Microsoft Dynamics 365 (also known as D365) is the
Cloud-based Platform for Business Applications from Microsoft, which is
suitable for all business, be it micro, small, medium, or large enterprises catering
to different needs of B-2-B, B-2-C, and C-2-C models. Originally
launched in 2009 (named Dynamics CRM 4.0 which was an on-premises web
application).
The New Dynamics
365 has evolved both vertically and horizontally in terms of features
and capabilities taking advantage of the latest cloud-platform with advanced-tech
like Analytics, AI, etc.
Starting as a Sickle… Dynamics 365 has evolved to become the
“Swiss-Knife” for managing Business Services and Processes
While the diverse
range of modules available in its catalogue makes Dynamics a fully functional
ERP, but here I would like to highlight its CRM capabilities mainly because
Microsoft facilitates choosing Dynamics features as and when needed (meaning
that you can use it purely for CRM functions or can choose to extend it to be
used in other business processes like Finance, Project Operations, etc.)
Customer Relationship Management (CRM) is an essential function for all organizations
to ensure businesses continuity and growth through refined personalize-able services
to its clientele.
Using Dynamics, companies can choose to use specific
services like Marketing, Sales, etc. and as the business and requirements grow,
extend the same platform to accommodate additional ERP capabilities without
needing to switch between or use multiple platforms.
Key Modules of Dynamics 365 CRM
Dynamics
365 Sales
Microsoft Dynamics 365 Sales is an intelligent market-leading CRM
software that helps Microsoft
Dynamics 365 Sales is an intelligent market-leading CRM software
that assists MSMEs in the end-to-end management of their entire business
development and continuity process, providing the sales team with all of the
necessary tools and a 360-degree view required to increase productivity, foster
relationships, and, most importantly, win more deals.
Dynamics 365 Sales Enterprise can assist your
organisation in critical business development processes, maximising revenue
opportunities, and collaborating more effectively across teams.
Dynamics 365 is the CRM of choice.
·
Enhance Sales Insight Using Dynamics 365 For Sales
·
Dynamics CRM Sales Escalate Your Sales Performance
·
Increase Sales Productivity Through Sales
Automation
·
Leads Nurturing With Sales Management Software
·
Manage Your Products Through Microsoft CRM
Dynamics 365
Customer Service
Microsoft
Dynamics 365 Customer Service is a customer service automation module that
streamlines case and knowledge management, enables personalised customer
service with a 360-degree customer view, and provides dashboards and reports to
provide visibility into customer service performance.
The Microsoft CRM customer care module includes a wide
range of advanced, yet user-friendly case management tools. This allows
organisations to provide exceptional services to their clients. It is a
built-in intelligent client tracking system that provides consumers with faster
and more customised services.
·
Fast and efficient customer
services through Dynamics 365
·
Multi-Channel engagement with the
client management system
·
Proficiently Manage Cases in the
Customer Service Hub
Dynamics 365 Marketing
Microsoft Marketing
Automation for Dynamics CRM is designed as a closed-loop marketing system that
allows you to create and track all campaign activities. It also collects data
for better analysis. There are interactive dashboards for a comprehensive view with
liability to connect with all social media channels. Including Facebook, LinkedIn,
Instagram and other.
Dynamics 365 for marketing in
the cloud combines intelligent applications that work seamlessly together to
transform your business processes. D365 CRM can tightly integrate marketing,
sales, and other modules thanks to advanced tools and built-in analytics. To
orchestrate customer journeys across marketing, sales, commerce, and service
teams, from Prospect to Customer.
Key Features for A
Successful Marketing Strategy:
1. Campaign
management
2. Marketing
list
3. Customer
response tracking
·
Easy Email Through CRM Marketing
·
Strengthen Social Media reach
·
Consistent Management Between Sales And
Marketing
Dynamics 365 Project Service operations
Dynamics 365 Project Service Automation a.k.a. Dynamics 365 Project
Operations helps business a lot in the planning and management of
the entire project life cycle. It goes from initial sales stages,
known to a lead and opportunity to Billing, Invoicing, and Support.
Managing anything and everything to improve process
automation and customer relationships by using D365 CRM Work Breakdown
Structure (WBS), to plan and schedule tasks. "It includes the entire
project cycle, from creating a planning opportunity to tracking and managing
resources, to easily quoting and approving time and expenses for project-based
services in real time."
Key features Dynamics
365 Project operations
1.
D365 PO
helps teams to stay productive while effectively managing all the project
deliverables on time and within budget.
2.
