Field and Sales Productivity

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What is Dynamics 365?

Dynamics 365 is Microsoft’s new approach to end-to-end intelligent business applications and customer engagment. Sensei can help you evolve the productivity of your Field Service and Sales staff with it.

Intelligent customer engagement

Who is it for?

Sales teams

Maximise sales effectiveness with complete and intuitive sales force automation that helps sales teams be more productive so they are freed up to focus on what’s most important – delivering amazing customer experiences.

Business users

Empower business users with targeted applications to help in their everyday work scenarios. Dynamics 365 + PowerApps + Flow is a flexible and effective platform.

Onsite service teams

Empower onsite service teams with full customer insights, real-time guidance, rich media knowledge and cross-team collaboration – all through any mobile device.

Features

Project service

When Microsoft PPM does not fit the bill, Dynamics 365’s Project service automation comes into play. It enables complex, multi-day engagements and optimises resourcing with intelligent, skills-based assignments. And because our solution is built on a single platform, there is end-to-end visibility from opportunity creation through to the final invoice.

  • Gather project utilisation data
  • Contract management
  • Project planning
  • Resource management
  • Time and expense management
  • Analytics and Integration

Field service

Field services matches proficiency and competency requirements for service calls against available resources for intelligent resource allocation and workload balancing with a single process from case management through to work order completion.

  • Guided work order process
  • Field technician scheduling
  • Mobile enabled solution
  • Common resource pool
  • Intelligent, automated resource assignment

Build business applications

Dynamics 365 is a flexible, rapid development platform for creating business applications. With access to Microsoft Flow and Microsoft PowerApps, tight integration to Office 365 and a common data model, Dynamics 365 is a compelling solution for many business scenarios.

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