Customized development of Microsoft Dynamics CRM and ERP system solutions-malisoftware Official WebSite

Dynamics CRM&ERP Development

Leverage modern intelligent cloud applications—Dynamics 365—to drive your business growth by unifying CRM and ERP functionalities and breaking down data silos. The end-to-end applications for Sales, Service, Finance and Operations, Talent, and Marketing perform exceptionally well individually and even better when integrated. Microsoft CRM and ERP custom development consulting services provide tailored solutions based on existing products, adding enhanced functionalities.
We primarily offer custom development for the following modules:

💰 Financial Management

Dynamics 365 Finance is an enterprise-level ERP financial management solution covering general ledger, accounts receivable and payable, cash flow management, budgeting, cost accounting, fixed assets, tax compliance, and multi-company financial management. It integrates AI and automation technologies to help businesses optimize financial processes, improve capital efficiency, ensure compliance, and support healthy growth while enhancing financial decision-making. It enables businesses to handle accounting, financial reporting, budgeting, and cash flow control. Below is a detailed introduction to the financial management module of Dynamics 365:

【Financial Management】 Dynamics 365 Finance helps organizations manage multi-company, multi-ledger, multi-currency, and multi-dimensional financial activities. It provides a standard chart of accounts, including general ledger, accounts receivable, accounts payable, and asset management, while supporting custom account structures. Its integrated multi-dimensional ledger management ensures centralized financial data management and real-time visualization.
【Automated Accounting Processing】 Dynamics 365 Finance offers comprehensive automated accounting functions, including automatic journal entries and reconciliations, reducing manual operations. It supports voucher entry, period-end closing, fixed asset management, and multi-currency accounting. It complies with various accounting standards to meet regional and industry-specific requirements.
【Cost Control】 The finance module provides cost control and cost accounting functions, allowing organizations to monitor costs in real time, analyze cost structures, and forecast and control expenditures.
【Budgeting】 Organizations can use Dynamics 365 Finance to create, manage, and monitor budgets, including planning, execution, and analysis, for comprehensive budget control.
【Reporting & Analysis】 With powerful built-in reports and Power BI integration, Dynamics 365 Finance enables automatic generation of financial statements such as balance sheets, income statements, and cash flow statements, facilitating real-time financial analysis and decision-making.
【Customer Credit Management】 Set credit limits for customers and monitor credit status in real time to reduce bad debt risks.
【Invoicing & Payment Collection】 Automatically generate customer invoices and support multiple billing models (one-time, subscription-based, etc.). Electronic payment integration (credit cards, bank transfers, PayPal) automates payment processing.
【Overdue Payment Reminders】 Automatically notify customers of overdue payments via email or SMS, improving cash recovery rates.
【Vendor Management】 Maintain supplier information, including contracts, payment terms, and tax details.
【Invoice Matching】 Automatically match purchase orders, invoices, and goods receipts to minimize errors and fraud risks.
【Payment Process Optimization】 Automatically calculate payment discounts and optimal payment dates to optimize cash flow.
【Cash Flow Forecasting】 AI-driven forecasts of future cash flow help businesses make better financial decisions.
【Bank Account Management】 Centralized management of multiple bank accounts with automated reconciliation for increased efficiency.
【Automated Payments】 Supports automated supplier payments with real-time bank system integration.
【Budget Planning】 Set annual, quarterly, and monthly budget targets and compare them with actual data for analysis.
【Real-Time Budget Monitoring】 Automatically update budget execution status to prevent overspending.
【Predictive Analysis】 AI-based predictive analytics leverage historical data to optimize budget allocation.
【Cost Center Management】 Supports cost allocation and tracking by department, project, or product line.
【Profit Margin Analysis】 Calculate profit margins for different products or services to optimize business profitability.
【Cost Optimization Suggestions】 AI-driven analysis of cost structures provides recommendations for reducing expenses.
【Asset Registration & Depreciation】 Track fixed asset purchases, depreciation, maintenance, and disposal throughout their lifecycle.
【Depreciation Calculation】 Supports multiple depreciation methods (straight-line, accelerated, etc.) to comply with different financial regulations.
【Asset Inventory & Audits】 Automatically track asset movements to ensure ledger accuracy.
【Multi-Tax Support】 Supports VAT, sales tax, income tax, and other regional tax calculations.
【Electronic Invoicing (e-Invoicing)】 Generates compliant electronic invoices to simplify tax reporting.
【Audit Compliance】 Logs all financial transactions to ensure compliance with IFRS, GAAP, SOX, and other regulations.
【Global Financial Management】 Manage multiple subsidiaries within a single system and automatically generate consolidated financial statements.
【Automatic Exchange Rate Updates】 Updates currency exchange rates using external data sources to reduce currency exchange risks.
【Intercompany Transactions】 Automates internal transactions between subsidiaries to improve financial efficiency.
【Smart Financial Forecasting】 AI-powered forecasts for revenue, expenses, and profit trends help businesses identify risks early.
【Anomaly Detection】 AI automatically detects suspicious transactions to prevent fraud and accounting errors.
【Custom KPI Monitoring】 Set key financial performance indicators (KPIs) to monitor business financial health in real time.
【Integration with Dynamics 365 Supply Chain】 Automatically sync procurement, inventory, and financial data for optimized supply chain cost control.
【Integration with Microsoft Power BI】 Provides intuitive data visualization and supports advanced financial analysis.
【Integration with Microsoft Teams】 Enhances financial team collaboration and data sharing for improved efficiency.

