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D365 for Finance & Operations​

OFFERINGS

One Platform

Unify CRM and ERP capabilities, bringing together all the information you need to respond to customers and suppliers quickly. Gain an edge with accurate, timely data available to everyone who needs it.

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    Get an end-to-end View of Your Customers

    Turn data into insights to keep your current customers happy or connect with new prospects.
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    • Turn data into insights to keep your current customers happy or connect with new prospects.
    • Track past customer sales and purchase history.
    • Offer benefits to loyal customers.
    • Identify future leads.
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    Use a Common Platform

    Bring disparate customer relationship software functions together for seamless management.
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    • Bring disparate customer relationship software functions together for seamless management.
    • Customisable dashboards providing up-to-date business intelligence.
    • Centralised customer data, whether it’s on-premises or in the cloud.
    • Options that enable growth into other global markets.
    • Easy integration with other software solutions.
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    Gain Visibility Into Customers

    Giving your team visibility into what makes customers tick will give you the inside edge over the competition.
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    • Giving your team visibility into what makes customers tick will give you the inside edge over the competition.
    • Create customised messages for customers according to their needs.
    • Set up prompts so agents (in the office and field) know how often a customer has been contacted and what information they have received.
    • Learn about how customers prefer to be contacted: social, email, text, or phone.
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    Offer Customer Portals

    Online self-service portals put customers in control of their data, help them learn about product information, and let them track account activity.
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    • Online self-service portals put customers in control of their data, help them learn about product information, and let them track account activity.
    • Clients can create and review requests, reducing their demands on you when troubleshooting issues.
    • Customers take charge of their data, increasing accuracy and reducing staff time spent on client data management.
    • Contact forms can be automated to generate quick customer responses and to kick off nurture campaigns and workflows.

Microsoft Intelligent Business Cloud

Power BI & Cortana

Natively embedded to provide

  • predictive insights 
  • prescriptive advice 
  • actionable next steps

Office 365 integration

Combining business processes with productivity applications such as email, spreadsheets and text editors

Common data model

  • Simplifying data management and integration across apps and business processes 
  • Providing a consistent business platform to develop and modify apps 
  • Providing connectors for integration with existing applications, including custom APIs and on-premise systems
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Take the Platformation TM Approach

Extend your ERP with deep integrations to unlock value and growth

  • 01

    Retail

    Personalise customer experience with unified in-store, digital and back office operations

  • 02

    Enterprise

    Asset Management Reduce downtime and improve safety with enhanced enterprise asset management

  • 03

    Human Resources

    Improve organisational agility, optimise HR programmes, and transform employee experiences

Dynamics 365 for CRM

With Dynamics 365, you get CRM software that works as a customizable, flexible solution designed to suit your business requirements. 

Choose a stand-alone application to meet the needs of a specific line of business or use multiple CRM tools that work together as a powerful integrated solution.

  • Marketing
  • Sales
  • Customer Service
  • Field Service
  • Project Service Automation

Generate multichannel marketing campaigns, nurture sales-ready leads, and align your sales and marketing teams with planning and tracking tools that integrate with your existing apps and services.

Go beyond sales force automation to better understand customer needs, engage more effectively, and win more deals. Sell smarter with embedded insights, foster relationships, boost productivity, accelerate sales performance, and innovate with a modern and adaptable platform. Use AI capabilities to track customer relationships and automate sales execution with contextual prompts that drive sales strategy.

Deliver guided, intelligent service and support on any channel with a unique ability to work with your existing systems. Empower customers and agents with the tools they need to ensure quick and accurate resolution, every time.

Streamline scheduling, inventory management, and on-site efficiency. Offer quick and transparent communications and tracking functionalities to keep customers connected to your field agents.

Empower your employees to anticipate resource demand and work together with collaborative tools that are easy to tailor to your business.

Your Dynamics 365 Partner

Sonata Scalable is a Microsoft gold-certified leader in delivery and support for Dynamics 365. For more than 30 years, Sonata Scalable has been delivering ERP and related Systems to Australian customers across often overlapping industry segments including:

Sonata Scalable has built a wealth of Dynamics 365 knowledge and experience we transfer from one sector to another, supported by deep expertise in cloud computing and emerging technologies such as Artificial Intelligence, Block Chain and Internet of Things.