Businesses dream of ways to combine customer relationship management (CRM) and enterprise resource planning (ERP) capabilities into one, easy-to-use management system.
Microsoft Dynamics 365 is a cloud-based CRM and ERP solution that offers a full suite of tools to streamline business communication. Its features and functionality are continually improving to meet the needs of sales, marketing and customer service teams.
In this blog, we’ll discuss some of the top benefits of Dynamics 365 and how you can use the platform to improve business processes and gain powerful insights about your customers.
What Is Microsoft Dynamics 365?
Microsoft Dynamics 365 helps mid-market companies facilitate business relationships with customers, prospects and team members. It includes a collection of cloud apps to help manage a variety of business processes, from sales to operations to accounting.
Dynamics 365 gives employees the practical tools they need to be more productive, improve customer relationships and win more business. It also offers executives valuable insights into performance and opportunities through its business intelligence platform.
Because Dynamics 365 combines CRM and ERP capabilities, organizations can effortlessly streamline the way they communicate both internally and with customers.
7 Benefits of Using Dynamics 365
There are tons of CRM products out there – so how do you know whether Dynamics 365 is the right move over competing products?
To help you decide, we’ve compiled seven of the top benefits of Dynamics 365:
1. Easy to Use and Deploy
You can use Microsoft Dynamics 365 in the cloud or in a hybrid cloud environment. It’s simple to manage and deploy in whichever way you need based on your budget and infrastructure.
Since Dynamics 365 is cloud-based, it’s ideal for companies with a BYOD policy. Employees can easily access their Dynamics 365 apps from Outlook, a web browser or any mobile device.
2. Fully Integrates With Microsoft Products
Dynamics 365 easily integrates with other Microsoft products, including the full Office 365 suite. These integrations allow companies to move from Dynamics 365 to Outlook for communication, to Power BI for data analytics or to SharePoint for documentation.
The easier it is to work and move between apps, the less time employees have to spend transferring data between applications and learning new platforms.
3. Reduced Sales Cycle
Dynamics 365 gives sales teams access to a wealth of insightful customer data – whether they’re working in the field or taking a call in the office.
Your team will be able to craft fast responses and deliver information without having to say, “Let me get back to you on that.” And companies gain a complete picture of each prospect’s journey, allowing them to create more targeted selling experiences.
Dynamics 365 features a variety of modules and built-in workflow tools you can use to automate tasks across sales, marketing, customer service, field service and project service.
If the pre-built tools don’t fit exactly what you need, there’s no need to worry. Dynamics 365 also allows you to modify workflows to meet your needs. Use the customization tools to define additional fields and new objects in the system.
That’s not all you can customize, either. Dynamics 365 has flexible architecture, deployment options and pricing tiers so you can tailor the platform to your budget, team size and KPIs.
5. Enhanced Customer Service Experience
Dynamics 365 collects massive amounts of valuable data on each customer. It analyzes the websites people visit, how they interact with brands, which communities they are a part of and more. Its BI tool can also identify customer sentiments, buying patterns and brand loyalty – data points that can’t be measured quantitatively but are highly relevant to the sales process.
This information helps customer service reps handle each customer interaction on a case-by-case basis. With all this data housed in an accessible location, your reps can connect with customers on a human level and recommend personalized solutions without skipping a beat.
Dynamics 365 can easily scale up or down depending on your current team size, budget and workload. Dynamics 365, like most other Microsoft cloud products, is based on an easy-to-change monthly subscription.
7. Increased Productivity
Your employees can access just about any kind of data they need with Dynamics 365, so they can work more efficiently and cut down time searching for information. Employees can make better, more informed decisions, and they have all of the tools and insights they need at their fingertips.
Instead of having to access ERP, CRM, data and Office applications separately, users can find everything they need on one platform.
Get the Most Out of Microsoft Dynamics 365 With KMicro
If you’re ready to learn more about your customers, streamline your sales process and improve company-wide efficiency, Microsoft Dynamics 365 might be the right solution for you.
But adding a new platform to your existing infrastructure can be tricky. As Orange County’s #1 IT support provider, KMicro can provide the resources you need to adopt Microsoft Dynamics 365 without a hitch.
From configuration and setup to workflow automation, we’ll teach your organization how confidently leverage Dynamics 365 to improve business relationships and become more productive.
Have questions about Microsoft Dynamics 365? Schedule a meeting with one of our IT experts or call us here: 949-284-7264.