Microsoft Dynamics 365
IBeris simplifies internal and external communication and helps in integrating both CRM and ERP technology.
Dynamics 365
Dynamics 365 applications are made to work together with our existing systems for a comprehensive solution that connects your entire business. So we connect with every customer.
Significant Impact on Operations
According to Nucleus Research, 64% of organizations that use customer relationship management (CRM) view it as having a significant or very significant impact on their operations. When it was incorporated into the toolkits of sales teams, there was a 17 percent improvement in job satisfaction.
Dynamics 365 AI features
Built-in AI features in MS Dynamics 365 Customer Service make use of information gleaned from all client interactions and cases to provide recommendations, identify trends, and more. For instance, AI capabilities can offer in-the-moment recommendations based on analogous situations to assist you in finding a quick solution.
Improves Business Ability
Dynamics 365 Sales makes sales teams more collaborative, efficient, and effective. It helps to save time and money by streamlining workflows and automating manual tasks.
Why iBeris for Dynamics 365?
Cloud Based CRM, ERP
IBeris helps to communicate with clients, team members, and prospects more easily using Dynamics 365. It is the only cloud-based option that provides the CRM and enterprise resource planning (ERP) features that a business need.
Digital Intelligence
IBeris helps your firm undergo the desired digital transformation by bringing digital intelligence to all business activities.
Simplifying Sales Process
IBeris guides to integrate all of the CRM applications you use, greatly streamlining and simplifying the sales process. Employees are given the resources they need to enhance client interactions, the customer experience, boost output, and boost sales.
Features of Dynamics 365
- Cost Savings and Business Benefits Enabled by Dynamics 365 Finance. and operational proficiency while protecting existing investments. Organizations can use real-time insights to improve business outcomes and automated processes to promote productivity.
- Drive more efficiency, reduce costs, and create a hyperconnected business that links people, data, and processes across your organization by enabling every team to quickly adapt and innovate.
- Dynamics 365 Sales makes sales teams more collaborative, efficient, and effective. It helps to save time and money by streamlining workflows and automating manual tasks.
- Helps to earn customers for life. Transform customer experiences by empowering agents to drive faster resolution using generative AI and automation. Get increased visibility into customer needs. Lead customers down the pipeline faster and close more deals. Streamline processes and coach sellers.
FAQ on Dynamics 365
What's the difference between Sales Premium and Sales Insights?
Sales Premium, like Sales Enterprise, is a type of license. Sales Insights is an add-in for Dynamics 365 Sales. Sales Premium includes all Sales Enterprise capabilities and premium Sales Insights capabilities. Sales Enterprise includes basic Sales Insights capabilities.
Why should I upgrade my existing platform to MS Dynamics 365?
There are several reasons to upgrade to Microsoft Dynamics 365:
Dynamics 365 gathers all functionalities of CRM and ERP under one umbrella to work across all components seamlessly.
- You may pick and choose the most useful apps you need and pay only for those you want.
- It is easy to use and integrates smoothly with Outlook.
- It integrates with a complete suite of products: Office 365, Outlook, Cortana, Power BI, and more.
- Dynamics 365 has built-in data analytics through Power BI to assist in strategic and tactical decision making.
What are the intelligence tools available with Dynamics 365?
Microsoft has embedded two very powerful tools, Power BI and Cortana Intelligence for analytical insights and prescriptive guidance to help decide the best course of action.
When creating a business rule, you can set the scope. How does the scope differ between ‘Entity’ and ‘All Forms’?
Business rule scope applies to all forms or a specific entity. When the business rule scope is set to ‘Entity,’ it executes server-side operations and when the scope is set to ‘All Forms,’ it executes client-side operations.
What are the limitations of business rules?
Business rules are easy to implement, but there two significant limitations:
- A business rule cannot be set on ‘save event.’
- Custom JavaScript events will not fire if you set the field value using the business rule.