Supply Chain Management
Inventory Management: Track inventory levels, reorder points, and item categories.
MPurchase Order Management: Manage purchase orders and vendor information.
Sales Order Processing: Automate sales order creation and fulfillment.
Warehouse Management: Optimize warehouse operations, pick/pack orders, and manage stock locations.
Sales & Service
Customer Relationship Management (CRM): Track sales leads, opportunities, and customer interactions.
Sales Invoicing: Automate invoicing and manage recurring invoices.
Service Management: Manage service orders, track repair work, and handle customer service contracts.
Project Management
Job Management: Track costs and usage per project.
Resource Allocation: Allocate resources to specific tasks and jobs.
Project Costing: Monitor project budgets and profitability in real-time.
Time Sheets: Track employee hours and link them to jobs or projects.
Manufacturing
Production Orders: Create and manage production orders.
Bill of Materials (BOM): Manage materials and component lists for products.
Job Management: Track costs and usage per project.
Job Management: Track costs and usage per project.
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Dynamics 365 CRM – Customer Service

Microsoft Dynamics CRM is an integrated Customer Relationship Management (CRM) system designed to help businesses increase productivity and customer satisfaction. It quickly and effectively helps you stay ahead of the competition with seamless integrations between Dynamics 365 and lead management applications.Key Features

What is Dynamics 365 Customer Service?

A solution for managing cases, SLAs, and omnichannel support.

Can we create a self-service portal?

Yes, using Power Pages (formerly Power Apps Portals).

Does it provide SLAs and Entitlements?

Yes, for managing response and resolution times.

Does it support knowledge base integration?

Yes, agents can use knowledge articles while resolving cases.

Does it support AI for case resolution?

Yes, AI suggestions and sentiment analysis are available.

Does it provide analytics?

Yes, with Customer Service Insights and Power BI.

Does it support live chat and chatbots?

Yes, with Omnichannel for Customer Service and Power Virtual Agents.

How are cases routed?

Using queues, routing rules, and AI-based auto-assignment.

Can it handle multiple channels (email, phone, social)?

Yes, through Omnichannel capabilities.

Can supervisors monitor agent performance?

Yes, via dashboards and real-time monitoring.

Can it integrate with Customer Voice surveys?

Yes, for post-case feedback collection.

Is it mobile-friendly?

Yes, agents can manage cases on mobile devices.

Let's keep in touch!

Find us on any of these platforms, we respond 1-2 business days.
sales@gtrtek.com