Microsoft Implementation

Microsoft Dynamics 365


Intelligent Business Applications in the Cloud

Microsoft Dynamics 365 is the next generation of intelligent business applications that enable organizations to grow, evolve and transform. These applications unify CRM capabilities by delivering new productivity driven applications that work seamlessly together to help manage specific business functions. Engage customers, empower employees, optimize operations, and reinvent products and business models all on a highly adaptable cloud platform.

Power of Choice

Dynamics 365’s cloud based business applications allow you to tailor solutions to your unique business needs. With a look and feel similar to Office 365, your organization can take advantage of purpose-built applications specifically created for roles, business functions and industries like: Sales, Customer Service, Finance, Field Service, Operations, Marketing and Project Services Automation.


With two editions and multiple plans, user types, and extensible applications options you can drive business growth with a solution that is exactly what your organization requires and has the added benefit of one predictable monthly subscription cost.

Dynamics 365 is Flexible

Dynamics 365 Business Central is a comprehensive business management solution for growing organizations that typically have 10 to 250 employees. This solution is ideal for SMBs, particularly those that have outgrown entry-level ERP solutions. As a true SaaS offering, the Business Central seamlessly integrates with Office365, Power BI, Cortana Analytics and Azure IoT, without compromising setup speed or ease of use. This edition offers feature rich capabilities for Financials, Purchase and Inventory Management, and CRM.

Included Applications:
Finance and Operations

Dynamics 365 Business Central will help small and mid-sized organizations make selling, ordering, invoicing and reporting easier. Finance and Operations will consolidate multiple systems into a single, connected application to save your employees time and help you get a complete picture of your business. This application is meant to get up and running quickly in the cloud, so changing financial management systems doesn’t get in the way of running your business. Designed to work seamlessly with Office 365 and Dynamics CRM, Microsoft Dynamics 365 Business Central encourages users to start small by using only apps that they need and expanding as their business requirements change. Core functions included in Finance and Operations are:


  • Finance: GL, AP, AR, Budgets, Fixed Assets, Multicurrency, Intercompany transactions, Job Cost Accounting, Approvals

  • Operations: Sales Orders, Sales Invoices, Returns, Inventory, Jobs, Resources, Timesheets (no payroll), Approvals

  • Marketing and Relationship Management: Campaigns, Segments, Customers, Contacts, Interactions, Pipeline, Sales Stages, Approvals

  • Accountant Portal: Built in portal for external accountants

  • Built in integration: Common Data Service, PowerApps, PowerBI, Flow, Dynamics 365 for customer engagement apps

  • Service connections and extensions through AppSource: Credit Card Processing, Extended Reporting, Commissions, eCommerce, Payroll, Professional Services Automation, Expenses, and much more.

Sales and Marketing

The Sales and Marketing applications are two separate applications that are on the roadmap. Extend the base Finance and Operations functions with the power of Dynamics 365 Sales Business Central and Dynamics 365 Marketing Business Central.


Need help deciding if Microsoft Dynamics 365 is the right choice for you? Outgrown your legacy system? Wanting to leverage the cloud? Already own a Microsoft Dynamics solution and curious about your path to Microsoft Dynamics 365? Contact Us.

Dynamics 365 Enterprise Edition is designed for companies with advanced financial, ERP, CRM, insights and analytics needs. Dynamics 365 merges CRM and ERP capabilities into a single offering with purpose-built applications that work together seamlessly in the cloud to help manage specific business functions based on what you need. Each application is an asset to your organization and solves real world problems. By combining applications on a cloud-first platform, you can create a customized solution with the power to transform your business. The Enterprise Edition provides functionality beyond Dynamics AX7 or CRM Online. Dynamics 365 offers the ability to have both, coupled with Power BI and Cortana Intelligence built-in, and integrates deeply with Office 365 to revolutionize the way organizations work and grow.


  • Dynamics 365 Enterprise Applications
  • These purpose-built applications are designed to be easily deployed. This means you can start small with just the apps you want and pay only for what you need. As you grow, you can adjust your requirements and add apps to run your entire business.


