Better Team Monitoring
Creation of customizable reports that facilitate communication and alignment between departments and allow team performance to be monitored.
Transform your sales process
Dynamics 365 Sales is an interconnected and intelligent business application for customer relationship management. It allows you to keep customer information centralized and accessible in real time, making it easier to track opportunities and manage the sales funnel. With intelligent tools and predictive analysis, it boosts sales, improves service levels and increases customer satisfaction. At the same time, it optimizes the sales team's resources, promoting greater productivity and more informed, data-based decisions.
This solution provides real-time information and AI technology incorporated into the workflow, which facilitates the decision-making process and boosts collaboration between sales and marketing teams.
Creation of customizable reports that facilitate communication and alignment between departments and allow team performance to be monitored.
Contextual insights and detailed analysis, accessible anywhere and via any device, help teams make more informed and strategic decisions.
Integration with Microsoft Teams, Outlook and SharePoint facilitates communication and collaboration between sales teams.
Real-time access to sales information from anywhere, promoting greater mobility, collaboration between teams and a more agile response to customer needs — all without the burden of maintaining local infrastructures.
Reducing the time spent on administrative tasks, giving teams more freedom to carry out more complex tasks and increasing productivity.
AI features help prioritize leads and opportunities that are more likely to convert.
Commercial Management
— Complete managemetn of the sales cycle
— Generation of multichannel interactions
— Business forecasting with AI support
— Lead Generation
— Visit planning and management
— Opportunity pipeline
— Proposals
— Gestão de objetivos comerciais
Marketing Management
— Segmentation
— Campaign Management
Integration with Office 365
— Full integration with Office 365 productivity tools
Customizable Reports
— Interactive dashboards (sales, pipeline and business metrics)
— Easy monitoring of results
— Collaboration with real-time comments
Customization and Extensibility
— Scalability as the business grows
— Adaptability of the tool to each business sector
Transform your marketing strategy
Dynamics 365 for Customer Insights is a marketing platform that connects your customers in a personalized and impactful way. With it, your team can create multichannel campaigns, precisely segment audiences and optimize customer journeys, maximizing conversions and strengthening relationships with your contact base.
Furthermore, your organization gets a 360º view of your customers, allowing you to anticipate needs, personalize interactions and offer exactly what they're looking for — often before they even know they need it.
Creation of more personalized and relevant experiences, increasing customer satisfaction and loyalty.
Connecting data from various channels for a single customer profile, allowing the creation of segments based on specific criteria and a better understanding of interactions.
Copilot helps create journeys, select images and channels, increasing productivity and efficiency.
Centralization of customer information on a single platform, allowing teams to work cohesively and increase customer satisfaction.
Creating Personalized Customer Journeys
— Creating personalized and contextually relevant multichannel journeys
— Maximizing the impact of journeys
AI-Driven Insights
— Optimization of journey sending time and channel
— Personalization of communications based on behavioural data
— Personalized recommendations based on historical data
Lead Generation
— Integration with Dynamics 365 for Sales, allowing qualified leads to be transferred directly to the sales team
Integration with Microsoft Tools
— Productivity tools such as Outlook, Excel and SharePoint
Reports and dashboards
— Monitoring of journey performance in real time
— Informed decision-making based on accurate data
The New Era of Customer Experience Starts Here
Turn every customer interaction into a loyalty opportunity with Microsoft Dynamics 365 for Customer Service. This intelligent and comprehensive solution empowers your team to offer exceptional, proactive and personalized support. With advanced artificial intelligence and data analysis tools, you can resolve issues quickly, anticipate needs and create memorable experiences that increase customer satisfaction and loyalty — all while improving operational efficiency.
By providing faster, more personalized and consistent responses, the customer experience is elevated, increasing their satisfaction and loyalty by ensuring that each interaction is resolved efficiently and with complete knowledge of their history.
Artificial intelligence makes it easier to interpret information, allowing teams to be more productive and quicker to make decisions.
Relevant customer information centralized and accessible in real-time, eliminating the need for communication exchanges between departments — speeding up the resolution of requests and significantly improving service efficiency.
Integration with AI
— Agile customer support
— Automatic suggestions for answers
— Intelligent chatbots to help resolve problems
Omnichannel Support
— Interaction management
— Case management
— SLA configuration
— Queue management
— Knowledge database management
— Automatic forwarding to the team
— Consistency and speed of response
Integration with Other Tools
— Connection to Dynamics 365 for Sales, Dynamics 365 for Marketing and Microsoft 365
— Integration with IoT
Reinvent the service experience and maximize efficiency across all contact channels
Microsoft Dynamics 365 Contact Center is a solution that delivers generative AI to all customer interaction channels — communication channels, self-service, intelligent rerouting, agent-assisted service and operations.
In addition, it is built natively in the Microsoft Cloud to provide scalability while allowing organizations to maintain their existing investments in CRM or custom applications.
Complete view of each customer, including sentiment analysis, translation, interaction history and suggested responses.
Unified and intelligent rerouting to assign requests to the most appropriate service representative, improving resolution rates.
Reduce call volume with chatbots and virtual assistants that are context-aware and powered by generative AI.
Connect with customers via voice, SMS, web, mobile devices, email and social networks, personalizing interactions with CRM data.
Use AI to automate repetitive tasks, allowing service representatives to focus on more complex issues.
Omnichannel Management
— Management of customer interactions across different channels
— Centralization of all customer information on a single platform, allowing agents to access a complete background
— Agent management
State-of-the-art self-service
— Nuance interactive voice response (IVR) technology
— Option for service to be carried out by chat and voice bots, answering simple questions
Automatic Forwarding
— Automatic distribution to the most appropriate agents based on predefined rules
— Automatic resolution suggestions
AI-Based Insights
— Real-time reports with performance information
— Optimization of contact center operations across all support channels
— Analysis of customer sentiment and intent during interactions, enabling more personalized and effective service
Real-Time Conversation Tools
— Conversation summaries
— Translation and transcription of interactions
— Possibility of defining interaction scripts
Integration with Microsoft Teams
— Collaboration between agents and specialists, allowing them to work cohesively and efficiently
Maximize the potential of your field service
Microsoft Dynamics 365 for Field Service is a field intervention management platform that helps companies optimize resource allocation, plan interventions and provide exceptional customer service. With advanced planning, inventory and intervention management tools, this solution integrates seamlessly with mobile devices and IoT to empower teams in the field and ensure efficient problem solving.
Adaptation to the specific needs of each organization.
Optimization of planning and resource allocation to minimize travel and maximize technicians' productive time.
Proactive and effective service with real-time notifications and instant reports, improving the customer experience.
Anticipate problems with remote monitoring of IoT devices, reducing emergency interventions and maintenance costs.
Inteligent Planning
— Planning optimization using AI
— Scheduling and allocation of technicians based on skills, location and availability
— SLA management
— Intervention management on a single platform
— Description of interventions with the help of AI
— Possibility of giving automatic feedback to the customer
— Possibility of attaching evidence (images)
— Pre-configuration of intervention actions and tasks with time and inventory
IoT Connectivity for Preventive Maintenance
— Remote monitoring of equipment
— Request support remotely via remote assist
— Automatic alerts and scheduling of interventions to avoid failures
Integration with Dynamics 365 Solutions
— Connection with Dynamics 365 for Sales and Customer Service, allowing an integrated view of the customer
— Efficient collaboration between sales, support and field service teams
Real-Time Inventory Management
— Stock control in warehouses and vehicles
— Automatic replenishment, minimizing waiting times and service interruptions
Reports and dashboards
— Performance monitoring through detailed reports