Contact us anytime to know more — Amit A., Founder & COO CISIN
Microsoft Dynamics 365 is a cloud-based ERP and CRM solution with a wide range of tools for enhancing business communications.
The capabilities and features are constantly improving to meet the demands of marketing, sales, and customer service departments.
We'll talk about the most significant advantages of Dynamics 365 and how you can make use of the platform to enhance the way you run your business and gain invaluable information about your customers.
What Is Microsoft Dynamics 365?
Microsoft Dynamics 365 helps mid-market businesses build stronger relationships with their customers, prospects, or team members.
It offers a range of cloud-based apps that aid in managing a range of kinds of processes in business, from sales operations to.
Dynamics 365 gives employees the tools to become more productive, enhance customer relationships and get more business.
Additionally, it provides executives with valuable insights into their performance and opportunities with their business intelligence software.
Since Dynamics 365 combines CRM and ERP solutions, companies can easily streamline how they communicate internally and with their customers.
Microsoft Dynamics 365 is the next generation of business applications hosted on the Cloud, bringing together the most advanced features for businesses.
Dynamics 365 contains an amalgamation of Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) features. In addition, dynamics 365's apps offer field services, project management, and marketing as standard and the option of adding finance and operations.
What are the Benefits of Microsoft 365 CRM Integrations?
Microsoft is already a significant share of the business software industry, and its range of Dynamics applications has been in use for more than 25 years.
In the case of Dynamics 365, the company intends to make a mark by merging all the capabilities a company might require into one system and removing businesses from the hassle of maintaining infrastructure by storing their data on the cloud.
According to the company's website, Dynamics 365 will be an entry point into digital change for businesses across the globe, promising to transform the business process into business benefits.
Let's examine the features Dynamics 365 brings to the table and how it intends to take the world's most successful business processes to the 21st century.
In-House Department Connectivity
Microsoft Dynamics 365 is a perfect blend of ERP and CRM that helps organizations connect their different departments.
It allows you to bring your entire team together and collaborate between marketing, sales, customer service, finance, and operations. The best part about the department's interconnectivity is that everyone has access to the data from any location. There is no need to inquire whether data is shared privately or via other sources.
Instead, they can access the information from an online platform shared by the department and use it for making decisions.
Reporting & Insights
Dynamics 365 CRM includes an impressive query feature that lets users access data from individuals like contracts, clients, and activities.
You can also create your dashboards within the software, allowing you to show data, graphs, and data that are pertinent to your position.
To visualize data, you can transfer Dynamics 365 into Power BI to compare it with other data. Additionally, the ability to feed information you have gathered from Dynamics 365 into Power Business Intelligence solutions so that the data you are most interested in is available.
These insights will give you a greater comprehension of how your business is doing and how you can increase your capacity.
Microsoft’s Commitment
If you're a business owner who wants to invest in Microsoft Dynamics 365, it is likely to be working with a Microsoft partner to install the software and learn about and troubleshoot the software.
Microsoft is determined to use its channel partner approach as the best method to expand its operations and still provide top-quality customer support. It may be difficult to believe it, but Microsoft prefers customers to acquire their programs through their preferred partner channels instead of purchasing from Microsoft directly! Microsoft Cloud Solution Providers (or CSPs) can assist in selecting the appropriate solution for your company and provide regular support and services.
Increased Flexibility
The modular licensing model of Dynamics 365 ensures that users don't have to purchase an entire suite of apps that they don't need.
Instead, companies can choose the applications they require and then create a customized solution that meets their needs.
Dynamics 365 also has its store for apps, filled with Microsoft-approved extensions and plugins that will help you customize your solution further to your unique, industry-specific requirements.
Cloud-based technology also offers the flexibility to access. Through its web-based interface, all users require an Internet connection to use Dynamics 365, meaning your team can complete tasks any time, from wherever.
