By maximizing the potential of Dynamics 365 you can get a complete and unified view of your business, accessing relevant information in real time.

In a world where data and collaboration are key to business success, many companies still face the challenge of integrating their business information, which is isolated in several dispersed systems and with knowledge spread across teams disconnected by hierarchical work silos.

In this article, we explain what is Dynamics 365, Microsoft’s cloud platform of choice for ambitious companies to maximize decision making, collaboration and innovation.

What is Dynamics 365?

In the era of digital transformation, companies have already recognized the immense potential of their data. However, in an ever-changing world, to stay competitive they must now go one step further: it is not only about digitizing their operational processes and integrating their data, but also about connecting teams, systems and business processes effectively.

Dynamics 365 is an intelligent cloud application platform from Microsoft that enables organizations to connect and manage all aspects of the business from one place. Its applications cover the specific needs of several areas, such as sales, marketing, customer service, finance, human resources, among others.

Each application can be used independently or integrated with the others to create a customized solution. This enables, for example, the centralization of all business and customer data in one place, which facilitates process planning and data-driven decision making.

On-demand event: Discover how to use the most advanced Dynamics 365 applications and AI to digitize your operational processes faster.

Key features of Dynamics 365

• Business process flows: Dynamics 365 has visual guides that help users follow the same steps every time they work with a customer or perform a task. Business process flows can be customized according to the needs of each company, adding phases, steps, conditions or branches.
• Automation: In addition, it has the ability to execute actions or tasks without human intervention. Dynamics 365 offers several tools to automate business processes, such as Power Automate, Power Apps, Power Virtual Agents or AI Builder.
• Connectivity: This tool integrates different data sources and devices into a single platform. Dynamics 365 connects with other applications, such as Outlook, SharePoint and Teams in Microsoft 365 and multiple Azure solutions, as well as with other external solutions via connectors. In addition, it integrates with the Internet of Things (IoT), allowing data to be collected and exchanged from interconnected physical devices.
• Analysis: Dynamics 365 offers several tools to analyze data and obtain insights to help improve business processes, such as Power BI, Customer Insights or Sales Insights.

In addition, D365 integrates seamlessly with other Microsoft solutions, such as Power Platform, to extend functionality and customize business processes. This ensures continuity and compatibility with the tools you already use in your business environment.

Discover the potential of Microsoft Dynamics 365 applications

Dynamics 365 Sales: Boost your sales team’s performance

Long and complex sales cycles, customers with diverse needs and the involvement of multiple partners are some of the many challenges faced by sales teams, especially in the B2B sector.

Maintaining these relationships requires effective communication and meticulous follow-up, as well as both internal and external collaboration.

Dynamics 365 Sales is a module designed to enhance the effectiveness of sales teams by automating administrative tasks and simplifying the follow-up of opportunities.

• Increases productivity. Automates administrative and repetitive tasks, freeing up time for the sales team to focus on what they do best: closing opportunities. It also facilitates the tracking of these opportunities by offering a clear view of the entire sales cycle and providing valuable information on performance and customer behavior to adjust strategies.
• Improved collaboration. It allows you to share documents, have conversations and schedule meetings with other teams, all from one place. This ensures that information flows smoothly between departments, fostering a more complete understanding of customer needs in order to provide a more efficient response.
• Optimize the sales experience with Sales Copilot. It integrates an artificial intelligence assistant that helps you interact with your customers and prospects in a faster and more natural way. It also allows you to get quick summaries of your lead and opportunity records, catch up on updates, prepare for meetings and get content suggestions for your emails.

Dynamics 365 Customer Insights: Delivering personalized customer experiences

Personalization has become one of the top priorities for companies. Not only because it is what most customers expect, but also because it is what generates the best results.

With Dynamics 365 Customer Insights, you can connect your customers’ data from different sources, such as your website, your social networks or your apps to get to know them better and offer them personalized experiences.