Project
Managers and teams can use advanced scheduling tools to plan a project
according to the delivery timelines and take calls on assigning resources for
client tasks to manage the complete project life cycle.
3.
MS PO
brings a remarkable improvement in project planning, resource management, and
other phases of the Project Lifecycle, streamlining the overall process with
refinement in end-to-end visibility, improved productivity, and more.
Dynamics 365 Field Service
Field service
management entails more than simply having the appropriate tools on hand
wherever you are. It involves building relationships with your most valuable
asset, your clients.
You can develop
a customer service narrative using Dynamics 365 for Field Service Management that spans multiple channels, maximises
personnel productivity, and outperforms customer expectations.
With it, technicians can see the
requirements and information of the customer through a panoramic view. It
is accessible through multiple devices and can be accessed in real time or offline
and deliver the best services to your customer and assist with on-site experience.
Key Benefits:
- Optimize
Your Business Through Scheduling Management
- Utilize
Inventory Management for Dynamics 365 Field Service
- Field
Service CRM is Customer Centric
- Bridging
The Gap Between Teams
Dynamics 365 Portals
Portal is a single platform for Customer Engagement
integrated into Dynamics 365 that provides a complete, extendable, and
configurable personalised experience to your customers, partners, or internal
employees, with specific CRM data and functionality visible in their customised
Dynamics 365 portals.
Using the Dynamics 365 application, you can create a
dedicated portal for your business partners to place orders directly through
your website. Orders will be entered into Dynamics 365 without your intervention.
Although it may not appear to be much, this can help you stand out from the crowd.
Key features in
Dynamics 365 Portals
Ø
Gives more engagement: Dynamics
CRM Web Portals give more access to the user may be the customer, employee,
partner, or community member which gives engagement and satisfaction to the
user.
Ø
Self-Service Access: D365
portals allow users to self-serve access the content needed from Dynamics 365
data using advanced customization capabilities.
Ø
Provides Multilingual Support: Dynamics
CRM Portals support 48 languages and out of those 48 languages the user can choose
their language and can access multiple languages.
Dynamics CRM Customer Portal Offers
·
Dynamics CRM Portals Knowledge Base articles.
·
Customer self-support system where customers create
their support tickets.
·
Discussion forum.
Various Portals can be developed using Dynamics
365
- Employee
Self-Service Portal
- Partner
Portal Offers
- Community
Portal Offers
- Custom
Portal
At last,
If your company already uses or is familiar with other Microsoft
products, Dynamics 365 is the tool for you. Dynamics 365 can be integrated with
other Microsoft solutions such as Office 365, Outlook, and SharePoint. Furthermore,
Dynamics 365 can be easily integrated with third-party solutions.
Getting Started with Dynamics 365
Dynamics 365 is a Microsoft business utility feature and service
powerhouse that allows companies to manage most (if not all) of their business
processes... whether B2B, B2C, or C2C, as well as internal processes like HR,
Finance, and so on. In general, this is the description of an ERP... which is
"in a way" correct for Dynamics. "In a way," because,
unlike other ERPs, Dynamics allows businesses to pick and choose only the
features and modules that they want or need rather than committing to a large
ERP.
You
can easily find dynamics 365 development and implementation services tailored
to your specific information, performance, and business needs @SoluzioneITservices
Pricing of Dynamics 365 CRM
Despite what some people may say, cost is still a crucial
consideration for businesses when selecting software.
Dynamics 365 CRM has plans and licencing options that are
adaptable, allowing customers to purchase only the apps they require. You can
get advanced features and functionality at a lower cost with Dynamics 365.
Among the services you can choose are:
Dynamics 365 Migration
·
To upgrade Dynamics CRM 4.0, 2011, 2013, 2015, or
2016 to Latest D365
·
Migrate Dynamics On-premises to Dynamics 365
·
Migrate ZOHO to Dynamics 365
·
Migrate-from\Integrate SalesForce.com to Dynamics
·
Migrate from Dynamics 365 to PowerApps
Dynamics 365 Customization
·
Form Customization
·
BI Dashboard & MIS reporting using SSRS/SSAS
·
System Workflow, Plugins & Reports
·
Ribbon & Sitemaps
·
System Entity, View & Attributes
Installation & Administration
·
Assign user base roles & definitions CRM configuration
·
Ongoing Maintenance, Troubleshooting, Support, and
Enhancements
·
Performance Optimization & Health Checks
·
AZURE portal support
The future of CRM is on the cloud. Find the best
deals or swiftly upgrade your CRM to the latest dynamics 365.
For more information visit solzit.com
Source: https://www.solzit.com/microsoft-dynamics-365-services/
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