The CRM that Brings Order to Your Sales World

A CRM system streamlines sales by centralizing data and automating tasks, enhancing efficiency and productivity. This organization brings order to your sales world.

Our Expertise

We offer cutting-edge solutions that empower businesses to thrive in the digital era. Our commitment to excellence, coupled with a passion for advancing AI technologies, sets us apart as your strategic partner in harnessing the power of artificial intelligence.

We Create Fully Connected Systems So You Can Focus On Your Business

Our integrated solutions streamline operations, letting you concentrate on growth.

Get Started

Sales

Dynamics 365 CRM (Customer Relationship Management) is a comprehensive customer engagement platform developed by Microsoft. The Sales module within Dynamics 365 CRM is specifically designed to streamline and optimize the sales process for organizations. Here’s a brief description of the key features and functionalities of the Sales module: 

Lead Management

Dynamics 365 CRM enables users to capture and track leads efficiently. It allows for the qualification and conversion of leads into opportunities when they show potential interest in a product or service.

Account and Contact Management

The Sales module provides a centralized repository for managing customer accounts and contacts. This helps sales teams maintain a 360-degree view of their relationships with customers, ensuring personalized interactions. 

Sales Analytics and Reporting

Dynamics 365 CRM offers robust reporting and analytics tools. Sales managers can gain insights into sales performance, track key performance indicators (KPIs), and make data-driven decisions to improve sales strategies. 

Marketing

Dynamics 365 Marketing is a module within the broader Microsoft Dynamics 365 suite, designed to help organizations streamline and enhance their marketing efforts. Here’s a brief description of the key features and functionalities of the Marketing module: 

Lead Generation and Management

Dynamics 365 Marketing provides tools for generating and managing leads. This includes creating and running targeted marketing campaigns, capturing leads from various channels, and tracking their engagement with marketing content. 

Marketing Insights

Users can gain insights into customer behavior and preferences through analytics. This information helps marketers make data-driven decisions and refine their strategies for better results. 

Customer Journey Automation

Organizations can design and automate customer journeys based on customer interactions and behaviors. This includes setting up triggers, defining workflows, and sending personalized content to leads and customers at different stages of their journey.

Customer Service

The Customer Service module within Dynamics 365 CRM is designed to help organizations deliver efficient and effective customer support and service. It focuses on managing customer interactions, resolving issues, and enhancing overall customer satisfaction. here’s a brief description of the key features and functionalities of the Customer Service module: 

Omni-Channel Engagement

Dynamics 365 Customer Service supports omni-channel engagement, allowing organizations to interact with customers across various channels such as email, chat, social media, and phone. This provides a seamless and consistent experience for customers regardless of the communication channel. 

Service Level Agreements (SLAs)

Organizations can define and enforce SLAs to set expectations for response and resolution times. This ensures that customer service teams prioritize and address customer issues within specified timeframes. 

Automated Workflows

The module supports the automation of routine tasks and processes, such as case routing, escalation, and notifications. This helps streamline operations and ensures that customer issues are handled according to predefined business rules. 

Field Service

Field Service module within Dynamics 365 CRM is designed to help organizations manage and optimize field service operations. It focuses on efficiently scheduling, dispatching, and tracking field service activities, such as installations, maintenance, and repairs. Here’s a brief description of the key features and functionalities of the Field Service module: 

Work Order Management

Dynamics 365 Field Service allows organizations to create and manage work orders for field service activities. Work orders contain details about the service request, including customer information, service tasks, and scheduling requirements. 

IoT Integration

The module supports integration with Internet of Things (IoT) devices. This enables organizations to proactively monitor and address equipment issues by receiving real-time data from connected devices in the field. 

Asset Management

Organizations can track and manage customer assets, such as equipment or machinery, throughout their lifecycle. This includes recording maintenance history, tracking warranties, and scheduling preventive maintenance. 

Project Operation

Project Operations module within Dynamics 365 is designed to help organizations manage and streamline their project-based operations. It integrates with other Dynamics 365 modules to provide a comprehensive solution for project planning, execution, and financial management. Here’s a brief description of the key features and functionalities of the Project Operations module: 

Project Planning

Dynamics 365 Project Operations allows organizations to plan and structure projects efficiently. This includes defining project tasks, milestones, timelines, and dependencies to create a comprehensive project plan. 

Time and Expense Tracking

Project Operations supports accurate tracking of time spent on project tasks and allows users to submit expenses related to project activities. This information is crucial for project cost management and billing purposes. 

Project Collaboration

The module supports collaboration among project team members by providing tools for communication, document sharing, and task management. This enhances teamwork and ensures that project-related information is easily accessible. 

Automotive Accelerator

Dynamics 365 Automotive Accelerator is a set of solutions and capabilities within the broader Dynamics 365 platform that is designed to address the specific needs and challenges of the automotive industry. It provides a pre-built framework and set of functionalities to help automotive organizations accelerate the implementation of Dynamics 365 for their business processes. 

Sales and Service Management

Dynamics 365 Automotive Accelerator addresses key aspects of automotive sales and service processes. It helps manage leads, opportunities, and customer service requests related to vehicle sales and maintenance. 

Connected Customer Experience

The accelerator focuses on enhancing the customer experience by providing a 360-degree view of customer interactions. This includes managing customer data, vehicle ownership information, and customer service histories in a centralized system. 

Integration with IoT and Telematics

In line with the evolving trends in the automotive industry, the accelerator provides capabilities for integrating with Internet of Things (IoT) devices and telematics data. This integration can facilitate real-time monitoring of vehicle health, performance, and usage. 

