Microsoft xRM/CRM

Streamline and automate your core processes.

Microsoft xRM/CRM is an easy-to-learn and easy-to-use business solution that can be tailor-fit to your market and business size. It offers a full range of software focused on driving sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. It’s an ideal solution for organizations who wanted ‘out-of-the-box’ functionality.

PositiveEdge has deep knowledge in Microsoft CRM implementation. Our team of experts can help ease the adoption process and reduce risks in implementing a new solution. With Microsoft xRM/CRM’s flexible architecture, we can customize the application to suit your specific needs.

Dynamics 365

Dynamics 365 is powered by data and intelligence to break down the silos between CRM and ERP and help you capture new business opportunities.

Dynamics Sales

Automate your sales processes to increase revenue, boost productivity, gain key insights, and reduce costs. Microsoft Dynamics 365 for Sales features a highly intuitive interface and Microsoft Office — embedded capabilities.
Sell smarter with infused artificial intelligence

Get recommendations and guidance at every stage of the deal with built-in intelligence, so you stay focused on the next best step to move deals forward.

Foster relationships with authentic and personal engagement

Find and connect with the right buyers and grow sales relationships by combining LinkedIn Sales Navigator and Dynamics 365 for Sales.

Boost productivity and increase revenue by integrating best practices

Seamlessly connect business process data with Office 365 and LinkedIn data to guide sellers throughout your sales processes to make selling easier—even while on the go.

Accelerate sales performance throughout the entire sales cycle

Get visibility into sales performance with analytics dashboards based on historical and predictive data. Onboard and motivate sellers through sales contests that promote teamwork and accountability.

Innovate with a modern and adaptable sales platform

Drive innovation with a sales application that is easy to tailor, extend, and connect to other apps and services you already use.

Dynamics Customer Service

Every interaction matters in customer service. Earn loyalty, empower agents, and stay agile with a single, unified customer experience.
Engage with customers on any channel or device

Deliver effortless experiences on your customers’ terms, through any channel and on any device.

Deliver fast, personalized service

Make it easy for agents to meet rising customer expectations. Intelligent processes guide agents to the right action every time.

Learn from every interaction

Continuously improve while reducing the cost to serve using data and intelligence to transform how you provide service.

Innovate with a modern and adaptable platform

Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use.

Field Service

Keep the customer at the centre of your business.
Optimize your resources

Automate and improve scheduling to dispatch the right technician and get the most value out of your resources.

Make technicians more effective

Empower technicians with a 360-degree view of your customers and real-time guidance to improve resolution time and earn customer trust.

Deliver better outcomes with IoT

Enhance your service experience by proactively detecting, troubleshooting, and resolving issues so a technician is dispatched only when necessary.

Engage your customers

Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step.

Innovate with a modern and adaptable platform

Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use.

Dynamics Project Service Automation

Unlock the value of project excellence, customer trust and team empowerment with the transformative experience of Project Service Automation.
Create profitable relationships

Earn your customers’ loyalty by using intelligent automation services to deliver accurate estimates that meet expectations.

Enable productive employees

Work efficiently through automation technology, collaboration tools, training, and a complete view into client relationships.

Innovate to grow

Get the real-time insights you need to prepare for change. Set clear, companywide business priorities, make decisions fast, and grow profitably.

Dynamics Marketing

Get a powerful, industry-leading marketing solution with Adobe Marketing Cloud.
Create a 360-degree view of customers

Get a comprehensive view of your customers across sales and marketing, providing a new understanding of their journey.

Create better customer experiences

Take a more proactive approach to sales and marketing. Anticipate customer needs, uncover insights, and personalize across all touchpoints.

Drive your business forward

Align sales and marketing activities to extract more customer value. Sell faster and more efficiently—while creating and measuring marketing ROI.

Rely on a trusted partnership

Support your digital transformation strategy with the experience and innovation of Microsoft and Adobe—at a global scale.

Dynamics Operations

Work smarter than ever before with intelligent tools for the modern workplace. Microsoft Dynamics 365 for Operations brings together the best from Microsoft and enables you to make smarter decisions, redesign business processes faster, and fuel business growth.
Warehouse management

Automate warehouse processes to reduce operational costs.

Transportation management

Get global transportation planning and freight reconciliation.

Budget planning

Create easy-to-use budget plan worksheet templates for Microsoft Excel.

Modern point of sale (POS)

Engage with rich clienteling, real-time inventory lookup, and back-office capabilities.

Demand forecasting

Improve forecasting accuracy to boost product availability and minimize inventory costs.

Human resources

Get complete functionality with payroll analytics, position forecast, reporting, and benefit updates.

Master data management

Increase the consistency of your data across your organization and deployments.

E-commerce and social media

Build campaigns and engage customers through Facebook, Twitter, and Pinterest.

Dynamics Financials

Microsoft Dynamics 365 for Financials makes ordering, selling, invoicing, and reporting easier and faster with a business management solution designed for small and midsized businesses.
Connect your business

Consolidate multiple systems into a single, connected application—one that pulls together your business processes—to save your employees time.

Make better decisions

Get a complete picture of your business from a centralized source. Apply built-in intelligence for insights that help prevent issues and deliver better customer experiences.

Start and grow easily

Get started quickly in the cloud using familiar Office interfaces, and add other Dynamics 365 applications as you need—without getting in the way of running your business.

Dynamics Customer Insight

Use intelligent analytics to better understand and engage with your customer. Empower your employees with relevant insights.
Understand customers better

Get a 360-degree view of the customer journey to reveal interactions, make inferences, and anticipate customer needs.

Predict business outcomes

Generate data-driven predictions across your business, such as predicting customer attrition or sales conversion.

Find the right audience

Create more effective campaigns through granular customer segmentation based on known and predicted customer journeys.

Key Benefits

Leveraging PositiveEdge’s expertise in implementing Microsoft xRM/CRM can help you obtain the following benefits:

Connect to multiple cloud and on-premise applications concurrently.

Customize your workspaces

Integrate processes with other Microsoft software

Ensure that your customer data is secure

Provide mobile support for your field workers

Gain greater insight to your customer behavior

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