Microsoft Dynamics 365

Share, Streamline, Simplify

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What can Dynamics 365 do for your business?

eimagine can help you at any stage of the process – from installing and implementing Dynamics 365 to training your staff to become more efficient. Click here to learn more about our Dynamics 365 Guides, or contact us to see how we can help you streamline and save time!
Microsoft Dynamics 365 is a customer relationship management software that goes beyond simply sales to help companies streamline processes in the sales, marketing, and customer service fields. Dynamics 365 can help you analyze market trends, redefine sales performance and create customer loyalty with customized dashboards and workflows. eimagine will work with you to understand how we can customize Dynamics 365 to meet your unique business needs.

eimagine’s Dynamics Story

eimagine began working in the Microsoft Dynamics product family as a way to further our goal to use technology as the tool to help solve our clients’ business problems. eimagine is a proven Indianapolis-area Microsoft Dynamics leader, with our experience going back to CRM 1.2 in 2005. Since 2009, eimagine has been providing enterprise-level CRM solutions to clients. We have worked with dozens of clients on implementations providing service with installation, implementation, and support, version upgrades, security, maintenance, hosting, optimization and analysis, and custom development and extension. We are a Microsoft Partner with a Gold Competency in Customer Relationship Management, one of only three Indiana-headquartered offices to hold this distinction.

Case Study

Click here to learn how eimagine helped the Indiana Department of Education save money and streamline their licensing process with Microsoft Dynamics CRM!

Where can I use Dynamics 365?

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Sales

  • Simplifies data entry so sales staff spends more time driving sales and less time performing administrative tasks
  • Shortens sales cycle and improves win rates with lead and opportunity management, automated lead routing, sales process management, and competitor tracking
  • Offers a centralized, customizable view of your existing customers’ preferences, relationships, and activity history to better understand and meet their needs.
  • Provides comprehensive reports to enable you to forecast sales, measure business activity and performance, track sales and service success, and identify trends, problems, and opportunities.
  • Allows you to manage customer e-mail, appointments, tasks, and contacts from a single business application.

Marketing

  • Transforms customer information into clear, actionable knowledge that enables your company to respond quickly to changing customer preferences and emerging market opportunities.
  • Enables you to transform successful campaigns into templates that can easily be reused in the future.
  • Provides instant access to complete customer information, including preferences, relationships, and buying history to anticipate their future needs.
  • Provides reporting and analysis tools built on Microsoft SQL Server™ Reporting Services to give you the precise customer knowledge you need to make sound decisions quickly.

Customer Service & Support

  • Enables you to quickly log, analyze, and resolve service issues with streamlined access to service contracts, frequently asked questions, and historical customer information.
  • Allows you to assign, manage, and resolve support incidents with automated routing, queuing, and escalation of service requests, along with case management, communications tracking, and auto-response e-mail.
  • Delivers Dynamics 365 as a natural extension of Microsoft Outlook so that you can manage customer incidents, and all service contracts from a single business application.
  • Enables you to quickly search and dispatch skilled service professionals, tools, and resources across service locations to deliver value-added services for your customers.

Site Map Designer in Microsoft Dynamics 365

Microsoft Dynamics 365 is bringing a lot of great new features that are very long in the making. One of these is the Sitemap editor. The Sitemap controls the navigation in Dynamics – the ribbon, tabs, etc. In the bad old days of CRM 2011 and earlier, the only...

Configuring Relevance Search in Microsoft Dynamics 365

My previous post about Relevance Search pointed out some of the benefits you get from using this great new feature in Dynamics 365. However, using Relevance Search is going to take a bit of configuration. The first thing you should know is a bit of a caveat of using...