Gone are those days when customers stood in long queues at a bank without grumbles, read the complex rules and tried to understand the confusing processes. With a smarter generation of new customers, changing these age old practices has become inevitable for new customer acquisitions and customer retention. Today’s banks are trying to improve the customer experience by leveraging technology to give their customers what they want, quickly and easily.

Today’s customers want access to their financial data securely within the comfort of their home, and at the same time, fast and personalized service when they step into a bank.

Dynamics 365 is helping banks across the world to manage the entire customer lifecycle and deliver exceptional customer service. With Dynamics 365, Microsoft unifies CRM and ERP capabilities into a single cloud based application, helping you run sales, customer service, field service, operations, financials, marketing, and project service automation.

Improve your sales

Predict customers’ needs and meet them with personal attention to build relationships and revenue.

  • Obtain information quickly
  • Better efficiency and productivity with mobile
  • Business insight to track and grow sales
Increase your speed

Digital intelligence helps you to unearth requirements faster keeping customers happy.

  • Reduce customer wait time significantly
  • Assist customers and coordinate requirements
  • Business insight for organizational agility
Customer Convenience

Face-to-face, a mobile app, social media, phone or the internet –  deliver the same fast, superior and easy solutions.

  • Provide the right information to customers at the right time
  • Interact with customers through their choice of channel
  • Tailor experiences on the spot
Customer First

Streamline your operations with dashboards and reports generated in Power BI.

  • Use predictive analytics to identify customer concerns
  • Inbuilt knowledge for better customer servicing
  • Improve processes and efficiencies with data analytics

Staying connected to your customers and listening to your Customers’ Voice

Dynamics 365 lets you monitor social media to understand what people are saying about you.  Microsoft Social Engagement makes it simple to recognize relevant issues and direct them to the right person who can make the change. Staying connected to your customer helps you hear them, and you can listen to what they have to say to help you serve them better.

Dynamics 365 is unique. Why?

No complex integrations

Dynamics CRM and ERP (Navision, Axapta, SL, GP etc.) get to the cloud as apps which can be integrated through 1-click integrations by users.

Simplified Licensing

Along with app based licensing, Microsoft has introduced role based licenses too. Create plans as per diverse employee roles, helping you reign in costs.

Ease and familiarity

Processes with built in intelligence, business specific workflows and insights along with Office 365, provides consistency, interoperability and extensibility.

Extend capability

AppSource is the all new App Store for Dynamics 365, Power BI, Office 365 and Cloud Solutions, helping you evaluate, purchase and provision apps and extensions.

Solution Overview from Dynamics 365

Dynamics 365 for

Sales

Sales

Now start evolving to smarter sales capabilities
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Dynamics 365 for

Customer Service

Customer Service

customers for life with world-class customer service
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Dynamics 365 for

Operations

Operations

Make data-driven decisions for smarter, more efficient operations
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Dynamics 365 for

Financials

Financials

Grow your company with a comprehensive, intelligent solution
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Dynamics 365 for

Field Service

Field Service

Optimize scheduling and use predictive tools to master service calls
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Dynamics 365 for

Project Service Automation

PSA

Create more profitable customer relationships using intelligent tools
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Dynamics 365 for

Marketing

Marketing

Deliver powerful customer experiences using Adobe Marketing Cloud
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