📈 Sales Management

Microsoft Dynamics 365 Sales Management (Sales) is primarily designed to optimize sales processes and improve conversion rates. Its core features include customer relationship management (CRM), sales automation, lead tracking, AI-powered forecasting, quote and contract management, sales process optimization, and mobile support. It also seamlessly integrates with Outlook, Teams, and Power BI, enhancing team collaboration and data analysis. By leveraging automation and AI-driven analytics, businesses can enhance sales efficiency and drive revenue growth. Below is a detailed breakdown of the Dynamics 365 Sales Management module’s features:

【Activity Management】 Enables sales teams to schedule and track key sales activities such as meetings, calls, and emails, ensuring smooth interactions with customers.
【Quote and Order Management】 Automates the generation of quotes and orders, directly integrating with financial systems for processing.
【Contact and Account Management】 Maintains customer contact details, communication history, and account information, ensuring that sales teams have comprehensive data during interactions.
【Automated Quote Generation】 Built-in quoting tools allow sales representatives to quickly create and manage professional, customized quotes with high accuracy.
【Order Conversion】 Converts sales opportunities or quotes into orders automatically, streamlining the sales process and increasing operational efficiency.
【Pricing and Discount Management】 Allows businesses to configure pricing rules and discount strategies, ensuring all transactions comply with company policies.
【Task and Activity Tracking】 Helps sales representatives plan and manage sales tasks such as phone calls, meetings, and emails, while tracking progress in real time.
【Scheduling】 Supports scheduling for both individual and team-based sales activities, ensuring timely follow-ups on each opportunity.
【Sales Forecasting Tools】 Leverages historical data, market trends, and the progress of ongoing sales opportunities to generate accurate sales forecasts, assisting businesses in strategic decision-making.
【Dynamic Forecast Updates】 Sales forecasts update dynamically as opportunities progress, ensuring the most up-to-date predictions reflect actual sales conditions.
【Custom Reporting】 Provides support for creating and generating customized sales reports, helping teams and management evaluate performance, customer needs, and market trends.
【Dashboards and Visual Analytics】 Offers real-time visual dashboards displaying key metrics such as sales team performance, opportunity progress, and customer interactions, helping managers make timely and informed decisions.
【KPI Tracking】 Monitors key performance indicators (KPIs) to track sales team progress toward goals, enabling management to optimize strategies and improve efficiency.
【Information and Resource Sharing】 Allows team members to share customer data, sales opportunities, quotes, and other critical resources, ensuring effective collaboration.
【Collaboration Tools】 Built-in communication tools such as real-time chat and team notifications enable seamless collaboration among sales teams, ensuring timely updates.
【Automated Task Assignment】 Automatically assigns leads, sales opportunities, and customer tasks to the appropriate sales representatives based on predefined rules, ensuring a balanced workload and increased efficiency.
【Automated Reminders and Notifications】 Sends automated alerts and notifications to sales representatives, ensuring timely follow-ups on customer inquiries and sales opportunities.
【Sales Process Automation】 Automatically triggers relevant actions (such as sending emails, creating tasks, and generating reports) based on predefined sales process stages.
【Mobile Access】 The Dynamics 365 Sales mobile app allows sales representatives to access customer data, sales opportunities, and tasks from anywhere, improving responsiveness and flexibility.
【Offline Work Support】 Enables offline access to critical sales data, allowing representatives to continue working without an internet connection, with data automatically synced upon reconnection.
【Integration with Other Systems】 Seamlessly integrates with Microsoft Office 365, SharePoint, LinkedIn, Outlook, and other essential business tools, ensuring smooth workflow transitions.
【Third-Party Application Support】 Provides integration with third-party systems such as ERP and financial software to maintain data consistency and enable end-to-end workflow automation.
【Customizable Features】 Allows businesses to tailor sales workflows, custom fields, and reports to align with unique business needs and processes.
【360-Degree Customer View】 Consolidates detailed customer information, including purchase history, interaction records, and preferences, providing sales teams with a comprehensive view to enhance customer engagement.
【Opportunity Tracking】 Enables sales representatives to track the progress of sales opportunities, from initial contact to final closure.
【Sales Stage Management】 Supports fully customizable sales processes, allowing teams to manage and monitor sales stages such as initial engagement, quoting, negotiation, and deal closure.
【Sales Funnel Analysis】 Provides detailed insights into conversion rates and sales pipeline progress, helping management identify bottlenecks and optimize performance.
【Lead Generation】 Helps sales teams capture lead information through various channels, including websites, social media, and email marketing campaigns.
【Lead Tracking】 Records and monitors all lead interactions, ensuring sales teams can effectively track engagement and customer interests.
【Lead Conversion】 Automates the process of converting qualified leads into sales opportunities, helping sales teams prioritize and close high-value deals efficiently.

