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MICROSOFT DYNAMICS 365 CRM FOR INSURANCE

MICROSOFT DYNAMICS 365 CRM FOR INSURANCEMICROSOFT DYNAMICS 365 CRM FOR INSURANCEMICROSOFT DYNAMICS 365 CRM FOR INSURANCE

D365 CRM for Insurance: Policy management, claims processing, agent tools, customer engagement, sales optimization. 

Book a Demo

MICROSOFT DYNAMICS 365 CRM FOR INSURANCE

MICROSOFT DYNAMICS 365 CRM FOR INSURANCEMICROSOFT DYNAMICS 365 CRM FOR INSURANCEMICROSOFT DYNAMICS 365 CRM FOR INSURANCE

D365 CRM for Insurance: Policy management, claims processing, agent tools, customer engagement, sales optimization. 

Book a Demo

D365 SALES

Functionality for lead management, policy pipelines, renewals, prospecting, generating quotes, sales reporting and dashboards for enhanced performance tracking and analysis. 

Accelerate your Sales

D365 CUSTOMER SERVICE

 Functionality for case and complaints management, 360-degree policyholder view, self-service portal for policy holders, Outlook integration, and knowledgebase articles.  

Enhance Customer Service

D365 MARKETING

 Offers targeted campaigns with policyholder segmentation, personalized interaction via email, SMS and web pages, and event management.   

Optimize your Marketing

POLICY HOLDER INSIGHTS

 Predictive models, lifetime value analysis, customer churn analysis, dashboards and personalized recommendations.

Gain Policyholder Insights

D365 CONTACT CENTRE

A standalone contact centre as a service (CCaS) solution that improves your policyholder experience through omnichannel support, digital self-service, IVR, intelligent routing, AI assistance, knowledge management, call recording and transcription, sentiment analysis, and service reports and dashboards. 

Elevate your customer experience

DEMOS AND WEBINARS

April 28, 2026 | SMARTER ASSET MANAGEMENT IN DYNAMICS 365 SUPPLY CHAIN

Asset Management in Microsoft Dynamics 365 Supply Chain empowers organizations to take control of the entire asset lifecycle with intelligent tracking, maintenance automation, and actionable insights. From asset creation to retirement, businesses can streamline operations, reduce downtime, and optimize performance with real‑time visibility and AI‑driven recommendations. With integrated maintenance planning, work order management, and advanced reporting, teams gain the confidence and clarity they need to maximize asset value and support smarter operational decisions.

EVENT SCHEDULE:

APAC and ANZ: April 28, 2026. 10:00 AM Bangkok | 11:00 AM Singapore | 1:00 PM Sydney | 3:00 PM Auckland. Register here.

Americas: April 29, 2026. 1:00 PM Pacific Time | 4:00 PM Eastern Time. Register here.

May 26, 2026 | ADVANCED CREDIT MANAGEMENT IN DYNAMICS 365 FINANCE

Advanced Credit Management in Microsoft Dynamics 365 Finance enhances financial control by centralizing credit policies, automating credit limit decisions, and providing real‑time risk insights. With integrated credit scoring, automated holds and releases, and AI‑driven risk visibility, finance teams can proactively manage exposure, reduce bad debt, and maintain compliance across global operations. Streamlined workflows, configurable rules, and intelligent alerts empower organizations to improve decision‑making and protect revenue while accelerating order processing.

EVENT SCHEDULE:

 Americas: May 26, 2026. 1:00 PM Pacific Time | 4:00 PM Eastern Time. Register here.

June 2, 2026 | UNIFIED CONTRACT MANAGEMENT IN DYNAMICS 365

Microsoft Dynamics 365 Unified Contract Management centralizes contract creation, approvals, documents, and obligations in one connected workspace. By automating drafting, invoicing, reminders, and renewals, organizations can reduce manual effort, strengthen compliance, and ensure full visibility across the contract lifecycle. With integrated workflows, PO linkage, and smart indexing, teams gain better control, faster processing, and improved accuracy.

EVENT SCHEDULE:

Americas: June 2, 2026. 1:00 PM Pacific Time | 4:00 PM Eastern Time. Register here.

July 14, 2026 | PROCUREMENT & RFQ MANAGEMENT IN DYNAMICS 365 SUPPLY CHAIN

Microsoft Dynamics 365 Supply Chain streamlines sourcing by unifying requisitions, RFQs, vendor collaboration, and purchasing decisions in one intelligent platform. With structured RFQ processes, automated supplier interactions, and AI‑driven insights, procurement teams can compare bids efficiently, improve supplier communication, and make smarter sourcing decisions. From issuing RFQs to converting accepted bids into purchase orders, organizations gain a faster, more transparent, and compliant procurement workflow.

EVENT SCHEDULE:

Americas: July 14, 2026. 1:00 PM Pacific Time | 4:00 PM Eastern Time. Register here.

GET MORE INFORMATION ON D365 CRm for insurance

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 For more information on implementing Microsoft Dynamics 365 CRM for Insurance for your business, please email us at info@unifydots.com. 

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  • D365 Sales Automation
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