Business Advantages of Dynamics 365 CRM

Whenever any organization (especially a startup) adopts Dynamic 365 Online, they may have few or many considerations such as:

• It is good to ask why I should adopt Dynamic 365 CRM.
• Does it justify ROI when Investing in D365?
• Is it easy to operate or does it require employee to be highly skilled or trained?

I am making an attempt to answer such questions and how Dynamic 365 enables business to facilitate in a more better way.

More Digitization

Organization wants to streamline various processes that are key to their business.

For an example

• Sales process which involve capturing a lead and converting it to an opportunity.
• Running a campaign, monitoring its execution at various stages and observing its ROI.

Management people often get frustrated when they come to know that some important leads data is residing on a personal computer of an individual salesperson.

Even some organization might have shared drive or one drive, but practice of putting content over there is never followed.

Dynamic 365 helps organization to store data at a common place/platform and in a very standard and structured way. This further support having an accurate insight of a business value at any time at any place.

Real Collaboration at workplace.

Whether it is team meeting, sharing of thoughts, news spread, announcement or simple discussion. Almost everything can be recorded and shared across everyone in your organization with implied security.

Dynamic 365 brings together the workforce of an organization more closely by providing them right tools.

For an example:

• Tracking an important email from Outlook in Dynamic CRM, so that it can be created as a Lead directly into CRM system.
• Assigning lead to respective sales team or individual salesperson.
• Reminders to take standard follow up with assign leads.
• Sharing and highlighting an important lead to business manager.  

Improved Customer Experience.

In a traditional way if a salesman needs to fulfill a sales order request, they might run after for another department to check about inventory, past transaction, customer transaction history etc.

Now with Dynamic 365 they are equipped with all information at one common place. They can look at recent similar orders with respect to product and can fulfill the customer order request in best deal.

Dynamic 365 really help in reducing customer response time which in turn helps gaining customer satisfaction.

Access from any Device – Mobile, Tablet, Laptop

Dynamic 365 is now come up with Unified Interface which is responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. It brings all the rich experiences to any client that you are using.

Refer for UI or UCI here - https://docs.microsoft.com/en-us/power-platform/admin/about-unified-interface

I would be further updating this document as I learn more. I do not want to list the CRM feature over here instead I want to relate it to actual user problem. 

If you are having any problem deciding or moving to Dynamic 365 CRM, please write to me.

Thanks.

Vipin Jaiswal

vipinjaiswal12@gmail.com