CRM solutions help track lead-related data, accompanied with insights, so sales and marketing teams can stay organized, understand where each lead is in the sales process, and know who has worked on each opportunity. Microsoft Dynamics 365 Sales makes sales teams more collaborative, efficient, and effective—helping you save time and money by streamlining workflows and automating manual tasks.
Link sales data into your CRM solution to provide an immediate, accurate picture of sales. With a real-time view of your pipeline, you’ll be aware of any slowdowns and bottlenecks—or if your team won a major deal.
Focus on what matters most using AI and built-in intelligence to identify the top priorities and how your team can make the most of their time and efforts. For example, sales teams can identify which leads are ready to hand off and which need follow-up.
Build sales quotes, gather customer feedback, and send email campaigns with task automation, which helps streamline marketing, sales, and customer service. Thus, helping eliminate repetitive tasks so your team can focus on high-impact activities.
CRM solutions include features that tap into customer behavior and surface opportunities for optimization to help you better understand engagement across various customer touchpoints.
Whether through live chat, calls, email, or social interactions, CRM solutions help you connect with customers where they are, helping build the trust and loyalty that keeps your customers coming back.
A scalable, integrated CRM solution built on a security-rich platform helps meet the ever-changing needs of your business and the marketplace. Quickly launch new marketing, e-commerce, and other initiatives and deliver rapid responses to consumer demands and marketplace conditions.
Through the standardization and streamlining of business processes, Microsoft Dynamics CRM dramatically improves operational efficiency.
Its flexible workflow engine enables organizations to automate operations and processes in ways that people can use each day. Microsoft Dynamics 365 can relieve your employees of ordinary but vital work.
Dynamics 365 works the way your organization works with enhanced system customization.
It can be tailored to function the way your company already works or wants to work. Microsoft Dynamics CRM client views, forms, and links can be customized and configured without additional development.
Dynamics 365 is designed so you can be efficient both in the office and on the road—even if you are not connected to a network. Data can be filtered so that you receive only the information you need like sales figures or meeting updates.
Microsoft Dynamics 365 improves communications so everyone can be productive regardless of the location. It makes your employees more profitable—wherever they work:
Microsoft Dynamics 365 improves communications so everyone can be productive regardless of the location. It makes your employees more profitable—wherever they work:
- Free Mobile Solutions included with Dynamics 365 licenses
- Stay connected to Dynamics 365 when away from the office
- Cross web browser support on multiple devices
Given people need given information. With Microsoft Dynamics 365, you have the tools to assure that the right data is provided to the right employees—whether they are using web, mobile or MS Outlook.
It’s important that your clients know about new products and special offers. Microsoft Dynamics 365 delivers a marketing automation tool that simplifies processes like: building lead and client lists, creating campaigns targeted at specific prospects, measuring results and executing follow-ups.
With Dynamics 365 you will always be in touch with the right clients.
Microsoft Dynamics 365 holds the power of Microsoft NET Framework and Web services.
It enables companies to integrate isolated, legacy business solutions and applications. Dynamics 365 connects with your third-party applications to help break down information silos:
- With Email Marketing – personalize emails with CRM data and track recipient tools in Dynamics 365
- With Surveys – match client satisfaction replies to Dynamics 365 contact records
- With Websites – import new inquiry forms and make new lead records
- With Web Tracking – identify which enterprises visit your internet site and track these clicks in Dynamics 365 to uncover new customers and increase website ROI
- With Financials – access customer order histories & accounting details in Dynamics 365 and send completed orders for processing
- With Membership Databases – synchronizing renewals and other member information
Dynamics CRM offers you the power of SQL server reporting. Leveraging the services, you can build insightful business reports. The Microsoft SQL services engine is a mighty analytical tool for every business.
Dynamics 365 embedded analytical tools integrate smoothly with a SQL server to build compelling data reports for managers and decision makers.
It helps you to gain a complete view of your client at any given time and has advanced reporting functionality, which delivers an essential basis for sales planning, marketing investment, and tracking.
Dynamics 365 embedded analytical tools integrate smoothly with a SQL server to build compelling data reports for managers and decision makers.
It helps you to gain a complete view of your client at any given time and has advanced reporting functionality, which delivers an essential basis for sales planning, marketing investment, and tracking.
Dynamics 365 uses industry-leading technology to encourage better business practices and efficient information exchange throughout your company.
With Dynamics 365, you can promptly analyze marketing and service activities and synchronize and manage sales across all points of contact.
With Dynamics 365, you can promptly analyze marketing and service activities and synchronize and manage sales across all points of contact.
You can move to Dynamics 365 seamlessly and quickly by choosing the implementation option that best fits your budget, resources, and business needs.
Microsoft Dynamics 365 can be implemented in the cloud on-premise for greater control.
Dynamics 365 offers you simple tools to customize views, reports, forms, workflow, and security:
- Reduce custom coding
- Supports managed solutions for controlled delivery
Dynamics 365 offers you superior performance and flexibility with advanced features, state-of-the-art technology, and a robust architecture built to stand the test of time. It integrates seamlessly with financials and business management solutions as well as linking with office applications and tools.
Regardless of how, when or where your clients, leads, and partners choose to interact with your organization, Dynamics 365 offers you a decisive advantage by delivering comprehensive, easy-to-use solutions to successfully manage these relationships.
Deliver more value in less time. Quickly adopt solutions—or augment existing ones—to enable your teams to accelerate results.
Easily connect Dynamics 365 applications with the systems and tools you already use to add and extend capabilities for your existing solutions.
Accelerate your business growth with connected business applications to optimize your operations, innovate across teams, and better engage customers.
Implement your solution and drive user adoption—in days or weeks instead of months—to quickly innovate and see faster results.
Take a data-first approach. Unify your data and couple it with Microsoft AI to deliver insights and actions that create better customer experiences.
Connect to hundreds of data sources on day one—including Microsoft 365, Azure, LinkedIn, and other sources—or easily create your own connectors.
Drive better outcomes across the business by combining your data with AI for powerful, targeted insights.
Get built-in security and compliance for your business and customer data, including identity protection, encryption, and role-based access control.
Have the freedom to adapt when and how you need across new business priorities, market conditions, and customer opportunities—right as they emerge.
Accelerate your business growth with connected business applications to optimize your operations, innovate across teams, and better engage customers.
Use prebuilt solutions from Microsoft and partners to quickly adapt to changing customer needs, trends, and market conditions.
Accelerate business results—and get the most value from Dynamics 365—by working with trusted Microsoft partners and prebuilt industry solutions.
Always be ready for what’s next by integrating emerging technologies into your business—including mixed reality, the Internet of Things, and advanced analytics.
Solve problems with powerful solutions you get only from the Microsoft Cloud—all built to easily work together from the start.
Trust the only business platform that natively works in the Microsoft Cloud—with Microsoft 365, Azure, and Microsoft Power Platform—for unparalleled interoperability across systems and processes.
Empower anyone, regardless of skill set, to innovate with low-code Microsoft Power Platform services—used by more than 97 percent of Fortune 500 companies.
Easily access and share information to collaborate across roles, teams, and departments—Dynamics 365 was built to organically work with Microsoft 365 productivity applications.