🚚 Supply Chain Management

The Dynamics 365 Supply Chain Management module helps enterprises achieve intelligent, automated, and visualized supply chain operations. It covers demand forecasting, procurement, production, warehousing, logistics, order management, data analysis, and more, enhancing operational efficiency, reducing costs, and optimizing customer experience.

【Inventory Management】 Real-time tracking and management of multi-warehouse inventory across regions, including stock levels, costs, and locations. Inventory optimization features help reduce costs and improve efficiency.
【Procurement and Supplier Management】 Manage and maintain supplier information, purchase orders, and contracts. Supports supplier evaluation and performance monitoring. The supplier portal automates procurement processes to improve collaboration efficiency, ensuring supply chain stability and reliability.
【Production Management】 Plan, monitor, and optimize production processes, including production order management, routing, and scheduling, to improve production efficiency and quality.
【Intelligent Warehouse Management】
- Automated sorting and packaging: Optimizes picking paths and improves order processing efficiency.
- Barcode scanning & RFID: Enables paperless warehouse operations, increasing inventory accuracy.
- Warehouse operations management: Supports receiving, shelving, picking, and shipping. Provides multi-location warehouse layout optimization, inventory tracking, and resource management for enhanced efficiency and accuracy.
【Quality Management】 Controls product quality and inspection processes, including inspection plans, result recording, and handling of defective products to ensure compliance with quality standards.
【Sales and Delivery Management】 Manages sales orders, delivery schedules, and shipments. Supports order tracking, inventory allocation, and delivery scheduling to ensure timely fulfillment.
【Supply Chain Analytics and Reporting】 Provides data analysis and reporting to help businesses monitor supply chain operations, identify issues, and optimize processes.
【IoT Integration】 Connects with IoT devices for real-time monitoring and management of supply chain logistics and equipment, improving efficiency and visibility.
【AI and Machine Learning】 Uses AI and machine learning to analyze large datasets, providing predictive analytics, intelligent recommendations, and optimization suggestions for better decision-making.
【Procurement Process Automation】 Automates purchase order (PO) approval, tracking, and management, reducing manual intervention. Integrates with supplier systems to enable e-Procurement.
【Contract & Compliance Management】 Centralizes procurement contract management to ensure compliance and minimize contract risks.
【Production Execution】 Supports discrete manufacturing, process manufacturing, and lean manufacturing models with real-time shop floor monitoring to enhance efficiency.
【Asset Management】
- Predictive Maintenance: Uses IoT devices to monitor equipment status and prevent failures.
- Planned Maintenance: Schedules regular maintenance to reduce downtime.
【Transportation Management】
- Automated route selection to optimize transportation costs and improve delivery efficiency.
- Logistics tracking: Integrates GPS and IoT for real-time cargo monitoring.
【Sales Order Management】
- Automates order processing to minimize manual work and improve response speed.
- Real-time order tracking: Customers can check order progress instantly.
【Returns & After-sales Service】
- Supports RMA (Return Merchandise Authorization) to optimize return and repair processes and enhance customer satisfaction.
- Quality traceability: Tracks product lifecycle from production to sales to ensure quality control.
【Real-time Dashboards】
- Uses Power BI for visual analysis of inventory, procurement, production, and sales data.
- Alerts for anomalies: Detects issues like stock shortages, procurement delays, and order backlogs.
【Supply Chain Performance Analysis】 Monitors key performance indicators (KPIs) such as supplier performance, production efficiency, and logistics costs to support decision-making.
【Supplier and Customer Collaboration Platform】 Allows suppliers to access orders, inventory, and payment statuses directly, improving communication. Integrates with suppliers, distributors, and retailers for end-to-end supply chain management.
【Microsoft Teams & AI Integration】
- Uses Microsoft Teams for real-time supply chain collaboration, enhancing cross-department communication.
- AI-driven decision support: Predicts supply chain bottlenecks and provides optimization recommendations.