  • Finance & Operations
  • Formerly known as AX7, Dynamics 365 for Finance & Operations is a SaaS solution that packages ERP functionality on an intelligent user interface that seamlessly connects with other Dynamics 365 applications as well as Office 365 to deliver an optimal experience. This application is comprised of complete ERP tools to provide global scalability and digital intelligence, allowing your organization to grow at your own pace.


  • Sales
  • Formerly known as CRM Online, this application will help your company bring digital intelligence into each deal to predict customer needs and provide personal attention that builds relationships and revenue. Dynamics 365 for Sales is built on Microsoft Cloud and seamlessly integrates with other Dynamics 365 applications. Provide the right tools for your sales team to stop spending time on repeatable processes and help them focus on more complex, engaged and high revenue sales.


  • Customer Service
  • Dynamics 365 for Customer Service allows you to respond quickly to customer and market changes within an agile, cloud based environment that has digital intelligence built in. Empower your agents with complete information – in a single customer service software app – to make smart decisions and provide great service. The Customer Service application helps you meet your customers where they are with the information they need. Demands are constantly evolving and this application is meant to help your team meet the demands of your customers. This can be deployed independently or integrated in the other Dynamics 365 applications.


  • Project Service
  • Newly developed by Microsoft, Dynamics 365 of Project Service provides an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Utilize this application to manage projects using tasks, resources, roles and time tracking. This tool is for any organization that wants to track projects or engagements in Dynamics 365 for Sales (formerly Dynamics CRM).


  • Field Service
  • This application is targeted at service organizations that need to track resources and schedule work with customers to deliver billable projects on time and within budget. This application allows you to go one step further by taking action on the project details such as dispatching identified resources. This can be extended to work with Project Service Automation to create a solution for any organization regardless of industry.


  • Marketing
  • The preferred marketing application for Microsoft Dynamics 365 Enterprise Edition is Adobe Marketing Cloud. This application provides a comprehensive marketing service you can use to create powerful customer experiences by creating campaigns that are personalized, contextual and content-rich to maximize your customer’s loyalty and lifetime value – not to mention the ability to measure ROI across the board.

Alterna is excited to help you manage your field service operations through the power of Microsoft Dynamics 365 for Field Service.


We understand how important customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing and analytics are to the success of your business. With the help of Microsoft Dynamics 365 for Field Service, we will empower your team to:


Optimize your service schedule with efficient routing, resource skill matching and reduced travel time.

Increase first time fix rates and on-time delivery performance.
Enhance real-time communication and collaboration between customer service, dispatch, field agents and customers.
Solution Overview

  • Quickly generate work orders, encompassing all of the information needed to dispatch field agents to service locations.


  • A flexible drag-and-drop schedule board allows dispatchers to assign resources and set up schedules for multiple work orders using a list or map view.


  • Configure resource information to allow Field Service to efficiently match the best field agent to a work order based on availability, proximity to service location and required skills.


  • Store and manage information about your customers’ service locations and serviceable customer assets.

  • Configure service agreements for your customers that will automatically generate recurring work orders to ensure equipment is properly maintained before issues occur.


  • Extend the Dynamics 365 product catalog with an inventory management system that tracks real-time inventory levels by warehouse, including mobile truck stock.


  • Completed work orders can be turned into customer invoices for customer billing.

  • The mobile app gives field techs quick and easy access to everything they need to execute a work order, including schedule information, customer contact information, turn by directions and more.

Microsoft Office 365

Maximize the Benefits of the Cloud with Microsoft Office 365


Microsoft Office 365 delivers a powerful and cost-effective cloud option to businesses of all sizes, helping to save time and money and free up valuable resources. Office 365 combines the familiar Office desktop suite with cloud-based versions of communications and collaboration services from Microsoft: Exchange Online, SharePoint Online and Skype for Business. The solution includes spam and malware protection, continuous data backup, geo-redundant data centers and a 99.9% uptime guarantee.


Our team has assisted hundreds of customers in taking advantage of cloud solutions and can help you determine if Microsoft Office 365 is right for your organization, move your existing applications into the cloud or design a hybrid approach (some solutions in the cloud and others on premise).

Microsoft Azure

A Flexible Cloud to Build, Deploy, Scale and Manage Applications

Microsoft Azure is enabling organizations of all sizes to get to the cloud quicker with maximum affordability and flexibility. The Azure platform is used to deliver superior performance while helping to control costs. Microsoft Azure can extend your infrastructure and provides scalable, durable cloud storage, backup and recovery solutions for any data, big and small.

