Dynamics 365 Meets all your CRM and ERP needs in One Platform
CRM tools centralize customer information, automate marketing interactions, provide business intelligence, and facilitate communications for increased productivity. A CRM product tracks sales opportunities, analyzes data, and allows you access to the information you need to deliver the best results for your customers.
Customer relationship management solutions make the client-related functions of business streamlined and more manageable. Juggling marketing campaigns, data analysis, meetings, customer service, and more is a tall order. Microsoft Dynamics CRM unites these functions into one solution.
- A flexible solution, that’s easy to customize
- Integrated to your Microsoft applications like Outlook, Office and Excel and your
- Dynamics ERP System
- Frequent releases bring new functionality – available on any device, anywhere
- Many other add-on products available that integrate out of the box.
Focus on your customers
Provide your business with customer visibility that drives long-lasting business relationships. Understand how to best engage each client, track your relationships and increase revenue.
Grow your business profitably
Sell more by staying focused
Work smarter to win faster
Generate more leads and drive more revenue for your business. Manage your digital marketing efforts with a single view of your prospects. You will have the ability to target the right audience through segmentation, deploy nurture campaigns, and insights into your marketing ROI.
Close more business by selling smarter. Utilize the Sales Navigator integration to gain insights about your prospects and for warm introductions. Strategize and prioritize on the deals in your pipeline. Efficiently manage your pipeline and see increased response rates and win rates. Automate routine tasks and processes so that salespeople can focus on selling.
Everyone in your organization has a 360 degree view of your customers so that you are delivering excellent service during every interaction. Enable your customer service team to be effective and efficient. Insights provides context and the ability to proactively solve issues. Take advantage of the ability to send out surveys and track NPS.
Efficiently manage and schedule your resources including optimized routes and assignments and enable techs to update and access data from mobile devices.
Integrates with Customer Engagement and Dynamics 365 Finance and Supply Chain to manage HR processes. Use the Attract feature to manage candidates, the interview process and an integration to LinkedIn Recruiter. Use Onboard functionality to improve the new hire experience from day 1 and help new team members ramp up quickly and efficiently. Use Core HR to centralize employee data and simplify processes around career paths, retention planning, performance and feedback.
Provide tailored and specific interfaces based on the user’s role by deploying Power Apps. Automate routine tasks using Power Automate (Flow) and RPA (Robotic Process Automation). Gain actionable insights from your data from all systems by using Insights and Power BI.
“I have worked with many consultants with ERP application in my past work lives and I have been blown away with what Stoneridge provides in skill, knowledge, and professionalism.”
Todd Maki, Director of Strategic Planning, GPM Inc.
“Always a Delight to Work With”
“Stoneridge Software has always been a delight to work with. They have always helped to steer our implementations towards best practice.”
Abby Wolverton, IT Manager, DecoPac, Inc.
“High Levels of Service”
“As a long-term client of Stoneridge Software I have always been impressed at the high levels of service provided by their team. Consultants and management are people of high integrity, skills and work ethic. They thrive in providing value, are humble and easy to work with and extremely committed to making sure we are successful.”
Sally Prinsen, Director of IT, Landscape Structures, Inc.
Dynamics 365 for Customer Engagement (CRM)
What is Your Customer Experience?
What is Your Customer Support Experience? Strengthen Your Customer Service Team with D365 CE
Optimize the Customer Experience by Empowering Your Field Service Team with D365 Field Service
Create a Positive Sales Interaction by Revamping Your Customer Experience with D365 Sales
How Can Your Marketing Efforts Enhance Your Customer Experience? – D365 Marketing Capabilities
Use Embedded Forms in Dynamics 365 Sales To Enhance User Efficiency
Leveraging embedded forms in Dynamics 365 Sales is a practical and effective approach to refining workflows, streamlining data entry, and […]Read the Article
How to Use Excel Reports in Dynamics 365 Business Central
Using Excel reports in Dynamics 365 Business Central allows you to export data from standard reports into Excel files, where […]Read the Article
AI For Nonprofits: Five Tips for Using AI Technology
Looking into AI for nonprofits could help you and your organization streamline day-to-day tasks and work smarter. There is a […]Read the Article
How to Connect Your DEV and UAT Environments in Dynamics 365 Finance and Operations
Importing data between your DEV and UAT environments in Dynamics 365 Finance and Operations can be a lengthy and time-consuming […]Read the Article
Customer Service and AI: Use Dynamics 365 to Foster Loyalty and Satisfaction
Dynamics 365 Customer Service encompasses several great tools to help your team utilize the combination of customer service and AI. […]Read the Article
How to Use Payroll Posting Accounts in Dynamics GP
Understanding Payroll Posting Accounts in Dynamics GP helps you ensure money flows through your business to the right places. A […]Read the Article
The Data Pyramid: Foster Wisdom By Understanding How Data Flows Through Your Business
Understanding the data pyramid is a great way for you to analyze the flow of information in your business to […]Read the Article
How to Mask Customer Information in Dynamics 365 Finance and Operations for Non-Production Environments
Learning to mask customer information in Dynamics 365 Finance and Operations is an important step you can take to protect […]Read the Article
EFT Payments in Dynamics 365 Business Central: Stop Relying on Paper Checks
Transitioning to EFT payments in Dynamics 365 Business Central from paper checks is an easy process once you know the […]Read the Article
Resolving Spacing Issues in SSRS Label Reports
Spacing issues in SSRS label reports can be a tedious annoyance to deal with. Recently, I had a client with […]Read the Article
Start the Conversation
It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.