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Microsoft Dynamics 365 CRM

Power your core operational departments to transform your business

Your business has to be as quick as your customers. In a competitive world, we recognise what it takes to acquire a new customer or retain one. Microsoft Dynamics 365 – CRM provides growing businesses with the right tools that help not just to translate relationships into revenue but also to earn new customers and deliver responsive service to retain customers for life. Your customer – is busy, mobile and well informed. When they have questions, they expect right answers – fast, delivered through channels of their choice, often on-the-go. This means your business is often challenged by the rising information needs of your customers.


  • How can your business adapt to needs and changing expectations of your customers?
  • How can you deliver faster, more personalized service so that you can add value to every consumer interaction and convert as many opportunities as possible into revenue?
  • How are you going to ensure that you continue to win more deals, and managing your services to them in order to retain your customers for life?

Dynamics 365 is the solution that solves all these challenges. Customer relationship management, redefined. Microsoft, through Future EBS offers pre-built solutions that extend the capabilities of Dynamics 365 to meet unique business process or industry needs.


Built to adapt and facilitate implementation across multiple industry verticals such as Sales, Customer Service, Marketing ,Project Service Automation, Field Service ,Talent (HR), Finance & Operations and Retail, this versatile solution helps bring together all the integral parts of your business, giving you the power to serve your customers better.


With the combined power of Microsoft Dynamics 365-CRM suite and Future EBS’s dedicated domain and functional expertise, you can now integrate data and relationships, derive intelligence to fuel your decision making, and accelerate business transformation.


With the potential to innovate, move the new products to market faster and engage with your customers, virtually anytime & anywhere, Dynamics 365 gives your business the ability to sprint ahead of your competitors and adapt to the digital age on the strength of robust, scalable tools.

What It Does

Microsoft Dynamics 365 is a flexible software—you can pair it with familiar software services, and even use it to combine your sales and marketing efforts. It works well in tandem with Microsoft’s Office suite, or its DBM services like SQL Server. Dynamics also works with web-based platforms like SharePoint. It is a versatile software solution that covers all facets of your organization’s CRM, sales and marketing efforts.

CRMUpgrade your business development efforts with solutions for managing contacts, opportunities, activities and campaigns. From content management to running sales and marketing campaigns, Dynamics 365 covers it all.
SalesDynamics provides your sales staff with insights that help them add a personal touch to customer relationships, anticipate customer needs, and boost sales.
Customer ServiceWith Dynamics 365 insights, customer service agents can deliver a highly effective personalized experience.
Business DevelopmentFinance, manufacturing and supply chain get an update when you implement Dynamics for your CRM. This drives new growth.
MarketingPairing Dynamics with solutions like Adobe’s Marketing Cloud, you can match marketing efforts to sales requirements.

Tailored for your Industry:


Whether you run a retail business or a services one, a B2B solution or a consumer product, you can be rest assured that Microsoft Dynamics 365 has a proven success record across a variety of sectors and industries. Further, with Future EBS as your chosen partner, you can enjoy the benefits of our team’s techno-functional expertise to ensure you get a solution that is custom fit to your business and your industry.


CRM that interfaces with key business functions: Microsoft Dynamics 365 has been thoughtfully designed to interface with all the key business functions that are required to deliver on customer expectations.

     Sales    ▼

Empower your sales team with the insights they need to win more deals, faster; retain customers, stronger and serve them, better. With the digital intelligence and productivity tools provided by Dynamics 365 for Sales, your sales team is more productive and can focus on what’s important – providing their clients with incredible experiences.


  1. Predictive analytics and automated lead scoring provide the data necessary to grow your business and increase pipeline growth.
  2. Recommendations and guidance at every stage of the deal so you stay focused on the 4 tenets of sales: qualify, develop, negotiate and convert.
  3. Boosted with LinkedIn Sales Navigator for your team to foster relationships with authentic and personal engagement.
  4. Increase productivity and revenue by leveraging Office 365 and LinkedIn data to guide sellers throughout your sales processes.
  5. Get visibility into sales performance with analytics dashboards and gamification that that promote teamwork and accountability.
  6. Drive innovation with a sales application that's easy to tailor, extend, and connect to other apps and services you already use.

     Marketing    ▼

Locate and nurture leads who will slide down the sales funnel with ease. Personalize content across channels and guide your customer along their decision making journey from contact to close. With Dynamics 365 for Marketing, engage your customers across touchpoints that matter.


  1.   Orchestrate campaigns that create a seamless customer experience; be it responding to your marketing efforts or talking to sales.
    •   Keep the messaging between sales and marketing consistent
    •   Decrease sales cycles, keep momentum on retention rates and secure more wins
    •   Campaign management tools help plug revenue leaks and drive more marketing ROI
  2. Manage content using dynamic marketing software on a platform that scales globally.
  3. Integrate your sales and marketing efforts with shared information and connected processes like lead priority, hand-off automation and progress tracking.
  4. Innovate with a modern and adaptable platform. Drive innovation with an application that's easy to tailor, extend, and connect to other apps and services you already use.

     Customer Service    ▼

Customers want quick, relevant answers on any channel, even on the go. Built-in intelligence delivers faster, more personalized service and adds value to every interaction. Turn simple interactions into life-long relationships by offering seamless service to your customers.
Microsoft Dynamics 365 for Customer Service improves each step of the service experience through five key capability sets: omni-channel, self-service and communities, agent enablement, knowledge and service intelligence.


