Adapt to anything — align your people, data and processes

Digitize your business with Microsoft Dynamics 365 and PwC

From sales and service to finance and supply chain, streamline your business for faster impact

Really knowing your customer is the only way to compete in today’s highly personalized environment. Your operations must be united with your financial systems to uncover insights that connect you with your customers.

Together, PwC and Microsoft Dynamics 365 will help your business be more agile and adaptable to a changing customer landscape, while innovating to connect in more meaningful ways. PwC’s deep industry expertise combined with the power of Dynamics 365 helps standardize, simplify and automate your business process while delivering data-driven insights.

How can you accomplish more with Microsoft Dynamics?

Get the right tools and stay agile to your business needs

Enable supercharged CRM-based sales

Provide sales teams with the insights and context to close deals quickly with a 360 view of the customer.

Uncover exceptional customer service insights

Deliver personalized customer service in the field based on consumer history and preferences.

Personalize your customer engagement

Engage customers at every step of the journey with personalized messaging across channels.

Build a resilient supply chain for efficiency

Overcome supply chain complexity and inefficiencies with real-time visibility and insights across your logistics network.

Streamline your financial operations

Transform operations from reactive to predictive with automation, artificial intelligence (AI), the internet of things (IoT) and machine learning (ML).

“PwC brought a holistic solution to help scale our operations and grow profitability through business process automation and integration. Using Microsoft's Business Applications, we're transforming our finance and supply chain operations to be more intelligent, flexible and streamlined.”

—Vanesa Patino, Chief Operating Officer, Valley Forge Fabrics

Dynamics 365 delivers immediate impact and flexibility that extends across your organization...

while PwC personalizes your transformation to your industry and business challenges

Explore industry solutions tailored to your business

Whether you’re in manufacturing, technology, retail, healthcare or a non-profit, PwC and Dynamics 365 solutions help your business innovate and grow.

Healthcare

Personalize patient experience for better health outcomes

Reimagine healthcare journeys with enhanced insights into patient care that help predict patient needs and provide true value—from patient onboarding to care coordination and outpatient services.
Create impactful healthcare experiences

Retail

Reimagine retail to maximize sales and customer engagement

Have a single view of your business to confidently connect with customers—delivering more meaningful interactions in the most impactful moments. Deliver connected retail experiences online and in-store with unified commerce, finance, operations and marketing platforms.
Embrace the future of retail

Start your business transformation

Act, adapt and innovate across your organization with Dynamics 365

Improve financial decision-making
Delight customers with personalization

16% of CFOs are concerned about the increasing costs of doing business.*

Here’s how to automate your operations and drive growth:

Finance

As companies evolve to meet growing customer demands, they can outgrow their legacy ERP systems, leading to efficiency challenges and disconnected systems. The pressure on finance to do more with less has never been greater. Financial scorekeeping is no longer the core responsibility. Successful finance teams must operate as strategic business partners, bringing insights gleaned from ERP coupled with advanced analytics and predictive modeling.

Sunset, modernize and scale

After a private equity buyout, a multinational technology company needed to deliver a consolidated view of its business across 18 countries while optimizing its finance, procurement and supply chain processes. PwC developed and executed a finance transformation project for the office of the CFO that sunsetted the legacy platforms, integrated front and back office systems and deployed Dynamics 365 Finance & Operations. They immediately realized a 40% reduction in monthly close cycles and a 25% reduction in the number of accounts.

Operations

A traditional linear supply chain creates blind spots, gaps in knowledge and lacks real-time reporting information. Bring down those walls and create a dynamic, adaptive and connected supply chain ecosystem with built-in intelligence and automation. Help transform your supply chain into an intelligent, digital ecosystem that helps drive proactive decision-making across operations and your entire organization.

Unify, standardize and streamline

Guided by PwC’s Food & Beverage Ready Solution, a national food manufacturer was able to accelerate their digital transformation roadmap. They streamlined and standardized over 15 siloed business operations, while simplifying and automating outdated processes. The customized deployment of Dynamics 365 reduced excess inventory across their supply chain by 11%, reduced operating expenses by saving over 1000 hours per month in each of their facilities and cut production cycle time by 23%.

_{*Source: PwC Covid-19 CFO Pulse Survey, June 2020}

39% of CMOs want to prioritize customer experience, personalization and loyalty.*

Unlock the power of your customer relationship management platform.

Customer Service

It's hard to gain market share if you’re unable to extend your brand beyond a few products. Siloed IT systems can make it more challenging to have a single view of the customer—likely leading to poor customer service and high customer dissatisfaction. In order to grow market share and product offerings, integrate your reporting capabilities across your organization.

