Microsoft Dynamics 365
TopLine Cloud Solutions

Microsoft Dynamics 365, delivers CRM functionality as a natural extension of Microsoft Outlook. Manage customer e-mail, appointments, tasks and contacts from a single business application - as a web-based solution or configured as an offline client. With Apps for sales and customer service, Microsoft Dynamics 365 provides all the components needed for a rich CRM experience.

  • The Choice is Yours – Cloud or on-premise? You decide. The TopLine Results Cloud solution offers the security of SOC 2 certification and a team of Microsoft Dynamics 365 experts to guide you.
  • Personalized Service – When you work with TopLine Results, your project manager and technical consultant become an extension of your team and your personal Microsoft CRM experts.
  • Budget friendly solutions – We offer affordable Microsoft Dynamics 365 cloud packages that bundle software, hosting, training and support in one quarterly user fee.
  • Flexibility – TopLine Results is certified in Act!, Microsoft Dynamics 365 and Salesforce. We help our clients select the best fit for their business.
  • Systems Integration – We have the experience and know how to help you integrate Microsoft Dynamics 365 with data systems such as SharePoint, ERP and email marketing platforms like Constant Contact and Click Dimensions.
  • Custom CRM – We develop add-ons and vertical solutions which take Microsoft Dynamics 365 to a whole new level.

TopLine Microsoft Dynamics 365 Cloud Solutions

Microsoft Dynamics 365

Professional Hosting: $95

Partner cloud, 5-user minimum

  • Dynamics 365 subscription for Sales or Service Apps
  • No maximum user limit
  • 2 GB of data storage per user
  • Service pack updates
  • Version upgrade support
  • Rolling 7-day database archive
  • Hourly incremental backups
  • Phone, email and online support
  • Support log report
  • New user management
  • Security roles assignment
  • Outlook integration setup
  • Offline access
  • TopLine CRM video series training
  • TopLine Getting Started guide
  • Monthly instructor-led training
  • Quarterly CRM assessments

Additional services available through TopLine Results

  • Consulting

Microsoft Dynamics 365

Enterprise Hosting: $125

Partner cloud, 10-user minimum

Enterprise hosting provides a comprehensive turnkey CRM solution which helps ensure a successful implementation for your organization. With all the benefits of our Professional plan, Enterprise also includes the following:

  • Needs analysis
  • Project management
  • Workflow setup
  • Lead configuration
  • Opportunity configuration
  • Account/contact configuration
  • Process bar configuration
  • Custom fields
  • Initial CSV data import
  • Custom system views
  • Custom dashboards
  • Initial custom training

Professional Plan services included

Microsoft Dynamics 365

Enterprise Premium Hosting: $145

Partner cloud, 10-user minimum

Enterprise Premium hosting provides a feature-rich CRM solution with custom reports and advanced marketing functions. With all the benefits of our Enterprise and Professional plan, Enterprise Premium also includes the following:

  • Initial marketing campaign setup
  • Email template coaching
  • 3rd party email provider integration and support
  • Marketing list synchronization with 3rd party provider
  • Marketing dashboards
  • Marketing module coaching
  • Unlimited workflows
  • Unlimited advanced queries
  • Automated email reports
  • Data import support
  • Data automation

Professional and Enterprise Plan services included

Since implementing partner-hosted CRM with TopLine Results Corporation, Exhibit Systems has seen a 20% increase in closed leads.

Microsoft Dynamics 365 Features & Benefits

Familiarity - Microsoft Dynamics 365 provides you with a powerful set of CRM capabilities directly within the familiar Microsoft Outlook client and also integrates with Microsoft products you use everyday such as Microsoft Word and Excel.

Flexibility - With point-and-click customization, role-based forms, declarative design, and powerful developer tools, Microsoft Dynamics 365 can be easily customized to support your evolving needs.

Solutions - Microsoft Dynamics 365 incorporates many powerful capabilities from Microsoft Office, Microsoft SharePoint and other leading solutions so you can maximize your investment and increase your productivity.

Microsoft Dynamics 365 provides features to increase your organization's effectiveness and productivity, including:

  • Introduction of the new sales collaboration panel for targeted selling
  • New email editor with HTML template capability
  • Debut of new product families for improved cross-selling opportunities
  • Marketing enhancements including improved campaign ROI tracking
  • Sales hierarchical views for real-time forecasting
  • Microsoft Dynamics 365 for tablet enhancements

Microsoft CRM Outlook Integration

Microsoft CRM Activities

Microsoft CRM Dashboards

Microsoft CRM Reports

Microsoft CRM Connections

Microsoft CRM Advanced Find