This article gives insights about the benefits of using the Microsoft Dynamics 365 CRM along with its portals that help in increasing your business and understand your customers.
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5 features why dynamics crm 365 is perfect for any enterprise
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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.
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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.
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● 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
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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.
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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.
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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.
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