Identifying the right CRM for your business operations lies at the core of achieving your long-term strategic goals.  

The Dynamics 365 Customer Engagement (D365 CE) offering is the only portfolio of business applications that enables your organisation to deliver operational excellence and continuous customer satisfaction.  

Here you will find our top favourite features and reasons why your organisation should use Dynamics 365 for your CRM.  

‍

Reduce mundane tasks through innovation

One of our favourite features of Dynamics 365 is that it can integrate, with ease, with other platforms. Not only will this increase your productivity but also reduce the need to perform repetitive tasks. Dynamics can leverage applications such as Outlook, Excel, and Word and use workflows to create processes that reach desired results, whilst adhering to business rules. For example, you can qualify your leads using a set criterion and automatically send email alerts or direct sales leads to individuals within business.

‍

Centralised data

The centralisation functionality of Dynamics 365 CE allows you to know where processes are at all times, meaning no more following up or chasing for information. The purpose of Dynamics 365 is not to get in the way or change your business, it will adapt to it. You can manage your relationships, sales, marketing and more through your connected applications in a single location.

‍

Collect and report back on key data helping your business grow and find trends

Power BI provides your business with real-time reporting of your KPI’s, helping you understand the strengths and weaknesses of your business processes, sales performance, and marketing campaigns with data visualisations. Microsoft’s industry leading technologies are implemented throughout Dynamics 365, empowering more efficient business practices and synchronised information exchanges within your company.  

‍

Organise and manage processes enhancing your organisations efficiency whilst reducing costs

Dynamics 365 adapts to the need of your business not only in automation, but also with cost. Traditional deployments require a set number of licenses to be purchased whereas, with Dynamics, you only pay for the users that are active on your system. With the ability to also create custom applications within the larger Power Platform bracket (the foundational suite of tools that Dynamics is built on), you then have the ability to create smaller, targeted apps for a fraction of the cost but with full functionality – offering specific teams around your business access to the information they require without needing to license everyone fully!

Time is money and, with Dynamics operating as an OOTB online system, installation and full operation can happen in a matter of weeks. Forget the complexities, and cost, of an on-premise set up and enjoy the speed of an online system (with the help of our consultants of course!). This also means that the cost is mainly operational, decreasing your capital expenditure and costs only increasing when your business grows.

 

Accessible and Secure data

Security is a priority for any company. Microsoft prioritises customer data and maintains security from within the Clouds UK data-centres. Dynamics 365 is GDPR compliant and therefore meets the EU’s privacy criteria, ensuring the highest level of protection for your company's data.

Hybrid working is on the rise, as is the demand for a more mobile world. Microsoft understands that it is essential everyone in your business can access information anywhere and at any time. Dynamics 365 can operate with full functionality on a tablet or mobile phone, enabling your company to have access to an entire workspace from their pocket. Moreover, the automation of daily tasks quickly reduces the need to continuously be at a desk, what’s not to love?

‍

There’s no question that Dynamics 365 and the larger Power Platform tools offer an abundance of benefits, security and opportunities for a business – of course we’re biased, but we’re happy for you to take our word for it.

‍

To see how Dynamics 365/Power Platform could benefit your business get in touch, of find out more here.