Microsoft Dynamics 365 CRM

Sales, Marketing, Customer Service, and Field Service business applications.

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Top 1%

Microsoft Business Applications Partner

15+ Years

Legacy partnership

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Strengthen your CRM strategy with solutions and services tailored to your business.

Business Technology Solutions at FORVIS provides customer relationship management (CRM) and enterprise resource planning platform analysis, design, implementation, upgrade, training, and support services. As a certified Microsoft Partner, our experienced team of technology consultants can help you strengthen your CRM strategy, enhance business workflows, and advance your organization’s digital transformation journey.

Microsoft Dynamics CRM Applications

Not long ago, companies tracked customer-related data with spreadsheets, email, address books, and other siloed, sometimes paper-based CRM solutions. A lack of integration and automation inhibited teams from quickly finding and sharing up-to-date information, slowing their ability to create marketing campaigns, pursue new sales leads, and provide customer support.

Today, CRM systems can automatically collect a wealth of information about existing and prospective customers. This data includes email addresses, phone numbers, company websites, social media, purchase histories, and support inquiries. Further, data from multiple systems, applications, and data sets can be connected with CRM software to help reduce repetitive data entry, increase productivity, and provide one source of truth for decision making.

Microsoft Dynamics CRM applications can empower you to transform data silos into streamlined workflows and pivotal customer insights. Explore Microsoft Dynamics 365 solutions for sales, marketing, and service.

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales is designed to empower your sales team. For salespeople to stay ahead, so must the technology they use. Today’s buyers want personalization and a smooth customer experience. Microsoft Dynamics 365 is leading the way with digital innovation.

Implementing Microsoft Dynamics 365 Sales can help you:

Close deals faster: Capabilities include predictive forecasting, predictive scoring, sales accelerator, conversation intelligence
Increase revenue per customer: Capabilities include assistant cards, relationship analytics, LinkedIn integration
Increase lead to opportunity conversion: Capabilities include conversation starters, talking points, who knows whom/connections
Improve productivity: Capabilities include email engagement, notes analysis, auto capture, Teams integration, Microsoft 365 integration, AI-powered automation

Microsoft Dynamics 365 Marketing

Microsoft Dynamics 365 Marketing can help marketing teams create personalized, responsive, and connected customer journeys—powered by next-generation AI. Unlike other solutions, Microsoft Dynamics 365 Marketing can help drive end-to-end experiences, using generative AI for deeper audience segmentation and highly relevant content suggestions. With AI-powered personalized experiences, you can win customers and loyalty faster.

Implementing Microsoft Dynamics 365 Marketing can help you:

Create personalized communications: Integrate CRM data to pull in customer, product, and opportunity information
Run multi-channel campaigns: Effectively create, clone, customize, and restructure marketing campaigns
Nurture leads and accounts: Score individual leads or run account-based marketing campaigns to align with sales
Build smooth experiences through collaboration: Enable service, sales, marketing, and operations teams to build constructive interactions from a unified customer view

Microsoft Dynamics 365 Customer Service

Microsoft Dynamics 365 Customer Service is designed to empower agents to drive faster resolution and transform customer experiences. This application leverages the power of business intelligence insights and AI to provide customers with the personalized care today’s marketplace commands.

Implementing Microsoft Dynamics 365 Customer Service can help you:

Exceed customer expectations by delivering top-rate service
Connect with customers on their preferred channel
Automate self-service support using knowledge base portals and virtual agents
Tailor and personalize customer interactions, powered by AI
Improve customer service agent performance and productivity
Streamline the case resolution process

Microsoft Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service can help you enhance your field operations and the field service you provide to your customer base. This application provides a robust set of tools that includes key features from scheduling and dispatching to inventory management and customer service.

Implementing Microsoft Dynamics 365 Field Service can help you:

Deliver a connected service experience, equipped with self-service scheduling, automated customer communications, and post-engagement surveys
Quickly assign jobs and find resources to meet job needs by assessing location, skills, and other characteristics
Simplify technicians’ work with AI-driven assistance, a user-friendly mobile app, and remote support capabilities
Track key performance metrics to help improve workflows and workforce productivity

Putting You First

Get the most out of your CRM software. Roll out a powerful, mobile-enabled CRM tool to get real-time information anytime, anywhere. Deploy in the cloud or on-premises; no matter your requirements for data storage, security, or compliance, you can position your organization for success.

Microsoft Partner logo

FORVIS is a certified Microsoft Dynamics Partner and winner of the Inner Circle Award, a distinction that’s awarded to the top 1% of partners representing Microsoft’s business applications ecosystem worldwide.

We can help you review, implement, and modernize CRM applications. Our Microsoft Dynamics 365 technology consultants have many years of experience helping organizations assess technology platforms, design systems to streamline processes, and achieve their goals through digital transformation.

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Hampel Oil Implements CRM for Oil & Gas to Help Improve Customer Relationships

Explore how Hampel Oil uses a customized, pre-built CRM system to easily access customer information and manage share of wallet opportunities.

“Working with FORVIS professionals has been wonderful. They helped keep us on track during implementation and continue to be very responsive and customer oriented. They treat us the way we try to treat our customers.”

– Staci Terstriep, Hampel Oil Marketing Operations Manager