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5 Features Why Dynamics CRM 365 is Perfect for Any Enterprise


This article gives insights about the benefits of using the Microsoft Dynamics 365 CRM along with its portals that help in increasing your business and understand your customers. – PowerPoint PPT presentation

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Title: 5 Features Why Dynamics CRM 365 is Perfect for Any Enterprise

5 Features Why Dynamics CRM 365 is Perfect for
Any Enterprise
A loyal customer base is one of the most
important aspects of a successful company. And
it is necessary to build a relationship with
them and understand their needs. For any
organization, managing customers data is
crucial. To handle such data and build
relationships with customers, a powerful CRM is
all you need. Today, it's difficult to choose the
right option for you as there are plenty of
options available.
sales_at_crmjetty.com most used
Microsoft Dynamics 365 is one of the
  • enterprise-level CRM. Many organizations are
    choosing Dynamics 365 because of its
    feature-rich functionality.
  • Microsoft launched it at the end of 2016. It has
    new and enhanced tools to help increase your
    sales, better your marketing efforts and
    simplify the customer service process.
  • With Dynamics 365, your employees become more
    productive as well. It provides deeper insights
    into performance, customer relationships and
    opportunities. Additionally, it is easy to
    integrate with your companys business structure.
  • Overall, its a powerful solution to manage all
    your business aspects.
  • There are many reasons to use Microsoft 365 but
    let's look at some of the features which make it
    stand out of the crowd. An insight into why it
    is the first choice of many business owners.
  • Sales
  • This helps you and your sales team to manage the
    sales workflows and drive in more sales. With
    its process-driven

module, you can conversion process.
simplify your lead qualification and
Also, it helps to understand your
customers on a deeper level.
  • sales_at_crmjetty.com
  • Marketing
  • It offers you the ability to manage leads,
    contacts, and campaigns. The best part is that
    it includes customers, prospect segmentation,
    and planning of marketing campaigns with a
    proper workflow. It helps in providing analytics,
    reporting and easy collaboration between
    marketing and sales.
  • Customer Service
  • You can easily manage your service phase of the
    customer lifecycle using this CRM. Its a
    powerful system that unifies the whole
    experience of your customers. The best part is
    that it has streamlined customer service process
    that helps you to deliver strong and efficient
    customer care.
  • Field Service
  • This module is for companies having field service
    technicians. It offers features like project
    management, scheduling, routing, work orders,
    contract management, inventory, and return
    capabilities. Moreover, CRM mobile application
    makes it easy for technicians to access these
    features on the go. So, if your company has
    field technicians then this is a must have
    feature for you. As it provides ease to you as
    well as your technicians.
  • Project Service

  • sales_at_crmjetty.com
  • This module is for project-based businesses. It
    has tools like project planning, resource
    scheduling, time and expense management, and
    service analytics. Using this tool, you can know
    project-wise performance in brief. To get the
    best of this module, you can easily integrate it
    with Microsoft Project.
  • Now lets look at some of the most unique selling
    points of Microsoft Dynamics CRM which sets it
    apart from other CRM platforms.
  • Integration
  • This CRM easily integrates with the other
    Microsoft products like Office 365 and Dynamics
    365 apps. It helps you to increase productivity
    and performance.
  • The integration with Outlook will help you to
    view existing customer information, sales
    activities, opportunity information, track
    outlook emails in your outlook screen, etc. You
    can easily perform CRM tasks such as adding new
    leads, tasks, appointments or calls in your
    customer record.
  • It becomes easy to share customer data from
    Dynamics 365 to Microsoft Excel Sheet or Word.
    You can export data from Dynamics 365 to Power
    BI for analyzing and decision making.
  • Power Apps
  • This tool gives you the opportunity to build
    custom applications without the need of
    technical expertise or code.

  • sales_at_crmjetty.com
  • Its integration with all Microsoft products
    including Office 365 makes it easy to leverage
    data and deploy it.
  • LinkedIn Sales Navigator Application Platform
  • In 2016, Microsoft purchased LinkedIn. This makes
    integration of Dynamics 365 and LinkedIn
    seamless. This helps you to search the LinkedIn
    network for leads and save them directly as CRM
    records. It also recommends you with leads based
    on your searches and makes it easy to view
    profiles while searching for capable candidates.
  • Portals
  • Portals, especially customer portals, are an
    essential part if you are growing your business.
    They help you to provide better customer service
    by being available 24/7 for your customers.
    Microsoft provides a variety of Dynamics CRM
    portals to complement that functionality.
  • There are many companies that develop customized
    portals that you can integrate with your
    Dynamics CRM.
  • Any good Dynamics 365 customer portal will have
    features like knowledge base, chat support to
    resolve queries, etc. and would be fully
    scalable as well. And if you are using WordPress
    as your CMS, then there is a Dynamics CRM
    WordPress customer portal available in the

Conclusion Did these benefits encourage you to
try out Dynamics 365 and its powerful tools? Use
it with other tools like Dynamics 365 portals,
integrations, etc. to grow your business and
customer base.
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