Why Microsoft Dynamics 365?

Why Microsoft Dynamics 365 for CRM?

The Value of Dynamics 365 for CRM in an Organization

In today’s market, customers have more options than ever when choosing the companies they choose to do business with. It is essential that an organization fully understands their customers from the first interaction through the last interaction and across the organization. Customer relationship management (CRM) systems allow for easy information tracking and sharing to ensure that each interaction with a customer is meaningful, productive, and pleasant.

More Than Just Salesforce Automation

Traditionally, CRM systems have been regarded as sales tools for accessing a pipeline or activities specific to the sales process. Today, companies are increasingly seeing exceptional value in sharing information throughout the entire organization. The use of CRM is spreading beyond the traditional sales department. Although specific information needs will differ from one role to the next, more often than not customer information can and should be shared beyond sales.

For example, it is quite valuable for sales representatives to know about any issues their customers have brought to the support team, or marketing materials that have recently been sent from the marketing team. It is equally valuable for the marketing team to be able to understand where a prospect is in the sales process. Dynamics 365 for CRM makes it possible to share this relevant information.

Integration with Other Systems

Beyond sharing information in CRM, integrating Dynamics 365 with other systems in the organization allows an individual to get all the information they need from one location. Gone are the days of multiple logins for multiple systems to complete simple tasks. Integrating a billing system with CRM can bring paid invoices into the CRM system, which limits the number of people that have access to the billing system but ensures each individual has the information they need.

Invaluable Insights into Data

CRM provides managers with greatly improved visibility into their teams. They can see in a snapshot where processes need to be tweaked and if any team needs training to improve productivity—and they can access the data in real-time. In the past, reports were often generated on a daily, weekly or monthly basis. This is no longer good enough—reporting needs to be real-time and accurate. Dynamics 365 accommodates these needs.

Another key element of modern CRM systems, and Microsoft Dynamics 365 specifically, is mobility. Everyone is on the go, and people need to access data beyond the walls of the office. CRMs have migrated from the office to the mobile world. Microsoft Dynamics CRM is available on all the major devices which means a user can access information when and where they need it. Providing access on mobile devices ensures that the information is entered into the CRM and a manager can see reporting in real-time. The value of a CRM within an organization is endless.

So, Why Microsoft Dynamics 365?

One of the leading products in the CRM space that delivers the value talked about previously is Microsoft Dynamics 365. Microsoft Dynamics 365 is unique in the CRM marketplace and is leading the way in innovation and usability across the globe. The Dynamics 365 platform offers companies a unique set of productivity tools across sales, marketing, and customer service. Microsoft 365 is differentiated from competitors by its ability to extend and scale across multiple business units, giving companies the ability to leverage their Microsoft CRM investment without the need for additional software.

The Power of Choice

Microsoft Dynamics CRM offers organizations the power of choice in deployment. Dynamics CRM supports on-premise, in-the-cloud and partner-hosted deployment options. All the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online, thus giving you the power of choice. Microsoft is a leader in cloud-based services, with data centers across the world, it supports a robust physical network and attains strict data security.

Intuitive and Intelligent

Microsoft Dynamics CRM’s intuitive user interface ranks amongst the highest in user adoption. Its ability to connect with other Microsoft tools, such as Microsoft Outlook, is unmatched in the market. And Dynamics CRM is much more than a data entry system. It’s intelligent, informative, and drives a streamlined approach to managing customers and key relationships. It’s a valuable tool that not only equips teams to be more productive and educated with the work they do, but also gain deeper insights into the entire customer relationship across multiple business units.

What can CRM do?

Salesforce automation

The Microsoft Dynamics CRM salesforce automation suite effectively and accurately manages your sales process. The process-driven user interface simplifies the lead qualification process and helps drive successful conversion of leads to customer accounts. The opportunity management area contains a built-in process header that can be used to manage opportunities through various sales stages and steps.

What does this mean to companies using Microsoft CRM? It presents sales teams with the accuracy and consistency required to effectively drive opportunities through the sales process faster and better. Lastly, Microsoft Dynamics CRM helps customer focus on key accounts and close opportunities faster.

