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​sales@crmjetty.com
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. 
​sales@crmjetty.com
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. 
 
 
​sales@crmjetty.com
● 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 
​sales@crmjetty.com
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.                 
​sales@crmjetty.com
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. 
​sales@crmjetty.com
 
 
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. 
  
 
This Article Post is Originally Posted here: 
https://www.sooperarticles.com/technology-articles/soft
ware-articles/5-features-why-dynamics-crm-365-perfect-a
ny-enterprise-1750699.html
www.crmjetty.com

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5 features why dynamics crm 365 is perfect for any enterprise

  • 1. ​sales@crmjetty.com 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. 
  • 2. ​sales@crmjetty.com 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.     
  • 3. ​sales@crmjetty.com ● 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 
  • 4. ​sales@crmjetty.com 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.                 
  • 5. ​sales@crmjetty.com 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. 
  • 6. ​sales@crmjetty.com     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.       This Article Post is Originally Posted here:  https://www.sooperarticles.com/technology-articles/soft ware-articles/5-features-why-dynamics-crm-365-perfect-a ny-enterprise-1750699.html www.crmjetty.com