The Power of Microsoft
Organizations using Azure benefit from tools that boost existing systems or power new applications, allowing you to be more agile and efficient. And Microsoft is also the only vendor positioned as a Leader across Gartner’s Magic Quadrants for Cloud Infrastructure as a Service, Application Platform as a Service, and Cloud Storage Services for the second consecutive year.
How Organizations are Leveraging Azure

  • Develop and Test – Use Microsoft Azure to develop and test applications faster, at reduced cost, and with the flexibility to deploy in the cloud or on premise.

  • Application Hosting – Azure is ideal for applications with low-impact data and less stringent needs that won’t be impacted by automatic updates.

  • Disaster Recovery – Microsoft Azure Backup encrypts and protects your backups in offsite cloud storage, adding a layer of protection against data loss or disaster.

  • Hybrid Cloud Storage – Microsoft Azure works with the infrastructure you already have to cost-effectively enhance your business continuity strategy as well as provide storage required by your cloud applications.

  • Enterprise Mobility – Microsoft enterprise mobility solutions integrate deeply with Microsoft Office to keep your employees productive on their favorite apps and devices—and your company data protected.


Embrace the Power of Public Cloud for Accelerated Growth and Agility


Whether your organization is looking to replace an on premise legacy solution or leverage new SaaS-based applications for a specific line of business, a public cloud can be the accelerator for faster growth and operational agility. But with countless technologies and applications available on the market, it can be challenging to sort through the seemingly endless selection of cloud solutions. Offering the ultimate in flexibility and cost-savings, a public cloud deployment from Alterna can give your organization the scalability, reliability, application expertise, enhanced security and subscription-based pricing that’s right for your business.

The Cloud that Connects the Data


We recognize that your organization relies on a variety of applications and systems to manage operations. Your cloud strategy should support and connect that data in a way that delivers maximum flexibility, efficiency and business benefits. At Alterna, we put the power of choice in your hands. We offer a holistic, customized approach to application deployment and infrastructure architecture by combining public, private and on premise solutions into a seamless hybrid cloud platform.


Cloud adoption is growing at a rapid rate, whether organizations seek to replace on premise legacy solutions or leverage new SaaS-based applications for specific lines of business. But the result is often a disjointed landscape of multiple clouds and on premise systems. The value proposition of the cloud can quickly become diminished by an overburdened IT infrastructure. Our team specializes in helping you select, deploy and connect applications into a platform that makes sense for your business – and gives you ultimate control over your cloud strategy.

Microsoft Dynamics CRM

The CRM Solution of Choice for Sales, Marketing and Service Leaders


Is your organization full of fast-moving sales, marketing and service leaders? Microsoft Dynamics CRM provides the tools to enhance sales, marketing and customer service processes and is designed to complement how and where your people work. At the same time, Microsoft Dynamics CRM can operate as a platform to help your organization manage all the moving parts. This fast, flexible and affordable solution allows you to:


  • Increase sales success – Streamline sales cycles and improve win rates with lead and opportunity management, automated lead routing, sales process management, competitor tracking and mobility options for your road warriors.

  • Improve sales qualification – Target efforts to the right leads and prospects, establish consistent follow-up processes and automate sales activities with powerful system workflows.

  • Improve customer service – Create a centralized, customizable view of your customer information, interaction and service history, so that your service level never misses.

  • Tie marketing to sales and ROI – Microsoft Dynamics CRM offers a complete solution from campaign management, e-mail sends and lead capture, and allows your organization to manage to closed sale and customer service – providing greater power to focus on the best areas for return on investment.

  • Manage specialized processes – Microsoft Dynamics CRM isn’t just a sales and marketing automation tool. It stands out in the marketplace as a platform that can help you manage any type of interaction and process, whether it be recruitment, a busy healthcare practice or a public call center.

  • Provide tools for the way your team works – Microsoft CRM includes three out-of-the-box end-user experiences with each license or subscription. Access the solution via mobile unit, internet browser or inside of Microsoft Office Outlook. That means that however your team works, they can manage customer e-mail, appointments, tasks and contacts from a single, easy-to-understand business application.

