360-degree view on one dashboard enabling
Deliver on time, under budget client engagement that builds trust and loyalty, and ensures your good reputation.
Build a workplace that benefits from a 360-degree view on one dashboard enabling you to see all client interactions, plan inter-departmental workflow and gauge profit margin.
'SEE AT A GLANCE' VIEW OF ALL INTERACTIONS?
D365 will enable a 360-degree view on one dashboard. Different departments can tailor-make their ‘view’ by drag and drop, pulling together any information they need effortlessly.
‘On the move’ is catered for too, as data can be pushed and pulled from any media device.
BREAK-DOWN TRANSACTIONS INTO A SUMMARY?
Summary views can be achieved easily. Opportunities will break-down into activity logs, of interactions, plus a list of all the key stakeholders and their roles.
TIMELINES?
When jobs are booked, timelines can be created that transact with inter-departmental calendars, enabling a full view of the work-flow – so customers can be kept up-to-date with their projects.
CAN I REDUCE EMAIL STREAMS?
D365 revolutionizes communication by grouping documents to your Microsoft Team so members can file share – avoiding duplication and confusing email streams.
SCHEDULING?
Each agent on completion of their task, fills out a timesheet which triggers the next ‘automated’ action in the sequence, which for example could be, passing the document to the next department and generating costs incurred.
FUTURE PROOF YOUR STRATEGY
In a competitive marketplace maximising what you have to offer is key. D365 will enable you to work across all media devices, in real-time, so all metrics are logged directly into Dynamics 365 CRM.
Why not take advantage of a FREE call with an Inturi System Architect who will help you to consolidate your ideas.