Why Microsoft CRM? The Advantages Of Dynamics 365
The practical functionality of Dynamics 365 CRM allows employees to be more productive and knowledgeable and affords executives deeper insight into efficiency, opportunities, and buyer relationships. The sales automation, customer support, and project service modules align to streamline the way companies talk with customers, prospects, and crew members.
Why do companies select Microsoft Dynamics 365 CRM over the competition? It’s fairly simple:
Its familiar and intuitive person interface ranks among the highest in consumer adoption.
Its connection with different Microsoft products, such as Outlook, Office 365, Windows Server, Trade Server, Skype for Enterprise, SharePoint, Power BI, and PowerApps, presents a huge advantage.
Its powerful constructed-in tools like LinkedIn Sales Navigator Application Platform (SNAP) and Relationship Assistant improve productivity and efficiency.
Its flexible architecture, deployment options, and pricing allow for straightforward customization to tailor the system to satisfy enterprise’s unique needs.
Microsoft’s commitment to the product and associate assist points to the longevity and quality of the system.
There are quite a few advantages of the Microsoft platform and a few particular options of Dynamics 365 CRM that set it other than the competition.
Seamless Integration. The Dynamics 365 CRM applications will be paired with other Microsoft tools, together with all of the Dynamics 365 and Office 365 apps. While this could appear like a given feature, it has a significant impact on productivity and performance.
With Dynamics 365’s integration to Outlook, you possibly can view current buyer info, sales activities, cases, and opportunity data directly in your Outlook screen. You can even full CRM tasks resembling adding new leads, adding a task, appointment, or phone call to a customer record, and tracking emails to CRM records directly from Outlook.
And the functionality doesn’t stop with Outlook. Listed below are another options you possibly can utilize because of Dynamics 365’s integration with Office 365:
Import buyer data from Dynamics 365 into Microsoft Word or Excel templates. Run analytics with Excel on-line directly within Dynamics 365, or link data from Dynamics 365 to Excel spreadsheets that will replace dynamically and keep Dynamics 365’s security permissions.
Access anything you capture in OneNote directly from a Dynamics 365 customer record.
Simply import data from Dynamics 365 into Power BI to analyze it against different information. Even better, feed data from Dynamics 365 into Power BI dashboards so the knowledge you’re most enthusiastic about is always at your fingertips.
Access SharePoint calendars and documents directly from Dynamics 365.
Use Skype for Enterprise to call anybody directly from Dynamics 365. Or use Skype to hold webinars and whiteboard discussions and instantly follow up with Dynamics 365.
See your Office 365 Group calendars and documents in Dynamics 365, right next to the relevant buyer information.
Just as Dynamics 365 CRM integrates with Office 365, it additionally integrates with all of the different Dynamics 365 applications. This means you could have the power to pick and select which applications are right on your business. And if you want to make an addition, it’s a simple matter of updating your Microsoft license. Furthermore, because the entire applications are from Microsoft, upgrades are their responsibility, and also you don’t have to fret about managing integrations with third-party solutions.
PowerApps. This unique tool from Microsoft gives you the ability to build customized applications quickly and easily without code or technical expertise. It pairs with the complete array of Microsoft products, including Office 365 and Dynamics 365, that means you may leverage data from any program and deploy it in a web or mobile app.
LinkedIn Sales Navigator Application Platform (SNAP). In 2016, Microsoft bought LinkedIn, which means LinkedIn also integrates with Dynamics 365. LinkedIn SNAP permits your sales team to leverage the complete energy of LinkedIn directly through Dynamics 365. In SNAP, you may search the LinkedIn network to identify leads and save them as CRM records. SNAP will also recommend leads based mostly on your searches. View full LinkedIn profiles directly in SNAP to establish a prospect’s current company, position, tenure, and location. Receive notifications when prospects make updates to their profiles, like job changes or new connections with somebody in your network. Use SNAP to request an introduction to a lead via a mutual connection, or use LinkedIn’s messaging functionality directly through SNAP to achieve out.
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