Microsoft Dynamics
& AI Business Solutions
Introduction
At SoftBuilds, we implement and customize Dynamics to streamline CRM and ERP workflows, empower employees, and increase business agility through AI automation and predictive analytics. Our solutions help you stay ahead of the competition by integrating advanced technologies that optimize your business processes.
Dynamics 365 Deployment
Seamless setup and configuration of Dynamics 365 modules for sales, service, finance, and operations tailored to your industry.
CRM & ERP Customization
Tailor Dynamics to your workflows with custom fields, dashboards, business logic, and integrations with internal systems.
Integration & Data Migration
We ensure smooth data transfer and system integration using connectors, APIs, and secure ETL practices.
AI-Enhanced Business Insights
Use embedded AI and Power BI to get predictive insights, sales forecasts, and performance analytics in real-time.
Workflow Automation
Automate approvals, follow-ups, and task assignments using Power Automate and Dynamics Workflows to increase efficiency.
Power Platform Integration
Leverage the full capabilities of the Microsoft Power Platform to drive low-code automation and process optimization.
Customer Journey Orchestration
Optimize customer interactions through intelligent, AI-powered journey orchestration to enhance engagement and satisfaction.
Sales & Customer Service AI Bots
Deploy AI-powered bots for intelligent customer service, sales automation, and personalized customer interactions.
Data Governance & Role-Based Access Control
Ensure data integrity, privacy, and security with comprehensive governance and role-based access controls within Dynamics.
Introduction
At SoftBuilds, we implement and customize Dynamics to streamline CRM and ERP workflows, empower employees, and increase business agility through AI automation and predictive analytics. Our solutions help you stay ahead of the competition by integrating advanced technologies that optimize your business processes.
Dynamics 365 Deployment
Seamless setup and configuration of Dynamics 365 modules for sales, service, finance, and operations tailored to your industry.
CRM & ERP Customization
Tailor Dynamics to your workflows with custom fields, dashboards, business logic, and integrations with internal systems.
Integration & Data Migration
We ensure smooth data transfer and system integration using connectors, APIs, and secure ETL practices.
AI-Enhanced Business Insights
Use embedded AI and Power BI to get predictive insights, sales forecasts, and performance analytics in real-time.
Workflow Automation
Automate approvals, follow-ups, and task assignments using Power Automate and Dynamics Workflows to increase efficiency.
Power Platform Integration
Leverage the full capabilities of the Microsoft Power Platform to drive low-code automation and process optimization.
Customer Journey Orchestration
Optimize customer interactions through intelligent, AI-powered journey orchestration to enhance engagement and satisfaction.
Sales & Customer Service AI Bots
Deploy AI-powered bots for intelligent customer service, sales automation, and personalized customer interactions.
Data Governance & Role-Based Access Control
Ensure data integrity, privacy, and security with comprehensive governance and role-based access controls within Dynamics.
Benefits of Our Microsoft Dynamics
& AI Business Solutions
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40% Increase in Sales Efficiency Streamline sales processes and improve conversion rates with automated workflows and AI-driven insights.
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50% Faster Reporting & Decision-Making Accelerate business decisions by integrating real-time analytics and predictive insights into your Dynamics 365 environment.
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30% Improved Customer Retention Enhance customer engagement with personalized experiences, AI-powered bots, and predictive customer service tools.
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25% Reduction in Operational Costsa Automate repetitive tasks and processes, reducing manual effort and operational costs across departments.
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Seamless Integration Across Systems Achieve a unified view of your operations with smooth integrations between Dynamics 365, CRM, ERP, and third-party applications.
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Healthcare Centralize patient interactions, automate claims, and track KPIs in one unified system.
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Finance Streamline lead-to-cash, automate reporting, and ensure compliance with AI-powered insights and workflow automation.
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Retail Improve campaign targeting and inventory tracking with real-time analytics, driving personalized marketing strategies.
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Manufacturing Connect supply chain, order management, and customer service under one platform, improving efficiency and reducing downtime.
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Professional Services Manage clients, billing, contracts, and projects from a single platform to improve collaboration and deliver results faster.
Our Process
How We Implement Dynamics & AI Solutions
Our process begins by understanding your business needs and evaluating your current CRM/ERP setup. We then design a tailored solution using Microsoft Dynamics 365, customizing it to fit your specific workflows and operational goals. Our AI integration ensures that your team can make data-driven decisions, automate workflows, and enhance customer engagement through predictive analytics and intelligent automation.
Needs Assessment & Gap Analysis
We evaluate your existing CRM/ERP setup, assess your business needs, and identify gaps to create a tailored Dynamics solution.
System Design & Customization
Our experts customize Dynamics 365 modules, ensuring alignment with your business processes and compliance requirements.
Data Migration & Integration
We handle data migration securely and integrate Dynamics with existing tools, ensuring smooth and accurate data transfer.
AI & Reporting Enablement
We implement embedded AI, Power BI dashboards, and automate workflows to drive efficiency and gain actionable insights.
Training, Support & Optimization
We provide training and ongoing support, ensuring high user adoption and continuous optimization of the Dynamics environment.
FAQs
What modules of Dynamics 365 do you support?
We support all major Dynamics 365 modules, including Sales, Customer Service, Field Service, Marketing, and Finance.
How long does it take to implement Dynamics 365?
Depending on complexity, implementation typically takes between 2 to 4 months, including customization, data migration, and training.
Can you integrate Dynamics 365 with our existing tools?
Yes, we integrate Dynamics 365 seamlessly with existing tools like Outlook, SharePoint, Power BI, and custom third-party applications.
How do you handle data migration to Dynamics 365?
We ensure smooth data migration by using secure ETL tools and connectors, ensuring data integrity throughout the process.
What kind of AI capabilities can you integrate into Dynamics 365?
We integrate AI tools for predictive analytics, customer insights, automated workflows, and sales/service bots to enhance decision-making.
Do you provide training for Dynamics 365 users?
Yes, we provide comprehensive training for all users, ensuring they understand how to leverage Dynamics 365 to its full potential.
Can SoftBuilds help with Microsoft Power Platform?
Absolutely. We can help you leverage Microsoft Power BI, Power Apps, Power Automate, and Power Virtual Agents to enhance automation and reporting.
How secure is Dynamics 365?
Dynamics 365 adheres to the highest security standards, including role-based access, encryption, and compliance with global regulations like GDPR.
Can AI bots be customized for specific business needs?
Yes, we build AI bots tailored to your business workflows, whether for customer service, sales, or internal tasks.
Can Dynamics 365 improve team collaboration?
Yes, by centralizing customer data and automating workflows, Dynamics 365 enhances team collaboration and communication across departments.
How can we help you?
Are you ready to push boundaries and explore new frontiers of innovation?