📞 Customer Service Management

【Case Management】 Track customer complaints, inquiries, and issues through case management, improving problem resolution efficiency with automated case creation workflows.
【Service Requests & Work Orders】 Enables the generation of work orders for field service, coordinating work progress and tasks while tracking service completion and customer feedback.
【Customer Service Knowledge Base】 Provides a centralized, multilingual knowledge base where customers can access self-service portals to find solutions or submit service requests, reducing the workload on customer service representatives. Agents can also use the knowledge base to quickly locate solution articles, tutorials, and FAQs to help customers more efficiently.
【Omnichannel Support】 Supports multiple communication channels such as phone, email, social media, and live chat, ensuring customers can contact the business through various means. All interactions are centrally recorded to maintain a consistent service experience across channels.
【Automation & AI】 Leverages artificial intelligence and machine learning to automate issue classification, predict service demands, and recommend solutions. Built-in chatbots can handle simple customer inquiries to enhance response speed.
【Customer Feedback & Surveys】 Integrates survey functionality to collect customer satisfaction data and feedback, helping to improve service quality and customer relationship management.
【Reporting & Analytics】 Powerful reporting and dashboard features allow managers to monitor customer service team performance, track issue resolution progress, and provide data-driven insights to optimize service processes.
【Automated Service Scheduling】 Customers can schedule technical support or on-site services based on their needs. The system automatically assigns the most suitable technicians and equipment according to resource availability, supporting real-time scheduling to ensure service personnel arrive on time.
【Workload Distribution】 Automatically assigns service requests based on agent skills, availability, and workload to improve efficiency. Customer service agents can view daily tasks, schedules, and goals for better time management.
【Performance Evaluation】 Tracks key metrics such as response time, resolution rate, and customer satisfaction to evaluate service agent performance. Supports customizable evaluation criteria to align with company standards.
【Automated Workflows】 Automates common service request processes, such as case assignment and email confirmations, reducing manual operations and improving efficiency. Power Automate can be used to create customized automation workflows for streamlined service delivery.
【Alerts & Notifications】 Automatically reminds service personnel about pending cases or customer feedback to maintain high service quality. Customers also receive progress updates on their issues to reduce uncertainty.
【Integration with Other Business Modules】 Seamlessly integrates with Dynamics 365 Sales, Marketing, Finance, and Operations modules to ensure smooth customer information flow. Supports integration with third-party tools such as CRM, ERP, and financial systems to enhance cross-department collaboration.
【API & Web Service Integration】 Provides open APIs to integrate with other systems, ensuring data sharing and synchronization while avoiding data silos.
【SLA (Service Level Agreement) Management】 Defines and manages service commitment times to ensure teams adhere to company service standards and avoid response delays. The system automatically tracks SLA execution and sends reminders to ensure timely responses to customer needs.
【Multi-Stage Workflows】 Allows customer service representatives to define different processing stages based on issue complexity, ensuring effective problem resolution. Each stage includes detailed tracking records and processing history.
【Live Chat & Chatbots】 Built-in intelligent chatbots can automatically respond to common inquiries, improving response efficiency. Supports live chat for real-time communication between service agents and customers.
【Social Media Integration】 Supports integration with platforms like Twitter, Facebook, and LinkedIn, enabling customers to contact support teams directly via social media. The system can also automatically capture and process customer feedback from social media.

