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Microsoft Dynamics 365 Customer Engagement 

Standard implementation of CRM modules

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Microsoft Dynamics 365 Customer Engagement is a cloud-based Customer Relationship Management (CRM) system that allows you to engage with your most prized asset: your clients.

Microsoft Dynamic 365 Customer Engagement addresses the needs of businesses of all sizes with four a la carte applications to help you manage your client relationships by simplifying your processes, centralizing client information, and enabling responsive customer service.

  • Microsoft Dynamics 365 Sales : Enable your sales teams to better engage with your clients and prospects by offering advanced features, pipeline management, forecasting and reporting, mobility and dashboards to proactively guide them to optimal performance.
  • Microsoft Dynamics 365 Marketing : Manage and automate your marketing campaigns through different channels. Personalize your communication by segmenting your databases to generate more business opportunities with a better knowledge of your clients.
  • Microsoft Dynamics 365 Customer Service : Offer a unique client experience by using different channels in a single work tool allowing you to raise the level of service.
  • Microsoft Dynamics 365 Field Service : Manage preventive maintenance and optimize the schedules of the maintenance technicians (planning, capacity management, automatic generation of visit reports, etc.).

Microsoft Dynamics 365 Customer Engagement : Features

  • Modern, customizable, and easy to use with pre-defined views and forms.
  • Gain better visibility of your business with a 360-degree view that centralizes all data in one place.
  • Easily create custom search views based on your own criteria. 
  • Native integration with other Microsoft cloud platforms such as Microsoft 365 allows you to benefit from synergies via a common data model (Dataverse).  
  • Get a familiar interface that allows for effective change management by bringing together application users.

Other key value-added features 

  • Leverage Dynamics 365’s centralized data to get a single view of clients, sales, and marketing activities through integrated client experience and better control of data and business processes.
  • Access client data via any device (tablets, Smartphones, etc.), anywhere/ anytime.
  • Build a custom application, without code, to meet current and future expectations.
  • Scale the application according to future needs: Power BI reports, Artificial Intelligence with Microsoft cognitive services, etc.

A CRM solution designed for small- and mid-sized businesses as well as for large enterprises

Backed by our implementation experience of over 30 years, we can implement the different modules of Microsoft Dynamics 365 Customer Engagement in a short time and with a controlled budget – thanks to our turnkey packages.

Dynamics 365 Environnements

  • Environment Installation (Dev, Test, Prod)
  • Outlook integration
CHF 6'200.–

D365 Sales Standard implementation

  • Accounts & Contacts
  • Leads & Opportunities
  • Quotes & Sales Orders
  • Product Catalog
  • Price Lists
  • Forecasts
  • Dashboards & Activities
Base price for a standard implementationIncluding Module Installation Light Configuration & Training
CHF 11’400.–

D365 Marketing Standard implementation

  • Accounts & Contacts
  • Segmentation
  • Marketing Emails
  • Customer Journeys
  • Landing Pages
  • Events
  • Dashboards & Marketing Insights
Base price for a standard implementationIncluding Module Installation Light Configuration & Training
CHF 11’900.–

D365 Customer Service Standard implementation

  • Accounts & Contacts
  • Cases
  • Entitlements
  • Queue & Routing Rules
  • Knowledge Base
  • Forecasts
  • Dashboards & Activities
Base price for a standard implementationIncluding Module Installation Light Configuration & Training
CHF 17’300.–

D365 Field Service Standard implementation

  • Accounts & Contacts
  • Cases
  • Work Orders
  • Schedule
  • Dispatch
  • Resources
  • Dashboards & Activities
Base price for a standard implementationIncluding Module Installation Light Configuration & Training
CHF 39’800.–

Data Migration

  • Import Excel data from old system to D365 (Import Wizard, Error Tracking)
  • Price per migrated table
CHF 3’500.–

Integration

  • Available WebAPI and Azure LogicApps to synchronize data between 2 systems.
  • Price per integration flow (Validated by a preliminary analysis)
CHF 9’200.–

Light Configuration Package

  • Pack de Configuration Light
    +
    30 Custom Fields
  • 1 Custom Business Process Flow
  • 6 Custom Views
  • 3 Custom Charts
  • 1 Custom Dashboard
Including custom made Training
CHF 7’300.–

Medium Configuration Package

  • Light Configuration Package
    +
    30 Custom Fields
  • 3 Business Rules
  • 2 Automated Flows
  • 1 Custom Dashboard
  • 1 Email Template
  • 1 Branded Theme
Including custom made Training 
CHF 14’500.–

Advance Configuration Package

  • Medium Configuration Package
    +
    330 Custom Fields
  • 3 Business Rules
  • 2 Automated Flows
  • 1 Custom Dashboard
  • 2 Custom Tables
  • 1 Custom Business Process Flow
Formation sur mesure incluse
CHF 25’900.–

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