Unify, standardize, and streamline

Faced by inconsistent customer experience across their large dealer network and lack of visibility between sales and service, this iconic motorcycle manufacturer needed to integrate their front and back office processes. By engaging with 3,000+ dealers across 40 countries early in the process, PwC helped lay out a multi-year digital transformational roadmap to improve their customer experience, operational efficiency and revenue growth. Powered by Dynamics and Power Platform, the manufacturer now has visibility across finance, operations, sales and service—and extended their brand, opening up new revenue streams and gaining market share.

Sales

A customer relationship management (CRM) system is meant to bolster marketing and sales alignment, but if its capabilities aren’t being maximized fully, it can lead to immature lead-generation processes, reduced sales engagement and potential revenue loss. Having a complete view of your customers and centralized data standards allows for better account management and insight.

Simplify the complexity for sales

In order to have a 360-degree view of their customers, an international insurance company looked to PwC for help consolidating data from six separate business units into a singular enterprise CRM system with Dynamics 365. The singular view provided more than 3,000 agents with better visibility into their customers’ needs, and provided over 200 end users with a more streamlined lead generation strategy that reduced manual administrative time. The centralized data standards, governance and reporting paved the way for future growth and scalability.

Marketing

Poor data in, poor data out. By updating or adding a CRM system to your technology stack, you can better understand your customers, your sales teams can drive better outcomes and everyone can have access to transparent information. Having a full view of your customers in order to send them on personalized journeys is one element of a powerful marketing strategy that drives results.

Modernize and automate

A US non-profit organization helps its non-profit partners connect to job opportunities. But with outdated front-office systems and processes, significant lead times to close the loop from a there were significant lead times between a customer enquiry to a staffing solution, meaning fewer jobs were filled. By implementing Dynamics 365 and transforming their marketing and sales processes, as well as the journeys for over 2,000 non-profit partners seeking employment opportunities, they now have a uniform, automated platform to generate and score leads from online inquiries and to track ROI from marketing campaigns and events.

_{*Source: PwC US Pulse Survey, August 19, 2021}

Microsoft recognizes PwC as a 2024 Partner of the Year

PwC is reimagining the possible, creating solutions on Microsoft tech, that untangle complex world problems. Together, PwC and Microsoft are empowering the world to achieve more in industry and beyond.

Learn more.

Increasing business productivity with Dynamics 365

17/03/22

ABRSM transforms its decades-old processes

How a global leader in music education improved internal productivity and process efficiency.

08/02/22

Agtegra Cooperative frees up time for customers

How modernizing finance and operations reinforced trust and allowed for continued growth.

Have confidence in who you’re working with

What PwC brings to your digital transformation

Achieved Inner Circle for Microsoft's top 1% of Business Application Partners for 5 consecutive years
PwC has attained 18 of 18 Microsoft Gold Certifications
_{Across Azure, Cybersecurity, Business Applications, Modern Workplace}
PwC named a Magic Quadrant™ Leader for Data and Analytics Service Providers
_{By Gartner® 2021, Source: Gartner}
PwC positioned as a Major Player in IDC MarketScape for Worldwide Microsoft Implementation Services 2021
_{Source: Doc # US46733621, May 2021}
PwC positioned a Leader in Worldwide Cloud Professional Services
By IDC MarketScape 2020
_{Source: Doc #US45439120, April 2020}

_{*Every PwC Dynamics project to date has successfully gone live}

Combined with the power of Microsoft

Microsoft named a Leader in The Forrester Wave™: Sales Force Automation Solutions, Q2 2021
Microsoft named a Leader in 2020 Gartner® Magic Quadrant™ for Cloud DBMS Platforms
Microsoft recognized as a Leader in 2021 Gartner® Magic Quadrant™ for Cloud Infrastructure and Platform Services
Microsoft Dynamics 365 Field Service named a Leader in 2021 Gartner® Magic Quadrant™
Microsoft recognized as a Leader in 2021 Gartner® Magic Quadrant™ for Enterprise Low-Code Application Platforms for Microsoft Power Apps

Additional insights

19/01/24

Northern Trust builds the future of its CRM with Microsoft Dynamics 365

Learn how Northern Trust worked with PwC to implement Microsoft Dynamics 365 and improve CRM efficiency from the front to back office.

30/11/23

Triton International taps into growth potential with cloud-based financial platform

Learn how Triton moved from on-prem to Microsoft Dynamics 365 cloud, creating more efficiency and scale for the transportation and logistics business.

22/08/23

What’s in Grande Cheese Company’s winning operations and sales recipe? Cloud transformation

Learn how Grande Cheese harnessed the power of Microsoft to unify data, modernize its ERP and CRM and enhance the customer experience.

12/04/22

Playing to win with data

On and off the field: Three ways PwC and Microsoft help transform experiences with cloud, AI and mixed reality

Contact us

Jeet Patankar

Private Advisory Leader, PwC US

Sachin Khurana

Principal, US Microsoft Alliance, PwC US

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