Why you should integrate Microsoft Dynamics 365 with your CRM tool?

In today’s data-driven world, a successful business is one that can analyze information with the intelligence to anticipate and respond to customer needs in real time. Dynamics 365 combines powerful servicing, sale, and marketing tools which will help you serve your customer from initial contact to post-sale support.

It seamlessly integrates CRM (Adobe Campaign/Salesforce) and ERP capabilities. With D365, all key parts of your business are connected. You have the complete overview of your business operations across the world and can make critical decisions.

You can Disrupt. Adapt. and Grow

And most important factor according to me is, developing a relationship with your customer.

Boon for small-to-medium-sized businesses (SMBs)

For years now, many small-to-medium-sized businesses (SMBs) have had to make a difficult decision, and that is whether to invest in enterprise resource planning (ERP) or customer relationship management (CRM) software. While larger companies can afford the expensive licensing fees and custom integration for both, smaller businesses have been forced to pick one over the other. Microsoft’s Dynamics 365 is a cloud software solution that merges its Dynamics CRM and Dynamics AX products. This new product will be perfect for SMBs that have long-wanted both an ERP and CRM option.

Let’s look at what D365 brings to the table.

Seamless Customer Experience:

Integrated sales, marketing, and customer service apps connect everyone to a single source of customer information that creates consistency and unifies how clients experience your business across all channels including social, integrated web chat and self-service portals.

Optimized reporting with Power BI & Dynamics CRM:

Dynamics CRM offers you the power of SQL server reporting. Leveraging the services, you can build insightful business reports.

It helps you to gain a complete view of your client at any given time and has advanced reporting functionality, which delivers an essential basis for sales planning, marketing investment, and tracking.

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Centralized Data:

Dynamics centralizes your data into a single interface by integrating with other applications, cloud services, and external data sources. This includes accounting databases, email marketing, websites, surveys etc.

Mobile Solution:

You get a free mobile app included with Dynamics 365 licenses. This way you can stay connected to Dynamics 365 when away from the office. Also, you get cross web browser support on multiple devices

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VR/AR Capabilities:

You heard it right, you get to use virtual reality solutions too with Dynamics 365. The below image shows the VR display which is used to check the companies warehouse inventory.

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So if you want to unlock new opportunities and innovate in your business, then Dynamics 365 should be your go-to product.

Learn how the MacDonald-Miller Facility Solutions makes buildings work better. The Seattle-based contractor not only designs and builds energy-efficient buildings, but it also ensures that they stay that way through post-build optimization services. Its new connected field service solution with Microsoft Dynamics 365 dispatches service technicians when a building’s system is using too much energy or about to fail and provides the right information, tools, and parts needed to make a first-time fix. Watch to learn how Dynamics 365 solutions allows businesses to make sense of their data and make intelligent decisions for themselves and their customers.

Read the customer story: https://aka.ms/MacDonald-Miller

I will be posting on “Dynamics 365 integration with Adobe Campaign Classic” too. Stay tuned for more.

Hope this helps.

 

 

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