COREFIN Contact Details & Social Media Links

Microsoft Dynamics 365

Microsoft Dynamics 365 for Customer Engagement
At the heart of COREFIN

Microsoft Dynamics CRM for insurance

Microsoft Dynamics 365 – unlock the potential of your business

Among the global leaders for customer engagement, D365 offers a range of intelligent business applications that can manage your whole business

D365 for Customer Engagement

D365 for Customer Engagement

  • Wide range of business applications to fully manage your business in a centralized unified platform
  • Out-of-the-box available intelligent modules and high degree of scalability and flexibility to extend with custom processes
  • Ability to personalize customer experience and gain a competitive advantage over completion
  • Easy and intuitive interface guarantees high degree of user adoption
  • Flexible architecture, highly secured, various deployment options and usage-based licensing
  • Great integration capabilities with 3rd party external systems
  • Ability to engage internal and external stakeholders with Microsoft Power Apps Portals and Microsoft Forms Pro

D365 for Sales

D365 for Sales

  • Digital transformation of the sales experience with the help of AI-driven capabilities to optimize the client journey
  • 360-degree view of clients with unified data across D365 Sales, LinkedIn Sales Navigator and Office 365
  • Build automated sales workflows to boost productivity, efficiency and customer engagement and end-to-end management of the sales life cycle
  • Real-time data analyses and out-of-the-box built-in dashboards
  • Use centralized data to analyze performance and optimize cross- and up-sale strategies
  • Transform the end-to-end customer journey by unifying marketing, sales, and service data

D365 for Marketing

D365 for Marketing

  • Build personalized multi-channel campaigns with built-in automated workflows
  • Increase lead generation and conversion rates with the right message to clients, thus increasing productivity and sales
  • Fully-automated marketing workflows based on implemented collaboration strategies
  • Track performance of marketing activities in real-time with predefined dashboards and reports
  • Seamless integration with Office 365 and LinkedIn, fully secured and GDPR compliant
  • Event management capabilities, budgeting and performance tracking
  • High availability of predefined configuration templates and html editor

D365 for Customer Service

D365 for Customer Service

  • Retain loyal customers for life by optimizing satisfaction and delivering personalized experience
  • Empower internal teams with intelligent tools to handle customer requests and resolve issues
  • Ability to interact with customers over multiple collaboration channels with a predefined OmniChannel strategy
  • Knowledge base repository with optimized quick-search based on relevance and keywords
  • Single source of truth for customer data and 360-degree view of the client’s journey

D365 Business Central

D365 Business Central

  • Connected data across accounting, sales, purchasing, inventory, and customer transactions gives real-time insights to make informed decisions
  • Effectively management of accounting tasks with streamlined and automated processes and workflows
  • Powerful, scalable, multi-language and multi-currency application
  • Built-in CRM functionality for sales management and customer interaction
  • Real-time inventory, resources and capacity management for manufacturing optimization and automation with built-in intelligence
  • Financial performance charts and improved forecast capabilities with real-time dashboards with Power BI