Dynamics 365

The best features of Microsoft Dynamics CRM

13th May 2017 | 4 min read

Dynamics CRM features

With Dynamics CRM (that’s now been renamed Microsoft Dynamics 365) you can wave goodbye to expensive contracts with third party systems that you have to fit your business operations into. It’s flexibility, scalability and security is one of the key reasons many businesses are making the switch to Microsoft Dynamics 365. Here, I’ve put together my top five features of Dynamics CRM that can really benefit your business.

1. Integration and automation capability

Microsoft Dynamics CRM has some unbeatable integration functions, and integrates with all Microsoft products, including seamless integration with Outlook, Office 365 and SharePoint. It also integrates with a multitude of other products including Adobe Document Cloud for digital signatures, ProntoForms for offline mobile access and most account packages (such as Sage and Xero) for a single view of customer data. With an advanced, web service based API, Microsoft Dynamics CRM can be used to automate existing processes such as posting data to your website, downloading the latest pricing from suppliers or automatically sending reports to interested parties, to name a few.

2. Sales & Marketing

It’s easy-to-use interface and feature rich modules for Sales, Marketing and Service management, enable your sales team to access Dynamics on the road or in the office. Salesforce automation vitally shortens sales cycles and improves staff knowledge and understanding of prospects and clients – which in turn results in higher conversions. The marketing automation module simplifies building customer and lead lists, developing marketing campaigns targeted at specific customers, measuring the results of marketing campaigns, and developing follow-up marketing efforts.

3. Apps & Community

Dynamics CRM features a vibrant and energetic app marketplace that helps you develop your CRM into something that perfectly suits your business requirement and your specific needs. With over 5 million active users, there is a strong community of support for Dynamics CRM customers, and our Microsoft Gold partner status enables us to provide the latest information on updates, troubleshooting and customised Microsoft Dynamics software development options to our customers.

4. Customer Service benefits

As with all CRM solutions, customer service is at the forefront of core functionality. Microsoft Dynamics CRM enables businesses to break down internal information silos quickly and easily. By recording all communication with existing customers and logging responses and issues in one centralised place, it enables the customer service team to stay on top of accounts and to respond in the best way possible to meet customer and client needs, not forgetting deadlines.

5. Cloud or On-Premise hosting options

Locating your CRM in the cloud has several business benefits including the ability to access the system remotely, enhanced security protection and a fixed monthly cost with no need for any infrastructure in your office. We can offer a wide range of Dynamics CRM hosting options to suit your ever growing business needs via our own hosting environment, Microsoft Dynamics CRM Online or Microsoft Dynamics CRM On-Premise.

As Microsoft Gold Partners we have a dedicated Microsoft Dynamics team at our head office that ensure our clients are getting the most from this powerful tool. Aside from our standard bolt on modules we have enhanced modules available that we can add to your setup that to enable the following tasks; HR Management, Compliance Management, Contract Management, Document Management, Dashboards and Reporting and the list goes on.

We also offer a fully bespoke software development service should you want to tailor your setup even further. 

Infinity Group are Microsoft Dynamics 365 Consultants, if you are interested in implementing Microsoft Dynamics 365 please get in touch

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