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Microsoft Dynamics 365 Integration

Automate CRM processes and provide an exceptional web portal experience to your customers with Dynamics 365 integration

Leverage Real-Time Integrations to Extend the Reach of Your Dynamics 365

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Reimagine the Customer Relationship Management with Dynamics 365 integration. With BizPortals 365, you can launch a full-fledged customer support and service portal which is 100% housed and integrated with your existing CRM system.

The Dynamics 365 portal offers the building blocks of document management, automated workflows, project and task management, business reporting and analytics, enhanced mobility, various other social collaboration, and self-service tools. All the Microsoft 365 productivity tools can be used seamlessly with an integrated view of the CRM solution to leverage disparate information in the organization.

Leverage the Dynamics 365 and SharePoint integration with BizPortals 365

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Whether you are a small business or a large organization, customers always remain the priority. The combination of Microsoft Dynamics 365 and intelligent applications of Microsoft 365 has the right capabilities to improve your operational processes, workflows, strategies, and business profitability.

The integration of Dynamics 365 CRM with the productivity applications of Microsoft 365 provides a connected view of customer records, transactions, behaviors and preferences, and predictive insight tools for decision-makers. In addition to the Microsoft 365 capabilities, Dynamics 365 integration offers a SharePoint portal to provide instant access to key CRM information available with SharePoint CRM templates.

BizPortals 365 integrates your ERP and CRM systems to deliver a flexible solution while utilizing the best features of SharePoint. If you are already a SharePoint and Microsoft 365 user or thinking to become one, the integration of Dynamics 365 can help you automate your business, improve CRM processes, and save a lot of time and money.

How Can Microsoft Dynamics 365 Integration Help you?

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Increased Productivity Increased Productivity
Increased Productivity
Leverage the convenience of Microsoft 365 and its business applications to complete all the CRM and ERP activities through Dynamics 365 portal.
Cost Savings Cost Savings
Cost Savings
Save cost by connecting multiple departments, providing real-time inventory status, reducing labor costs, eliminating the need for maul data entries, and enabling smarter business decisions.
Access to Microsoft Resources Access to Microsoft Resources
Access to Microsoft Resources
Automatically connect and share information between multiple resources of Microsoft such as Outlook, SharePoint, and other Microsoft 365 applications.
Connection to Third-Party Resources Connection to Third-Party Resources
Connection to Third-Party Resources
Robust Dynamics 365 APIs can connect seamlessly to third-party resources like supply chain members, BI resources to monitor and improve varied business areas.
Purpose-Built Solution Purpose-Built Solution
Purpose-Built Solution
Customize the solution or your specific business requirements. Collate and combine the applications within the Dynamics 365 custom development.
Better Social Engagement Better Social Engagement
Better Social Engagement
Access centralized data and third-party information to build a holistic customer database, know their behavior, engage with customers, analyze market trends in the social sphere.

Features

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Take your customer service to the next level with the must-have features of BizPortals 365

Microsoft 365 Integration
Microsoft 365 Integration
The integration of Microsoft 365 tools with Dynamics 365 is very impressive. Office programs like Outlook, word, excel, OneNote, Power BI along with extended features of a comprehensive workplace solution works best to achieve your customer relationship goals. Together, they bring a new level of productivity and CRM success to make your life easier.
Real-time Integration with CRM
Real-time Integration with CRM
The integrated portal acts as a single-window to access the business data from ERP and CRM systems. Dynamics 365 can easily integrate with your existing systems, software, and applications to transform your data and IT infrastructure into a strategic asset. BizPortals 365 is a future-proof solution to transform your business processes while meeting your integration needs.
Keep Customers Informed About the Progress of Their Service Issues
Keep Customers Informed About the Progress of Their Service Issues
With a user-friendly CRM platform, you can easily keep the customers informed during every interaction. With the right tracking system and updated information about customer service issues, businesses can schedule their resources, optimize scheduling, automate workflows, and simplify their work. Manage the complete lifecycle of the customer service chain to increase brand advocacy and loyalty.
Driving Customer Lifetime Value with Actionable Data Insights
Driving Customer Lifetime Value with Actionable Data Insights
Maximize customer lifetime value with insights based on the customer profiles to engage them better. Bring together the observational, transactional, and behavioral data in real-time and deliver state-of-the-art customer experiences. The Dynamics 365 integration provides a 360-degree overview of customer information to increase customer satisfaction and lifetime value. It also enables you to generate live ERP and CRM reports like purchase orders, sales, invoices, complaint resolution, and other on-demand datasheets.
Empower Customer Service Agents
Empower Customer Service Agents
Give the much-required tools, data, and guidance to your customer service professionals to resolve the customer issues. The integrated CRM portal is very helpful in delivering effective support using the service software that can access all customer information at a central location. Moreover, the supportive CRM power mobile apps allow you to quickly create, customize, share and manage mobile apps by using the Dynamics 365 connector in just a few minutes.
Manage Documents with Ground-Breaking Abilities
Manage Documents with Ground-Breaking Abilities
Get a highly secure, user-friendly, hassle-free document management system on SharePoint. It provides an automated way of capturing, organizing, tagging, digitizing, storing, accessing, approving, and completing the documents involved in your business. Moreover, the cloud-based document management system enables a secure, central online repository of documents, where the files can be easily searched, retrieved, and shared in a few clicks.
User and Role Security
User and Role Security
Provide defined permissions to specific users to control the customer information access at different levels, from a single document to departments and the site itself. It allows you to apply specific permissions to documents, files, and tightly control who sees what in the organization. Get a one-stop solution with the functionalities of versioning, approval workflow, check-in, check-out, workflows, and other powerful features of Microsoft 365.
Business Automation with Multi-Stage Workflows
Business Automation with Multi-Stage Workflows
Automate repetitive and manual business processes, workflows, and tasks to move the needle of business efficiency. Embracing a CRM system with workflow and process automation features of BizPortals 365 improves employee productivity and ensures stronger accountability and compliance.
Adherence to Service Level Agreements (SLAs)
Adherence to Service Level Agreements (SLAs)
The varying service levels can be delivered to different customer groups based on specific products or services. The businesses can define SLAs for each customer group in Dynamics 365 and reflect the key performance indicators. The customer service agents can adhere to the service level agreements within the defined response timelines and get trigger alerts if any record type is at risk of SLA breaches.

Create Your Customer Support and Service Portal with BizPortals 365

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Schedule a DEMO to know how you can help sales, service, and support teams to improve the customer experience.

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