Marketing automation

Microsoft Dynamics CRM marketing automation offers the ability for customers to effectively manage campaigns, including all applicable planning tasks as well as the ability to distribute planning tasks and manage budgets. It also has a robust marketing list creator, giving the power to drill down and segment very specific customers and contacts.

Case management and customer service automation

Customer service automation in Microsoft CRM offers a full suite tools to help companies manage the support and retention phase of the customer lifecycle. The process-driven user interface helps streamline the case resolutions process. Similar to the opportunity and lead process user interface, the customer service user interface can be tailored to work the way you do.

Microsoft CRM also helps companies manage their SLA and contracts. The user-friendly form also displays all previous interactions with the customer and will display related cases based on specific attributes.

For example, if my company fixes computers and a customer calls in and needs help troubleshooting their computer, based on the attributes I select like, troubleshoot, make and model of computer, and type of question. I can trigger Microsoft Dynamics CRM to search the database and pull in cases that match the attributes selected which helps employees be more educated and able to respond to customer inquiries faster.

Extending CRM: XRM

The fourth module of Microsoft Dynamics CRM is huge! The ability to extend Microsoft CRM to help manage other areas of the business that don’t typically fall within the realms of sales, marketing and customer service. The powerful and extremely flexible platform can easily be configured and customized to help facilitate other processes within your organization.

For example, let’s say you’re a Microsoft Dynamics CRM customer and you need a solution to manage projects. Or perhaps your organization needs a solution help manage travel requests. Microsoft CRM can help automate and/or manage any area of your business, without necessarily needing custom development to get you started. (Note! Always consult with you Microsoft CRM Consultant before building anything.)

In summary, the rapid growth and adoption of Microsoft Dynamics CRM is testament to the investments Microsoft has made in delivering a world-class CRM solution that real people can use to streamline their businesses and be more productive.

So what makes Microsoft CRM stand out from its competition? Think of this: No two companies are the same in terms of how they operate. Customers need a solution that can easily be molded to fit their unique processes. Sometimes a best-of-breed solution is not the right fit, and oftentimes these solutions are not easy to configure and end up costing more in the long run. Microsoft CRM is easy to use, integrates to Microsoft products you already own, is flexible, and provides a rapid development environment. Microsoft is innovative, intuitive, and helps drives success across your organization to meet your desired business outcomes.

Microsoft Dynamics CRM and Microsoft stack

One of the most powerful propositions of Microsoft Dynamics CRM is the integration with the Microsoft stack. The Microsoft stack consists of products such as Windows Server, Microsoft Exchange, Microsoft Lync, Microsoft SharePoint, and Yammer. This stack helps give an end-to-end solution designed to work together and increase the value of technology in your business.

  • SQL Server. Dynamics CRM harnesses the power of Microsoft SQL Server. Microsoft SQL Server can handle 1 million commands per second and is 460% less expensive to manage in administration over an oracle database (learn more here). These benefits in turn lead to Dynamics CRM being a robust system that has much lower total cost of ownership than its competitors.
  • Exchange and Outlook. Dynamics CRM integrates with Exchange and Microsoft Outlook. Exchange and Outlook by itself is a leading business email, calendar and contact solution. Combining Dynamics CRM with Exchange and Outlook allows the end user to interact with CRM in a convenient and familiar user interface.
  • Microsoft Lync. This tool enables easy communication to internal company contacts and external partners and customers. Dynamics CRM integrates tightly with Lync allowing presence information (Available, Busy, and Away) to be seen at a glance, and provides out-of-the-box click-to-dial integration with CRM when working on customer records.
  • Yammer. This enterprise social network platform integrates with Dynamics CRM to allow expertise in your organization to be shared efficiently to acquire new customers and provide great service to existing one. All of this expertise shared through this internal social platform is then stored on the related CRM record automatically so others can review it at any time.
  • SharePoint. As information comes together during interaction with customers, business documents will be generated throughout the lifecycle. Dynamics CRM integrates with SharePoint creating a consistent folder structure to store and organize documents while making them easily accessible in the related CRM records—regardless if that is an account, contact, opportunity, case or a custom record type.

All of these technologies that integrate and enhance Dynamics CRM are available as service-as-a-subscription (SaaS) cloud options or on-premise deployments to give the customer the ultimate power of choice.

If you’d like an even deeper dive into the why. Check out WhyCRM by PowerObjects.