Microsoft Dynamics CRM has offered growing and mid-market organizations a robust answer to manage enterprise relationships. With the launch of Microsoft Dynamics 365 on the finish of 2016, Microsoft extended the core functionality of its CRM resolution, providing companies new and enhanced instruments to rework their sales, marketing, and customer service processes.
The practical functionality of Dynamics 365 CRM allows employees to be more productive and knowledgeable and provides executives deeper perception into efficiency, opportunities, and buyer relationships. The sales automation, customer support, and project service modules align to streamline the way companies communicate with prospects, prospects, and team members.
Why do companies select Microsoft Dynamics 365 CRM over the competition? It’s fairly easy:
Its familiar and intuitive user interface ranks among the highest in person adoption.
Its connection with other Microsoft products, comparable to Outlook, Office 365, Windows Server, Exchange Server, Skype for Enterprise, SharePoint, Power BI, and PowerApps, gives a huge advantage.
Its powerful built-in tools like LinkedIn Sales Navigator Application Platform (SNAP) and Relationship Assistant improve productivity and efficiency.
Its versatile architecture, deployment options, and pricing enable for easy customization to tailor the system to meet business’s distinctive needs.
Microsoft’s commitment to the product and partner support factors to the longevity and quality of the system.
There are numerous advantages of the Microsoft platform and some particular features of Dynamics 365 CRM that set it apart from the competition.
Seamless Integration. The Dynamics 365 CRM applications may be paired with different Microsoft instruments, together with all the Dynamics 365 and Office 365 apps. While this could seem like a given feature, it has a significant impact on productivity and performance.
With Dynamics 365’s integration to Outlook, you possibly can view existing customer data, sales activities, cases, and opportunity info directly in your Outlook screen. You can even complete CRM tasks such as adding new leads, adding a task, appointment, or phone call to a buyer file, and tracking emails to CRM records directly from Outlook.
And the functionality doesn’t stop with Outlook. Listed here are another options you’ll be able to utilize because of Dynamics 365’s integration with Office 365:
Import buyer data from Dynamics 365 into Microsoft Word or Excel templates. Run analytics with Excel online directly within Dynamics 365, or link data from Dynamics 365 to Excel spreadsheets that can update dynamically and keep Dynamics 365’s security permissions.
Access anything you seize in OneNote directly from a Dynamics 365 customer record.
Easily import data from Dynamics 365 into Power BI to investigate it in opposition to other information. Even higher, feed data from Dynamics 365 into Power BI dashboards so the data you’re most fascinated with is always at your fingertips.
Access SharePoint calendars and documents directly from Dynamics 365.
Use Skype for Business to call anyone directly from Dynamics 365. Or use Skype to hold webinars and whiteboard discussions and instantly comply with up with Dynamics 365.
See your Office 365 Group calendars and paperwork in Dynamics 365, proper next to the related buyer information.
Just as Dynamics 365 CRM integrates with Office 365, it also integrates with the entire other Dynamics 365 applications. This means you could have the ability to pick and select which applications are right in your business. And if you want to make an addition, it’s a easy matter of updating your Microsoft license. Additionalmore, because all the applications are from Microsoft, upgrades are their responsibility, and you don’t have to fret about managing integrations with third-party solutions.
PowerApps. This distinctive device from Microsoft gives you the facility to build custom applications quickly and easily without code or technical expertise. It pairs with the full array of Microsoft products, together with Office 365 and Dynamics 365, which means you possibly can leverage data from any program and deploy it in a web or mobile app.
LinkedIn Sales Navigator Application Platform (SNAP). In 2016, Microsoft bought LinkedIn, which means LinkedIn additionally integrates with Dynamics 365. LinkedIn SNAP permits your sales team to leverage the complete power of LinkedIn directly by way of Dynamics 365. In SNAP, you may search the LinkedIn network to identify leads and save them as CRM records. SNAP may even advocate leads based mostly on your searches. View full LinkedIn profiles directly in SNAP to identify a prospect’s present firm, position, tenure, and location. Receive notifications when prospects make updates to their profiles, like job changes or new connections with somebody in your network. Use SNAP to request an introduction to a lead by a mutual connection, or use LinkedIn’s messaging functionality directly by means of SNAP to reach out.
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