Implementation Program with Microsoft Dynamics 365

Upgrade your business with the tools you already have as part of the Microsoft Business Suite.

What is Dynamics 365

Are you ready to supercharge your organization’s digital transformation journey? Embrace the limitless possibilities of Microsoft Dynamics 365 today and unlock a world of innovation, efficiency, and growth. Discover how you can empower your team to optimize customer engagement, streamline operations, and gain invaluable insights from your data – all without the need for extensive coding.

Take the first step towards a brighter, more efficient future for your business. Your organization’s digital evolution begins now.

Dynamics 365 Apps

Are your key technologies reaching the end of life? Or are your competitors making capital out of cloud-based flexibility?

Dynamics 365 Field Service

Overview

Utilize Power Platform to build custom apps using low-code/no-code technology. Use Power Automate workflows to automate manual processes and Co-Pilot Studio to create custom bots for addressing business use case scenarios. Opt for our Power Platform Custom Build to elevate your digital transformation journey.

Key Benfits

  1. Work Order Management: Create and manage work orders for field service operations, ensuring that tasks are assigned, tracked, and completed efficiently.
  2. Scheduling and Dispatching: Optimize resource allocation with advanced scheduling capabilities, including automated scheduling, manual drag-and-drop scheduling, and skill-based assignments.
  3. Asset Management: Track and manage customer assets and equipment, including maintenance schedules and service histories, to ensure optimal performance and reduce downtime.
  4. Mobile Access: Empower field technicians with mobile access to work orders, customer information, and real-time updates via the Dynamics 365 Field Service mobile app.

Dynamics 365 Customer Service

Overview

Manage, nurture, and convert leads into customers with Dynamics 365 Sales. Opt for our implementation service to see how you can transform your sales process.

Key Benfits

  1. Case Management: Efficiently track and manage customer issues, from initial contact to resolution, ensuring timely and accurate responses.
  2. Omni-Channel Engagement: Engage with customers across multiple channels, including phone, email, live chat, social media, and SMS, all from a unified interface.
  3. Knowledge Management: Create and manage a centralized knowledge base to provide agents and customers with access to consistent and accurate information.
  4. Customer Self-Service: Empower customers with self-service portals, enabling them to find answers to common questions, submit service requests, and track case status.

Dynamics 365 Sales

Overview

Nurturing your customers to grow your operations. With Dynamics 365 Customer Insights and Marketing, get detailed customer insights to run AI powered targeted marketing campaigns. With our implementation service, transform how you reach your potential customers.

Key Benfits

  1. Lead and Opportunity Management: Track and manage leads and sales opportunities from prospect to close, ensuring no deals slip through the cracks.
  2. Sales Insights: Use AI-driven insights to identify trends, predict outcomes, and provide recommendations to improve sales performance.
  3. Customer Engagement: Build stronger relationships with customers through personalized engagement and communication across multiple channels.
  4. Sales Automation: Automate routine sales tasks such as data entry, follow-ups, and reminders, allowing sales teams to focus on high-value activities.

Dynamics 365 Customer Insights

Overview

Cut down mundane, manual and repetitive financial tasks and allocate the time saved to something productive. Manage your invoicing, reporting, forecasting, payment tracking, regulatory compliance and many other financial operations smoothly with Dynamics 365 Finance and Operations. With Radin Dynamics guided implementation framework, manage your money like before.

Key Benfits

  1. Unified Customer Profiles: Consolidate customer data from multiple sources to create a single, unified profile for each customer, providing a holistic view of customer interactions and behaviors.
  2. AI-Driven Insights: Use AI and machine learning to analyze customer data, uncover patterns, and generate insights that help predict customer needs and behaviors.
  3. Segmentation and Targeting: Create dynamic customer segments based on various criteria, such as demographics, behaviors, and purchase history, to enable targeted marketing and personalized experiences.
  4. Customer Journey Mapping: Visualize and analyze customer journeys to understand how customers interact with your business across different touchpoints.

Co-Pilot Sales

Overview

Foster loyalty, capture valuable customer feedback, and drive business growth with our Dynamics 365 Customer Service. With our guided implementation framework, build trust, enhance brand image, and create opportunities for long-term partnerships with your customers.

Key Benfits

  1. AI-Driven Insights: Provides real-time insights and analytics on customer behavior, sales trends, and opportunity progress to inform decision-making and strategy.
  2. Task Automation: Automates repetitive tasks such as data entry, follow-ups, and meeting scheduling, freeing up sales reps to focus on high-value activities.
  3. Opportunity Scoring: Uses AI to score and prioritize sales opportunities based on their likelihood to close, helping sales teams focus on the most promising deals.
  4. Personalized Recommendations: Offers tailored suggestions for next steps, content to share, and actions to take based on the context of the sales process and customer interactions.