A Simpler, Unified Way of Working
Dynamics 365 offers a unified, user-friendly interface that provides your employees with everything they require to perform their work without switching between applications or transferring data between software.
The familiar Microsoft-like interface also helps increase user adoption when introducing your new system.
An enormous benefit and opportunity for Citizen Developers all over the globe, Dynamics 365 also makes it simpler for users to modify their solutions and develop new apps using programs such as Microsoft Flow.
Cloud-based software that allows users to integrate different solutions into Dynamics applications, Microsoft Flow can even aid in creating workflows based upon those third-party interactions if you are looking to implement a social listening strategy in your marketing strategy. By connecting Twitter and Dynamics 365, you can create a workflow that will create a new lead within the Sales app each time someone tweets a particular term or phrase.
The 365 bundle also comes with Power Apps, a new tool that lets users create mobile apps tailored to their specific requirements.
The drag-and-drop feature of the app creator means users can develop applications without having to write complicated programming, allowing users to personalize their app and make sure they benefit the most from the tool's features.
Top 8 Microsoft Dynamics 365 Integrations
Microsoft Dynamics 365 CRM comes with an extensive set of features that will help you manage your sales staff, including opportunity and lead management tasks and activities management, planning, and managing pipelines.
Although the program can offer a wide range of benefits, however, you might want to include additional tools in your CRM to control different aspects of your marketing and sales process.
You may also want to link your CRM with the systems that you use to manage other parts of your company.
MAX Pay Global
MAX Pay Global is a central and omnichannel Enterprise Payment Solution suitable for all types of merchants.
Apart from supporting standard credit and debit cards, MAX Pay Global provides different payment options, including PayPal, Apple Pay, Google Pay, Tap and Go, Alipay, WeChat Pay, and many others. In addition, it's an integrated Dynamics add-on with the highest security and privacy regulations.
Essential Features in Microsoft Dynamics 365 Integration
-
Online E-commerce support (Microsoft and Third-Party) as well as 3DS.
-
Compatible with top card processing devices such as Ingenico, Clover, Verifone, PAX, BPPOS, Innowi, ID TECH, etc.
-
Receive Payment from 125 countries.
-
Find a Smart Terminal that is all-in-one on Mobile with POS and payments.
-
Offer recurring/subscription billing to your customers.
-
Club memberships are a must for the faithful base.
LS First for Restaurants
LS First for Restaurants by LS Retail is an effective solution for running your restaurant's business for owners of restaurants.
LS First is a comprehensive management system that will cover all aspects of restaurant operations, including seating arrangements, menus production, inventory of kitchen displays, and more.
Essential features that are part of Dynamics 365 Integration
-
Reduce manual tasks and increase the efficiency of your business.
-
The process of streamlining your production, stock, and managing your menus.
-
Control everything using Microsoft ERP.
-
Make informed, timely decisions based on current data.
-
Modify your POS interface to meet your requirements.
-
Give faster, better service to your customers, and reduce the time it takes to turntables.
BI Tools
In Dynamics 365 CRM, you have access to helpful analytics tools (dashboards Advanced Find Reports.). When you integrate the business intelligence tools like Power BI into your CRM and other systems you use to run your business, you can gather relevant information from all your business into one central area.
Thus, spotting patterns or recognizing problems, and making informed choices becomes more efficient and accurate because the data from your CRM system, ERP, financial software, and other systems are accessible all in one location.
Finance and Operations
Integrating your CRM into the ERP solution is essential for maintaining your entire business on the same platform.
It is part of the Dynamics 365 portfolio. Dynamics 365 CRM is already connected to Microsoft's previous ERP solutions, including Dynamics Business Central for mid-sized and small companies and Dynamics 365 Finance and Dynamics 365 Supply Chain Management (formerly Dynamics 365 Finance & Operations) for large-scale businesses.
You can also connect it with the ERP or financial software you choose.