📗 Customer Relationship Management

【Lead Management】Automatically tracks and manages leads, identifies sales opportunities, and helps sales teams efficiently convert leads into customers.
【Opportunity Management】Enables sales teams to track the sales process, monitor sales cycles, and ensure every opportunity is handled in a timely manner.
【Activity Management】Schedules and tracks sales activities (such as meetings, calls, emails, etc.) to ensure smooth interactions with customers.
【Quote and Order Management】Automatically generates quotes and orders, and integrates seamlessly with financial systems for processing.
【Mobile Access】Provides applications for smartphones and tablets, allowing sales representatives and customer service teams to access customer data anytime, anywhere, handle cases, or manage sales opportunities, enhancing work flexibility.
【360-Degree Customer View】Integrates data from various channels to provide a comprehensive view of the customer, including purchase history, interaction records, and preferences.
【Analytics and Reporting】Offers extensive analytics and customizable reports to help management evaluate sales performance, customer service efficiency, marketing effectiveness, and support data-driven decision-making.
【Dashboards】Enables personalized dashboards to monitor key business metrics and team performance in real-time, improving overall management.
【Automated Workflows】Allows the creation of automated workflows and task assignment rules to reduce manual intervention and increase efficiency. For example, leads meeting specific criteria can be automatically assigned to sales representatives.
【Custom Processes】Allows businesses to create and customize workflows according to their specific operational needs, ensuring system flexibility and adaptability.
【Phone, Email, and Social Media Integration】Ensures that every customer interaction is tracked and recorded by integrating multiple communication channels such as phone calls, emails, and social media.
【Chatbots】Built-in intelligent chatbots enable instant communication with customers, answering common questions and providing 24/7 service.
【Team Collaboration】Provides tools and platforms to support internal team collaboration and communication, helping sales, service, and marketing teams work together seamlessly.
【Task and Scheduling Management】Assigns tasks and schedules to team members to ensure smooth project execution and customer service operations.
【Integration with Other Systems】Supports integration with various third-party applications and services (such as ERP, email marketing systems, and financial software), ensuring seamless data exchange and centralized management.
【Custom Fields and Views】Allows customization of CRM interfaces, fields, and reports to adapt to different business needs.
【Predictive Analytics】Uses machine learning and AI to forecast customer needs and sales opportunities, helping teams make proactive decisions.
【Smart Recommendations】Recommends potential leads and sales opportunities based on customer history, optimizing sales strategies.
【Sentiment Analysis】Utilizes AI to analyze customer feedback, identifying customer emotions and enabling timely actions to enhance customer experience.
【Customer Lifecycle Analysis】Tracks the entire customer journey from acquisition to conversion and retention, helping businesses identify growth opportunities and potential risks.
【Customer Behavior Analysis】Uses data mining techniques to analyze customer behavior patterns, predict future buying trends, and refine sales strategies.
【Social Selling】Sales teams can interact with potential customers through social media platforms to build relationships and drive sales.
【Social Listening and Engagement】Integrates with social media platforms (such as Facebook, Twitter, LinkedIn) to monitor brand performance in real-time and quickly respond to customer feedback.
【AI-Powered Sales Forecasting】Uses machine learning models to automatically generate sales forecasts based on historical data and market trends.
【AI-Powered Recommendations】Recommends personalized products and services based on customer behavior and interests, improving sales conversion rates.
【Campaign Tracking & Analytics】Monitors marketing campaign performance in real-time, evaluating the return on investment (ROI) of ads, emails, and events.
【Automated Customer Journey】Guides customers through the entire process from initial contact to final purchase using predefined customer engagement workflows.
【Data-Driven Customer Segmentation】Precisely categorizes customers based on behavioral data, demographics, and purchasing habits, enabling personalized marketing.
【Market Positioning】Identifies potential customers in specific market segments and tailors marketing strategies for each segment.
【Lead Management】Automatically captures, assigns, and tracks leads to ensure no sales opportunities are missed.
【Customer Segmentation】Groups customers based on their historical behavior and interests to help sales teams develop personalized marketing strategies.
【CSAT & NPS Surveys】Collects customer feedback through Customer Satisfaction (CSAT) and Net Promoter Score (NPS) surveys, identifying potential issues and improving service quality.