Process to Get Started with Radin Dynamics

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Collaborate

We work with you to find the pain points and the strengths of your current system.

Implement

We will handle the import and execution of the necessary updates for your current Power Platform use cases.

Prosper

We will provide training to your designated team, ensuring they attain expert-level proficiency.

Why Choose Microsoft Dynamics 365?

Comprehensive Customer Engagement

Empower your team to build meaningful customer relationships, from initial contact to post-purchase support, with Dynamics 365's integrated customer engagement capabilities.

Seamless Integration

Seamlessly connect with your existing Microsoft tools, including Microsoft 365, Power BI, and Azure, for a unified, efficient, and connected ecosystem.

Data-Driven Decision Making

Harness the power of your data with advanced analytics and AI (Artificial Intelligence) capabilities. Turn raw information into actionable insights that drive your business forward.

Rapid ROI

Reduce development time and costs, boost productivity, and accelerate your ROI. Dynamics 365 is designed to deliver quick wins and long-term value.

Scalability

Grow with confidence! Dynamics 365 scales with your business, ensuring that as your needs evolve, so does your technology.

Ready To Transform Your Business

Don’t wait to embark on your digital transformation journey. Join the countless organizations already experiencing the benefits of Microsoft Dynamics 365. Discover how you can optimize customer experiences, increase operational efficiency, and drive innovation. Take the first step towards a brighter future – one where your organization thrives in a rapidly changing digital landscape.

Frequently Asked Questions

What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is an integrated suite of cloud-based enterprise resource planning (ERP) and customer relationship management (CRM) applications designed to unify various aspects of business operations, including sales, marketing, finance, customer service, field service, and more.
How can Dynamics 365 help my business?
Dynamics 365 can provide a multitude of benefits to your business, including better customer service, increased sales, and greater operational efficiency.
Is Dynamics 365 suitable for my industry?
Yes, because Dynamics 365 can be used by businesses.
What are the core components of Dynamics 365?
The core components of Dynamics 365 are Sales, Finance, Customer Insights, Customer Service, Field Service, and Business Central.
Is Dynamics 365 compatible with my existing software and systems?
Yes, it is compatible!
What are the main components of Power Platform?
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See What Our Clients Say About Us

SARAH KNOX VP, Implementation at RADIX HEALTH

I have had the opportunity to work with Shivprasad on several complex software implementation projects. On each project, Shivprasad not only delivered on time, but went above and beyond to ensure quality standards and provide exceptional post-launch support. His attention to detail and ability to anticipate issues before they come to fruition are incredibly valuable. It is truly a pleasure to work with him, due to both his high quality of product and pleasant demeanor.

MARK HOWIE SENIOR BUSINESS INTELLIGENCE LEAD, TUTOR PERINI CORPORATION

Shiv Kotagal worked as a consultant for our company. Having worked extensively with him on a weekly basis, I can assure you that he is confident and competent in the field of Dynamics 365. His insights and ethic are impeccable. It was an honor to work with him and recommend him to you in any capacity.

Mitchell Hatch Collaborative Marketing and Brand Strategist

Shiv is very knowledgeable and reliable. The best part of working with Shiv, though, is his positive attitude and fun personality.

Necati Ercan Ozgencil Dynamics 365 Technical Lead

Shiv is not only a very talented and smart engineer, but also a very good team player. He loves innovation and to learn new technologies. He is the master of the MS-CRM system in our group. I enjoy working with him, and always learn something new while discussing with him.

Craig Wantuch Vice President IT Infrastructure Services at Precisely

Shiv was always a pleasure to work with. He was the "go to" person whenever problems occurred with our IT Software. Shiv was knowledgeable and helpful, always maintaining an optimistic attitude despite challenging circumstances. He swiftly integrated new technologies into his core skill set. Shiv was an asset to our organization and sure to be a key player wherever he goes.

Mike Galan Director of Financial Systems at Pape-Dawson Engineers

As a Business Applications Manager at Corgan, I had the privilege of working closely with Shiv during our CRM implementation. Shiv is very knowledgeable about Dynamics CRM and was the primary point of contact for his organization. Shiv demonstrates strong customer support skills and a willingness to please his clients while balancing project scope. My experiences with Shiv are positive and I look forward to working with him again on future CRM projects.

Steve Horn Director of Business Systems/Applications, HME - California, USA

I can't say enough about the excellent work that Radin has done with our Dynamics CRM platform. They were brought in to take over and fix the mess left by our previous partner. With their knowledge and expertise of CRM, they were able to come in and immediately take what was a completely non-functional platform and transformed it into an appealing, easy to use system for our Sales, Marketing and Service teams. It was an absolute pleasure to work with them. There were minor problems along the way; these were sorted out quickly and efficiently. We are looking forward to working with them on future projects. Anyone seeking a reference can reach out to me anytime. We would recommend using Radin to anyone looking for quality services, delivered in a professional manner.