CRMs have become extremely important for any business. It helps companies keep a record of customer data and marketing, track sales, and create different pipelines for an easier workflow. And there are many CRM applications available out there that will help you and your team perform more efficiently.
However, Dynamics 365 – A Microsoft CRM product- is among the most popular options. So should your business get it? What features does it offer? Is it beneficial?
This guide will answer all of these questions and help you decide whether you should make this investment or not. Without further delay, let’s learn what Microsoft CRM is and how it can benefit your business.
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What is Microsoft CRM?
CRM stands for customer relationship management. It’s a fully featured software that comes with a number of tools integrated into it, including data-driven software solutions that help you manage your business and interact with your customers.
CRM software allows you to manage and maintain customer relationships, track sales, marketing campaigns, and much more. You can optimize the entire workflow and increase profitability by streamlining administrative processes in sales, marketing, and services.
Dynamic 365 is a cloud-based business application from Microsoft that combines customer relationship management and enterprise resource planning. Moreover, it offers AI tools and productivity tools to help you optimize your business.
In 2016, Microsoft combined its ERP application Dynamic AX with its CRM application Dynamics CRM. The company was also the first to combine ERP and CRM capabilities.
You can manage your business in multiple areas with Microsoft Dynamic 365. In the following list, we have discussed some of the potential benefits of the application:
- You can run multichannel campaigns featuring web content, events, and email marketing.
- You can target matched audiences based on LinkedIn interactions using the Dynamic 365 connector for LinkedIn Gen Forms.
- Prioritize leads using multiple lead scoring models.
- You can build a custom dashboard to analyze your data.
- It lets you deliver value with every interaction with a complete customer view.
- You can find the right customers and prospects.
- It allows you to work from anywhere, anytime.
To know more about the features and how Dynamic 365 CRM works, you can sign up for their free trial and test it by yourself. However, make sure to pick the right CRM solution for your business since they have many offerings like CRM for marketing, supply chain management, etc.
Why Use Microsoft CRM?
Improved Operational Efficiency
Dynamic 365 streamlines and standardizes your processes. This results in better efficiency of operations.
Furthermore, its flexible workflow engine makes it easy for employees to automate different processes. Consequently, your employees are free from repetitive and recurring tasks.
Enhanced Customization
There are also a lot of customization options available in Dynamics 365. You can customize the CRM to work the way your company wants it to. It makes customizing client views, forms, and links possible without requiring additional development.
Simplified Service Scheduling
Interacting with customers occasionally is a necessity that can become challenging sometimes. Dynamics 365 makes things a lot easier for you by offering an exceptional customer experience. It will automatically remind you and your clients about any appointment or service call. Plus, it offers a centralized view of all the client service requests and calendars.
Right Information to the Right People
Dynamics 365 also allows you to send and distribute the right data while maintaining privacy. You can pre-customize the whole data distribution process, and it will send data to your team members in real time. The best part is that it does not matter if they are using the web, mobile, or MS outlook. They will get to know about it.
Seamless Excel Integration
Excel is a big part of any business. Microsoft Dynamics comes with Microsoft Excel integrations. So you can easily turn your client information into pivot charts, dynamic views, or snapshots or share the data without any hassle.
Deployment Options
A variety of deployment options are available with Dynamic 365, including cloud, on-premise, and partner hosting. Among all the options, cloud deployment is the best. Since it will allow your business and employees access to information they need anytime and anywhere from any device. However, the same does not go with on-premise deployment because it will require hardware and other IT infrastructure.
The Advantages of Dynamics 365
Dynamic 365 CRM is one of the best CRM solutions out there. It helps the employees to be more productive and knowledgeable. Also, it gives executives deeper insight into performance, opportunities, and customer relationships.
Some of the key reasons why businesses prefer using Microsoft Dynamics 365 CRM over any other solutions:
- It comes with a familiar yet intuitive user interface that ranks among the highest in user adoption.
- It has competitive pricing, commitment to the product, and partner support. This makes Dynamic 365 a long-term solution for businesses.
- Dynamic 365 gets integrated with other Microsoft Products pretty easily. Hence, working across different Microsoft Products like Excel becomes super easy.
- It comes with powerful built-in tools like LinkedIn Sales Navigator and assistant. This helps in improving productivity and efficiency.
- Dynamic 365 has a flexible architecture and deployment options that can be easily optimized to meet a user’s unique needs.
Final Words
So that was all about Microsoft’s CRM Dynamic 365. It is one of the best CRM solutions out there that comes with ERP features. The biggest perk is that it is pretty affordable and backed by a company like Microsoft. Therefore, check Dynamic 365 features so you can manage your operations more efficiently.
