5 Features Why Dynamics CRM 365 is Perfect for Any Enterprise

A loyal customer base is one of the most important aspects of a successful company. And it is necessary to build a relationship with them and understand their needs.

For any organization, managing customers' data is crucial. To handle such data and build relationships with customers, a powerful CRM is all you need.

Today, it's difficult to choose the right option for you as there are plenty of options available.

Microsoft Dynamics 365 is one of the most used enterprise-level CRM. Many organizations are choosing Dynamics 365 because of its feature-rich functionality.

Microsoft launched it at the end of 2016. It has new and enhanced tools to help increase your sales, better your marketing efforts and simplify the customer service process.

With Dynamics 365, your employees become more productive as well. It provides deeper insights into performance, customer relationships and opportunities. Additionally, it is easy to integrate with your company's business structure.

Overall, it's a powerful solution to manage all your business aspects.

There are many reasons to use Microsoft 365 but let's look at some of the features which make it stand out of the crowd. An insight into why it is the first choice of many business owners:

• Sales

  This helps you and your sales team to manage the sales workflows and drive in more sales. With its process-driven module, you can simplify your lead qualification and conversion process. Also, it helps to understand your customers on a deeper level.

• Marketing

  It offers you the ability to manage leads, contacts, and campaigns. The best part is that it includes customers, prospect segmentation, and planning of marketing campaigns with a proper workflow. It helps in providing analytics, reporting and easy collaboration between marketing and sales.

• Customer Service

  You can easily manage your service phase of the customer lifecycle using this CRM. It's a powerful system that unifies the whole experience of your customers. The best part is that it has streamlined customer service process that helps you to deliver strong and efficient customer care.

• Field Service

  This module is for companies having field service technicians. It offers features like project management, scheduling, routing, work orders, contract management, inventory, and return capabilities. Moreover, CRM mobile application makes it easy for technicians to access these features on the go. So, if your company has field technicians then this is a must have feature for you. As it provides ease to you as well as your technicians.

• Project Service

  This module is for project-based businesses. It has tools like project planning, resource scheduling, time and expense management, and service analytics. Using this tool, you can know project-wise performance in brief. To get the best of this module, you can easily integrate it with Microsoft Project.

Now let's look at some of the most unique selling points of Microsoft Dynamics CRM which sets it apart from other CRM platforms:

1. Integration

   This CRM easily integrates with the other Microsoft products like Office 365 and Dynamics 365 apps. It helps you to increase productivity and performance.

   The integration with Outlook will help you to view existing customer information, sales activities, opportunity information, track outlook emails in your outlook screen, etc. You can easily perform CRM tasks such as adding new leads, tasks, appointments or calls in your customer record.

   It becomes easy to share customer data from Dynamics 365 to Microsoft Excel Sheet or Word. You can export data from Dynamics 365 to Power BI for analyzing and decision making.

2. Power Apps

   This tool gives you the opportunity to build custom applications without the need of technical expertise or code. Its integration with all Microsoft products including Office 365 makes it easy to leverage data and deploy it.

3. LinkedIn Sales Navigator Application Platform (SNAP)

   In 2016, Microsoft purchased LinkedIn. This makes integration of Dynamics 365 and LinkedIn seamless. This helps you to search the LinkedIn network for leads and save them directly as CRM records. It also recommends you with leads based on your searches and makes it easy to view profiles while searching for capable candidates.

4. Portals

   Portals, especially customer portals, are an essential part if you are growing your business. They help you to provide better customer service by being available 24/7 for your customers. Microsoft provides a variety of Dynamics CRM portals to complement that functionality.

There are many companies that develop customized portals that you can integrate with your Dynamics CRM.

Any good Dynamics 365 customer portal will have features like knowledge base, chat support to resolve queries, etc. and would be fully scalable as well. And if you are using WordPress as your CMS, then there is a Dynamics CRM WordPress customer portal available in the market.

Conclusion:

Did these benefits encourage you to try out Dynamics 365 and its powerful tools? Use it with other tools like Dynamics 365 portals, integrations, etc. to grow your business and customer base.

Mr. Maulik Shah is the founder & CEO of CRMJetty, the hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for various CRM, including Salesforce Customer Portal and Dynamics 365 Customer Portal. Maulik is a tech enthusiast and writes about the various aspects of e-commerce technology.

Mr. Maulik Shah is the founder & CEO of CRMJetty, a hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce, and Dynamics CRM including WordPress Customer Portal.