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Dynamics 365

Dynamics 365 is a line of business enterprise resource planning and customer relationship management solutions by Microsoft. Dynamics CRM comprises of Sales, Marketing, Customer Service solutions typically forming a part of Customer engagement solutions. 

There are numerous other apps which complements the customer engagement modules such as Project Service Automation, Field Service Automation, Customer Voice, Human resources. 

GRAPHEB specialises in setting up the instances of CRM by following best practices and industry standard guidelines. Our team takes special care in setting up an extensible feature for future integration especially in terms of template management and integration points. 

Security, Compliance and Governance are the three pillars our team keeps in mind while delivering a solution so that less re-work is encountered for our unique customer base. 

What we offer

DYNAMICS 365 SALES

  • Setup Leads
  • Configure Opportunities
  • Setup Business Process
  • Configure Workflows
  • Setup Quotes
  • Setup Orders & Invoices
  • Configure Goals
  • Define Forecasts
  • Setup Sales Territories
  • Setup Sales Accelerator

DYNAMICS 365 MARKETING

  • Setup Marketing List
  • Configure Customer Journeys
  • Setup Email Templates
  • Configure Landing Pages
  • Setup Content blocks
  • Configure Segments
  • Setup Social Posts
  • Configure Templates
  • Configure GDPR

CUSTOMER SERVICE

  • Setup Case Management System
  • Configure Business Process Workflow
  • Setup Case Relationships
  • Configure Knowledge Base
  • Setup Entitlements
  • Setup SLA
  • Configure Voice channels
  • Setup Agents
  • Setup Queue Management

PROJECT SERVICE

  • Setup Time Entries
  • Setup Expenses
  • Configure Project
  • Setup Project Plan
  • Configure Schedule Boards
  • Setup Resource Management
  • Configure Resource Utilisation
  • Setup Project Templates
  • Setup Approvals
  • Configure Roles