• Create unique and dynamic customer profiles. Incorporate attributes, behaviors, preferences and interactions with your brand that are updated in real time to accurately understand your customers and deliver experiences that adapt to their changing needs.
• Segment and analyze your customers in a personalized way. You can create segments based on factors such as customer lifetime value, propensity to buy, churn risk or satisfaction. You will then be able to target your marketing, sales and customer service strategies more precisely, addressing the specific needs and desires of each customer group.
• Generate actionable and predictive insights. Make better decisions, optimize your marketing, sales and customer service strategies, and deliver personalized and relevant experiences to each customer.

Dynamics 365 Customer Service: Take your customer service to the next level

Microsoft’s latest customer service report claims that 46% of companies still collect information manually from historical customer data. According to the same report, “manually generated information prevails in silos, while automation drives data analysis in integrated systems.”

That is why many ambitious companies have started to opt for tools and solutions that allow them to go a step further in their service.

With Dynamics 365 Customer Service, customer service teams can increase their productivity while customers get faster responses.

• Manage all customer service channels from a single platform. Whether your customers communicate via phone, email, chat, social media or web portals, this tool centralizes the management of all interactions in one place.
• Know your customers and provide the answer they are looking for. You can view all relevant information about your customers, such as their history, preferences and needs to offer a personalized and effective response.
• Resolves queries faster. The tool suggests the best actions, responses and solutions in each case.
• Reduces workload. Customers can solve their own questions and problems through knowledge bases, forums or conversational chatbots.
• Optimize the performance and quality of your customer service. D365 Customer Service displays key success indicators, dashboards and reports that allow you to measure and improve results.

Dynamics 365 connects all your business teams

In addition to sales, marketing and customer service, Dynamics 365 has applications for other business areas.

• Finance: Dynamics 365 Finance maximizes visibility and control of financial operations, automating administrative tasks, facilitating regulatory compliance, generating integrated reports and analysis, and providing recommendations based on artificial intelligence.
• Human Resources: Dynamics 365 Human Resources optimizes human resources programs, improving the employee experience, and facilitating collaboration and learning.
• Supply Chain: With Dynamics 365 Supply Chain Management you can optimize the planning, production, inventory, warehouse and transportation of products, using IoT sensors, predictive maintenance and mixed reality.
• Project Management: Dynamics 365 Project Operations allows you to manage the entire lifecycle of your projects, from sales to billing and accounting. In this way, you can plan and estimate work, allocate and mobilize resources, monitor and control progress and costs, bill and charge for services rendered, and integrate processes with other Microsoft applications.

Looking to accelerate innovation with a hyper-connected enterprise? As Top Partnert Cloud Microsoft, Softeng help companies with digital ambition to connect their data, processes and equipment with intelligent business applications so they can drive innovation and solve their specific needs.

Find out more here

Event on demand: If Dynamics 365 has sounded interesting to you, don’t miss our on-demand event, where our experts share success stories and demos on how to leverage the most advanced Dynamics 365 applications and AI to digitize operational processes faster and improve business efficiency. Access from here!

In today’s changing and demanding business environment, the digitization of processes is an increasingly advanced trend in those companies with digital ambitions to improve their competitiveness in the market.

In this article we share with you 3 competitive advantages that you can achieve with the digitization of operational processes and how you can start your organization on the road to digitization.

What are the competitive advantages of process digitalization?

Strengthen the security of your information

In a world where cyber-attacks are becoming increasingly sophisticated and frequent, strengthening cybersecurity is essential. During this year 2023 alone, Microsoft has already blocked 4,000 identity attacks per second, according to its latest Digital Defense Report.

By digitizing your processes through cloud solutions, you can implement advanced security measures, such as encryption, automated backups and multifactor, among others. At the same time, we reduce data leakage because the information is kept within the applications and can therefore only be accessed by authorized users.

Democratizes information

The digitization of processes makes it easier for all members of the organization to consult and share the data they need to perform their functions, without relying on intermediaries or authorizations.

Thus, the digitization of processes promotes transparency, facilitates communication between departments, customers and external suppliers, enhances collaboration and improves data-driven decision making.

Increases equipment productivity and efficiency

The digitization of processes eliminates repetitive, routine and human error-prone tasks, freeing up time for your teams to focus on more strategic, creative or innovative activities.

In addition, automation reduces the margin of error, speeds up execution and improves performance control.

