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Microsoft Dynamics 365

CRM and ERP on one platform

Microsoft Dynamics 365 is a powerful platform that seamlessly combines ERP, CRM and other business applications to take your business to the next level. By intelligently processing and standardizing your data, you gain valuable insights that help you make informed decisions and optimize your business processes. As a globally networked cloud solution, Microsoft Dynamics 365 helps you to realize your full potential and achieve remarkable results.

The Microsoft Dynamics 365 apps cover essential operational workflows and processes, including sales, marketing, customer service, field service management (Field Service) and project management (Project Service Automation). With seamless integration with Office 365 and the ability to work with tools such as Power Apps (low code approach), Power Automate and Azure development tools, Dynamics 365 provides a comprehensive and flexible solution for your business.

As a future-oriented company, you should take advantage of Microsoft Dynamics 365 to transform your business processes and drive your growth. The powerful applications in a single platform give you a holistic picture of your company and enable you to react more quickly to market changes. Invest in Microsoft Dynamics 365 and position your company for a successful future in the digital world.

Optimization of sales processes with Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 is a comprehensive solution to help companies build stronger customer relationships and optimize their sales processes. Dynamics 365 for Sales provides sales employees with tools that support and relieve them in their daily work by
process automation
integrate process automation. With the help of workflows and intelligent functions in MS Dynamics 365 for Sales, employees can be supported in the creation and management of quotations, lead management or sales opportunity management (forecast).

The solution not only enables the mapping of standard sales processes from classic CRM, but also ensures transparent communication with the customer across all channels. This allows other people to assess sales opportunities and the customer situation.

Another advantage of Microsoft Dynamics 365 for Sales is the integrated dashboards, which enable both individualized evaluations and an overall view of sales opportunities, sales potential and sales efficiency. Seamless integration with other Microsoft products such as Office 365 and Power BI enables companies to use their data effectively and make informed decisions.

Holistic marketing strategies thanks to Microsoft Dynamics 365 for Marketing

Dynamics 365 for Marketing supports you in developing a suitable marketing approach for your prospects and customers with the aim of optimizing collaboration between marketing, sales and service. Dynamics 365 for Marketing gives you a 360-degree view of your customers and prospects, enabling you to create personalized customer journeys. The marketing solution from Microsoft offers extensive functions for the creation and implementation of automated e-mail campaigns.

By personalizing the campaigns, you can respond specifically to the needs and interests of your target group. A particular highlight is the dedicated event management area for planning, implementing and following up on events.

Dynamics 365 for Marketing also offers a wide range of other functions that are essential for a successful marketing strategy. This includes the creation of landing pages, web forms and the tracking of website visitors. The integrated analysis functions provide you with valuable insights into the behavior of your target group and enable you to continuously optimize your marketing activities.

Personalized customer service with Microsoft Dynamics 365 for Customer Service

At a time when customers expect consistent service across all channels, it is essential for companies to meet these expectations in order to remain competitive. The challenges of customer service lie in ensuring a consistent service performance, increasing profitability and generating continuous follow-up business. Dynamics 365 for Customer Service enables you to provide your customers with the seamless service they expect.

By providing relevant information at the right time, the
CRM system
from Microsoft enables personalized and effective customer care. As customers are increasingly informing themselves today, it is important to provide self-service and community portals to cater to this growing target group.

In addition, Microsoft Dynamics 365 for Customer Service with its integrated service intelligence offers the opportunity to proactively respond to customer needs even before the customer himself knows that he wants to use a particular service. By analyzing customer data and behavior, companies can act with foresight and offer tailor-made solutions.

Microsoft Dynamics 365 for Field Service: consolidated database for efficient service management

With Microsoft Dynamics 365 for Field Service, you can say goodbye to inefficient processes and “paperwork” and instead benefit from a consolidated database. Provide the necessary information at the right time and help your service management to succeed. As a comprehensive solution, Dynamics 365 for Field Service offers everything your company needs to turn service cases into strategic advantages. From optimized resource planning to preventive maintenance functions – with this ERP system from Microsoft, you can map the complete processing of service orders within a single platform.

The
digital transformation
begins with the recording of service requirements and continues with the intelligent scheduling of service technicians through to final invoicing. Seamless integration with other Dynamics 365 modules, such as the ERP system, ensures a continuous flow of information that increases efficiency and minimizes sources of error.

Microsoft Dynamics 365 for Project Service Automation: the basis for successful projects

With Project Service Automation, Microsoft Dynamics 365 offers a powerful solution to improve your project business and set yourself apart from the competition. By bringing together people, processes and technologies, this ERP system from Microsoft enables you to manage your entire project service more efficiently. With Dynamics 365 for Project Service Automation, you can map your project-specific processes end-to-end – from the first sales opportunity to the final invoice.

