Reinvent enterprise resource planning with Microsoft as the pivot
Microsoft Dynamics 365 CRM delivers integrated Microsoft business application across marketing, sales, customer support, field service, and other functional domains, accelerating and ensuring the success of the digital transformation.
As a Microsoft Dynamics 365 installation partner, we work with customers to help them use Microsoft Dynamics CRM to innovate with intelligent Microsoft 365 apps for business to meet their customers’ requirements proactively. By connecting data and processes, we help them drive corporate development and productivity while also creating superior product experiences. We have supported a number of mid-to-large enterprises in moving from legacy systems to Dynamics 365 and reaping the advantages of enhanced impact and agility in their operations.
Microsoft Dynamics 365for Marketing
Dynamics 365 for marketing helps to drive meaningful customer interactions across digital and physical channels to create deeper relationships and achieve business success. It elevates customer experiences by turning insights into relevant action using AI-driven recommendations for content, channels, customer segmentation, and analytics.
With Dynamics 365 Marketing, you can
- Create impactful e-mail campaigns with customizable templates
- Map a personalized orchestrated customer journey
- Set up lead scoring models for better nurturing
- Improve customer targeting with AI-driven insights
Microsoft Dynamics 365for Sales
It helps to activate digital selling and accelerate sales by connecting people and processes. Dynamics 365 for Sales enables you to digitize your sales processes , shorten sales cycles through AI driven insights,provide a unified view of customer interactions, gives real-time visibility into sales performance, enables” selling on the go” with a mobile first interface.
With Dynamics 365 Sales, you can
- Manage entire sales pipeline through a single intuitive workspace
- Seamlessly integrate with Office 365, SharePoint, Microsoft Teams, Outlook
- Initiate digital selling with AI powered data insights
- Sell across multiple channels to accelerate sales
Microsoft Dynamics 365for Customer Service
Dynamics 365 for customer service gives a end-to-end solution that delivers consistent, connected support across all channels. It helps to personalize customer service engagements, optimize service with actionable insights , resolve issues using AI-powered virtual agents and supports seamless experience for customers and employees.
With Dynamics 365 customer service, you can
- Support customer service engagements across channels like web,voice chat,social media
- Analyze customer interactions in real-time using sentiment analysis
- Enhance customer service by automating support needs with virtual agents
Microsoft Dynamics 365for Field Service
Dynamics 365 for Field Service delivers proactive service and ensures consistent and dependable operations by predicting, detecting, and resolving service issues even before there’s a problem. It has enhanced AI-enabled scheduling capabilities to give manual, semi-automated, or fully automated scheduling to choose the right technician at the right time.
With Microsoft Dynamics 365 Field Service, you can
- Deliver connected service experience through predictive data insights
- Support remote customer team with access to real-time data using IoT and AI-driven tools
- Provide accurate account and equipment history to the field technician
Microsoft Dynamics 365for Business Central
Business Central is a complete business management solution that connects financials, sales, service and operations across the organization to make smarter decisions. It is a unified solution with full capabilities on desktop, tablet, or mobile, on-premises or in the cloud, across Windows, Android, and iOS devices.
With Dynamics Business Central, you can
- Provide a single unified platform to connect across all business functions
- Leverage built in Power BI dashboards to derive real time data insights
- Enhance security with its rich features on cloud
- Streamline operations and make better decisions through AI powered insights
We use all of Dynamics 365’s features and have completed complex, end-to-end projects for clients across a variety of industries globally with Microsoft 365 apps for business.
Automotive
Insurance
Non Profit
Manufacturing
Public Sector
Utilities
As a partner in the Microsoft D365 installation process, we offer assistance with application upkeep, migration, integration, and support for Microsoft Dynamics ERP Solution components with our Microsoft 365 apps for business.
A utility company replaced legacy systems with a unified AI Dynamics 365 CRM to manage marketing, sales, billing, and service.
The solution enabled real-time tracking of customer data, proactive communication, and more efficient customer onboarding.
Using our CareSenz solution built on Microsoft Dynamics AI, a nonprofit was able to:
- Auto-convert referrals into case records
- Schedule field visits via mobile
- Sync billing with financial systems
All within one dynamics 365 ai-enabled platform for care delivery and compliance.
We implement Microsoft Dynamics AI to consolidate customer data into a single source of truth. This allows:
- 360-degree customer visibility
- AI-driven segmentation
- Improved customer lifetime value analysis
A recent deployment for a professional association consolidated multiple systems into one CRM ecosystem using AI Dynamics 365.
We focus on:
- Persona-based onboarding
- Embedded help bots and training modules
- Change management workshops
- Feedback-driven UI refinement
This drives better acceptance and usage of the Dynamics 365 AI features across departments.
AI enhances CRM by:
- Automating lead scoring
- Predicting customer churn
- Recommending next-best actions
- Analyzing sentiment in service channels
These are implemented using AI Dynamics 365, tailored to the needs of sales, service, and marketing teams.
Combining dynamics 365 ai with Business Central offers:
- Unified finance and operations view
- Seamless billing-to-cash workflows
- Real-time financial reporting
For example, a healthcare provider used it to sync care data with finance for accurate monthly subsidies and reporting.
We helped the provider shift to AI Dynamics 365, enabling:
- Proactive marketing
- AI-driven service automation
- Billing cycle improvements
This led to faster market response and stronger customer retention in a competitive environment.
We upgraded their existing CRM to Dynamics 365 AI, integrating multiple departments for:
- Unified member profiles
- Streamlined event and training management
- Automated billing and accounting sync
All within a secure, role-based access system.
We created a central CRM repository using AI Dynamics 365 to manage members, events, education programs, and stakeholder billing. Finance was integrated using Business Central, enabling end-to-end lifecycle management.
Using Microsoft Dynamics AI, we:
- Matched care workers to client needs
- Tracked timesheets and visits
- Integrated workflows with national care systems
This enabled real-time resource visibility and improved care planning.
We deployed:
- Predictive issue detection
- Smart case assignment
- Unified service dashboards
All enabled by AI Dynamics 365 to improve field service response time and operational agility.
TeBS deployed Microsoft Dynamics AI for:
- Applicant tracking
- Event attendance forecasting
- Member journey automation
This enabled a unified platform for engagement, learning, and compliance tracking.
We enabled:
- Auto-generated monthly invoices
- Subsidy calculation integration
- Finance-data synchronization
Used by organizations in sectors like nonprofit and education, this ensures accuracy and efficiency in accounting processes
