Microsoft Dynamics CRM

Transform your business with intelligent applications in the cloud

  • Increase productivity with AI-driven insights and recommendations
  • Improve customer experiences with personalised interactions
  • Optimise operations with intelligent automation and streamlined processes

Contact us today for 30 days free trial license

At a glance

A suite of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights.

  • Sales

  • Customer Service

  • Finance

  • Supply Chain Management

Microsoft

4 module groups

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Years Experience
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Projects Implemented
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Client Retention
Overview

One suite for CRM and ERP, on the same customer record

A suite of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights.

Microsoft Dynamics 365 is a set of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights. It unifies CRM and ERP capabilities by delivering new purpose-built applications that work together seamlessly to help manage specific business functions.

Quotes, orders, service cases and renewals stop living in inboxes and personal spreadsheets. Every conversation, every commitment and every open issue sits against one customer record the whole team can see.

Because Awansoft implements the ERP as well, the CRM reads and writes the same customers, items and pricing — so a quote becomes an order without re-keying, and nobody reconciles two versions of the truth.

Is this right for you?

Microsoft Dynamics CRM is a fit when…

  • You are outgrowing spreadsheets or a legacy accounting system

  • You need one source of truth across finance, sales and inventory

  • You want cloud deployment without losing local support

Contact us today for 30 days free trial license

Microsoft

Awansoft is your local Microsoft partner — scoping, implementation, integration and support, all from one team in Malaysia.

  • Increase productivity with AI-driven insights and recommendations

  • Improve customer experiences with personalised interactions

  • Optimise operations with intelligent automation and streamlined processes

  • Make better decisions with real-time analytics and reporting

  • Accelerate growth with a scalable and adaptable cloud solution

  • Reduce costs with a unified platform for all business applications

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Key capabilities

Why teams choose Microsoft Dynamics CRM

Everything you need to run finance, operations, sales and service on one connected platform.

01

Sales

Build strong relationships with your customers, take actions based on insights, and close deals faster with a defined stage model and pipeline by owner and value.

02

Customer Service

Deliver exceptional customer service experiences with AI-driven insights and omnichannel capabilities — cases routed, escalated and closed against response targets.

03

Finance

Improve financial controls, optimise operations, and make data-driven decisions with real-time insights shared with your ERP.

04

Supply Chain Management

Streamline your supply chain operations with intelligent planning, inventory management and logistics.

05

Marketing

Create personalised customer journeys across all digital channels with AI-powered insights, and attribute the resulting pipeline back to the campaign that created it.

06

Human Resources

Optimise HR programmes, transform employee experiences, and create a culture of growth and success.

07

Quote-to-order handoff

Quotes use live ERP pricing and stock, and convert to a sales order without a second keystroke.

08

Customer self-service portal

Let customers raise and track their own cases, view documents and check order status without calling.

09

Mobile access for field teams

Full account, case and activity access on phone and tablet, so site visits are logged where they happen.

Functional modules

One platform, every department

Explore the module coverage that ships with Microsoft Dynamics CRM.

Sales

  • Leads
  • Opportunities
  • Quotes & orders
  • Forecasting
  • Activity tracking

5 capabilities in SalesAsk about custom modules

Implementation methodology

From scope to running system —one operational journey.

Disciplined stages that keep your Microsoft Dynamics CRM rollout on scope, on budget and on time.

01 / 05
  1. Stage 01 of 5

    Planning

    3 agreed deliverables signed off before the next stage begins.

    • Sales and service process review
    • Stakeholder workshop
    • Scope and success measures
  2. Stage 02 of 5

    Requirements and design

    3 agreed deliverables signed off before the next stage begins.

    • Sales-stage definition
    • Case types and SLA matrix
    • Data cleanse of the contact list
  3. Stage 03 of 5

    Configure and integrate

    4 agreed deliverables signed off before the next stage begins.

    • CRM configuration
    • ERP integration
    • Email and telephony integration
    • Data import
  4. Stage 04 of 5

    Pilot and training

    3 agreed deliverables signed off before the next stage begins.

    • Pilot team on live deals
    • Feedback and refinement
    • End-user training
  5. Stage 05 of 5

    Rollout and adoption

    3 agreed deliverables signed off before the next stage begins.

    • Team-by-team rollout
    • Adoption reporting
    • Post-go-live support
Resources

Guides, training and knowledge base

Practical material to help your team evaluate, learn and get the most out of the platform.

FAQ

Questions about Microsoft Dynamics CRM

Everything teams ask us before starting a Microsoft engagement.

Sales, Customer Service, Marketing and Field Service on the CRM side, and Finance and Supply Chain Management where the operation needs them. They are purpose-built apps that work together on one data platform, so you start with the one that hurts most and add the rest later without a re-implementation.

Still have questions about Microsoft Dynamics CRM?

Our consultants answer within one business day — no obligation, no sales pressure.

Talk to a consultant
Contact us today for 30 days free trial license

Ready to Transform Your Business with Dynamics 365?

Contact us today to learn how Dynamics 365 can help your business streamline operations, make smarter decisions and accelerate growth — demoed against your own sales stages and service cases.