Microsoft and its products have always been close to our hearts and very familiar for us. One of those products is Dynamics CRM, a Customer Relation Management System, which helps you manage customer information, boost customer care campaigns, and generate leads for your business. Microsoft Dynamics CRM helps your firm to build the very foundation of a consumer-provider relationship. It enables your reps to personalize each customer journey by keeping track of customer interactions and organizing leads. Originally Dynamics CRM was a part of Dynamics AX, which consisted of both the ERP and CRM software together in one package.
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When and Why Dynamics 365 came in the picture?
In the year 2003, Microsoft launched Dynamic Suite, an aggregate of 5 different products called Dynamics AX, Dynamics GP, Dynamics NAV, and Dynamics SL, along with all the ERP and CRM Software. Later, in the year 2016, Microsoft decided to rebrand the CRM and ERP software of Dynamic Suite as Dynamic 365. Today, Dynamics CRM is available by the name of Dynamics 365, and it consists of 4 different Applications; Dynamics 365 for Project Service Automation, Dynamics 365 for Sales, Dynamics 365 for Field Service, and Dynamics 365 for Customer Service. Together these applications fulfill every business need with swift actions and productive outcomes.
How can Dynamics 365 benefit your firm?
Microsoft Dynamics 365 caters to every aspect with a user-friendly interface and the ability to integrate other Microsoft Products like Power BI, Office, and Outlook. It accumulates all the Customer and Sales Data together with business intelligence into one source, so your reps can focus better and stay productive. This makes users easily visualize customer journeys, assess leads, and handle each opportunity with care.
Dynamics 365 for Sales
Dynamics 365 assists your Sales reps at every stage of customer interaction to smoothen the Sales process with its exceptional abilities. The 365 app centralizes the customer database, and with the help of an automated scoring system, it qualifies the relevancy of leads and assigns them while providing real-time analysis of every Sales process. Dynamics 365 also automates the manual and repetitive tasks that slow down your reps’ performance and send out reminders, so you never miss any deal.
Dynamics 365 for Customer Service
Dynamics 365 is equipped with features that are dedicated to help your service reps solve queries faster than ever before. Dynamics 365 for Customer Service delivers a blend of self-service opportunities and service management features to personalize the customer experience and render them available through any channel of communication. It consists of AI automated chat bots and self-service portals to save time and resources while closing cases within deadlines with accuracy.
Dynamics 365 for Field Service
Apart from assisting your sales and customer care executives, Dynamics 365 also helps your field agents achieve their goals. It enables the users to schedule, manage work orders, and assign resources for field agents. 365 gives your agents access to a dedicated channel that provides them with all the information they require to execute their jobs like order info, customer location, etc. Also, it analyzes the skill set of each agent in order to assign them with a fitting task.
Dynamics 365 for Project Service Automation
Project Service Automation Application is a part of the Microsoft Dynamics 365 series. It is a time saving and budget-friendly aggregate of tools that helps developers to optimize the resources, time, and expenses better than ever. Project Service Automation is capable of structuring projects and keeping other departments like marketing, sales, etc. in the loop. It calculates every aspect of project building like labor pricing, financial constraints, and other such fields to estimate the profit margins and feasibility of the plans. Project Service Automation can also use the built-in AI to automate task assigning, availability, skill, and forecasting.
Transform your business with Microsoft Dynamics 365
Dynamics 365 is a product that eliminates all the limitations of the traditional pen-paper based solutions. It is a multi-tenant suite of applications that fulfills the need and prioritizes your customers above everything. Dynamics 365 is the best-suited product for building a relationship with your customers that lasts forever.