microsoft dynamics funtionalities

Requirement

Classification

Capacity to automatically generate tasks and activities in the different stages of a sales or customer service cycle

Ability to quick create records such as vehicles, contacts, leads, complaints, etc.

Email and calendar integration, preferably with Microsoft Exchange Online

Capacity to attach files to any business process

Alerts generation based on pre-defined criteria, such as SLA expired for a service request or proposal due date expired

Store all the interactions with customers in multiple channels such as meetings, phone calls, emails, visits to a branch, etc.

Native capabilities to connect to social networks and enrich customer data

Availability of APIs that make integration with other systems possible, preferably by using web services

Capacity to generate documents or use pre-defined templates to create documents and automatically use dynamic data (e.g. automatic emails, proposals, contracts, etc)

Possibility to automate the assignment of leads, cases, activities, proposals, etc. to teams or individuals

Native functionalities that allow key business users to change business processes by adding stages or steps, without the need of intervention from the IT department

Native functionalities to allow key business users to change or create new assignment rules or criteria

Ability for end users to personalize their home page with relevant information for them such as KPI’s, charts, to-do lists, etc.

Information segregation by user role or business line

Possibility to configure user roles, permissions and also hierarchical relationships

Capacity to limit the access to specific data, down to the field level in forms

End-user possibility to create new analytics dashboards that can easily be shared across teams and used as templates by other users

Reports and dashboards creation and configuration from templates

Data drill down capacities for all the modules of the system (Sales, Marketing, Service)

Pre-defined reports that allow adoption measurement, such as users logins, functionalities usage, number of records created, etc.

Ability to generate and display warnings throughout the application when defined conditions apply (due dates, estimated revenue in opportunity above threshold, approvals pending, etc.)

Access through any browser, including mobile devices

Offline access

Automatic generation of alerts for specific tasks, such as approval requests

Auditing functionalities for tracking changes to data

Functionalities to print, send by email or export to file (txt, pdf or csv) any data from the system

Global search functionalities that respect the permissions and roles of the users

Ability to associate activities and tasks to customers or processes at any time

Configurable calculated fields available in all the entities across all the modules

Multi-language support, according to user preferences

Allow the customization and creation of different business processes for sales, service and marketing

Support collaboration in any business process by allowing sharing and assignment of entities such as leads, opportunities and service requests

Functionalities that allow the creation of segments of accounts and / or contacts by any field existing in the system

Ability to merge service requests without losing the track of the individual objects

Functionalities that allow the qualification from lead to opportunity