Microsoft Dynamics CRM has offered growing and mid-market organizations a strong resolution to handle business relationships. With the launch of Microsoft Dynamics 365 on the finish of 2016, Microsoft extended the core functionality of its CRM answer, providing companies new and enhanced tools to rework their sales, marketing, and customer support processes.
The practical functionality of Dynamics 365 CRM allows workers to be more productive and knowledgeable and provides executives deeper perception into performance, opportunities, and customer relationships. The sales automation, customer service, and project service modules align to streamline the way companies communicate with prospects, prospects, and workforce members.
Why do businesses choose Microsoft Dynamics 365 CRM over the competition? It’s fairly simple:
Its familiar and intuitive person interface ranks among the highest in user adoption.
Its connection with different Microsoft products, such as Outlook, Office 365, Windows Server, Alternate Server, Skype for Business, SharePoint, Power BI, and PowerApps, gives an enormous advantage.
Its highly effective built-in instruments like LinkedIn Sales Navigator Application Platform (SNAP) and Relationship Assistant improve productivity and efficiency.
Its versatile architecture, deployment options, and pricing allow for straightforward customization to tailor the system to fulfill enterprise’s distinctive needs.
Microsoft’s commitment to the product and partner help factors to the longevity and quality of the system.
There are numerous advantages of the Microsoft platform and a few particular features of Dynamics 365 CRM that set it apart from the competition.
Seamless Integration. The Dynamics 365 CRM applications may be paired with other Microsoft instruments, together with the entire Dynamics 365 and Office 365 apps. While this could appear like a given feature, it has a major impact on productivity and performance.
With Dynamics 365’s integration to Outlook, you possibly can view current customer data, sales activities, cases, and opportunity data directly in your Outlook screen. You may as well complete CRM tasks corresponding to adding new leads, adding a task, appointment, or phone call to a buyer document, and tracking emails to CRM records directly from Outlook.
And the functionality doesn’t stop with Outlook. Listed here are some other features you can make the most of because of Dynamics 365’s integration with Office 365:
Import customer data from Dynamics 365 into Microsoft Word or Excel templates. Run analytics with Excel on-line directly within Dynamics 365, or link data from Dynamics 365 to Excel spreadsheets that may replace dynamically and keep Dynamics 365’s security permissions.
Access anything you capture in OneNote directly from a Dynamics 365 customer record.
Simply import data from Dynamics 365 into Power BI to analyze it against different information. Even better, feed data from Dynamics 365 into Power BI dashboards so the knowledge you’re most considering is always at your fingertips.
Access SharePoint calendars and documents directly from Dynamics 365.
Use Skype for Business to call anybody directly from Dynamics 365. Or use Skype to hold webinars and whiteboard discussions and immediately observe up with Dynamics 365.
See your Office 365 Group calendars and documents in Dynamics 365, proper next to the relevant buyer information.
Just as Dynamics 365 CRM integrates with Office 365, it additionally integrates with the entire other Dynamics 365 applications. This means you may have the ability to pick and choose which applications are proper to your business. And if you want to make an addition, it’s a simple matter of updating your Microsoft license. Furthermore, because all of the applications are from Microsoft, upgrades are their responsibility, and you don’t have to worry about managing integrations with third-party solutions.
PowerApps. This distinctive tool from Microsoft provides you the facility to build custom applications quickly and simply without code or technical expertise. It pairs with the total array of Microsoft products, including Office 365 and Dynamics 365, which means you’ll be able to 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 allows your sales staff to leverage the full power of LinkedIn directly via Dynamics 365. In SNAP, you’ll be able to search the LinkedIn network to establish leads and save them as CRM records. SNAP may also suggest leads primarily based on your searches. View full LinkedIn profiles directly in SNAP to determine a prospect’s current company, position, tenure, and location. Obtain notifications when prospects make updates to their profiles, like job adjustments or new connections with somebody in your network. Use SNAP to request an introduction to a lead through a mutual connection, or use LinkedIn’s messaging functionality directly by SNAP to reach out.
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