Microsoft 365 CRM

Have better customer interactions with Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM

Direction - Microsoft Dynmaics 365 CRM
Microsoft Dynamics 365 CRM is an integrated, data-driven, customizable, and flexible software solution designed to suit your business requirements. It provides your sales, marketing, and customer service teams with actionable insights that helps them manage customer relationships better.
Direction - Microsoft Business Solutions

CRM Applications

Microsoft Dynamics 365 CRM for Marketing

CRM for Marketing helps you grow your business by engaging with customers in real-time and elevate the customer experience. It enables you to further strengthen customer relationships by orchestrating personalized journeys across all touchpoints. You can create omnichannel marketing campaigns, do lead nurturing, and align the objectives of the sales and marketing teams.

Marketing Capabilities
  • Design, predict, and deliver content through the right channels to deliver personalized customer journeys
  • Provide a holistic customer experience by arranging customer journeys across marketing, sales, commerce, and service
  • Turn insights into relevant action using AI-driven recommendations for content, channels, customer segmentation, and analytics
  • Use built-in features to help with compliance requirements and protect customer data. Easily customize and connect with tools you already use
Direction - CRM - Marketing
Microsoft Dynamics 365 CRM for Sales

CRM for Sales helps build a high-performing sales team by providing them real-time sales insights. It guides them to find the right prospects and customers from multiple sources and build a sales pipeline with high-quality leads. Sales team members can work from anywhere and at any time. The insights provide them knowledge about the next best step to take for further strengthening customer relationships.

Sales Capabilities
  • Connect with buyers where they are and engage with them
  • Add a personal touch in a digital world with connected data across LinkedIn Sales Navigator, Dynamics 365, and Microsoft 365
  • Deliver frictionless engagement with a connected sales team
  • Enable productivity anywhere, anytime by using intuitive and intelligent tools
  • Use real-time sales insights to make faster, better, and more informed decisions
Direction - CRM - Sales
Microsoft Dynamics 365 CRM for Customer Service

CRM for Customer Service allows customer service personnel to provide consistent, connected support across multiple channels. It also enables them to create upsell or cross-sell opportunities using contextual customer data. It includes AI-powered service bots that free up some of the agent’s time and allow them to focus on more high-value interactions.

Customer Service Capabilities
  • Automate self-service with virtual agents and rich knowledgebase portals
  • Personalize customer service engagements
  • AI-driven productivity tools that equip agents with the right information at the right time
  • Detect and correct problems proactively by using embedded IoT signalling and alerts
Direction - CRM - Customer Service
Microsoft Dynamics 365 for Field Service

CRM for Field Service lets customers schedule appointments at their convenience, monitor service through a customer portal, and allow real-time tracking of the field service operators. The field service agents can quickly detect and resolve issues with IoT powered assistance. It boosts productivity by allowing field service teams to automate work orders, scheduling, and dispatching.

Field Service Capabilities
  • Allows agents to handle more complex matters by quickly addressing and resolving issues using AI-powered virtual agents
  • Remotely detect and resolve issues, using Internet of Things (IoT)
  • Choose the right technician at the right time using AI-enabled scheduling processes
  • Allow technicians to conduct remote inspections in real time
  • Use tools that provide immersive, step-by-step procedures to follow while performing maintenance
  • Build customer trust and loyalty by giving technicians and service managers the right tools and the information they need to resolve
Direction - CRM - Field Service
Microsoft Dynamics 365 for Project Operations

CRM for Project Operations connects your sales, project management, and finance teams to win more deals, improve profitability, and deliver projects quicker. It provides the visibility, collaboration, and agility needed to drive success across your project-centric business—from prospects to payments to profits.

Project Operations Capabilities
  • Win more bids with better contract management and more accurate project quotes, forecasting, estimation, and scope
  • Provides flexibly to manage projects with easy-to-use embedded Microsoft Project capabilities
  • Ensures that you have the right people on the right projects through resourcing insights, scheduling, governance, and skills matching
  • Simplify time tracking and expense management
  • Manage your project accounting more accurately and recognize revenue compliance with International Financial Reporting Standards
  • Rapidly adapt to market demands using actionable insights from a consolidated view of your project sales and financial data
Direction - CRM - Project Operations

Microsoft Dynamics 365 CRM Advantages

Get Real-time Insights

Omni-channel Capabilities

Integrated A.I. Capabilities

Customizable and Flexible

Easy to Scale as per Business Requirements

Powerful Integrated Solution

Direction Software service offerings

Upgrade/ Migration


Support Services


Direction Software’s Expertise

Microsoft Gold Certified partner since 2002

Expertise on Microsoft Dynamics 365 and Microsoft Dynamics CRM since version 3.0

Experience and success with multi-site, global deployments and upgrades

At Direction Software


CRM Implementations


Microsoft Certified Professionals


Man Years Experience

Some of our Microsoft Dynamics clients


So many success stories...

Here are just a few testimonials from some of our satisfied customers. We could not fit them all on this page please CLICK HERE to see more...


Normally feedback is only being shared when things are not going well. Today I want to share feedback with you because something went extremely well.

Since we are finally going to launch our BPF to our users, the weekend busy with preparation work.

Thanks to the great Direction team for being there for us even on weekends!

Alexander Kammerath – COO - Sunacare Poland
Barclays Capital

I would like to extend our appreciation for the amazing work done by you on CRM and CRM KAMLS. the professionalism that you have shown has impressed the entire team immensely.

Sudheer Singh - Tech Partner
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