Microsoft SharePoint

Enhance Communication, Streamline Processes and Provide Better Service with Powerful SharePoint Solutions


Harnessing the power of Microsoft SharePoint to open communication channels between employees, applications, documents and external stakeholders requires strong technical design. Alterna is a leading provider of solutions built on Microsoft SharePoint and provides unmatched expertise to help you design a solution that accelerates your business.

How Can Microsoft SharePoint Benefit Your Business?
Microsoft SharePoint is a widely popular solution as a platform for accelerating business processes. Look to Microsoft SharePoint for:

  • Collaboration – Provide your team with solutions that enable all users to work together effectively, collaborate on and publish documents, maintain task lists, implement workflows and share information through the use of wikis and blogs.

  • Portals – Create a personal MySite portal to share information with others and personalize the user experience and content of an enterprise website based on the user’s profile.

  • Enterprise Search – Quickly and easily find people, expertise and content in business applications.

  • Enterprise Content Management – Create and manage documents, records and Web content.

  • Business Process and Forms – Create workflows and electronic forms to automate and streamline your business processes.

  • Business Intelligence – Allow information workers to easily access critical business information, analyze and view data, and publish reports to make more informed decisions.

Microsoft SharePoint is available in the cloud and on-premise so you can choose the deployment method that works best for your organization.

These server tools provide a traditional on-premise solution for organizations who desire to manage and control their own application.

This option delivers the powerful features of SharePoint without the associated overhead of managing the infrastructure on your own. Flexible management options ensure that you retain the needed control to meet the compliance requirements of your organization. You can purchase SharePoint in the cloud as a standalone offering or as part of the Office 365 suite, which includes access to Exchange, Lync, and the Office client and web apps

Microsoft Office 365

Maximize the Benefits of the Cloud with Microsoft Office 365


Microsoft Office 365 delivers a powerful and cost-effective cloud option to businesses of all sizes, helping to save time and money and free up valuable resources. Office 365 combines the familiar Office desktop suite with cloud-based versions of communications and collaboration services from Microsoft: Exchange Online, SharePoint Online and Skype for Business. The solution includes spam and malware protection, continuous data backup, geo-redundant data centers and a 99.9% uptime guarantee.


Our team has assisted hundreds of customers in taking advantage of cloud solutions and can help you determine if Microsoft Office 365 is right for your organization, move your existing applications into the cloud or design a hybrid approach (some solutions in the cloud and others on premise).

What Microsoft Office 365 Includes?

Get access to your email, calendar and contacts from any web browser on virtually any internet-connected device. With 50GB of storage per user and unlimited archiving, your options with Exchange Online are nearly limitless.

Organize and share team documents, create online knowledge bases and collaborate with your colleagues. Also included in your SharePoint site is Office Web Apps. Instead of being tied to a local machine, you can open a web browser from any computer and use Microsoft Word, Excel, PowerPoint or OneNote.

This is cloud communication at its best, with instant messaging and video conferencing that allows you to quickly ping your colleagues and get real-time replies. Set up real-time meetings, online training and web-based support sessions with colleagues and clients. You can host up to 250 people in a single meeting. Attendees do not have to have Skype installed on their computer to join use all the Skype for Business features.

A complete, enterprise-class application that ensures you’ll always have the latest versions of all Office desktop applications and includes familiar applications such as Outlook, Word, Excel and PowerPoint allowing you to work both offline and online. Office Professional Plus can be installed on up to five devices and allows you to connect to services such as Exchange Online, SharePoint Online and Skype for Business.

A service that enables users to upload files to cloud storage and then access them from a Web browser, PC or Mac, or other devices. While similar to SharePoint, OneDrive is focused toward individual document storage in the cloud as opposed to team document collaboration.

Why Do Organizations Consider Office 365?

Organizations choose the cloud for a variety of reasons, but one large advantage is gaining newer versions that fuel productivity without the costs and hassle. If you can answer yes to any of the following scenarios, Office 365 may be right for you.


  • Using an older server and worried about its security and maintenance costs?

  • Growing in size and looking for technology to help meet your organization’s mobility and collaboration needs?

  • Having trouble managing a number of disconnected web-based email or software?

  • Using outdated versions of Office, such as Office 2003, and experiencing compatibility issues or concerns with end of support?