How to start on the road to process digitization

Not moving towards digitization of processes is no longer an option. Nowadays, there are cloud solutions that make the path easier and easier, allowing the process to be faster and more efficient.

Dynamics 365 is an enterprise application platform, based on Microsoft’s cloud, that allows you to manage any business process, from sales and operations to finance and human resources.

Do you want to take full advantage of its potential? Our experts will hold a digital event in which they will explain how to take advantage of Dynamics 365 applications to digitize operational processes faster, share success stories and perform a demo to see it all in action.

Digital event: Discover how to leverage Dynamics 365 applications to digitize your operational processes faster – register here!

Business strategy based on data and artificial intelligence is booming. Organizations have realized that the value of their data lies not only in the quantity, but also in the quality and how they use it to make smarter, more strategic decisions.

But, as with all emerging technologies, it is very difficult to adopt them without first having to do a lot of research to find what is really tangible and interesting behind the noise, while always maintaining our zero-trust cybersecurity posture in the face of new cyberthreats that are also emerging.

Specifically, Data and artificial intelligence technologies complement and enhance each other to improve processes, providing great added value to advance business objectives faster and more securely. Analyzing the environment, finding behavioral patterns, predicting consumption trends or optimizing processes are just some of the use cases where we can take advantage of its full potential. But where do we start if we want to maximize the value of the data? For the foundations. And for this, first of all, it is essential to have a modern data warehouse. And second, connecting business data and transforming it in a way that is fit for purpose.

Building a modern Data Warehouse

A Data Warehouse provides a centralized and structured repository where data from various sources, such as operational databases, enterprise applications and cloud systems, can be stored. This allows for a comprehensive and unified view of the data, facilitating analysis and accurate reporting.

Some organizations have their own Data Warehouse. Even so, many are still not taking advantage of the benefits of a modern cloud data warehouse, such as scalability, performance, availability, advanced analytics capabilities through AI and cost reduction to create much more flexible, faster and secure data repositories.

We recommend this digital event with DEMO to discover how to have a modern Data Warehouse, connect your business data, transform it and start making smarter decisions. Access the event on demand!

Connecting business data and transforming it appropriately

Once the Data Warehouse is configured, the next step is to connect the necessary business data and transform it in an appropriate way to ensure the quality of the data in the right format, under the principles of integrity, continuity and availability.

Once the data is available in the Data Warehouse and has been transformed, it is possible to start making smarter, evidence-based decisions. Data analysis can reveal patterns, trends and relationships that were not previously visible, allowing organizations to gain valuable insights for strategic decision making. In addition, it can also help identify opportunities for improvement, optimize operations, understand customer behavior and anticipate market trends.

In the current context, the ability to securely connect the organization’s data to ChatGPTThe new solution, following the best security and privacy practices, offers new opportunities to solve different business processes, allowing to take advantage of the knowledge and analytical capacity of the model to obtain information and quick answers about different aspects of the business.

We recommend this digital event with DEMO
to discover how to securely connect your organization’s data with ChatGPT to solve different business processes.
Access the on-demand event!

In conclusion, having a data-driven strategy and knowing how to maximize the potential of new technologies allows companies to unlock the full potential of data to make better decisions, solve problems more efficiently, and gain a competitive advantage.

Digital event:
Discover how to maximize the value of your data with advanced analytics and ChatGPT technologies.


Attend the on-demand event!

Artificial intelligence (AI) and Generative Pre-trained Transformer (GPT) technology have emerged as powerful tools capable of transforming the way companies operate and make strategic decisions. The adoption of these technologies to drive digital innovation will generate a very significant impact for those companies that are able to maximize their potential by creating next-generation business applications.

In this article, we explore the benefits of AI adoption with ChatGPT through 4 use cases, using the capabilities of Microsoft Azure Cognitive Services and Azure OpenAI Services:

1. Improve the user experience and reduce the workload of the Helpdesk team.

Business application:
Virtual customer service assistant.

How: By leveraging the potential of Azure Cognitive Services’ Language Understanding Conversational AI Service (LUIS), the virtual assistant is able to interact naturally and provide faster and more accurate responses to user queries and even understand the intent of the query.

2. Improve productivity and personal organization

Business application:
Personalized virtual assistant for task management.

