Understand Your Customers to Boost Sales
Increase your revenue by utilizing AI and real-time insights to gain a deeper understanding of your customers' needs and preferences. By analyzing data, you can personalize their journeys, ensuring that each interaction is relevant and engaging. This targeted approach not only helps build stronger relationships but also enables you to close more deals, ultimately driving greater sales growth for your business.
Tailor Service Experiences
Foster stronger customer connections at every interaction by personalizing service experiences. Enhance team processes and boost productivity through the power of AI, ensuring that every touchpoint is meaningful and effective. This approach not only enriches the customer journey but also empowers your team to deliver exceptional service consistently.
Advance Beyond Conventional Finance
Embrace innovation and adapt to changing requirements by leveraging AI and automation to enhance your financial and accounting operations. This approach enables you to streamline processes, improve efficiency, and stay ahead in an ever-evolving landscape, ensuring your organization remains competitive and responsive to new challenges.
Enhance Supply Chain Agility
Boost your resilience to improve workforce productivity and maximize uptime while lowering operational costs. By prioritizing agility in your supply chain, you can adapt quickly to changing demands and ensure smooth operations, ultimately driving efficiency and profitability.
Position Your Business for Expansion
Elevate your performance by uniting people, processes, and data across your small or medium-sized business. This integration enhances collaboration and optimizes operations, setting the stage for long-term growth and achievement.
Dynamic 365 Sales
Close more deals and deepen customer relationships with AI assistance
Help sales teams exceed customer expectations and reach their goals with an AI-powered CRM solution.
- Catch up on your pipeline
- Qualify opportunities
- Track progress
- Prepare for engagements
- Take the best action
- Improve interactions
- Forecast sales
- Analyze team performance
- Scale best practices
Dynamics 365 Customer Insights
Create more personalized customer journeys with next-generation AI
Understand your customers and create truly personalized experiences.
- Get a richer view of customers
- Enrich data and predict intent
- Create customer segments
- Respect consent and privacy
- Deliver real-time journeys
- Boost engagement with AI
- Nurture and share leads
- Reach customers where they are
- Get insights faster
- Simplify audience targeting
- Tailor content quickly
- Create journeys easily
Dynamics 365 Customer Service
Resolve issues faster using generative AI and automation
Exceed customer expectations by delivering exceptional service on any channel.
- Resolve issues faster with Copilot
- Get real-time insights
- Connect with the right service rep
- Collaborate live in Teams
- Provide AI-powered chatbots
- Deliver conversational IVR
- Self-serve with automation
- Get answers from community portals
- Get supervisor insights
- Find coaching opportunities
- Drive efficiency with automation
- Predict and plan staffing levels
- Build on an open and extensible platform
- Set up voice channels
- Enhance digital engagement
- Provide real-time translation
- Use sentiment-based routing
- Get a 360-degree view of customers
- Authenticate with biometrics
- Analyze sentiment
- Learn customers' journeys
Dynamics 365 Field Service
Empower frontline teams with generative AI, IoT, and mixed reality
Transform your service operations with generative AI, the Internet of Things (IoT), and mixed reality.
- Benefit from self-service scheduling
- Automate communication
- Provide post-engagement surveys
- Boost technicians’ efficiency
- Remain in the flow of work
- Quickly resolve issues remotely
- Enhance productivity with Copilot
- Streamline work order management
- Build a comprehensive view
Dynamics 365 Supply Chain Management
Navigate disruption and be more resilient with proactive, AI-powered insights
Modernize your supply chain to enhance visibility, improve planning, streamline procurement, and optimize fulfilment
- Optimize demand planning
- Plan continuously, on demand
- Eliminate stockouts
- Collaborate in real time
- Procure with insights and automation
- Assess supply risk
- Improve cost management
- Streamline vendor management
- Maximize sourcing selections
- Make smart purchasing decisions
- Build agile manufacturing processes
- Create a connected factory
- Accelerate time to market
- Enhance visibility of the production floor
- Transform your workforce
- Optimize fulfillment for on-time deliveries
- Deliver on customer promises
- Maintain customer loyalty
- Enhance pricing management
- Streamline and centralize sales
- Rapidly operationalize new warehouses
- Deliver with consistency and expediency
- Automate with robotics to boost productivity
- Optimize pick, pack and ship processes
- Improve process efficiencies
- Elevate inventory management
- Reduce costly machine downtime
- Perform remote maintenance collaboratively
- Improve overall equipment effectiveness (OEE)
- Empower maintenance workers with AI guidance
- Synchronize maintenance and production scheduling
- Efficiently manage spare parts and automate work orders
Dynamics 365 Finance
Build financial agility using AI and automation
Reimagine your financial models to prepare, respond, and thrive in the face of disruption.
