Dynamics 365

Insight

Real-time insight in your business opportunities, markting campaigns and services. Consult e-mail correspondence that is automatically tracked, review open opportunities or outstanding quotes and check the status of your marketing campaign.

Business and Enterprise licenses

Dynamics 365 offers a Dynamics Business Suite and an Enterprise Suite. The Enterprise Suite includes operations, field automation and finance (Plan 2).

The Enterprise Sales SMB offer brings Enterprise Sales features for an SMB price level.

Full & Light users 

Dynamics 365 is available in a full license and a light (Teammember) user license. The light license can be used for a group of people with limited acces to your Dynamics data. Teammembers have read and write access to tasks, accounts, contacts, notes.

Automate business processes

Dynamics 365 enable you to automate recurring business processes and increase productivity. A simple example is the automated process that creates a follow up task for the sales rep when a new lead is entered or an automatically generated e-mail (with your e-mail template) to inform the customer about a quote that is about to expire. For more examples and possibilities; please contact us, we will be happy to demo the possibilities.    

Customization and integration

Out of the Box; rich features are available to customize Dynamics to adapt to your organization. Also, Dynamics integrates seamlessly with MS Skype for Business, MS SharePoint, Outlook and Yammer. But also when a deeper integration with any other buiness application is required, Universal IT can provide the necessary service.

Dynamics and Skype, Yammer, SharePoint, Office

MS Dynamics CRM integrates with Outlook, but also with other Microsoft applications such as Skype for Business Server, Yammer and SharePoint, creating a fully integrated solution for Hosted MS Dynamics CRM using SharePoint for document management, Yammer for Social Features and Skype for Business Server to communicate.