Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
CRM (Customer Relationship Management)
Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Every department in your business helps move the needle forward. Unfortunately, each department also often relies on a separate suite of software tools to get the job done, making it difficult to accurately analyze anything in real-time on a company-wide level.Enter Microsoft Dynamics, the all-in-one customer relationship management (CRM) and enterprise resource planning (ERP) software that’s richly designed with components for every department in your company, including:Read MoreSalesCustomer ServiceMarketingTalent (Hiring and Onboarding)Finance and OperationsProject Service AutomationRetailField ServiceArtificial IntelligenceMixed RealityThe list is both comprehensive and a bit daunting.Fortunately, you can start small, investing in a single app or two or choosing a bundled version of apps based on your teams' needs, like the Customer Engagement Plan, which covers the needs of sales, marketing, and customer service teams.Each app inside Microsoft Dynamics functions differently, though they all integrate synchronously with each other. Because of this, you may wish to treat each app as if it were an entirely separate program when deciding whether it’s a good fit for your business. For example, one portion of Dynamics 365 for Finance and Operations includes a robust inventory tracking app that can be accessed on mobile as well as desktop. Your warehouse team can use the app to record inbound and outbound inventory, determine the best place to store each pallet (there’s a built-in size estimator that tells how much space an item needs), and also scan products as received. This information is accessible centrally, so you can see at a glance how many items are in stock at any given time. In short: If you’re struggling to get the high-level analysis and tracking information that you need to streamline and improve your business, you’ll want a tool that can reach and support every portion of the company, from manufacturing to marketing. This is something that Microsoft Dynamics does extremely well, allowing you to reduce your tech stack (like trading in your current accounting software for Dynamics Finance and Operations) while increasing your ability to improve on efficiency and profitability.
Integraciones
New Account
Triggers when a new account is created.
New Contact
Triggers when a new contact is created.
Contact Updated
Triggers when a contact has been updated.
Get A List of entities for a type
Triggers for entity lookup dropdowns.
New Lead
Triggers when a new lead is created.
Lead Updated
Triggers when a lead has been updated.
New Opportunity
Triggers when a new opportunity is created.
Opportunity Updated
Triggers when an opportunity has been updated.
Create Opportunity
Creates a new opportunity.
Find Account
Finds an account by name.
Find Contact
Finds a contact by email address or other searchable field.
Find Lead
Finds a lead by email address or other searchable field.
Find Opportunity
Finds an opportunity by subject or other searchable field
Find or Create Account
Finds an account by name.
Find or Create Contact
Finds a contact by email address or other searchable field.
Find or Create Lead
Finds a lead by email address or other searchable field.
Find or Create Opportunity
Finds an opportunity by subject or other searchable field
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