Why you should use Dynamics 365 as your CRM

Microsoft Dynamics 365?is a cloud-based business application platform that incorporates CRM and?ERP?components, as well as productivity apps and artificial intelligence features.

Here we are sharing the important factors of Why small and mid-sized businesses use Dynamics 365 as their CRM.

1. Targeted marketing campaigns

It’s very important that your customers are aware of new products and special deals. Building lead and customer lists, generating campaigns targeted at individual prospects, monitoring results, and performing follow-ups are all made easier using Microsoft Dynamics 365’s marketing automation tool.

2. The right information to the right people

People in a given situation require information in a particular situation. You can ensure that the right data is delivered to the right employees using Microsoft Dynamics 365, whether they use the web, mobile, or MS Outlook.

3. Manage Relationships

Dynamic 365 adapts to your business rather than getting in the way. Manage your relationships in one place with all of your connected apps.

4. Dynamics 365/CRM is built for Outlook

Microsoft Dynamics 365 can turn Microsoft Outlook into a single location where you can manage both customer data and conversations.

Outlook’s collaboration and messaging client is the most popular client communication application in the world. By integrating Microsoft Office Outlook into a tool for managing client information, Dynamics 365 CRM extends the reach of Microsoft Office Outlook.

It consolidates marketing pitches, lead data, and sales call information for your marketing and sales teams in one central area.

5. Deep Integration

When choosing a CRM, keep in mind that Microsoft’s other platforms are easy to integrate with, resulting in enhanced productivity. Applications like Outlook, Excel and Word will be used by Dynamics. These synchronization capabilities provide unrivaled advantages.

6. Excellent User Interface

Microsoft has put a lot of effort into developing products with comparable user interface principles. This implies that when Windows users use Dynamics, they will feel right at home, and you will spend less time and money onboarding your employees.

Benefits of Dynamics 365

1. Fully Integrates with Microsoft Products

Other Microsoft products, such as the whole Office 365 suite, are simply integrated with Dynamics 365. Companies can transition from Dynamics 365 to Outlook for communication, Power BI for data analytics, or SharePoint for documentation thanks to these interfaces.

Employees will spend less time transferring data between apps and learning new platforms if working and moving between apps is made easy.

2. Enhanced Customer Service Experience

Each customer’s data is collected in vast numbers through Dynamics 365. It examines which websites people frequent, how they interact with brands, and which communities they belong to, among other things. Its BI platform can also detect customer moods, purchasing patterns, and brand loyalty — non-quantifiable data aspects that are crucial to the sales process.

This data aids customer care representatives in handling each client engagement on an individual basis. Your salespeople can connect with customers on a human level and propose personalized solutions without missing a beat now that all of this data is in one place.

3. Excellent communication across departments

This cloud-based solution integrates CRM and Enterprise Resource Planning (ERP) and connects departments such as finance, sales, customer service, and operations. The major goal of this type of work is to synchronize diverse teams, such as the design team, the manufacturing floor, and those that directly engage with clients, so that they may get real-time data that will help them make appropriate business decisions.

4. Better social engagement for best customer service

Microsoft Dynamics 365’s process-driven user interface aids in the management of individual instances. Sales personnel can respond to patterns established by client usage data by analyzing centralized data. This allows them to interact socially, provide customized solutions, and add the human touch that is required. Sales reps can use BI to learn more about consumers’ visits to the website, their interactions, their communities, and more.

Do you need a Dynamics 365 solution to help you manage your sales, service, and marketing processes? We’re here to assist you.

Working with a?Dynamics 365 development company?like Cynoteck can help your company prioritize requirements and get the most out of your Dynamics CRM at the most efficient pace and level of customisation.