Enterprise
Dynamics 365
Dynamics 365 is a set of intelligent business applications that help run your entire business. Along with Office 365, Azure, Power Platform and AppSource, Dynamics 365 provides an end to end platform for business applications. Optigrise’s specialization in Dynamics 365 consists of Sales and Customer Service, Field Service, Digital Marketing, Operations, and Financials. Our specialization on Low Code Power Platform includes Power BI, Power App, Flow, and Common Data Model.
The modules offered by Optigrise as a part of our Dynamics 365 solutions are:
FIELDS SERVICE
Fields Service
Dynamic 365 Fields Service module manages onsite service to customer locations. It includes functionality like workflow automation, automated work scheduling and mobile app that could be used by mobile workers at onsite.
SALES
Sales
This module is used for sales force automation & managing the sales cycle from Qualify to Closing. With automatic lead and opportunity scoring, it helps to improve conversion and win rates. Respond to customers queries with Channel and relationship management. The Sales Manager Dashboards help drive performance through metrics and KPIs. Some of the features of Sales module provided by Optigrise are .
- Relationship Insight – Signals from Exchange and Microsoft Dynamics 365 determine relationship health, and deliver contextual insights.
- Partner Hub – Optimize the partner lifecycle through visibility, deal management, field and project service, and collaboration to increase partner loyalty and sales.
- Unified Business Processes – Delivers an easy-to-use, designer, improved workflow automation, and rule-based recommendations that help manage approval process for discounts and rebates.
- Gamification – New user experience, responsive UI, and game models keep sales reps motivated and engaged.
MARKETING
Marketing
The Marketing module is a complete, cloud hosted, SaaS solution for marketing needs of today’s enterprises. Its capabilities include digital marketing, campaign planning & management, personalizing customer journeys, aligning sales & marketing operations by using a streamlined deal & opportunity pipeline, and supporting data based decision making. Strengthen your marketing efforts with Optigrise’s expert guidance & support in Dynamics 365.
DATA MODEL
Common Data Model
Provides a standard and shared data language for business apps. It includes a set of standardized, extensible data schemas that enables consistency of data across applications. It also helps in using and sharing data between different apps and systems, and in improving the analytics process.
POWER PLATFORM
Power Platform
This is a No Code/Low Code App Development platform for building custom web & mobile apps, reports, dashboards etc. It constitutes of Power BI, Power Apps and Microsoft Flow. Used for extending and customizing Dynamics 365 with new apps, modules and features, it can connect to Dynamic 365 data source, SaaS platforms, databases, on premise systems, and cloud platforms. Optigrise can help you in building a web or mobile app using Power Apps, Power BI and Flow.
Combining the capabilities of Dynamics 365 with the expertise of Optigrise as your Microsoft services partner, you can accelerate digital transformation and increase automation, efficiency, control, and scalability of your business processes.
CATEGORIES
Enterprises
Blog post
Why Does Your Company Need Processes? A Guide for Managers
In a well-oiled organization, every team member should be dealing with processes on a daily basis. It’s not just an issue for managers. Everybody, from top to bottom, should be able to contribute to how processes are organized.