Microsoft Dynamics 365 is a powerful cloud-based platform that provides a wide range of business solutions for Sales Force Automation, Marketing Automation, Field Service, Customer Service and Customer Portals (CRM); Finance, Manufacturing, Distribution, and Operations (ERP); and many other areas of business productivity (Cloud).

At Endeavour Solutions, it all starts with a good design.  The focus of our consulting team is to help you succeed.  To do so involves a validation of your needs matched with the right products (subscriptions) and a phased approach to configuring and building apps on top of the Dynamics 365 cloud-platform using Dynamics 365 and Microsoft Power Apps.

Dynamics 365 for Sales (CRM with case management)

Empowering your sales and service teams is Dynamics 365 for Sales. This represents the core of Microsoft’s CRM platform with a focus on Accounts, Contacts, Opportunities and Support Cases.  

"There are a variety of CRM subscription options available for Sales, Marketing, Customer Service and Field Service"

The Sales professional subscription has the majority of the main sales and service functions needed by most organizations (5 to 50 Salespeople).  Sales Enterprise raises the game and functionality of your CRM with the addition of CRM self-serve portals, goals, quota and gamification, the ability to handle complex workflows and the ability to significantly customize your CRM. See Dynamics 365 CRM Price

Dynamics 365 CRM 'Teams Subscription'

As a complement to your Dynamics 365 CRM subscription, Microsoft has a “Teams Subscription” that is available for light users who only need a very limited access to core CRM functions.  Typically these “team” users only need read-only access, though they may periodically update client records such as a change of address or other contact details.  As an alternative, your design may include the use of Power Apps and a Power Apps subscription (thus not requiring CRM or CRM Teams) as a means of improving the productivity of your team. See Microsoft Power Apps

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"We look forward to working with you and your team"

Call our Team

Steve Ewing
Director,
(905) 542-2139 x 213
1 (888) 257-3577 x 213

sewing@endeavour365.ca

App for Outlook

Microsoft Dynamics 365 for Sales, has the tightest and best integration available for Microsoft Outlook 365, Exchange Online and the rest of Office 365.  The Outlook App brings the power of Dynamics 365 CRM right into and alongside your e-mail.  Combined with the Microsoft AI and machine learning, your Dynamics 365 CRM can read your e-mail and automatically (out-of-the-box) bring up CRM records based on matches in an e-mail address and designated key-words.  Adding new contacts, tracking e-mails, attaching key e-mail correspondence to Opportunities, Contacts and Accounts is a breeze with the Dynamics 365 app for Outlook. Book a demo today

Workflow

Once your team has mastered contact, account and opportunity management, there is a whole world of performance-enhancing workflow automation available to you and your team.  Key workflows include routing of key information and notices between team members, automatically updating records and filling out information based on milestones within your sales process, as well as opening and closing support cases based on key triggers and business logic.  Dynamics 365 for Sales, Dynamics 365 for Customer Service and Dynamics 365 for Relationship Management subscriptions each include a powerful workflow engine that can be either user-driven or configured with help from Endeavour. Speak to the team

Power Bi

Microsoft Power BI is Microsoft’s leading cloud-based Business Intelligence tool, serving up a strong array of out-of-the-box sales and service dashboards as well as the opportunity for user-driven analytics and reports.  Power BI comes pre-embedded within Dynamics 365 for no additional cost when analysis dashboards and reports are based on content and data contained within your CRM.  For advanced requirements, Endeavour recommends Power BI Pro subscriptions (~$12.20CAD/user/month) to allow for consolidated reporting across multiple systems including the vast majority of cloud-based and on-premise applications such as ERP, WMS, Call Management, Autodialers, Google Analytics, Click Dimensions and other Sales, Marketing and Operations systems.   
With Endeavour’s GP Bistro, users can take advantage of the no-charge embedded Power BI applications to report on select Microsoft Dynamics GP ERP data. Learn more about GP Bistro

Microsoft Flow

Microsoft Flow is a powerful user-driven application for creating simple and mildly complex integrations between Dynamics 365 CRM and other external applications or web-forms.  Flow also serves to automate key workflow tasks based on a variety of ‘triggers’ including date/time, field changes, and keywords.  It’s a great tool to create online lead generation forms and online surveys that automatically update or create a new lead or CRM record.  Flow can also be used to integrate data from external systems into Dynamics 365 for reporting and custom entities, thus allowing for the ‘no-charge’ Power BI embedded dashboards to report on data imported into Dynamics 365 for CRM, such as external sales quota numbers and other important performance metrics.   Learn more

PowerApps

Microsoft PowerApps is a cloud-based development tool and platform that allows Business Analysts and developers to create their own custom applications without the need for coding.  Dynamics 365 users can create apps for any device, incorporating a wide variety of controls including cameras and location.  PowerApps developers can start from a sample app showcasing common business scenarios, like expense reporting or site inspections, or users can create their own complex applications using PowerApps as their development platform of choice.

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