifecycle, from proposal to delivery, optimizing resources and outcomes.

Dynamics 365 Project Operations

  • Estimate and budget projects. Calculate and simulate the scope, cost, and margin of projects, and generate professional and appealing proposals.

  • Plan and allocate resources. Schedule and allocate the most suitable resources for each project based on availability, skills, and demand.

  • Execute and control projects. Monitor the progress, performance, and quality of projects, taking corrective actions if necessary.

  • Invoice and collect for projects. Generate and send accurate and timely invoices, and manage project payments and collections.

  • Analyze and improve projects. Analyze, measure, and compare project results and benefits. This way, you can obtain insights and recommendations to enhance your project management.

Dynamics 365 Business Central:

Manage the finances, operations, sales, and customer service of small and medium-sized businesses by integrating all business processes into a single platform.

Dynamics 365 Business Central

  • Manage your company’s accounting and finances. Record and control your company’s income, expenses, taxes, and cash flow.

  • Administer the operations and supply chain of your company. Manage orders, deliveries, warehouses, and suppliers.

What services does Itequia offer you as a technology consultancy specialized in Microsoft?

Consultancy

Analysis of your needs and proposal of the best solution for your business. We assist you in defining goals, scope, budget, and project timeline, with a customized design tailored to your business needs.

Implementation

Implementation and deployment of the solution. We ensure a safe and efficient migration of your data and optimal configuration of the solution, providing a flexible, scalable, and user-friendly solution

Change Management

Training on usage functionalities, all conducted by certified and highly qualified professionals. We facilitate users’ learning and adaptation to the new solution. Additionally, we provide training sessions and ongoing support.

Operation

We provide personalized and close support and attention to accompany you throughout the process, before and after the adoption of Dynamics 365. Our goal is to adapt to your pace and budget. We also address any incidents, doubts, or queries you may have about the solution. Additionally, we keep you informed about updates, improvements, and new features in Dynamics 365.

Consultancy

Analysis of your needs and proposal of the best solution for your business. We assist you in defining goals, scope, budget, and project timeline, with a customized design tailored to your business needs.

Implementation

Implementation and deployment of the solution. We ensure a safe and efficient migration of your data and optimal configuration of the solution, providing a flexible, scalable, and user-friendly solution

Change Management

Training on usage functionalities, all conducted by certified and highly qualified professionals. We facilitate users’ learning and adaptation to the new solution. Additionally, we provide training sessions and ongoing support.

Operation

We provide personalized and close support and attention to accompany you throughout the process, before and after the adoption of Dynamics 365. Our goal is to adapt to your pace and budget. We also address any incidents, doubts, or queries you may have about the solution. Additionally, we keep you informed about updates, improvements, and new features in Dynamics 365.

Why choose Itequia as your partner for dynamics 365?

At Itequia, we are a technology consultancy specializing in Dynamics 365, Microsoft’s enterprise software platform that allows you to optimize all key processes of your business. As a Microsoft Gold Partner, we have the recognition and trust of the leading technology company. We have a team of highly qualified professionals with extensive experience in the sector.

We assist you in digitally transforming your business by providing a comprehensive Microsoft 365 adoption solution tailored to your needs and objectives, ensuring the best results.

Do not wait any longer, contact us today. We will be delighted to start working together with Dynamics 365.

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Interested with our services?

If you’re interested in Microsoft Dynamics 365, feel free to contact us.