Dynamics 365 CRM

A new paradigm in customer experience

The Significance and Importance of Investing in Your Customer Relationships with a Leading CRM Solution

The world continues to change. Especially the way that customers research, engage, interact and transact business in today’s world. This is not only true and evident in the B2C space, but perhaps even more prominent in the B2B world. Those companies that recognize this and strategically focus on making the customer experience in transacting business with them easy, convenient, efficient and even enjoyable, will absolutely have a strategic advantage over those that do not.

Custom Relationship Management Illustration

Microsoft Dynamics 365:
A Whole New Paradigm for CRM

The world continues to change. Especially the way that customers research, engage, interact and transact business in today’s world. This is not only true and evident in the B2C space, but perhaps even more prominent in the B2B world. Those companies that recognize this and strategically focus on making the customer experience in transacting business with them easy, convenient, efficient and even enjoyable, will absolutely have a strategic advantage over those that do not.

Harness the full power of Microsoft

As a Microsoft GOLD partner, and because of the clear advantages of this unified strategy, Whitecap now and in the future will utilize Microsoft Dynamics 365 as the basis for most, if not all of the new CRM solutions we implement for our customers.

Why Microsoft Dynamics 365 for CRM and ERP?

“There are a few strengths in Dynamics 365 CRM that are truly market leading; namely Microsoft Power BI predictive analytics and Azure advanced analytics, are already embedded into Dynamics CRM.”

— CMS Wire – August 19, 2016

Microsoft Dynamics CRM allows cloud CRM customers and business partners to install sever-side code in the Microsoft cloud. This permits more extensibility for a number of business processes not supported by some competitors such as Salesforce.com or Oracle OnDemand.

“Dynamics CRM Online appears on many buyers shortlists, because of its attractive price and its relevance to other Microsoft offerings.”

— Gartner Group, August 2016

Microsoft Dynamics 365 CRM offer a complete set of capabilities for B2B and B2C, and inter-operate with other Microsoft products like Outlook, Office365, SharePoint and Skype for Business. The significance of the latter cannot be overstated.

— CMS Wire – August 19, 2016

According to Gartner Group Research, by 2017, 89% of marketers expect customer experience to be their primary differentiator.

Dynamics 365 Research graphic

Configuring Microsoft Dynamics 365 For Your Business

Small to Mid-Sized BusinessMedium to Large Busines
Dynamics 365, Enterprise EditionDynamics 365, Enterprise Edition
10 to 250 Employees250+ Employees

3 Modules:

Financial, Sales, Marketing

6 Modules:

Operation, Sales, Marketing,
Customer Service, Project Service, Field Service

Please Note: For cost conscious customers who only ever envision using one module, Microsoft has also made it easy for you to simply license an individual module.

“The advantage of Microsoft’s approach is that it’s not just CRM data, but ERP data and the Office productivity suite unified, enabling users to access just the data and functions they need – be they from inventory, a customer record or e-mail – to get work done.”

Rebecca Wettemann – Nuclear Research

Whitecap’s Approach to Getting You Started

Combining our discovery & design process with our Dynamics 365 experts is a winning formula that guarantees your business success.

The Whitecap Difference

Start with One Module as the Foundation

For companies looking to significantly grow their business, develop new prospects and manage a more comprehensive and effective sales process to increase their closing percentage, we start with the Sales Module as the foundation on which we build their solution.

For companies that want to grow business within their installed base, protect and maintain the relationship they enjoy with their existing customers while providing an enhanced level of customer service and communication, we use Customer Service Module as the foundation on which we build their solution.

Tailored to Your Business Objectives

Each Dynamics 365 module provides excellent functionality designed for each of their respective disciplines. With an understanding of your requirements and business objectives through discovery, Whitecap will configure the appropriate Dynamics 365 platform in keeping with these objectives. Then with some basic training, your company is off and running.

Third party tools and plugins can be integrated with your set-up to provide additional functionality to enhance the out-of-box functionality. Microsoft AppSource, also launched in the fall of 2016 already has over 200 business apps, content packs, and add-ins from Microsoft and its partners that will work with its Dynamics 365 platform.

Evolve Into a Full-Featured Solution

Other Microsoft Dynamics 365 modules such as finance, operations, field service, project service or marketing can be added and integrated after the first module is up and running.  Implementing this way makes it easier for a company to adopt new business process and systems versus trying to do it all at once.  Evolution versus revolution!  Also makes it much easier to contain costs and measure the effectiveness of changes implemented.

The Secret Sauce

Finally for those requirements totally unique to your company and business processes, the “secret sauce” of your company if you will, Whitecap will code your custom components or plug-ins, if need be, so that your Dynamics 365 CRM solution does exactly and precisely what you need it to do!

Why Whitecap for your CRM Implementation?

At Whitecap, customer retention is huge! Approximately 90% of our business each year comes from our installed base of loyal customers. That just doesn’t happen unless your customers are totally happy and completely satisfied with the work you do for them.

“A partner in the digital space is so critical and specifically choosing the right partner. Whitecap 100% was the right decision for us.”

Kelly Lam – VP Marketing, Miele Canada

Whitecap has been designing and developing advanced custom software solutions for some of Canada’s most recognized and distinguished brands for 20 years now. The knowledge and experience of our people, our process and our impeccable track record of success are exactly why companies choose Whitecap as their development partner. But rather than take our word for it, why not instead hear directly from our customers by watching the video.

Let's get started and take your business to where it needs to be.