✔ Project Management

【Task Assignment & Scheduling】 Create detailed tasks and subtasks for each project, setting start dates, end dates, and priorities. The system supports Gantt chart and Kanban views to help project managers visualize project progress.
【Milestones & Phases】 Projects can be divided into multiple phases, with key milestones set for each phase. The system tracks milestone completion.
【Automated Progress Updates】 The system automatically updates project progress based on task completion, allowing timely adjustments to avoid delays.
【Resource Pool Management】 Manage all resources required for the project, including personnel, equipment, and materials. The system supports resource categorization, scheduling, and allocation to ensure optimal utilization.
【Resource Load Balancing】 Displays resource utilization, helping project managers identify resource overuse or shortages and make necessary adjustments.
【Resource Cost Tracking】 Assign costs to each resource and track actual usage within the project to control expenses.
【Budgeting & Tracking】 Set an initial budget for each project, and the system will automatically track and compare actual expenses against the budget, identifying overspending risks in real time.
【Expense & Cost Management】 Track various project costs, including labor, outsourcing, and material expenses, helping to control overall project expenditures.
【Cost Classification & Reporting】 Generate various financial reports such as expense reports and cost analysis reports based on budget dimensions.
【Integrated Finance Module】 Seamlessly integrates with the Dynamics 365 financial management module, automatically extracting financial data from projects for analysis and reporting.
【Project-Based Revenue & Expense Management】 Track not only project costs but also associated revenues, generating profit reports to help businesses calculate project profitability.
【Accounts Receivable & Payable Management】 Manage project-related receivables and payables to ensure healthy cash flow.
【Client Requirement Management】 Record client requirements, expectations, and changes to ensure the project meets business needs.
【Client Communication History】 Log all communications, meeting notes, and feedback within project management to keep the team updated on client expectations.
【Client Satisfaction Tracking】 After project completion, conduct client satisfaction surveys and collect feedback to continuously improve service quality.
【Automated Task Assignment】 When a task reaches a specific status, the system can automatically assign it to designated resources, reducing manual intervention.
【Automated Approval Workflows】 Steps requiring approvals, such as budget adjustments and procurement requests, can be automated to reduce manual workload and improve efficiency.
【Reminders & Notifications】 The system automatically sends reminders and alerts when key project tasks approach their deadlines or issues arise, ensuring the project stays on track.
【Real-Time Progress Tracking】 Project managers and team members can check the real-time status of the project, including task completion, resource usage, and budget consumption.
【Key Performance Indicator (KPI) Monitoring】 Define and track key project performance indicators such as project cost, schedule deviations, and risks, allowing project managers to detect and address issues early.
【Integration with Microsoft Teams】 Through integration with Microsoft Teams, team members can communicate via instant messaging, video conferencing, and file sharing directly within the project management interface, avoiding information silos.
【Document Sharing & Version Control】 Store all project-related files and documents within the system with version control, ensuring team members always work with the latest versions.
【Cross-Project Resource Sharing】 When multiple projects run simultaneously, the system supports resource and budget sharing across projects, optimizing resource utilization.
【Project Portfolio View】 View multiple projects' status and progress in a portfolio format, helping senior management make strategic decisions.
【Risk Identification & Logging】 Allows project managers to identify potential risks during project execution and record their impact, likelihood, and mitigation strategies.
【Risk Assessment & Prioritization】 Automatically evaluates the priority of each risk based on its impact and likelihood and provides recommended mitigation measures.
【Risk Monitoring & Mitigation】 Conduct regular risk reviews to track risk status and adjust mitigation plans in real time, ensuring projects remain unaffected by major risks.
【Scalability & System Integration】 The system supports integration with other enterprise systems such as ERP and CRM, ensuring seamless information flow and improving overall management efficiency.

