Microsoft Dynamics CRM has offered rising and mid-market organizations a robust answer to manage enterprise relationships. With the launch of Microsoft Dynamics 365 at the end of 2016, Microsoft extended the core functionality of its CRM resolution, providing companies new and enhanced tools 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 gives executives deeper insight into performance, opportunities, and customer relationships. The sales automation, customer service, and project service modules align to streamline the way businesses talk with customers, prospects, and crew members.
Why do companies choose Microsoft Dynamics 365 CRM over the competition? It’s fairly easy:
Its familiar and intuitive person interface ranks among the many highest in person adoption.
Its connection with other Microsoft products, corresponding to Outlook, Office 365, Windows Server, Change Server, Skype for Enterprise, SharePoint, Power BI, and PowerApps, provides 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 simple customization to tailor the system to fulfill enterprise’s distinctive needs.
Microsoft’s commitment to the product and partner assist factors to the longevity and quality of the system.
Microsoft Platform
There are quite a few advantages of the Microsoft platform and a few specific options of Dynamics 365 CRM that set it aside from the competition.
Seamless Integration. The Dynamics 365 CRM applications could be paired with other Microsoft instruments, including all of the Dynamics 365 and Office 365 apps. While this could appear like a given feature, it has a significant impact on productivity and performance.
With Dynamics 365’s integration to Outlook, you’ll be able to view present customer data, sales activities, cases, and opportunity data directly in your Outlook screen. You may as well complete CRM tasks reminiscent of adding new leads, adding a task, appointment, or phone call to a customer file, and tracking emails to CRM records directly from Outlook.
And the functionality doesn’t stop with Outlook. Here are some other options you may make the most of 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 replace dynamically and keep Dynamics 365’s security permissions.
Access anything you capture in OneNote directly from a Dynamics 365 buyer record.
Easily import data from Dynamics 365 into Power BI to analyze it in opposition to other information. Even better, feed data from Dynamics 365 into Power BI dashboards so the information you’re most concerned about is always at your fingertips.
Access SharePoint calendars and documents directly from Dynamics 365.
Use Skype for Enterprise 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, right subsequent to the related buyer information.
Just as Dynamics 365 CRM integrates with Office 365, it also integrates with all of the different Dynamics 365 applications. This means you have got the ability to pick and select which applications are proper in your business. And if you wish to make an addition, it’s a easy matter of updating your Microsoft license. Additionalmore, because the entire applications are from Microsoft, upgrades are their responsibility, and you don’t have to worry about managing integrations with third-party solutions.
PowerApps. This unique instrument from Microsoft gives you the facility to build customized applications quickly and easily without code or technical expertise. It pairs with the total 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 purchased LinkedIn, which means LinkedIn additionally integrates with Dynamics 365. LinkedIn SNAP permits your sales group to leverage the complete power of LinkedIn directly through Dynamics 365. In SNAP, you possibly can search the LinkedIn network to determine leads and save them as CRM records. SNAP will even recommend leads based in your searches. View full LinkedIn profiles directly in SNAP to identify a prospect’s present firm, 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 by means of a mutual connection, or use LinkedIn’s messaging functionality directly by SNAP to achieve out.
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