3 Ways Microsoft Dynamics CRM Can Help You Step Up Your CRM Game

In the modern marketplace, enterprises have come to realize the importance of customer relationship management (CRM) systems to ensure the success and survival of their business. Microsoft Dynamics 365 is a powerful system that can help in driving more sales, better service and automated marketing operations.

Improved customer service and satisfaction are the priorities of every business today. All the customer interactions either with existing customers or potential prospects are logged through emails, call, or other methods along with a note of details or any issues that might have occurred – in addition to the solutions suggested or agreed. 

Through MS Dynamics CRM development, you can integrate your system with various another platform by carrying out quick installation and configuration. It can integrate with tools like SharePoint – a popular team collaboration software, Microsoft Office 365 and Outlook. Some of the fascinating features of Microsoft Dynamics 365 are:

In order to help you analyze your massive chunk of customer communication data, the relationship insights feature of MS Dynamics 365 combines the data integrity of cloud and artificial intelligence (AI) which is facilitated by Microsoft Azure. Its robust stack of features routes you through your routine workflow, helps you discover important opportunities and text messages that require your attention, manage your mailbox, and suggest the most suitable path ahead. Relationship Insights integrates the Dynamics 365 and Outlook functionalities to aggregate customer data, offer suggestions and bring in the data relevant to conduct your daily activities. Currently, the RI suite comes with the features like relationship assistant, email engagement, and auto capture in its preview version. Though the preview version of MS Dynamics 365 is stable, there’s still scope for further improvement.

Ever the mobile edition of Microsoft Dynamics 365 has been introduced, it provides additional features that make the mobile experience more worthwhile. Today, CRM systems are deployed beyond traditional desktop screens. CRMs have become handy, simple and easy to use with the technology on the fly. Plus it has enhanced business productivity as it can be accessed from anywhere, anytime. The CRM technology has evolved over the last few years and Microsoft has played a crucial role contributing to the evolution. It has released various enhancements in mobile that are invariably useful. Customer-facing teams and departments can have a personalized workspace on mobile to get hold of the priority tasks quickly, scheduled meetings and perform an array of other activities through the mobile. Microsoft has also added new layouts and colors that are optimized to provide users with a seamless mobile CRM experience. In addition, the CRM mobile app enables you to create in-line notes, attach media documents and content, and access your mobile camera within the app while enabling data synchronization in the background.

Microsoft acquired ‘Editable Grids or ED’ is a new, in-demand custom control that allows the users to edit, sort, group, and filter data within the same grid to avoid switching among different records repeatedly. This feature enables inline editing at the entity and sub-grid level on the web as well as mobile clients. It further lets you move and resize columns, pagination, and look-up configuration. The Editable Grids offer support for business rules and forming scripts to build customized business logic relevant to your enterprise. It presents a hierarchical view and lets you enable/disable cells based on security role.

What are the other MS Dynamics 365 features that ensure the success of your business? Let us know in the comments section below.

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