In November 2016, Microsoft took a major step forward in the evolution of CRM by introducing Dynamics 365 for Customer Engagement. This move unified Dynamics CRM with other ERP solutions into one integrated cloud platform, providing users with seamless access to tools like Office 365 and other cloud services.
Think about your current sales process. It might appear straightforward—starting with lead generation, followed by qualification, nurturing, and eventually closing deals. But managing hundreds of leads through a basic Excel spreadsheet can quickly become chaotic. This is where a CRM makes all the difference. A dedicated CRM system offers comprehensive storage, better organization, and real-time visibility into your leads and contacts. With Microsoft Dynamics 365 for Sales, our clients have experienced a platform designed to meet modern sales needs—empowering their teams to excel in reaching their goals.
Key Dynamics 365 Sales Features and Enhancements
Tailored Apps for Enhanced Usability: Dynamics 365 Sales allows users to build custom apps tailored to specific needs, following Microsoft's principle of delivering "the right functionality at the right place." For instance, marketing teams can develop apps that display only relevant project features, minimizing clutter. This functionality, combined with a graphical sitemap editor, makes app customization easier and faster.
Streamlined Order Management: Dynamics 365 Sales simplifies customer order management by allowing real-time edits directly from within the system, eliminating the cumbersome need for loading records or running multiple searches. This improvement means that sales teams can respond to customer requests with greater agility.
Better Integration for Seamless Workflows: Deep integration between Dynamics 365 and Outlook means that Office 365 users can leverage tools like Microsoft Power Automate to create custom workflows. This level of connectivity makes collaboration seamless and ensures data moves fluidly between applications. Customer service teams can also use sentiment analysis to detect negative feedback in customer emails, allowing them to respond proactively.
Driving Growth Through Customer Engagement
According to Forbes, businesses that focus on customer engagement achieve greater success. Customer engagement isn’t just about communication—it’s a strategic approach to foster growth and build long-term loyalty. Organizations that prioritize engagement invest more in resources dedicated to enhancing customer experiences and are more likely to appoint leaders to oversee engagement efforts.
Microsoft Dynamics 365 for Customer Engagement provides the tools necessary to transform customer relationships. It equips businesses with AI-driven insights, streamlined workflows, and better visibility across the entire customer journey. Integrated with tools like Microsoft Teams, Office 365, and Power BI, it delivers a holistic CRM solution designed to boost productivity and elevate customer satisfaction.
Ready to take your customer engagement to the next level with Dynamics 365?
CBR Technology is here to help. Visit our website to explore our solutions and see how partnering with a certified Microsoft Gold Partner can help make your transition to the cloud effortless. Have questions about Dynamics 365 or other ERP/CRM solutions? Contact us today!
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Email: sales@cbrtechnology.com
Phone: 855.227.0700
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