📉 Marketing Management

【Campaign Management】: Helps create and manage marketing campaigns (such as email marketing, social media ads, telemarketing, etc.) and track their effectiveness. Supports planning, managing, and executing both online and offline events. Provides registration forms, ticket management, and check-in systems. Tracks attendee data, analyzes event performance, and automatically follows up on leads.
【Lead Nurturing】: Uses targeted emails and content marketing to gradually nurture leads and optimize marketing strategies through data analysis.
【Market Segmentation】: Segments customers based on data and behaviors to create personalized marketing strategies and enhance engagement.
【Email Marketing】: Built-in email marketing tools and templates allow users to design and send customized brand emails while tracking key metrics such as open rates, click-through rates, and bounce rates to optimize marketing effectiveness. Supports A/B testing to optimize email subject lines, content, and delivery times for better conversion rates.
【SMS & Push Notifications】: Engages with customers through SMS or mobile push notifications, increasing reach. Can be integrated with customer journeys, such as sending SMS reminders when an email is unopened.
【Marketing Forms & Landing Pages】: Easily create online forms using a drag-and-drop interface to collect lead information. Generate standalone landing pages for specific marketing campaigns, such as promotions and product launches. Integrated with Dynamics 365 CRM to automatically store submitted customer data for follow-ups.
【Lead Scoring】: Automatically scores leads based on interactions (e.g., website visits, email opens, whitepaper downloads). Scoring rules can be customized, such as adjusting weights based on time spent on a website or the number of pages viewed. Identifies high-value leads and automatically transfers them to the sales team for follow-up.
【Lead Nurturing】: Uses multiple channels (emails, SMS, social media, etc.) to nurture leads until they are ready to purchase. Implements automated marketing processes to deliver appropriate content based on customer behavior, improving conversion rates.
【Lead Conversion】: Converts high-scoring leads into sales opportunities and syncs them with Dynamics 365 Sales. AI analysis provides optimal follow-up strategies to increase deal closure rates.
【Social Media Marketing】: Directly manage social media accounts such as Facebook, Twitter, LinkedIn, Weibo, WeChat (Mini Programs & Official Accounts), and TikTok within Dynamics 365. Schedule and publish social media posts while tracking audience engagement. Use social media analytics to monitor brand influence and competitor activities.
【Digital Advertising】: Integrates with Google Ads and Facebook Ads for precise ad placement. Tracks ad ROI and analyzes the quality and number of leads generated.
【Dashboards & Reports】: Provides real-time marketing data, including email open rates, social media engagement rates, and lead conversion rates. Power BI enables visual analysis of marketing performance to identify optimization opportunities.
【Customer Insights】: Leverages AI and machine learning to analyze customer interests and purchasing tendencies, predicting future behavior to create more effective marketing strategies.
【Marketing ROI Measurement】: Tracks marketing expenses and revenue contributions, calculating the ROI of each campaign to help businesses optimize budget allocation and maximize investment returns.
【Integration with Dynamics 365 Sales】: Automatically transfers lead data to sales teams, improving sales efficiency and ensuring seamless collaboration between marketing and sales teams.
【Integration with Microsoft Teams】: Facilitates internal team communication and collaboration, enhancing marketing execution efficiency.
【Integration with Power Automate】: Uses low-code workflow automation to create customized processes, such as triggering automatic follow-up tasks based on customer behavior.
【AI-Driven Content Recommendations】: Suggests the most relevant marketing content based on customer interests and past interactions to increase conversion rates.
【AI-Based Audience Segmentation】: Automatically identifies high-potential customer groups and generates targeted marketing campaigns.
【Predictive Analytics】: Forecasts customer purchase intent, helping sales teams prioritize the most promising leads.
【Data Privacy Management】: Ensures compliance with GDPR and other privacy regulations, safeguarding user data. Allows customers to opt-in or opt-out of marketing emails and automatically manages their privacy preferences.

