Dynamics 365 for Sales (CRM)

Microsoft Dynamics 365 CRM is a robust cloud-based platform for managing and leveraging data for sales, customer service, marketing, field service, and more. With its intuitive user interface, automation, interoperability with other Microsoft tools, and customisation capabilities, it’s a solution to help businesses operate more efficiently and grow revenue whilst delivering excellent customer service.

Dynamics 365 delivers the full spectrum of CRM through five individual applications:

  1. Sales
  2. Customer Service
  3. Field Service
  4. Project Service Automation
  5. Marketing

Key advantages:

  • Business software as a service:
    • Subscription per application and per user; and
    • only pay for what is used.
  • The value proposition here is that businesses of all sizes can choose just what they need and pay for those tools to get started, and then grow into a wider set of functions as required.
  • Security and scalability of the cloud.
  • The convenience of a unified tool and general familiarity with Microsoft products.
  • The applications work seamlessly together.
  • Tight integration with Office 365, Power BI and other Microsoft apps already in use.
  • Common data model, shared with Office 365, to simplify data management and integration across applications and business processes.
  • Comes with connectors allowing integration with applications and services from Microsoft and other software partners – including custom API’s and on-premise systems.