Dynamics 365 – The Best CRM for an Agile Business?

Microsoft Dynamics 365, how does it work? 

Dynamics 365 is a software platform that includes many intelligent services ranging between CRM (customer relationship management) and ERP (Enterprise resource planning). You may wonder what these terms mean? Let’s find out together.  

A CRM is a data-driven software solution that improves how you interact and do business with your customers. This solution increases your profitability by streamlining administrative tasks in your sales, marketing, and service divisions. With a CRM, you can build and maintain strong relationships with your customers and understand their requirements with detailed insights. 92% of US businesses said that CRM is a crucial tool in achieving their revenue goals (SuperOffice, 2021). Without the use of an optimised CRM integrated into your services, you could be losing growth opportunities and revenue. For example, if the contact details of a client are incorrect or misplaced on your behalf, the opportunity could be cancelled and lost to a competitor. Another scenario could be a potential client lead allocated to two salespeople who approach the client twice with the same offerings. This situation may cause frustration with some clients, resulting in poor customer service. Dynamics 365 is an easy cloud-based solution to deploy for your business and it is customizable to suit your requirements. 

An ERP is a business management software that manages and integrates a company’s financials, supply chain, operations, commerce, reporting, manufacturing, and human resource activities. ERP is similar to CRM but manages other segments of a business. Dynamics 365 connects all the data from the different business departments to produce easy and secure access for the people of an organisation. With the solution, you can reduce administrative and repetitive tasks you may have encountered from former systems that waste precious time and resources. For example, when you make an update within the finance department, automatic changes will occur in the HR and manufacturing departments if relevant.  

Dynamics is known to be a flexible solution that can be used in every division of a business. Whether you are looking to manage leads for sales to be highly organised or enhance your customer service through interactive features and automation, this technology may be for you. In Marketing, we use Dynamics 365 to manage most of our activities. We can schedule webinars and events or create content such as emails, mobile notifications, or social media posts with personalised features to inform our clients of our latest offerings. The content we create through can be published online directly through the platform and we can quickly gather all the insights into our content to understand our audience.  

Dynamics 365 is a connected platform that can manage all your business departments under one connected and secured cloud environment. You can increase your productivity and automate tedious tasks for your employees. By 2027, the CRM market is expected to reach £82,8 billion, about £2,500 per person in the US. (Fortune Business Insights, 2020). For this reason, it is important for businesses to select the right platform for them and get ahead of their competitors. 

You may ask yourselves, what is so unique about Dynamics 365? 

There are so many different CRM platforms available to companies now, but the question is “which one would work best for my company?” Key factors such as costs, implementation times and net results are no doubt to be considered.  

Microsoft Dynamics 365 Business Central overview 

Well firstly, Dynamics 365 is a connected platform that can be used across all business departments, but most importantly it is very flexible with other Microsoft products. The connection between all the departments can offer enhanced cooperation for the people of an organisation who are able to communicate better with each other. Ultimately, if your business cooperation increases, the value of services you offer is likely to improve as well. This might seem obvious, but you can connect Dynamics 365 with Outlook, skype for business and SharePoint to create shortcuts. Most features included in this CRM are adjustable to your needs, so you avoid repetitive tasks and integrate automation with connected services. The best part of Dynamics 365’s Implementation with specific adjustments doesn’t require much time and it’s cost-effective.  

For data insights, you can easily import data from Dynamics 365 into Power BI to analyse it against other information and make informed decisions. These insights provide a better understanding of how your business is performing and how you can scale. The information you require for your business can easily be adjusted before the implementation of the CRM. Microsoft Power Platform services are used sed by more than 97% of Fortune 500 companies (Microsoft, 2021). 

An important aspect of Dynamics 365 to consider is that the CRM implementation time is short and can offer results soon after its launch. The low-code platform enables your organisation to make your own changes in-house, if it requires adjustments at any time.

Are you looking for real life examples?  

We have worked with many organisations to help them integrate Dynamics 365 technology and achieve great results in no time. We have a specific approach to business transformation in which we support you consistently. Feel free to read about our latest operations. 

Technology Firm Restructures Systems using Dynamics 365 

HR consultancy – CRM Transformation with Dynamics 365 

Who are we?  

We are risual, a Microsoft Gold Partner that specialise in Business, Digital and Cloud transformations for organisations of all sizes. You can discuss your ideas with our expert at any time, we are always happy to provide valuable insights and support.  

We currently have an exclusive offer for Dynamics 365 technology offering unique features.  

With the drastic changes of the digital world, business environments have changed their ways of operating to create more opportunities and increase productivity. Customer expectations have changed towards higher standards of service. Our Dynamics 365 customer service accelerator offer is carefully adjusted to businesses looking to achieve results fast with a cost-effective solution. 

This service includes amazing optimisation features such as:  

  • Omnichannel engagements, across voice, chat, social and mobile apps 
  • Secured data available anywhere, on any device from the cloud 
  • AI technology and intelligence to support your productivity 
  • Insights and data analysis to make more informed decisions 

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