- Accurately project cash flow
- Predict customer payments
- Streamline budget proposals
- Close books faster
- Make analytics accessible
- Automate invoice workflows
- Effectively manage credit risks and collections
- Unify business intelligence
- Scale your growing business
- Enhance subscription billing
- Increase workforce productivity
- Adapt to regulations
- Meet global expectations
- Reduce need for customization
- Support sustainability
- Comply with tax regulations
Dynamics 365 Project Operations
Build operational agility using AI and automation
Get the visibility, collaboration, and agility needed to drive success across your project-centric business.
- Customize costing and pricing
- Use tailored deal structures
- Shorten deal cycles
- Manage your pipeline
- Have the tools to succeed
- Track projects to budget
- Collaborate across projects
- Adjust projects using insights
- Forecast trends for projects
- Maximize your resources
- Align people to the right projects
- Anticipate resourcing needs
- Submit time and expenses on the go
- Make compliance easier
- Ensure accurate reporting
- Recognize revenue accurately
- Improve cash flow
- Accurately manage project accounting
- Get a service-centric ERP system
- Visualize key insights
- Democratize data
- Create forecasting snapshots
Dynamics 365 Business Central
Streamline small or midsize business operations with an AI-powered ERP system
Work smarter, adapt faster, and perform better with Business Central-named the best ERP system of 2024 by Forbes Advisor.
- Automate and improve processes
- Boost productivity
- Get world-class security and compliance
- Make data-driven decisions
- Control financial data
- Forecast cash flow
- Enhance financial performance
- Expand into global markets
- Surface high-value opportunities
- Accelerate sales processes
- Deliver exceptional service
- Elevate your customer journey
- Improve project costing
- Optimize resource levels
- Drive project profitability
- Enhance team productivity
- Drive supply chain optimization
- Manage manufacturing
- Improve inventory management
- Optimize warehouse management
Their highly skilled team is a pleasure to work with and they are always available to assist when we need them
"We rely on DataInvent to help us find technical solutions for our unique business requirements. They really took the time to understand our needs and the solutions they have created have helped us to grow and analyze our business. Their highly skilled team is a pleasure to work with and they are always available to assist when we need them."
Dynamic 365
Power Apps
iOS
Android
The DataInvent team worked seamlessly and collaboratively with staff and truly felt as we were one team
"DataInvent has been a true business partner throughout the duration of the development and implementation of our CRM system. Their commitment to excellence, meticulous attention to detail, and timely delivery surpassed our expectations. The DataInvent team worked seamlessly and collaboratively with staff and truly felt as we were one team, working on one vision and goal from beginning to end. I wholeheartedly recommend their services!"
Dynamic 365Power Apps
Power Pages
Power BI
They helped us deploy our new CRM system which has streamlined our operations and greatly improved our efficiency
"Meritech has worked with DataInvent Systems for over four years, after we launched a complete overhaul of our IT infrastructure and systems. They helped us deploy our new CRM system which has streamlined our operations and has greatly improved our overall efficiency. They quickly respond to our requests for system enhancements. I highly recommend DataInvent team to any business looking to implement new or optimize existing IT applications and systems."
Dynamic 365Power Apps
These companies worked with DataInvent for their digital transformation
