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EMPOWERMENT

Empower Your Business with Dynamics 365 CRM

Boost customer engagement, optimize sales, and enhance service with the ultimate CRM solution

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INTRODUCTION

What is Dynamics 365 CRM?

Cloud-based CRM for sales, marketing, service, and customer insights.

Dynamics 365 CRM is a customer relationship management solution by Microsoft, designed to help businesses manage sales, marketing, customer service, and field service operations. Part of the Dynamics 365 suite, it provides a unified platform that integrates with other business applications, offering tools for lead and opportunity management, marketing automation, case resolution, and project-based service management. With advanced analytics and AI-driven insights, Dynamics 365 CRM enhances customer engagement and decision-making. Being cloud-based, it ensures accessibility, scalability, and seamless integration with Microsoft's ecosystem, including Outlook, Teams, and Power BI, making it a powerful tool for driving growth and operational efficiency across industries.

  • Comprehensive Integration
  • Global Compliance
  • Customizability
Modules

Dynamics 365 Business Central Modules

Icon Financial Management

Manages company finances, including accounting, budgeting, financial reporting, and compliance. Helps track cash flow, manage accounts payable/receivable, and optimize financial processes.

Icon Sales and Marketing

Manages customer relationships, sales orders, and marketing campaigns. Helps businesses streamline lead management, customer segmentation, and sales pipeline tracking to drive revenue growth.

Icon Purchasing and Procurement

Handles procurement processes, supplier management, and purchase orders. It allows businesses to optimize purchasing decisions, track vendor performance, and ensure timely delivery of goods.

Icon Inventory and Warehouse Management

Manages inventory levels, stock movements, and warehouse operations. This module helps track product availability, automate stock replenishment, and improve inventory accuracy.

Icon Manufacturing and Production

Supports production planning, scheduling, and operations. It helps businesses manage bill of materials (BOM), track work orders, and optimize manufacturing processes to increase efficiency and reduce costs. .

Icon Project Management

Enables project planning, resource allocation, and task management. It helps track project budgets, timelines, and costs, ensuring that projects are completed on time and within budget.

Icon Customer Relationship Management (CRM)

Helps manage and analyze customer interactions and data. This module improves customer retention, enhances customer service, and boosts sales by tracking interactions across multiple channels.

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Shape
Implementation

Our Process

Save time and money with our powerful method.

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Requirement Gathering

Analysis

Solution Design

Planning

Data Migration

Cleanse, map, and migrate

System Configuration

Customization

User Training

End-users

Go-Live

Support

Benefits

Why Choose Dynamics 365 CRM Over Others?

Integration with Microsoft Ecosystem

Works seamlessly with tools like Microsoft Teams, Outlook, Office 365, and Power BI, enhancing productivity and collaboration.

Unified Platform

Combines CRM and ERP functionalities, offering a comprehensive solution for end-to-end business processes.

Customization and Scalability

Easily customizable to fit specific business needs and scalable to grow with your organization.

AI and Insights

Leverages advanced AI and analytics to provide actionable customer insights and improve decision-making.

Cloud-Based Accessibility

Accessible from anywhere with robust data security and regular updates.

Industry-Specific Solutions

Offers tailored solutions for industries like healthcare, retail, and manufacturing.

Cost-Effectiveness

Provides flexible licensing options, ensuring cost-efficiency for businesses of all sizes.

Global Support and Community

Backed by Microsoft’s extensive support network and an active global user community.

Industries

Microsoft Dynamics 365 CRM

is suitable for a wide range of industries due to its flexibility and comprehensive features. Here are some industries where it is commonly used.

Retail and E-commerce

Inventory management, sales tracking, and customer relationship management.

Manufacturing

Supports production planning, BOMs, and supply chain management.

Wholesale and Distribution

Manages inventory, purchasing, and logistics efficiently.

Professional Services

Tracks projects, resources, and financials for service-based businesses.

Construction

For project planning, resource allocation, and financial management.

Healthcare and Pharmaceuticals

Manages inventory, compliance, and supply chain for medical products.

Food and Beverage

Handles batch management, traceability, and inventory for perishable goods.

Financial Services

For managing financial processes, reporting, and compliance.

Logistics and Transportation

Tracks shipments, warehousing, and supply chain operations.

Hospitality and Tourism

For managing bookings, customer data, and operational workflows.

FAQ SECTION

Frequently asked questions

Yes, it is highly customizable. Businesses can tailor forms, workflows, dashboards, and reports to meet specific needs and even create custom applications using Power Apps.
Dynamics 365 CRM focuses on customer-facing operations like sales, marketing, and customer service, while ERP (Enterprise Resource Planning) manages internal business processes such as finance, supply chain, and HR. Together, they provide a complete business solution.
Yes, Dynamics 365 CRM includes automation tools like Power Automate, enabling businesses to create workflows for repetitive tasks, such as sending follow-up emails, updating records, or assigning leads.
Absolutely! Dynamics 365 CRM offers scalable solutions and flexible licensing, making it accessible and effective for businesses of all sizes, including small and medium enterprises.
It provides tools for case management, multi-channel support, a centralized knowledge base, and AI-driven insights to deliver proactive and personalized customer service experiences.
Yes, it has a mobile app that allows users to access CRM functionalities, manage tasks, and interact with customers on-the-go.

Platform helped me to increase my sales and revenue generated by bluebase technologies

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Serana Belluci

Product Designer

Bluebase give the best service and top customer support. Really like to have more projects with you

One aspect that sets IT Services apart is their proactive approach to security. In today's digital landscape, protecting our sensitive data is of utmost importance.

Megan Clarke

CEO, Sanlab

We’ve been using bluebase for a few years, It is very simple and easy to approach team and management

One aspect that sets IT Services apart is their proactive approach to security. In today's digital landscape, protecting our sensitive data is of utmost importance.

Rachel Olsem

Full Stack Developer

Contact

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