Dynamics 365 CRM, Transforming Customer Journey from Sales to Service!

Microsoft Dynamics 365 CRM is a scalable and extendable business application and comprehensive platform, offering more extensive features than Standard CRM or Customer Relationship Management Software. The distinctive Dynamics 365 CRM features to support businesses in building and maintaining customer relationships, tracking engagements, managing sales, and delivering actionable insights. Artificial Intelligence or AI embedded Dynamics 365 CRM stores everything crucial to developing, improving, and retaining customers while enabling businesses to streamline critical processes, connect valuable data to build relationships, increase productivity, and ensure customer satisfaction.

Dynamics 365 CRM empowers businesses to transform existing business operations and functions into a more digitally enhanced infrastructure using integrated, intelligent applications, including Sales, Marketing, Customer Service, Field Service, and Project Service Automation. These ultra- connected business applications unify sales, marketing, and service functionalities into one system that helps personalize customer experiences and accelerate business performance.

Features and Benefits:

Microsoft Dynamics 365 CRM is a cloud- based business application suite that allows businesses to monitor operational activities and translate critical information down to strong outcomes. Here below are a few of the most impressive features and capabilities of the future- ready CRM platform.

Process Automation

Dynamics 365 CRM automates and streamlines sales, marketing, field service, and customer service processes. The application stores contact information, including names, job titles, emails, and phone numbers. The advanced CRM system also helps assign workflow tasks to sales teams and allows seamless tracking of follow- up emails, business proposals, and invoices. Moreover, Dynamics 365 CRM improves the effectiveness of sales and marketing activities by generating custom reports, forecasting future revenue, and anticipating sales bottlenecks.

Flexible and Scalable CRM Solution

Dynamics 365 CRM is a features- loaded, customizable solution that offers various functionalities to suit varied business needs. The application lets business organizations choose a stand- alone application for meeting the requirement of a specific line of business or use multiple CRM tools to work together as a powerful integrated solution.

Unified Customer Data

Dynamics 365 CRM enables enterprises to store updated and accurate information securely in a centralized database and helps eliminate the risk of duplicate entries. The advanced CRM tool acts as a hub for storing customer or prospective contact information. In addition, the application has a distinctive ability to synchronize well with Microsoft Outlook, providing easy and quick access to contact notes and relevant client information, all in one place.

Efficient Cross- Departmental Collaboration

With multiple features and smart applications, Dynamics 365 CRM smoothly streamlines operational tasks between the co- workers and facilitates teamwork across different business departments. The next- generation CRM platform also provides easy access to the shared data that minimizes repetitive tasks, enhances efficiency, and multiplies output.

Enduring Customer Loyalty

Dynamics 365 CRM allows businesses to deliver a world- class service standards and personalized experiences across every channel to build everlasting relationships with customers with improved engagements.

Efficient contact management by Dynamics 365 CRM enables support service representatives to store relevant information about the customers/ prospects and provide timely resolution to customer grievances while meeting customers’ expectations and fulfilling requirements efficiently and timely.

Enhance Business Productivity

Dynamics 365 CRM comes embedded with intuitive AI capabilities that empower enterprises to make informed business decisions with insightful actions. The intelligent CRM solution ensures seamless integration with other Dynamics 365 applications, enabling organizations to perform critical business processes more diligently.

Dynamics 365 CRM also consolidates business operations and automates tasks by collaborating with each of the business components, including – Finance, e-Commerce, and Human Resources, thus helping organizations increase profit in sales, marketing, and service divisions. Moreover, the CRM platform manages the contact information of business clients and past sales/ support history to save productive time and efforts while enhancing overall outcomes.

Unified Sales and Marketing Tasks

Dynamics 365 CRM connects sales and marketing channels and helps businesses transform customer engagement experiences at every interaction. The platform delivers real time customer insights leveraging the correct data fact that allow sellers to personalize relationships, predict customer needs, and improve sales. Besides, the comprehensive CRM tool assists sales and marketing teams in tracking sales leads, monitoring project management tasks, initiating marketing campaigns, and analyzing sales performance. Dynamics 365 CRM thus enables organizations to lower the total cost of ownership while increasing profitability and achieving a competitive edge in the market.

To Conclude

Microsoft Dynamics 365 CRM helps businesses build everlasting loyalty with customers and take business success to the next level. As an intelligent CRM application, Dynamics 365 CRM practically does everything, from running a successful and efficient business and reaching the right audiences to closing crucial deals while maintaining a high level of customer satisfaction. For all small, medium, and large businesses, Dynamics 365 CRM solution streamlines workflows, ensures collaboration, and improves communication while delivering a better customer experience.

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Microsoft Dynamics 365 Deployment Options

Microsoft Dynamics 365 has been the talk of the town for various reasons. One of them is the flexibility it brings in terms of deployment as well. Microsoft Dynamics 365 implementation can be carried out in two different ways. While on is cloud, the other is on-premise deployment. Microsoft also provides the users with the flexibility of transitioning from one deployment option to another. Here we will discuss both the deployment options so that user can take informed decisions.

Microsoft Dynamics 365 On-premise

  • Microsoft Dynamics 365 on-premise is a deployment option owing to which the system is installed on your personal server. It gives the user complete control over the management and maintenance of your database in house. The following are the benefits you can utilize:
  • You can completely enjoy and utilize the investment you have made on your hardware and IT infrastructure.
  • Microsoft Dynamics 365 on-premise lets you retain full control and complete ownership over the business data. Thus, you decide where and how to store customer and business data, and for how long.
  • You can monitor and control the changes that are implemented when the applications are updater or changes are introduced by the makers. Thereby, you have yourself a customizable system.
  • Your Microsoft Dynamics 365 on-premise system can be managed by in house personnel or outsourced IT professionals, depending on your choice.
  • You can create SSRS or SQL Server Reporting Services, yourself.
  • Data storage can prove to be quite an expensive deal; you can avoid that in on-premise deployment.
  • If you are getting Dynamics 365 deployed as on-premise system, you do not have to be bothered with the internet speed. Thus, you can operate without a fast internet connection.

Microsoft Dynamics 365 Cloud

Cloud is another deployment option for Microsoft Dynamics 365. In recent times, it is gaining popularity. It is a server based system where all the user data is securely stored in Microsoft’s own servers that you can access anytime and from anywhere through web connection. You can also enhance the CRP capabilities or increase users as you will.

  1. Unlike Microsoft Dynamics 365 on-premise deployment, cloud does not need any systematic hardware or IT infrastructure.
  2. You don’t need to maintain a dedicated CRM server.
  3. With the services of Microsoft Dynamics 365 implementation partners you can update your system with two yearly feature releases. Cloud deployment also has weekly updates too.
  4. It comes without any license renewal costs upfront license expense.
  5. It comes with monthly subscriptions.
  6. It also has built-in AI capabilities.
  7. It can integrate with apps that are built on the universal Power platform.

Read More: Cloud vs. On-Premise ERP: Assessing the feasibility of Moving to the Cloud

Thus, you can decide for yourself, as to which deployment option you are going to opt for. For installation you can contact Microsoft Dynamics 365 implementation partners.

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