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Microsoft Dynamics CRM

Elevate your customer experience

We support Microsoft Dynamics CRM and help you transition to Dynamics 365

Microsoft Dynamics CRM gave organizations the tools put their customers first. BroadPoint continues to support and develop Microsoft Dynamics CRM solutions.

We also help clients transition from Dynamics CRM to Dynamics 365. Dynamics 365 offers a more powerful Customer Relationship Management (CRM) solution to bring all your teams together to deliver a seamless experience.

Microsoft Dynamics 365: The Next Generation of CRM

Dynamics 365 offers customer relationship management and sales tools that enable organizations of any size or type to meet the changing needs of customers and capture new market opportunities. Dynamics 365 offers all of the functionality of a modern CRM with the flexibility and familiarity you would expect from Microsoft.

Learn more about Microsoft Dynamics 365

What Our Clients Say

"Microsoft Dynamics has given us a whole new world of efficiency, scalability, and the ability to be responsive to the changes of the business."

— Doug Beebe, Director of Information Technology at the Actors Equity Association

Schedule a Dynamics 365 Demo with a CRM Expert

Personalized 30-minute session with a BroadPoint CRM consultant will answer your questions about how Dynamics 365 & CRM will improve your business.

Schedule a Demo

Microsoft Dynamics 365

Streamline your business & delight your customers

By putting all of the customer or member information you need in an easy-to-use and familiar system, your teams can log and track customer or member interactions and uncover opportunities to delight and drive revenue.

Better yet, the system is designed to present the right information by role so your people can see what matters most to them.

Video: Sell Effectively with Microsoft Dynamics 365

Dynamics 365 is available in the cloud, which means you can access it from all of your devices.

Microsoft Dynamics 365 Improves Customer Relations in One Powerful Platform:

Sales Automation

  • Improve sales planning, goal tracking and team management
  • Automate pipeline and lead management
  • Streamline proposals, contracts and invoicing

Exceptional Service Delivery

  • Create highly targeted lists to segment your marketing
  • Streamline campaign planning and simplify execution
  • Gain key insights for better, faster decision making

Streamlined Supply Chains

  • Gain transparency across the entire supply chain
  • Built-in project management and project accounting
  • Improve customer satisfaction with accurate order processing and speedy service

Unmatched Compatibility

  • Adaptable to changing business models and requirements
  • Full integration with Microsoft technologies and existing independent systems
  • Solid investment in scalable technology with a rapid ROI

Dynamics 365 Partner

The BroadPoint Technologies Experience

BroadPoint understands that choosing a Microsoft Dynamics partner is about trust.

You need to trust that your partner understands the product, is experienced in your industry and will implement the right solution to move your organization into the future.

It's our goal to win your trust by providing the expertise, professionalism, and responsive support you want through every step of our relationship.

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What our clients say…

"BroadPoint has been a wonderful partner. They understood we wanted to take ownership of our system. They guided us through the process. And they empowered and enabled us to take ownership of our Dynamics system. Be open minded to a partner like BroadPoint that is going to guide you."

— Doug Beebe, Director of Information Technology at the Actors Equity Association

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