Average Ratings 20 Ratings

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Average Ratings 0 Ratings

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Description

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Description

Understanding your metrics is crucial for the success of your business. Having access to precise data can reveal what aspects are thriving and which ones require adjustments, as well as guide you on when to accelerate growth or slow down. The system is designed to generate robust Business Intelligence, simplifying the decision-making process for leaders. With its pre-built integrations, it allows seamless connectivity to any enterprise system. Additionally, your bots can securely process payments through the channels preferred by users. This suite of tools offers innovative strategies aimed at enhancing customer engagement. Fostering genuine connections with customers can lead to increased satisfaction, higher sales, and improved retention rates. A customer engagement platform is essential for managing intricate customer relationships effectively. By ensuring your presence across various platforms, you can interact with customers using advanced engagement capabilities that promote meaningful interactions. Ultimately, staying engaged with your customers wherever they are can significantly elevate their overall experience.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Abakion Legal Yes 
Aritic PinPoint Yes 
Bloomfire Yes 
Canopy Yes 
Cognito Forms Yes 
FIESA Yes 
Fetchify Yes 
InsideBoard Yes 
Kizen Yes 
Lightyear Yes 
Placements.io Yes 
Powerfleet Yes 
Solver Yes 
Sympa Yes 
VIDchain Yes 
WhatsApp4Dynamics Yes 
Workerbase Yes 
eRSP Yes 
incentX Yes 
portatour Yes 

Integrations

Abakion Legal No 
Aritic PinPoint No 
Bloomfire No 
Canopy No 
Cognito Forms No 
FIESA No 
Fetchify No 
InsideBoard No 
Kizen No 
Lightyear No 
Placements.io No 
Powerfleet No 
Solver No 
Sympa No 
VIDchain No 
WhatsApp4Dynamics No 
Workerbase No 
eRSP No 
incentX No 
portatour No 

Pricing Details

$190 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com

Vendor Details

Company Name

Teksalah

Founded

2008

Country

United Arab Emirates

Website

evitalyst.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Budgeting

"What If" Scenarios No 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control No 

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Business Management

Billing & Invoicing No 
CRM Yes 
Employee Management No 
Financial Management No 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools Yes 
Visitor Identification No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Product Features

ERP

Accounting Integration Yes 
Accounting Management No 
CRM Yes 
Dashboard No 
Distribution Management Yes 
Enterprise Asset Management No 
Financial Management No 
HR Management Yes 
Inventory Management Yes 
Order Management No 
Project Management Yes 
Purchase Order Management Yes 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management Yes 
Warehouse Management No 

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