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7 Benefits of Using Microsoft Dynamics 365 CRM


No matter in what industry your organization operates, customers are your most important asset and managing those customer relationships is the foundation for growing your business. A CRM (customer relationship management) solution can help collect, organize and manage all of your customer data, but an integrated CRM solution that is connected across all parts of your business from finance to operations, can do so much more. Here are 7 benefits of using Microsoft Dynamics 365 to transform your business.

1. Connected Operations

Microsoft Dynamics 365 is a cloud-based solution that combines both CRM and ERP capabilities into one seamless application. It removes traditional barriers and unites the front office and the back office with a single end-to-end system for managing every aspect of your business including:

  • Marketing
  • Sales
  • Customer Service
  • Field Service
  • Operations
  • Finance

Leveraging integrated functionality, Dynamics 365 enables organizations to connect their entire business. For example, a manufacturer can connect equipment across their factories, leveraging data from the factory floor to the finance team and across to the customer call center to improve every aspect of their operations.

2. Actionable Insights

In today’s hyper-competitive environment, having complete, real-time visibility into all areas of your business can be the difference between success and failure. It’s not enough to simply collect data – that data needs to be turned into actionable insight. Microsoft Dynamics 365 offers built-in business intelligence (BI) and analytics right where you need it – embedded in your business processes. Leveraging Power BI, Cortana Intelligence Suite, and Azure, Dynamics 365 provides:

  • User-friendly dashboards and visualization tools with the ability to create intuitive reports that can be easily shared.
  • Powerful, robust models allowing users to analyze data consistently across the entire organization.
  • Predictive analysis capabilities enabling more accurate trend analysis to respond to evolving market demands.

Microsoft Dynamics 365 combined with powerful BI capabilities can help companies gain visibility across the entire business to help drive faster and better business decisions.

3. Improved Sales and Marketing Capabilities

Offering a complete view of clients and prospects, Dynamics 365 helps sales and marketing teams identify sales opportunities to drive increased revenue. Using the data collected and combining it with powerful BI and analysis, the solution enables organizations to create targeted promotional campaigns that are timely and highly relevant to the consumer.

With Dynamics 365 accessible on mobile devices, sales teams who spend most of their time in the field can easily access the CRM data they need to provide the highest level of service – at the right time, in the right place.

The powerful capabilities of Dynamics 365 enable sales teams to significantly shorten the sales cycle by accelerating the conversion of prospects to customers. The solution empowers them to maximize customer relationships to identify growth opportunities and increase revenue.

4. Enhanced Customer Service

With Dynamics 365, customer service teams can improve case management with the 360-degree view of their customers. The user interface is process-driven to streamline the case management process, allowing service representatives to deliver more consistent and effective customer care.

Customer service teams have the ability to not only react to issues, but are empowered to proactively identify trends and anticipate opportunities to guide the customer. Social engagement capabilities allow for automatic detection of sentiments and intent based on social posts.

Dynamics 365 gives service representatives the tools, guidance, and data they need to quickly and effectively resolve issues – all while delivering a more personalized, effective level of support.

5. Familiar Tools

Many companies already use Microsoft productivity applications such as Microsoft Office throughout their business. Dynamics 365 integrates seamlessly with these applications resulting in higher user adoption and a reduced learning curve.

By leveraging the natural integration points for Dynamics 365 and Office 365, organizations can drive increased productivity and revenue.

6. Scalability

Implementing a full-featured system can be challenging. Some companies may not be able to afford the system or find it difficult to justify an investment that includes unused capabilities that can complicate the implementation process.

With Dynamics 365, companies can implement the functionality they need as they need it. The implementation process is therefore streamlined and costs are contained. As business requirements change, additional applications can be added using an incremental implementation approach. Organizations are able to quickly adapt to changing market demands and innovate in real-time with a selection of flexible, extensive business applications – helping business become more agile and competitive.

7. Flexible Deployment

Dynamics 365 can be deployed in the cloud, on-premise, or as a hybrid between the two – providing a level of flexibility that enables organizations to leverage the right technology when they need it. On-premise installations make sense for some companies, but for others, the capital outlay to acquire new equipment and increase staffing may be unrealistic. A cloud deployment will enable your organization to scale up or down and reduce the total cost of ownership, as updates are made automatically, along with backups and troubleshooting.

Ultimately companies choose Microsoft Dynamics 365 because it allows them to do business the way they want to with a system that is easy to use, flexible, and integrates with existing applications that are familiar to employees. It enables companies to add capabilities when they’re needed, with flexible deployment options – all to help them grow their business.

Learn more about Microsoft Dynamics 365 and how it can help accelerate your business.