The benefits of the integration of your CRM and ERP systems are:
-
The elimination of manual data entry
-
It is essential to ensure that information is accurate when sharing it (such as customer records, orders, invoices, product information, and more) across different systems.
-
Facilitating more efficient supply chain management and managing inventory since sales data from your CRM are accessible within the ERP system.
Twilio SMS for Dynamics Marketing
Twilio is an integrated platform for managing SMS, WhatsApp Messages, Video, Voice, and email. It supports bulk/high volume messaging to an international audience quickly.
outsourcing.tech is the provider of the Dynamics 365 connector, making it a third-party service. Businesses can use Dynamics 365 integration with their Twilio account to send out marketing texts at the Leads and Contacts with US A2P 10 DLC codes.
Essential features that are part of Dynamics 365 Integration
-
You can send SMS messages, Emails, and WhatsApp messages directly via Microsoft Dynamics 365 CRM.
-
Enhance customer service by using context-based information, flexible workflows, and seamless cross-channel communication.
-
Send personalized messages to customers to hear about using existing CRM information.
-
Use Twilio's built-in intelligence and global infrastructure to help businesses of any size.
PROS Smart Configure Price Quote (CPQ)
PROS Smart Configure Price Quote (CPQ) Pros Smart Configure Price Quote (CPQ) Pros is a Sales Automation Service that enables Sales Intelligence and Acceleration within your company.
It provides Sales Automation by providing the performance Quoting and a centralized product Catalog and Approval Workflow for all channels, including direct or partner and E-commerce. In addition, PROS Smart Configure Price Quote (CPQ) contains AI Intelligence and Machine Learning Capabilities to provide Sales and Marketing Teams with knowledge derived from science, enabling them to make informed decisions.
The Key Features in Dynamics 365 Integration
-
Accelerate quote speed from days to minutes.
-
Make deals bigger by following AI suggestions.
-
Develop sales discount discipline.
-
Streamline your approval process.
-
Analytical insights are available for speedier deal analysis and better decision-making.
-
One central point of control to handle all of your quoting and sales agreement needs.
proRM Fast Start
proRM Fast Start is a Project and Resource Management integration for Microsoft Dynamics 365. This Dynamics add-on allows you to track projects' duration and cost and do it fast, quickly, and accurately.
In the end, proRM will increase operational efficiency by providing information on the time doing mundane tasks, identifying optimal vs.
unproductive patterns of work, and tracking administrative costs.
proRM offers four distinct options, described below:
Essential Features in Dynamics 365 Integration
-
proRM Tracking allows users to keep track of their working hours and expenses precisely.
-
proRM Approval Manager for Project Managers to filter information and edit entries before approval and deny employees' entries.
-
proRM Gantt Chart to visualize the entire lifecycle of all projects in one perspective.
-
proRM Invoicing Manager allows you to bill customers and prepare invoices promptly.
SportsRM
SportsRM from EngageRM is an Enterprise Automation and Data Analytics extension that sports companies can use. Since entertainment and sports evolve with the help of technology, it's essential to integrate operation and intelligence for the most efficient team performance.
Sports is a handy tool for staff, administrators, and board members to manage relationships with various stakeholders-partners, fans, and the community.
The Key Features in Dynamics 365 Integration
-
Control sports events activations, digital inventory entitlements, tickets, and much more.
-
Reduce the stress of spreadsheets to manage data Management as well as Analytics.
-
Use the built-in AI tools to offer better customer service and make better choices.
-
Control sponsors corporate agreements and game-day signage efficiently.
Want More Information About Our Services? Talk to Our Consultants!
The Key Takeaway
The integration options we discussed above are only a handful of the many available options for Dynamics 365 CRM.
Remember that Microsoft's integrated solutions will sync and integrate with Dynamics 365 more effectively than an alternative solution from a third party. Consequently, it will be more affordable to set up and maintain. But, if your particular requirements for CRM aren't met by Dynamics 365 and Microsoft, it's not a bad idea to expand your possibilities.
