How To Use Microsoft Dynamics 365 CRM Software Effectively?

Sep 18, 2022 | D365 Business Central

Microsoft Dynamics 365 CRM Software

Customer Relationship Management is not only limited to automating sales of your business. It allows you to engage with your customers and meet their business needs. There are multiple advantages to choosing the best CRM that meets your business objective as well.

It helps by simplifying the workflows, enlarging collaboration internally or externally, building communication, and delivering a better customer experience for businesses.

CRM doesn’t cater only to big businesses; small businesses can also get solutions for all their business requirements.

Benefit your business with one Microsoft Dynamics 365 CRM

  • Integrate your sales and marketing department
  • Know your customer’s activity
  • Hold on to customers for a longer period
  • Close deals rapidly
  • Modernise your internal communication
  • Get the sales report on the dashboard
  • Receive alerts and reminders from peers

Know the supremacy of Microsoft Dynamics 365 CRM in this blog.

Key Features Of Microsoft Dynamics 365 CRM

CRM consists of many tools that help your marketing department enhance sales by understanding the requirement of leads properly.

1. Connect with LinkedIn Sales Navigator

In 2016, Microsoft Dynamics 365 CRM was integrated with LinkedIn. CRM allows you to track prospects from a sales navigator. It also assists you in documenting your emails and messages from your LinkedIn. Integrating all these activities into dynamic analytics from where you can collect all the important information.

2. Better Sales Insights

Now it is possible to extract accurate and complete information in real-time. The Insight feature provides a large amount of data from CRM solutions, giving importance to the opportunity available for the business.

3. Client’s Service Dashboard

Dashboard usually streamlines the workflow effectively, where managers get access to get updates on all upcoming work. Depending on the urgency of cases, it enables you to track the request made by managers. Moreover, by analysing the customers’ overview, CRM sends alerts about what next step should be taken.

4. Activity Log In CRM

Dynamics 365 added recording all the connections and activities into CRM. You can also integrate it into other security systems like Microsoft OMS and Splunk to prevent fraud in your CRM.

5. Take A Smart Move For Searching

Dynamics 365 added a smart search feature to CRM, where you can get the details of any data. It helps you to simplify the data by providing information from all the customers’ data, future opportunities, records, and templates.

Best Microsoft Dynamics 365 CRM Solution Provider Near You!

Nowadays, CRM solutions should be the choice for all sizes of businesses. With the modernisation in technology, now cater to all your business needs with one software. CRM solutions automate the workflow and help you to increase the efficiency of your business.

Hire Shreeji Softinfo Consultancy LLP today to enhance the productivity and efficiency of your business in real-time. Follow our LinkedIn page for all upcoming updates. For consulting, share your inquiry at sales@shreejisoftinfo.com

Shreeji Softinfo Consultancy LLP

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