How our Dynamics 365 can help you realize your vision
The Citrin Cooperman Digital Services Practice has extensive experience in the planning, configuration, deployment, and support of the entire Dynamics 365 CRM Suite of interconnected tools. Our wealth of practical experience and core business knowledge powered by the native Microsoft Copilot AI tools embedded in these solutions, will help you realize the vision and capabilities many middle-market organizations believe was only available to large enterprises.
Helps businesses manage their sales processes, track customer interactions, and automate sales workflows. It includes tools for lead management, opportunity tracking, account management, and sales forecasting.
Provides tools to manage customer support cases, track service issues, and deliver personalized customer service. It includes features for case management, knowledge base, and service level agreement (SLA) tracking.
Offers tools for creating and managing marketing campaigns, nurturing leads, and analyzing marketing performance. It includes email marketing, event management, and customer segmentation capabilities.
Combines financial management, supply chain, and production operations into a single application. It includes features for general ledger, accounts payable and receivable, inventory management, and production planning.
Helps businesses manage field service operations, including work order management, scheduling, and mobile workforce management. It includes tools for dispatching technicians, tracking service activities, and managing customer assets.
Provides tools for managing project-based services, including project planning, resource management, and time and expense tracking. It helps businesses deliver projects on time and within budget.
A comprehensive business management solution for small- and medium-sized enterprises (SMEs). It includes financial management, sales, service, and operations capabilities.
Dynamics 365 integrates with the Microsoft Power Platform, which includes Power BI for analytics, Power Apps for custom app development, and Power Automate for workflow automation.
Incorporates AI-driven insights and analytics to help businesses make data-driven decisions. It includes predictive analytics, customer insights, and automated recommendations.
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