Promote your firm and improve business development with targeted marketing campaigns in Dynamics 365 xRM4Legal. Quickly and easily segment client contacts by Areas of Interest, Memberships, Social Interests and Hobbies. Support both static and dynamic Marketing Lists based on Industry and Practice Area. Use beautiful HTML templates to send newsletters, legal alerts and event invitations in minutes. Track client responses - opens, clicks, bounces etc. - together with costs/ROI for each email campaign and event.
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Available right now, Dynamics 365 xRM4Legal is a new approach to end-to-end intelligent business applications in the cloud. These business applications enable law firms to:
Dynamics 365 xRM4Legal apps are designed so they can be easily and independently deployed. That means you can start small with the right fit for your role, practice area and specialization and pay only for what you need. Yet they work together seamlessly and fit with your existing systems, so as your firm demands, you can grow into additional capabilities with ease and run your entire firm in the trusted Microsoft cloud.
With Dynamics 365 xRM4Legal, Microsoft is the only provider of business applications that infuses big data, advanced analytics and IoT into processes out-of-the-box to proactively guide users & clients to optimal outcomes with predictive insights, prescriptive advice and actionable next steps. Data & insights transformed into action for intelligence where it’s needed. For example, Cortana Intelligence will enable cross-sell recommendations to help predict which services a client will need.
Deep integration between Dynamics 365 xRM4Legal and Office 365 connects the structured workflow of business applications and processes with the unstructured work of collaboration and productivity using NetDocuments. So your users are empowered with productivity tools surfaced in the context of their business processes. For example, a business developer receives an email, and can respond directly in Office with a proposal that is created based on information from both Finance and Business Development apps, stored back to the right app, with right pricing, value proposition etc. All without the user having to leave Outlook.
Dynamics 365 xRM4Legal enables firms to adapt and innovate in real time with nimble, adaptable applications so you can compose, modify and extend processes. Users are empowered to change and adapt without IT. And you can reimagine your law firm business model with a common data model and a flexible, extensible business application platform.