7 ADVANTAGES OF USING DYNAMICS 365 – MICROSOFT’S CRM

7 ADVANTAGES OF USING DYNAMICS 365 – MICROSOFT’S CRM

1,075 Views

In this article we will see what Dynamics 365 is and 7 advantages that differentiate it from any other offer on the market.

What is Microsoft Dynamics 365?
It is a member of the new generation of cloud- based smart business applications , which provides a unique set of tools for enterprises and businesses.

It is a set of business applications for CRM (customer relationship management) and ERP (enterprise resource planning) that support different areas of the company such as sales, customer service, operations, finance and marketing, among others. .

What advantages does Dynamics 365 provide for your business or company?
1. Convenience
Being cloud- based , you can access the system wherever, whenever, and from the device of your choice. If the sales force is on the road trying to close a sale, they can upload information to the CRM outside of the office. And your team in the offices can see the updates in real time.

Another convenient aspect of Dynamics 365 fromĀ vastasys is that because it is a Microsoft product, it naturally integrates with Microsoft Office 365. This gives your team the ability to export information to programs such as Word, PowerPoint, Excel, or Outlook quickly and effectively.

2. Licensing flexibility and scalability
Microsoft Dynamics 365 has two extremely flexible licensing models.

The first model allows users to choose which Dynamics 365 applications they want to use, and there is no minimum number of applications that must be selected. If you only need one Dynamics 365 application, you can subscribe only that application (for example, the application for sales or for customer service). It has the potential to be much cheaper than other cloud CRM alternatives since you only pay for what you need.

The second model is based on roles within your organization. You just have to subscribe your employees to the work they do, without having to buy a large license that covers all the roles of the company.

In addition, Dynamics 365 eliminates the need to maintain your own servers and data centers, which also contributes to financial savings.

3. Business Intelligence included
The platform includes two business artificial intelligence: Power BI and Cortana. These intelligences offer analytical and predictive capabilities which can help your employees identify new opportunities.

For example: Ariel is a salesperson for a large furniture supplier company. While Ariel is looking for leads in the CRM, Power BI can analyze the sales information that the company has and make a calculated prediction of the stores that will need brown leather furniture in the next three months. The Power BI suggestion helped Ariel identify a previously unknown opportunity.

Cortana, the intelligent personal assistant developed by Microsoft, integrates with Dynamics 365 to provide relevant and timely information on sales, customer accounts, opportunities and future meetings.

4. Get to know your customers thoroughly
Dynamics 365 consolidates any type of information you have about your customers so that you can have a complete vision of who they are.

You can use predefined KPIs to chart the consumer journey, all with real-time updates. You have the power to personalize the buyer experience and track the status of your customer relationship.

5. Agility
Microsoft CRM transforms the way customer information is handled. You can eliminate barriers that exist between essential platforms for your business and make your information start to work together.

All of this is thanks to the Microsoft Common Data Model, a shared database for businesses. In a way, it is the glue that brings all the information together with the company’s processes.

6. Offline functionality
Not having internet does not limit access to information about your customers. The software allows you to keep a local copy of the information, so that you can access it even if you don’t have an internet connection.

It also offers the option of creating drafts when you do not have an internet connection. Depending on how the CRM is configured, you can save these changes once you have a secure internet connection, or the changes are automatically synced once the connection returns.

7. Security
Microsoft has a robust security system that covers all its cloud services including the physical data center, network connectivity, the hosting platform, and user and administrator access.

Why Dynamics 365?
In summary, Microsoft Dynamics 365 offers great potential to simplify the economic activities of any company or company, while reducing costs and increasing the agility and effectiveness of employees.

Technology