Develop and foster the right customer relationships to propel rapid business growth

Organizations are rapidly moving into everything digital – Sourcing, procurement, human resource, finance, sales & marketing, etc. With customer experience being the principal contributor to digital evolution; sales, customer service, and marketing need to be overhauled and tightly integrated with the overall digital journey of the organization. A digital CRM channel increases the overall profitability by streamlining processes in the sales, marketing, and service divisions, thereby empowering the enterprises to focus on building, maintaining and enriching the customer relationships that matter.

Dynamics 365 CRM is a multifaceted solution which seamlessly encapsulates crucial elements of the customer journey, i.e. developing, improving, and retaining your customer relationships in order to provide a ‘delight’ to your customers. With Dynamics 365 at the helm, organizations have observed tremendous growth opportunities and revenue growth because of the optimization of the operating processes thereby making the most of the customer relationships or sales leads.

Dynamics 365 for Marketing

  • Multi-channel campaigns: Online and offline
  • Social Media Marketing Intelligence
  • Lead fostering: Generate leads and process them to nurture
  • Align sales and marketing: Prioritize the leads with automated hand-off. Tracking of leads for progress using information through connected processes.
  • Marketing decisions: Embedded intelligence to aid smarter decisions.
  • Modern, agile and adaptable platform perfect for innovative marketing approach
  • Integrated event management, reporting, and surveys

Dynamics 365 for Sales

  • 3600 solution encapsulating Invoicing, Selling, and Administration
  • Enable smarter selling with embedded insights
  • Empower sellers to build relationships with authentic and personal engagement
  • Get additional AI-driven insights to grow sales
  • Performance checks through reports and dashboards
  • Predictions in project to control costs
  • Integration with LinkedIn and Power BI

Dynamics 365 for Customer Service

  • Bring value at every point of contact and personalize every interaction.
  • Connect with customers on their preferred channel – chat, SMS, email, phone or Messenger.
  • Construct a single, uniform service experience through a threaded view of the customer experience. Even if a case is transferred between agents and channels, every customer receives an individual, unified experience.
  • Design a comprehensive customer service solution that boosts conversions and user loyalty
  • Optimize agent performance and enhance consumer engagement by examining operations and agent communications using Dynamics 365 Customer Service Insights, sentiment intelligence, and supervisor experiences.
  • Gain understanding from your users based on their feedback submitted through surveys. Understand and implement feedback after each service interaction by bringing your consumer data balanced with survey insights.

Dynamics 365 for Field Service

  • Plan resources manually or automatically.
  • Match the work requirements against skill sets of available field technicians.
  • Manage frequent service appointments with flexible billing options.
  • Gain more service contracts by proactively engaging leads from contact to contract.
  • Supervise inventory particulars for any part of the transaction, including return material authorizations, stock adjustments, and stock transfer.
  • Make available your field service team unlimited access to customer and case history.
  • Offer a mobile workforce with a long-drawn calendar of work order details that can be effectively managed and changed.
  • Connect work orders to customer and case history, service contracts, product configuration installations, parts information, and pricing.
  • Share real-time positions of field technicians to customers, along with arrival times, photo, and vehicle details.
  • Keep customers in the loop at each step of the process with automated text messages and phone calls.
  • Automatically share customer feedback for follow up as and when necessary.

Dynamics 365 Project Service Automation

  • • Draft new project records using repeatable Project Templates with required roles and approximate work schedules.
  • Commune project tasks, resources needed, and the time-frame for completion.
  • Match available resources and find proper support to project tasks.
  • Automatically prepare the project team basis of the resources established in a job structure.
  • Enter time and expenses for each Project so that users are billed precisely, and you get credit for the job done.
  • Configure invoice frequencies for billing periods – monthly, weekly or on specific days.
  • Invoice project work with billing milestones that fan out the total costs in fixed instalments.
  • Get real-time updates on each Project with inbuilt Microsoft Dynamics dashboards and reports.
  • Get a consolidated view of costs, gross margin, and role utilization.

YASH Technologies empowers enterprises to leverage the power of Dynamics 365 Sales & Marketing by enabling Sales & Marketing teams to build and nurture relationships with the right customers. Our teams have collaborated with global customers to facilitate usage of smart features like recommendations and insights based on real and crucial customer needs, integrate Dynamics 365 for Sales with LinkedIn Navigator, Salesforce & Marketing Automation, Social Media Marketing integration, etc. Our team of Dynamics 365 Sales & Marketing experts have helped customers with essential new age customizations like multi-channel and multi-device customer engagement, Artificial Intelligence driven insights, modernization, and adaptability of applications, etc.


YASH Technologies, as a leading Microsoft partner globally, provides end-to-end Microsoft Dynamics 365 Sales & Marketing services to customers across diverse industry verticals. We possess a pool of highly skilled Dynamics 365 resources, industry enthusiasts and technology experts who have empowered multiple customers globally to leverage its forward-looking capabilities. YASH Dynamics 365 Sales & Marketing consultants understand our customer ’s business needs, imbibe customer values and therefore create a comprehensive plan which is best suited and customized for the unique challenges faced by their Sales & Marketing teams. Complemented by two decades of Enterprise Resource Planning experience, YASH houses a full-fledged Dynamics 365 Centre of Excellence and Innovation (CoEI) which develops PoCs, solution accelerators, templates, etc. which helps customers realize the value from Dynamics 365 investments.

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