  1. Omni-channel - Customers today look for a unified experience that makes information accessibility easier and accurate. Deliver consistency and personalization that customers expect with intelligence like history of interactions and user preferences across channels.

  2. Self-service and communities - Caught-up customers need access to vital account information and answers to other questions through a portal they can trust. Provide your customers a robust self-service portal with a searchable knowledge base and peer-to-peer community support. If this is not enough, make it easy for customers to transition to assisted support.

  3. Agent enablement - Dynamics 365 has a dedicated service app that empowers your agents with knowledge from third party applications to drive the next best action. Personalized experiences are made easier in a single view that can be accessed on desktop or mobile device.

  4. Service intelligence - Interactive dashboards and data visualizations make it easy to make predictive and proactive customer service decisions. With data accumulated from multiple sources including social, identifying trends, anticipating opportunities to cross-sell/up-sell, working on service metrics and building practices for more wins can impact business growth.

     Field Service    ▼

An end-to-end Field Service management solutions that includes work order running, product inventory, dispatch and scheduling, mobility, billing and resource management. Built-in intelligence helps you troubleshoot service issues, minimize operational costs, and deliver positive onsite experiences.


  1. Optimize your resources by automating and improving schedules to dispatch the right technician for a service. More completed job orders, more revenue.
  2. Make technicians more effective by empowering them with a bird's eye view of customer needs to decrease resolution time and gain customer loyalty.
  3. Leverage cloud and IOT based platforms to enhance service experience. Proactively detect, troubleshoot and solve issues from your workplace . Dispatch technicians only when required.
  4. Take geography, availability, truck inventory, regulatory requirements, customer preference, and service level agreement into account before deciding on a technician or service call.
  5. Build customer engagement with a portal dedicated to enabling customers see upcoming service appointments, live location updates of technicians and automated text and phone calls.
  6. Make contracts more visible to field service teams to drive faster and accurate billing as well as predict new sales opportunities for additional revenue.

     Project Service Automation    ▼

How can you stand out from competitors? Deliver meaningful projects, on time. How can you increase revenue while at it? Manage sales, resourcing and delivery effectively. Microsoft 365 for project service automation empowers you to deploy personal, profitable and productive projects to build trusted and reliable customer relationships.


  1. Draw a blueprint of project delivery with predictive analytics and center the project around customer needs.
  2. Anticipate resourcing needs and the optimize utilization for accurate project delivery.
  3. Build and validate customer relationships be leveraging intelligent and intuitive tools.
  4. Access on iOS, Android and Windows devices anywhere and at anytime for real-time updates and project management.
  5. Leverage Microsoft's familiar tools like Office 365 to help complete projects with ease and on time.
  6. Process flows can be easily configured and deployed, creating standardized entry and approval processes that make time and expense management a breeze for all team members involved.

Why Choose Dynamics 365

Microsoft Dynamics 365 has been rated as the best CRM product for small and medium-sized enterprises that are looking to scale and become leaders in their scope of business.  This rating by Gartner is an additional validation that Dynamics 365 delivers on Data and intelligent insights that help unify digital and back office operations to personalise customer engagement and increase employee productivity.

Microsoft Dynamics 365 helps you

Sell Smarter

  • Sell smarter with infused artificial intelligence
  • Get recommendations and guidance at every stage of the deal with built-in intelligence, so you stay focused on the next best step to move deals forward.


Serve More Efficiently

  • Optimise operations through insights
  • Reduce fulfilment costs, improve stock utilisation, and efficiently manage your business by using customer and operational insights.


Engage Better

  • Engage with customers on any channel or device
  • Deliver effortless experiences on your customers’ terms, through any channel and on any device.


Effectively manage merchandising

  • Improve ROI and product demand by centrally managing merchandising—including product information, categories, assortment, and pricing.


Innovate with a modern and adaptable platform

  • Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use.

When you choose Microsoft Dynamics 365 for your CRM needs, you also need a reliable and experienced partner like Future EBS to map the product’s capabilities to your business processes to achieve desired success.


Future EBS, with the extensive CRM knowledge and expertise of our techno functional specialists has developed two domain specific solutions using the robust Dynamics 365 CRM platform that adapts to the functionality of every department. They are:


1.CRM IP Integra – A complete solution for Call Center and Contact Management that provides intuitive insights to streamline and improve your company’s outbound telephone calls. To know more, click here


2.Subscription Pro – an easy to use solution for invoicing and subscription led billing that makes managing your revenue stream a pleasure. Innovative billing visualizations and rating mechanisms make this a truly unique software to help both grown and growing businesses save time and see money.

Enhance your customer relationship by integrating these add-on applications to solve your exact business needs exclusively built by your hub for business applications – Future EBS.

Real Estate & Investment

Government Organization

 Holding & Manufacturing


Holding & Investment


Projects & General Trading

Oil & Gas

 FMCG & Distributors


Key Features

Dynamics 365 has an interface purposely designed to look like other familiar MS products. Your employees will feel right at home. Compatibility with MS Office and Sharepoint means that finding information is much easier. Given that Dynamics 365 supports multiple languages and currencies, and local laws and functionality, it lets you scale up to international operations with ease. Collaboration between employees is simplified: Dynamics 365 integrates communication services like IM, presence information and VoIP. Dynamics 365 is tailored to optimize productivity in over 30 employee roles; its ‘role centers’ display the apt information and activities according to an employee’s role in your organization.

Other Services

MS Dynamics 365 ERP Power BI HR And Payroll Cirrus4 POS SharePoint Services