How:
Using Language Understanding (LUIS) and Text Analytics, the assistant can understand user requests and questions, track tasks, send reminders and provide personalized recommendations.

3. Increase engagement and drive sales

Business application:
Virtual assistant for personalized recommendations.

How: ChatGPT can be combined with Azure Cognitive Services’ Personalizer service to develop a virtual assistant that provides personalized recommendations to users based on data history and behavioral patterns, among others.

4. Increase the efficiency of business processes with quick access to information.

Business application:
Virtual assistant for internal corporate information search.

How:
Leveraging Azure Cognitive Search to perform semantic searches by indexing all types of documents, files and internal databases, along with ChatGPT offering a conversational interface to process user queries, with the goal of finding specific information faster, more accurately and securely.

As artificial intelligence and GPT technology continue to evolve, more use cases will emerge whose application in business processes will become an important part of the business process. must in digitally ambitious companies, due to its great usefulness and efficiency, in order to continue advancing their business objectives in an increasingly competitive world.

Discover in this digital event
how to build a modern Data Warehouse and how to connect ChatGPT with your business data in a secure way, through different use cases and practical examples.

Access the event on demand!

The pandemic has been a turning point for many companies, highlighting the importance of being agile to surf the waves of change generated by a world that is increasingly digital, more connected – and with greater security risks, for this reason – and which is advancing at a high speed pace.

Those futuristic science fiction movies are already a thing of the past in the present that we live in. An example of this is IoT applications, the use of data, process automation, the application of artificial intelligence… where the playing field is the cloud.

Today, the cloud is a necessity, but the vast majority of companies do not take advantage of its full potential. This hinders their possibilities when it comes to innovating and advancing with the speed and security necessary to progress and always remain competitive. However, only those companies with digital ambition understand the importance of driving innovation as a competitive advantage to lead tomorrow.

The DNA of companies with digital ambition

The genome is the unique combination of genes and constitutes the operations manual with all the instructions for any living organism to develop and grow. Like human beings, in companies we can also talk about a genome that influences their growth and development, whose DNA contains the genes of each company that are expressed through its vision, value proposition, training, corporate culture, etc

Technological advances, digitization, cyberattacks… have caused the genome of some companies to evolve over the rest to continue advancing and remain competitive. We are talking about companies with digital ambition, and they have 3 unique genes that are decisive in influencing their development and growth: the innovative, resilient, and analytical genes.

The innovative gene (INVR)

Digitally ambitious companies are constantly looking for new ways to use technology to improve their business processes, products and services. They are aware of the importance of the cloud and, therefore, seek innovative solutions in order to maximize its full potential.

For this reason, they have a strategic vision of investment in IT, being a key area, and they are aware that innovation is a fundamental part of the business, so they are also willing to experiment with emerging technologies and take risks to get the most out of it. technology party.

The resilient gene (RSLT)

Companies that develop the resilient gene increase their ability to adapt, compete and thrive in a changing and uncertain environment. A resilient company is more sustainable, that is, it is capable of maintaining its stability and continuity over time despite obstacles, adversities and the competition itself in its sector.

For this reason, and in an environment where security threats and attacks are increasing and more sophisticated, a company with digital ambition knows the value of investing in cybersecurity to protect not only its digital assets, but also its reputation and the trust of its stakeholders, from customers to shareholders.

The analytical gene (ANLTC)

Companies with digital ambition promote a data-driven culture. Companies that understand the value of data and the importance of analytics to convert information into business insights and make better data-based decisions; not in assumptions. The analytical gene means that these companies have a clear tendency towards operational excellence and a clear customer focus.

For this reason, companies with digital ambition have solid strategies focused on optimizing processes and taking advantage of the maximum potential of data with automation solutions, advanced analytics and artificial intelligence.

The CIO, business leader

If before we talked about the genome as an instruction manual, it has no value if nobody follows it. In the case of companies with digital ambition, it is the CIO or technology director who must guide the company from the Management Committee to follow this manual and promote it to create that competitive advantage that can be developed with these differential genes.

Today, the CIO is a leader with a strategic vision who understands the objectives and priorities of the business and leads the IT area so that the company continues to grow and always remains competitive.