Dynamics 365 CRM -main

How Does Dynamics 365 CRM work?

Engaging and retaining customers is crucial to any successful business. However, it is not a miracle that can be achieved in a matter of minutes. It must be earned by implementing various techniques.

From choosing the right CRM platform to finding the right CRM consulting services and customizing them to your company’s specific requirements. Taking all these factors into account, Microsoft Dynamics CRM emerges as the best option. It offers a wide range of customization, mobility, flexibility, and other features to help your business and deliver a great customer experience.

Microsoft Dynamics 365 CRM is a powerful solution for managing business connections and transforming sales, marketing, and customer service activities for a growing and midsize organizations.

The practical functionality of  Dynamics 365  CRM enables the team to be more productive and knowledgeable while giving executives greater visibility into opportunities, performance, and customer relationships.

Sales and marketing functions allow organizations to communicate with customers, prospects, and team members in a more efficient way.

Updated MS Dynamics CRM features have helped businesses become significantly more efficient and savvy in recent years. Core CRM functionality has been enhanced to provide enhanced capabilities to modernize business initiatives.

These benefits will help make your business more efficient and aligned with partners, customers, and employees.

Dynamics 365 Fundamentals: Dynamics 365 Modules

Dynamics 365 is a solution that combines CRM and ERP Systems in one cloud service, allowing for a more flexible approach to buying and using business applications. Dynamics 365 helps companies achieve four digital transformation outcomes. The results are operations optimization, product transformation, employee empowerment, and customer engagement.

Microsoft Dynamics 365 includes seven main components to help businesses achieve these transformational outcomes. Organizations can use Dynamics 365 modules to improve any specific result they want to achieve. When applied correctly, modules can have an almost magical effect on the desired result.

You can choose these modules to tailor the software to your specific requirements. Other popular commercial applications don’t always allow consumers to simply pay for the features they need.

To get started, you must first understand what is available and what each module does. This will allow you to understand which modules your business requires. The following seven modules are mentioned below:

  • central business service
  • Sales
  • Marketing
  • Talent
  • Field service
  • Project Automation Service
  • first level

These seven modules provide businesses with an end-to-end suite of applications, eliminating the need to switch between separate applications. Previously, this could be accomplished by traveling in and out of CRM.

But now finance software, stocks, inventory software, etc. can all be accomplished in a single, unified experience. Even better, by employing a modular approach, each user can be granted access to only the modules that are relevant to them.

This ensures that the end-to-end customer journey is centralized to eliminate duplication, errors, and wasted time.

Examples of how a Dynamics 365 platform works

Microsoft Dynamics 365 connects processes, people, and data across a variety of applications, including LinkedIn, Office 365, and Azure, to help you run your organization more efficiently.

It has built-in AI , analytics, and guided action suggestions to help you make better decisions. With the Microsoft Power Platform, you can also integrate most applications with existing systems and even customize them.

So how does Dynamics 365 work? Here are some examples:

Example 1:

Field service technicians work for a company that uses Microsoft Field Service, a feature-rich scheduling system solution that helps optimize overall service operation. A service technician inspects a customer’s equipment and determines that it should be replaced as soon as possible.

Write a note and take a photo. The information is immediately available to the sales team in the CRM application, Dynamics 365 for Customer Engagement.

Since the Field Service system is connected to the ERP system, the invoice can be created and emailed immediately after the service call. There will also be an option to integrate inventory management.

Example 2:

A high-tech company needs a better way to schedule and dispatch technicians. Since they have buildings and security systems to repair and maintain. Due to the importance of security for their clients, they prioritize improving the speed of their dispatch system.

A high-tech company needs a more efficient way to schedule and dispatch technicians. They need to repair and maintain security structures and systems. Because security is so important to your consumers, your top priority is to harden your delivery system.

With Microsoft Dynamics 365 Field Service scheduling and dispatch tools, they can manage their resources and equipment, analyze and plan on-site appointments, and optimize service routing and resource skill matching.

The duration of the entire customer service process was cut in half thanks to mobile access to work orders and automatic entry of completed work into the billing system.

Who needs Dynamics 365? 

Businesses today need to use technology that is scalable, that is integrated across all disciplines and connected to other services. Microsoft Dynamics 365 can do the same, it has gained popularity among businesses due to its ability to help them improve their operations. Not only that, but the team can quickly get the system up and running to reap all the benefits it offers.

Dynamics 365 provides an easy-to-use interface that gives your team everything they need to get their work done. When it comes to launching your new solution, its familiar, Microsoft-like interface can also help promote user adoption.

Microsoft Dynamics 365 has something for every business, big or small. Businesses can choose to have Dynamics 365 installed in the cloud , on-premises, or as a combination of both. An on-site installation may be preferable for large multinational organizations. While the cost of installing the equipment would be prohibitively expensive for many small businesses.

The size of an organization has an impact on financial decisions and technology requirements. When it comes to choosing which enterprise resource planning (ERP) or customer relationship management (CRM) software to buy, small businesses face challenges.

While large corporations can afford the high licenses, the fees associated with a custom integration. Small businesses must weigh cost versus convenience of use and often have to choose one software over another.

Though all the features of Microsoft d365 like flexibility, speed of implementation, convenience, and pricing structure are the same for both SMBs and large organizations. You can take advantage of the unique features and capabilities it provides regardless of the size of your business.

How does Dynamics 365 CRM make sales and marketing easier? 

Microsoft Dynamics 365 helps you align your sales and marketing. This can result in a 37% increase in sales win rates and around a 35 percent increase in customer retention.

Dynamics 365 Marketing and Dynamics 365 for Sales are two separate D365 modules used to make sales and marketing easier and more manageable. Since both tools are built on the same platform, they can be easily merged.

It’s easier to track results and successfully execute change when marketing and sales work together in Dynamics 365 without data silos . As a result, potential customers are integrated into all activities. The number of leads generated is increased and existing leads are actively promoted.

Both teams can share data and business processes because they have access to the same database. For example: Marketing qualified leads can be delivered to the sales team, and lead screening models can help sales prioritize opportunities.