Overview of Dynamics 365 CRM:
For decades, companies have shown interest in Microsoft Dynamics CRM to support business activities and streamline customer acquisition. This robust, and cost-effective CRM caters measurable solutions to meet the needs of sales, customers service and marketing.
Dynamics 365 for sales has helped multiple organizations to streamline their sales processes from lead to opportunity to sales which has accelerated their sales and profits with accurate analytics.
Microsoft Dynamics 365 Customer Service has helped multiple organizations to streamlines case and knowledge management, enables personalized customer service with a 360-degree customer view, and provided visibility into customer service department performance with dashboards and reports. This has helped organizations to retain and satisfy customers with the best services and follow-ups.
Microsoft Dynamics 365 Marketing elevates customer experiences, allowing you to orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty. The Dynamics 365 Marketing app works seamlessly with Dynamics 365 Sales, Dynamics 365 Customer Insights, Microsoft Teams, and other products and allows you to make faster and better decisions using the power of data and AI.
Dynamics 365 for Marketing has helped multiple organizations to enhance the customer journey from Prospect to Customer through building a relationship. D365 for Marketing is easy to use, tightly integrated with Dynamics 365 for Sales and other modules and has built-in analytics.
New Features Planned in 2023 in MS Dynamics CRM:
Any type of conversation directly with customers is an integral part of any sales cycle. Conversation intelligence allows all organizations to capture customer interactions, automatically transcribe calls, analyze content, and deliver intelligent insights.
This feature helps to build better relationships with customers with predictive relationship intelligence, engagement signals, and LinkedIn data. This would be very useful to prioritize customers for further follow-up for the sales cycle.
Facilitating digital selling
Dynamics 365 digital selling capabilities enhances the digital transformation of sales organizations and constitutes the data and productivity first revolution. Digital selling offerings allow customers with Dynamics 365 Sales Enterprise licenses to experience the best of these capabilities in production and feel their value
Sales Accelerator and Process Automation
Sales Accelerator is a sales engagement platform that makes your sales team productive and helps your sellers engage with customers efficiently. Sales accelerator enables your sellers to engage with prospects and customers across multiple channels. Prioritized worklist guides sellers to connect with the right customers and help them streamline workflow through automation and integration.
Process automation allows you to automatically assign leads and opportunities to the right sellers. Easily configurable rules allow you to smartly distribute leads and opportunities among the sales team based on business logic. You can also maintain availability and capacity to balance the workload of your team members.
Forecasting and Pipeline Intelligence
This feature enhances sales teams with predictability to their revenue forecasts, and a workspace that provides comprehensive views and insights into their sales pipeline. This will help users to strengthen their sales pipeline.
MS CRM now Mobile Enable:
Users can use MS CRM on mobile now in online mode which boosts their productivity and real time data can be updated from anywhere. Even MS CRM can be used on mobile in offline mode also which helps user to update CRM in remote area where internet connectivity is not stable. CRM helps to sync data once the user relates to the internet.
MS CRM and MS Teams Collaboration:
Enable users to be productive from wherever they are due to integration between Dynamics 365 integrations between Microsoft Teams and Outlook.
User can associate lead and opportunity or customer record with MS team’s chat, channel which enhances to have view of all communication doe over teams related to the specific transaction.
MS CRM and MS Outlook Collaboration:
Integration with outlook helps users to track email with any record of customer, lead, opportunity, case. Users can send email directly from MS CRM which will sync with mail trail based on email subject. CRM has a strong feature to create lead and cases via outlook integration which helps to increase productivity of an organization which enhances their sales and service process.