Education accelerator 

Dynamics 365 Education Accelerator is a set of solutions and capabilities within the Microsoft Dynamics 365 platform tailored for the education sector. It provides a pre-built framework designed to address the specific needs and challenges faced by educational institutions, enabling them to leverage Dynamics 365 for managing various aspects of their operations. 

Student Engagement and Interaction

Student Engagement and Interaction: Dynamics 365 Education Accelerator supports features for enhancing student engagement and interaction. This could involve tools for communication, collaboration, and feedback between students, faculty, and administrators. 

Financial Aid and Scholarships

For institutions involved in providing financial aid or scholarships, the accelerator includes features for managing the application process, awarding scholarships, and tracking financial aid disbursements. 

Student and Parent Portals

The solution may include portals for students and parents, providing them with access to relevant information such as grades, schedules, and announcements. Portals can enhance communication and transparency within the educational community. 

Media and Entertainment Accelerator

Microsoft’s Media and Entertainment Accelerator is a set of solutions and capabilities within the broader Dynamics 365 platform that caters to the specific needs of the media and entertainment industry. The accelerator provides a pre-built framework and functionalities designed to help media and entertainment companies manage various aspects of their operations.

Audience Engagement

Media and entertainment companies can leverage the accelerator to enhance audience engagement. This may involve features for audience analytics, social media integration, and personalized content recommendations. 

Multi-Channel Content Delivery

The solution supports multi-channel content delivery, allowing organizations to distribute content across different platforms and devices. This includes features for managing digital assets and ensuring content delivery in various formats. 

Integration with Digital Platforms

The accelerator is designed to integrate with various digital platforms and distribution channels. This includes features to support multi-channel distribution, including online streaming, mobile apps, and traditional broadcast channels.

Nonprofit accelerator

 Nonprofit Accelerator for Dynamics 365 is a set of solutions and capabilities within the Dynamics 365 platform that is specifically designed to address the unique needs and challenges faced by nonprofit organizations. The Nonprofit Accelerator provides a pre-built framework and functionalities to help nonprofits streamline their operations, enhance donor management, and achieve their mission more effectively.

Grant Management

For nonprofits that rely on grants, the solution offers features for managing the grant lifecycle. This includes tracking grant applications, monitoring grant progress, and ensuring compliance with grant requirements. 

Volunteer Management

Nonprofits often rely on volunteers, and the Nonprofit Accelerator includes functionalities for volunteer management. This involves tools for recruiting, onboarding, and tracking volunteer activities. 

Fund Accounting Integration

The accelerator may integrate with fund accounting systems to help nonprofits manage their financials in accordance with nonprofit accounting standards. This includes features for tracking funds, budgets, and financial reporting. 

Telecommunications accelerator 

 Dynamics 365 Telecommunications Accelerator is a set of solutions and capabilities within the broader Dynamics 365 platform, tailored to address the telecommunications industry’s needs. This accelerator provides a pre-built framework and functionalities to help telecommunications companies manage their operations, customer relationships, and various aspects of their business.

Customer Relationship Management (CRM):

The Telecommunications Accelerator focuses on managing customer relationships within the telecommunications industry. It provides tools for tracking customer interactions, managing accounts, and ensuring a 360-degree view of customer engagements. 

Product Catalog Management

The solution includes capabilities for managing telecommunications products and services. This involves defining and maintaining a comprehensive product catalog, including various plans, packages, and features.

Subscriber and Account Management

The solution provides functionalities for managing subscribers and accounts. This involves tracking subscriber information, managing account relationships, and ensuring accurate and up-to-date customer data.

TESTIMONIALS

What People Are Saying

Advic, a highly skilled entity, demonstrated exceptional proficiency in Microsoft Dynamics, playing a crucial role in tailoring our CRM system at Atma Global. Their strategic insights, process optimization, and reliable recommendations were instrumental in the project’s success. Despite time zone differences, Advic consistently provided timely support, reflecting their commitment to honesty and hard work. Collaborating with Advic was a remarkable experience, showcasing their creativity, collaboration, and excellent time management in meeting key project milestones.

Elizabeth Vukovich

Atma Global

Advic, as a company, embodies exceptional talent and dedication within their team. Their profound knowledge of Dynamics 365/Power Platform enables them to offer valuable insights on optimizing these tools to align with our business requirements. Additionally, Advic showcases remarkable proficiency as developers, delivering custom solutions in C# and JavaScript that have greatly benefited our operations

Kathryn Hampton

Guidehouse

Advic, a standout company, showcases outstanding programming expertise in MS Dynamics, guiding our team to mastery with custom configurations for a powerful database system. Whether your business is in need of tailored solutions or evaluating Dynamics, Advic offers invaluable assistance. Beyond their unquestionable proficiency, Advic excels in active listening, genuinely understanding your needs. With extensive experience collaborating with developers, Advic stands out as the very best in the field.

Harry Benson

Atma Global

Advic, as a company, possesses a unique talent for creative problem-solving intertwined with a deep understanding of business use cases and exceptional technical prowess. Their commitment and dedication to the mission at hand are unparalleled, demonstrating an unwavering focus on delivering solutions.

Brenden Smith

ITK Solutions Group

We are here to help!


    Office

    902-903, Skywalk the element, Godrej Garden City Road,            Near Ganesh Glory, Jagatpur,  Ahmedabad -382470

    Hours

    Monday-Friday: 10:00 am – 7:00 pm
    Saturday-Sunday: Closed

    Call Us

    +91 92277 97277