The New Era of Customer Relationship Management

Customer relationship management can be messy. Managing data across platforms leaves room for errors and wastes your team’s time trying to retrieve the most up-to-date information. To eliminate inefficiencies in the sales process, Microsoft is consolidating its CRM and ERP clouds into one shared solution, Microsoft Dynamics 365.


What is Microsoft Dynamics 365?

Dynamics 365 combines existing CRM and ERP cloud solutions into one comprehensive service – with the productivity power of Office, Dynamics, Power Platform and advanced Power BI analytics in one location.

Through Microsoft’s app market, AppSource, you can easily access apps to help manage specific business functions like financials, sales, marketing, operations and customer service all from one place.

Business Benefits of Microsoft Dynamics 365

Dynamics 365 has transformed the way companies manage customer data and daily operations. By dissolving barriers between critical business platforms, your data can start working together to help you make smarter decisions faster.

Here are a few more advantages of Dynamics 365 for CRM:

Gain Real-Time Insights With Built-In Predictive Analytics

Microsoft’s Power BI and Cortana Intelligence tools are natively embedded in the combined CRM and ERP solution. Armed with predictive insights, prescriptive advice and actionable next steps, users can simplify sales processes, optimize workflows and quickly adapt to user behavior.

For example, Cortana Intelligence can predict which products and services a customer will need next, fueling your sales team’s cross-selling and up-selling efforts. loT data within Dynamics 365 also provides real-time asset monitoring and anomaly detection so field service agents can actively prevent failures and costly customer service issues.


Easily Connect Business Apps With Office 365

Dynamics 365 is integrated with Office 365 and uses the common data model, simplifying data management, business processes and cross-app integration.

With both platforms working together, you connect the structured workflows inherent of business apps with unstructured processes like daily collaboration and productivity.

For instance, a salesperson can pull data from finance and sales apps and quickly respond to a prospect with an accurate quote – all without leaving Outlook. With relevant information in one centralized location, you reduce time spent switching between platforms and complete work faster.

Eliminate Costly Data Upkeep

Previously, when connecting CRM and ERP databases, you had to copy data between them and continually update both systems with new information. But inputting duplicate data leaves room for inaccuracy and requires costly resources. When sharing files in Dynamics 365, the common data model integrates the data – eliminating the need for repeated manual data entries.



Customize Your Subscription Based on User Roles

Dynamics 365 applications work together but can be independently deployed. With role-based licensing, you can customize your subscription based on specific user roles with the option to easily add functionalities as your organization grows, scales or pivots. As a result, you pay only for the apps users need.

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