Microsoft Dynamics CRM has offered rising and mid-market organizations a powerful answer to manage enterprise relationships. With the launch of Microsoft Dynamics 365 on the finish of 2016, Microsoft prolonged the core functionality of its CRM resolution, providing businesses new and enhanced instruments to rework their sales, marketing, and customer service processes.
The practical functionality of Dynamics 365 CRM allows workers to be more productive and knowledgeable and offers 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 customers, prospects, and crew members.
Why do businesses choose Microsoft Dynamics 365 CRM over the competition? It’s fairly easy:
Its familiar and intuitive consumer interface ranks among the many highest in user adoption.
Its connection with other Microsoft products, reminiscent of Outlook, Office 365, Windows Server, Trade Server, Skype for Enterprise, SharePoint, Power BI, and PowerApps, offers an enormous 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 allow for easy customization to tailor the system to fulfill business’s unique needs.
Microsoft’s commitment to the product and partner help points 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 aside from the competition.
Seamless Integration. The Dynamics 365 CRM applications may be paired with different Microsoft tools, including the entire Dynamics 365 and Office 365 apps. While this could appear like a given function, it has a serious impact on productivity and performance.
With Dynamics 365’s integration to Outlook, you'll be able to view current buyer information, sales activities, cases, and opportunity information directly in your Outlook screen. You can also complete CRM tasks akin to adding new leads, adding a task, appointment, or phone call to a customer record, and tracking emails to CRM records directly from Outlook.
And the functionality doesn’t cease with Outlook. Listed here are another features you possibly 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 online directly within Dynamics 365, or link data from Dynamics 365 to Excel spreadsheets that may replace dynamically and preserve Dynamics 365’s security permissions.
Access anything you seize in OneNote directly from a Dynamics 365 buyer record.
Easily import data from Dynamics 365 into Power BI to investigate it against other information. Even higher, feed data from Dynamics 365 into Power BI dashboards so the information you’re most thinking about 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 immediately observe up with Dynamics 365.
See your Office 365 Group calendars and documents in Dynamics 365, right next to the related buyer information.
Just as Dynamics 365 CRM integrates with Office 365, it additionally integrates with the entire different Dynamics 365 applications. This means you might have the power to pick and select which applications are right to your business. And if you wish to make an addition, it’s a simple matter of updating your Microsoft license. Additionalmore, because all of the applications are from Microsoft, upgrades are their responsibility, and also you don’t have to fret about managing integrations with third-party solutions.
PowerApps. This unique tool from Microsoft provides you the ability to build custom applications quickly and simply without code or technical expertise. It pairs with the full array of Microsoft products, together with Office 365 and Dynamics 365, meaning 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 purchased LinkedIn, which means LinkedIn additionally integrates with Dynamics 365. LinkedIn SNAP permits your sales team to leverage the full energy of LinkedIn directly via Dynamics 365. In SNAP, you can search the LinkedIn network to identify leads and save them as CRM records. SNAP will even recommend leads based in your searches. View full LinkedIn profiles directly in SNAP to determine a prospect’s present company, position, tenure, and location. Receive notifications when prospects make updates to their profiles, like job modifications or new connections with someone in your network. Use SNAP to request an introduction to a lead by way of a mutual connection, or use LinkedIn’s messaging functionality directly by SNAP to achieve out.
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