🏢 Field Service Management

【Create and Track Work Orders】 Quickly create and manage work orders, assign tasks to field service personnel, and ensure smooth execution of tasks.
【Work Order Assignment and Priority Management】 Automatically assign work orders based on service requirements, task priorities, and available resources to ensure timely completion.
【Work Order Updates】 Field service personnel can update work order statuses in real time, including task progress, completion time, and issue descriptions.
【Automated Scheduling】 The intelligent scheduling tool enables the system to automatically dispatch field service personnel based on service requests, resource availability, and location, improving efficiency and accuracy.
【Resource Optimization】 Utilize machine learning and data analysis to optimize resource allocation, ensuring that the best personnel, tools, and equipment are assigned to each task.
【Field Service Personnel Availability Management】 Manage work schedules of field service personnel to ensure each task is assigned to the right person while considering workload and skill levels.
【Skills and Qualification Management】 Set skill and qualification requirements for each field service personnel to ensure tasks are assigned to qualified individuals.
【Mobile Support for Service Personnel】 Through the Dynamics 365 Field Service mobile app, field personnel can view and update work orders, access customer information, and check equipment maintenance records anytime.
【Offline Mode Support】 Even without an internet connection, field service personnel can continue processing work tasks in the mobile app and sync data when back online.
【Equipment Maintenance Records】 Manage maintenance history and warranty information of customer equipment to ensure proper record-keeping for future maintenance or upgrades.
【Asset Lifecycle Management】 Track the entire lifecycle of customer assets from installation to maintenance, repairs, and decommissioning, ensuring effective asset management.
【Preventive Maintenance】 Schedule regular preventive maintenance tasks based on equipment usage and maintenance history to reduce the likelihood of breakdowns.
【Customer Information Management】 Maintain detailed customer profiles, including service history, service contracts, and purchased products or equipment, to help service personnel understand customer needs.
【Real-time Customer Communication】 During field service, personnel can communicate with customers via mobile devices to confirm service needs, progress, and feedback.
【Service Feedback and Satisfaction Surveys】 After service completion, automatically send satisfaction surveys to customers to collect feedback and improve service quality.
【On-Site Task Management】 Service personnel can view specific work order tasks, required tools and materials, as well as completion standards and requirements.
【Instant Troubleshooting and Problem Resolution】 Field personnel can access knowledge bases and technical support to quickly find troubleshooting steps and resolve issues promptly.
【Inventory Management】 Check and update spare parts inventory on-site to ensure adequate material availability for repairs.
【Service Contract Management】 Create and manage customer service contracts, including warranty periods, maintenance terms, and Service Level Agreements (SLA), ensuring service adherence to contractual agreements.
【Automated Billing】 Automatically generate invoices and fees based on service contracts and work orders, simplifying billing processes and ensuring accurate charges.
【Service Reports and Dashboards】 Provide real-time dashboards and reports to monitor key field service metrics such as task completion rates, customer satisfaction, and service costs for data-driven decision-making.
【Predictive Analytics】 Utilize data analysis to predict equipment failures and maintenance needs, scheduling preventive maintenance in advance to reduce downtime.
【Performance Evaluation】 Analyze the performance of each service personnel and team to optimize service processes and enhance overall service quality.
【Intelligent Scheduling and Route Optimization】 AI-powered scheduling optimizes service personnel dispatch and driving routes, reducing time wastage and improving work efficiency.
【Intelligent Fault Diagnosis】 Based on historical data and intelligent algorithms, the system predicts equipment failures and provides troubleshooting recommendations to assist service personnel in quick problem resolution.
【Integration with Other Systems】 Seamlessly integrates with other Dynamics 365 modules, such as sales and customer service, to maintain consistency in customer information and service data.
【Third-Party Tool Integration】 Can integrate with external systems such as ERP and inventory management systems to ensure coordination of resources and tasks.
【Customizable Features】 Supports customization of field service processes, fields, reports, and other features based on enterprise-specific requirements for better business alignment.