DRIVE YOUR DIGITAL TRANSFORMATION

Microsoft Dynamics 365 is the foundation for a suite of productivity applications for your business. This innovative solution breaks down the silos between CRM, ERP and productivity to offer one system for everyone. With purpose-built applications for Sales, Customer Service, Field Service and Project Service Automation, you can empower all of your teams to do more, every day, in concert. Now, it’s truly possible to run your entire business in the cloud.

 

Get started with Dynamics 365 for Sales

 

 

 

 

 

 

Start with a proven partner

Experienced Partner

Since 2001, BroadPoint has helped over 600 organizations deploy Microsoft Dynamics.

We're a Microsoft certified Cloud Solution Provider and our team has the experience and skills to support you.

Get Started Quickly

Our proven methodology rapidly moves your project from Design to Done

We have the expertise, tools and experience to handle integrations, data migration, custom workflows and sophisticated reports.

Work Smarter Together

Get started with Dynamics 365 for Sales then easily add other Microsoft Dynamics 365 apps.

They all work brilliantly on their own or together—so you can tailor a solution to your unique business needs.

Dedicated Support

We understand that ease of use and training are key to high user adoption.  We can provide individual, classroom or self-paced training for your staff.

Once the solution is live, we'll support you with cloud management, help desk and other add-ons.

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Experience, Trust & Proven Results

One team - Client and BroadPoint 


committed to client success

 
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The staff who worked on our project seemed highly skilled and experienced— very useful for an organization implementing a new system critical to their business.
— Alan Smith, Oregon Nurses Association

Get started with Dynamics 365 for:

Sales and Marketing

TURN RELATIONSHIPS INTO REVENUE AND INCREASE STAFF PRODUCTIVITY

Actionable insights

Empower your salespeople with predictive analytics, digital intelligence and automated lead scoring.  Both the Sales app and Office365 assist with assessing customer relationships and provide all the tools necessary to choose the next step.


Personal engagement

Tap into the wisdom and experience of your team with shared meeting notes, events, and custom sales documents created with real-time coauthoring. Use OneNote within the Sales management software to take notes and share your work.


Customer management

Help your salespeople zero in on the right leads, contacts, and opportunities as they build out your pipeline. Dynamics 365 for Sales provides social insights, up-to-date company information, and an embedded sales process—so your reps know how and when to engage.


Sales performance

Motivate your sales team with the perfect mix of information and collaboration. Easy-to-use dashboards help you set smart goals and monitor results. Built-in Help helps you align your team’s actions with best practices. And gamification encourages healthy competition.


Customer Service

OFFER WORLD-CLASS SERVICE AND EARN CUSTOMERS FOR LIFE

Consistent, omni-channel engagement

Give your agents what they need to serve your customers anytime, on any channel. Customer Service provides a unified platform that makes information available across engagements—so your agents offer the consistency and personalization your customers expect.


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Customer self-service and peer-to-peer service

Make it easy for your customers to find answers on their own. With Customer Service, you can provide a self-service portal with a searchable knowledge base and an online community space where peers respond. Then, transition them seamlessly to assisted support when they need it.


Unified Experience

Equip your agents to handle service interactions in one place on their desktop or mobile device. Unlike other help-desk software, Customer Service provides a single view into all information—from scripting to entitlements to recommendations—so agents can provide personalized service fast.


Built-in digital intelligence

Move to predictive and proactive customer service, using the data analytics in Customer Service. It provides interactive dashboards and data visualizations that help you pull insights from your metrics, making it easier to identify trends and anticipate opportunities.


Field Service

MASTER THE SERVICE CALL

Optimized scheduling

Provide tools to help your team schedule appointments and dispatch the right resources. Field Service includes tools for service representatives and dispatchers—plus an automated tool that schedules appointments for them—so it’s easy to fit more appointments into the day.

Dynamics 365 for Field Service

Inventory management

Give your team everything it needs to manage your inventory across locations, including warehouses, depots, and trucks. Real-time updates mean your inventory is always accurate, so you can better track your service stock for fewer write-offs, and create better forecasts.


Mobile productivity

Improve your technicians’ productivity by providing native mobile applications with real-time and offline data. No matter which device they use, they have the customer information and guidance they need right there. And, administrators can manage all users and devices centrally.


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Customer communications

Put your customers at the center of every interaction. Using the customer portal, plus interoperability with Glympse and Twilio APIs, you can give them a complete view of their cases, a live map and photo of their technician en route, and updates by text message and phone call.


Project Service Automation

INCREASE PROFITS AND PRODUCTIVITY

Project planning

Make it easy for your sales and project managers to collaborate on estimates using templates. For professional services automation, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.

Dynamics 365 for Project Service Automation

Resource scheduling

Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills, availability, and interest. This optimizes your resources across project service, customer service, and field service—and increases your consultants’ job satisfaction.


Mobile productivity

Give your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, and collaborate using Office 365 anytime, anywhere for higher productivity.

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Time & expenses

Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are easy with desktop, web, and mobile apps. And configurable process flows ensure these tasks go smoothly at every step.


Drive your Digital transformation

 

Productivity

Intelligence

 

Extensibility


Contact a Dynamics 365 Expert

Give us a call, start an online chat session, or send us a contact request—your choice.

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