Microsoft Dynamics CRM | ZILLIONe

Jun 18, 2019

What is D365 CRM?

It’s a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. It increases your profitability by streamlining administrative processes in your sales,
marketing, and service divisions, and letting you focus on building and
maintaining the customer relationships. multifaceted platform where everything
crucial to developing, improving, and retaining your customer relationships is stored.

Why D365 CRM?


  • Run multi-channel campaigns featuring email marketing, web content, and events.
  • Target matched audiences based on LinkedIn interactions using Dynamics 365 Connector for LinkedIn Lead Gen Forms.
  • Personalize the buyer experience by customizing customer journeys based on user engagement.


  • Gain insights into your brand reputation and market through real-time data analysis.
  • Prioritize leads using multiple lead scoring models.
  • Build custom dashboards to analyze the data that matters most to your business.


  • Automate processes for better service engagement experiences.
  • Use artificial intelligence (AI) to guide your business decisions and drive innovation.
  • Rely on the Microsoft cloud platform to reduce operating costs and simplify deployment across your infrastructure.

Who benefits from CRM?

Small businesses looking to grow.

Build competitive edge in your marketplace with D365 CRM. It can take off the burden of IT management of your employees by automating your business processes so you can focus on what’s important and leading your business to succeed.

Industry leaders wanting large-scale solutions.

Simplify and improve even the most complex customer engagements with an array of CRM tools that scale to fit your needs.

Features and Benefits

Sales – Empower sellers to drive personal engagement with customers

Grow business

  • Improve win rate with a dynamic, event-driven sales process.
  • Build pipeline with high-quality leads and prospects from a variety of sources.
  • Measure the past and identify leading indicators for the future.
Stay focused

  • Find the right prospects and customers.
  • Always know the next best action to move relationships forward.
  • Build a high-performing sales team
Win faster

  • Engage and collaborate around strategic deals.
  • Align to the buyer’s journey to deliver personalized engagement.
  • Work anytime, anywhere.

Complaint Management: – From Complaining Customer to a Loyal Customer

Identify your Customers Needs

  • Identify loopholes of your Products/ Service and improve your service.
  • Identify what customer actually expect and implement processes to meet your customer needs.
  • Improve your Customer Service to help Customers and Make them stay Long.
Identify the Performance of Employees

  • Identify where your Employees faild to support your Customers.
  • Make processes to enhance Client Service Management
  • Encourage and reward best performing Customer Care People.
Enhance your Business

Enhance your Business by improving customer satisfaction and making complaining customer to a best customer referral of your business.

Customer Service – Effortless service through any channel

Improve engagement

  • Let customers connect quickly and easily through multi-channel service options.
  • Use the AI of service bots to increase service availability and free your agents for more high-value interactions.
  • Resolve issues quickly using data analysis and predictive care
Personalize your service

  • Deliver value with every interaction with a complete customer view.
  • Guide agents’ actions toward optimal outcomes using intelligent automation.
  • Create upsell or cross-sell opportunities using contextual customer data.
Streamline your customer service

  • Improve service based on survey feedback, discussion forums, and social listening.
  • Onboard new agents quickly with in-app learning options.
  • Optimize your service staff by allocating resources based on service trends that you can monitor in real time.

Loyalty- Grow your Business by increasing Customer Retention.

Enhance Relationship with your Customers

  • Retain existing customers
  • Increase Customer Lifetime Value
  • Build personal relationships
  • Create brand advocates
  • Identify frequent visitors of your Business.
  • Build tier-based client Management
Increase your Revenue

  • Design Promotional Activities benefits your client based on loyalty points
  • Let Customer redeem their points to save money and to make them buy more products.
  • Measure revenue from each client to enhance client service
Enhance your Focus

  • Analyse Customer behavior and make your path to a better future
  • Get Customer referrals to enhance your business


  • Extensive consultation on Product and it’s Functionality
  • Enhance your Business process by Integrating your Existing systems to D365 CRM
  • Technical Support, Installations and Setup Maintenance.
  • Extensive Customer support on Application.
  • Customize Product on your own requirement.


CALL – ABILASHINI 076 710 7622

Read More

In the News…

More Blogs…

Subtle though Slow but We Never Gave Up! – Inspiring story of the ZILLIONe Cricket Team

United we play! United we win! Looking forward to coming off with flyers colors together as one!

ZILLIONe: A Visionary in Digital Transformation & Digital Inclusion

A modern ERP system enables data-driven decision making, hones the competitive edge and provides scalability with unprecedented flexibility, whereas a fully-fledged CRM solution enables businesses to achieve competitive advantage over exceptional customer experience journey and the finest customer relationship management.

Sage X3 among Top 5 ERPs today

Sage X3 has a good hold in the mid-market manufacturing and distribution space already and is continually growing in the industry.

Is It Time To Upgrade From Sage 50?

Since you’ve been using Sage 50 for a while, it is the time to evaluate whether it’s fully suited to the needs of your business.

Microsoft Teams for Education – How the project was technically driven forward

Learn more about how ZILLIONe team implemented Microsoft Teams to many schools in Sri Lanka. This blog provides an overview on COVID-19 impact on Sri Lankan Education and how many schools are driving their online learning platforms to maintain learning & Teaching process

Microsoft Teams for Education – How the Transformation Occurred

ZILLIONe Microsoft team has transformed many Sri Lankan schools to take their traditional class rooms to the next level with Microsoft Teams for Education remote platform.

Sage 300 CashView

Visual process flow is one of the unique and interactive features which is available in Sage 300 ERP that provides – Navigation Made Easy Inside the ERP By Dulantha Iddamalgoda

Integrate, Manage and Analyze Data with Sage X3

Technology is something that keeps evolving. Businesses want to improve and be up to date in every way. How we use a solution to analyze data with its powerful BI functions plays a significant role in choosing the best ERP solution. Integrate, manage and analyze data with Sage X3

Sage 300 Visual Process Flows: ERP Navigation Made Easy

Visual process flow is one of the unique and interactive features which is available in Sage 300 ERP that provides – Navigation Made Easy Inside the ERP By Dulantha Iddamalgoda

Sage X3 – Enterprise Management Solution

Fast and Flexible Enterprise Management Solution for Modern Businesses – By Kasun C. Badaturuge