The central platform covers all aspects of project management, including project orders, resource planning, implementation, time and travel expense management and invoicing.

Rely on Microsoft’s proven technology and benefit from the advantages of an integrated project management solution. With Dynamics 365 for Project Service Automation in combination with the powerful Microsoft ERP functions of Dynamics 365, you create the basis for successful and profitable project management.

Research our IT projects in the area of Microsoft Dynamics 365

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Mobile customer master data app CRM

The project involves a solution for visualizing and managing customer master data for mobile devices. The primary target platform is the iPhone 4. The application runs offline and synchronizes the customer data …

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Data consistency check in a distributed system in the context of Dynamics 365 CRM

To avoid data inconsistencies in the Dynamics 365 Sales system in the area of end customer marketing, a functionality is provided that performs an automated data consistency check and initiates data corrections …

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Sharing & OnDemand

At a transport association, the existing Dynamics 365 CRM system is to be expanded so that all customer and usage data already available in other systems can be merged. This applies in …

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Illustration of the SemesterTicket sales process at a transport association

The customer acts as a transport association in the public transport sector. The customer sells the SemesterTicket product for its affiliated transport companies and local public transport organisations. Before the start of …

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Frequently asked questions about Microsoft Dynamics 365

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a comprehensive platform that combines CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) as well as other business applications. It supports companies in optimizing their business processes and making data-based decisions.

Which applications are included in Microsoft Dynamics 365?

Dynamics 365 includes applications for sales, customer service, project management, finance, supply chain management and more. These include, among others:

Dynamics 365 Sales
Dynamics 365 Customer Service
Dynamics 365 Field Service
Dynamics 365 Marketing
Dynamics 365 Project Operations
Dynamics 365 Finance
Dynamics 365 Supply Chain Management

Can Microsoft Dynamics 365 be integrated with Office 365?

Yes, Dynamics 365 can be seamlessly connected to Office 365 applications such as Outlook, Excel, Word and Teams. This makes it easy to synchronize data and optimize processes across Microsoft platforms. Integration saves time, reduces errors and increases productivity.

PTA is your partner for digital transformation with Microsoft Dynamics 365

As a long-standing Microsoft partner, PTA GmbH offers comprehensive consulting and
software implementation
for Microsoft Dynamics 365. Our experienced experts combine in-depth specialist knowledge with innovative approaches such as
artificial intelligence
to lead your company into the digital future. Whether CRM, ERP or industry-specific solutions – we support you in optimizing your business processes.

Benefit from our many years of experience in
SAP consulting
and benefit from the advantages of an integrated Microsoft platform. Contact us today and let’s work together to maximize your company’s efficiency with Microsoft Dynamics 365.

Microsoft Dynamics 365

CRM and ERP on one platform

Optimization of sales processes with Microsoft Dynamics 365 for Sales

Holistic marketing strategies thanks to Microsoft Dynamics 365 for Marketing

Personalized customer service with Microsoft Dynamics 365 for Customer Service

Microsoft Dynamics 365 for Field Service: consolidated database for efficient service management

Microsoft Dynamics 365 for Project Service Automation: the basis for successful projects

Research our IT projects in the area of Microsoft Dynamics 365

Mobile customer master data app CRM

Data consistency check in a distributed system in the context of Dynamics 365 CRM

Sharing & OnDemand

Illustration of the SemesterTicket sales process at a transport association

Frequently asked questions about Microsoft Dynamics 365

What is Microsoft Dynamics 365?

Which applications are included in Microsoft Dynamics 365?

Can Microsoft Dynamics 365 be integrated with Office 365?

PTA is your partner for digital transformation with Microsoft Dynamics 365

Have we sparked your interest?

Albert Buck

Head of Microsoft Business Applications

Contact

Company

Service

Industries

Microsoft Dynamics 365

CRM and ERP on one platform

Optimization of sales processes with Microsoft Dynamics 365 for Sales

Holistic marketing strategies thanks to Microsoft Dynamics 365 for Marketing

Personalized customer service with Microsoft Dynamics 365 for Customer Service

Microsoft Dynamics 365 for Field Service: consolidated database for efficient service management

Microsoft Dynamics 365 for Project Service Automation: the basis for successful projects

Research our IT projects in the area of Microsoft Dynamics 365

Mobile customer master data app CRM

Data consistency check in a distributed system in the context of Dynamics 365 CRM

Sharing & OnDemand

Illustration of the SemesterTicket sales process at a transport association

Frequently asked questions about Microsoft Dynamics 365

What is Microsoft Dynamics 365?

Which applications are included in Microsoft Dynamics 365?

Can Microsoft Dynamics 365 be integrated with Office 365?

PTA is your partner for digital transformation with Microsoft Dynamics 365

Have we sparked your interest?

Albert Buck

Head of Microsoft Business Applications

Contact

Company

Service

Industries

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