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7 Benefits of CRM Strategies Using Dynamics 365

7 Benefits of CRM Strategies Using Dynamics 365

CRM Strategies that utilize Dynamics 365

Imagine trying to do your job without the right tools. It wouldn’t be pretty, in fact, it would be down right frustrating. Your productivity and effectiveness would be impacted, and you’d spend more time doing your job than was necessary due to all of the inefficiencies. Unfortunately, this scenario is all too familiar to some employees today across a variety of industries.

Simply put, your team working without an integrated CRM strategy is like a Jedi working without the force. They might be able to do a little on their own, but they need the power of a CRM to help them manage their work in the most efficient way possible.

There are a lot of CRM’s out there to choose from. Sometimes evaluating which one will provide the most value for your business is difficult. However, there is one software that is different because it leverages many tools that your team is already using.

Microsoft Dynamics 365 is a CRM that integrates with every Microsoft program, including Word, Excel, PowerPoint, OneNote, and connects your team and data in powerful ways. Here are seven benefits of using Dynamics 365 for your business.

1. Advanced Technology

Microsoft Dynamics 365 is an advanced Customer Relations Management (CRM) system that works as a cloud or hybrid cloud program. It is designed to help your business improve sales, strengthen customer service, and optimize operations such as marketing

All the Microsoft apps are available with Dynamics 365 and they are updated automatically without any additional cost. Your team can sign in one time and work with all the programs. They won’t be wasting time signing in and out of apps.

Dynamics 365 comes with pre-built tools that reduce IT overhead. However, the application can also be customized to fit your business needs. The flexible product features, options, and price tiers will fit both your company’s budget and size.

2. Integrated CRM Strategies

Your company’s data will be interconnected, and your team will have the power of cloud sync to help them. Inventory can be updated across all programs which helps your sales team communicate with customers better.

The Dynamics CRM gives you an integrated view of all your clients as well. You will be able to see a comprehensive view of orders, appointments, and things like purchase behaviors. This 360 degree view helps you understand your clients better and improves your ability to make customer-facing decisions. Dynamics 365 collects all relevant data about your customers on the web so you can integrate additional services and programs to better serve them.

3. Seamless Communication

Team communication is a premium within Dynamics 365 CRM. They take all of the Microsoft 365 tools you are used to and connect them seamlessly. This gives your team instant access to the information they need.

Your team will also be able to access the data they need more efficiently. This keeps them from wasting time searching for what they need. The data helps them make informed decisions that benefit your company.

Project management doesn’t have to be done with outside programs when Dynamics 365 has all the tools built into it. Deadlines, meetings, emails, and calendars are all connected within the Dynamics CRM framework.

4. Remote Accessibility

With the cloud-based technology of Dynamics 365, you won’t have to worry about system accessibility. Your information and programs will always be readily available and accessible online via cloud hosting.

 Your team will be able to access their account by signing in remotely wherever they are located. This opens up remote work and gives your employees more autonomy and flexibility to work from home

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5. Add-On CRM Capabilities

The Dynamics 365 ecosystem connects with all the Microsoft office applications such as Outlook, Word, Excel, OneNote, etc… It also gives you the flexibility of integrating with other applications using Microsoft Flow.

You can set up automation with over 200 popular apps and services for business. Plus, Microsoft has an app store called AppSource that gives you turn-key apps to add on and use for your business, such as Virtual Loan Assistant™ that automates several commercial banking processes.

TrellisPoint also has an option to add their TrellisPoint Concierge Service for your business. This service provides 24/7/365 support to help you leverage and learn Dynamics 365 in the easiest way possible for your company.

6. Increased Productivity

The Dynamics 365 CRM unifies important processes and data that your team needs in their day-to-day decision-making. With employees using the same application, you can work with greater speed and efficiency. There’s no switching from one application to another and no comparing and consolidating feedback – the apps work together as one.

This helps tear down the old silos of business where each department worked apart from the others. By connecting teams and data together, you stay connected on multiple projects and jobs – literally everything!

7. Real-Time Data

When everyone is using the same apps, data flows across the apps in real-time. The cloud technology of Dynamics CRM connects all pertinent Microsoft applications so that updated information is changed in real-time giving you a single-source database.

This helps your teams use authentic information to make informed decisions. Your customer service, finance, sales, and marketing teams can all working together using the same information is a business goal for many companies. Dynamics 365 CRM helps you do that.

The result? You can work faster and save valuable time and money.

CRM Strategies for Success

Your team can only perform as well as the tools they use and the information they have access to. You want to give them the latest information so they can make the best decisions. Having strong CRM strategies helps you give your team the tools to thrive.

Microsoft Dynamics 365 has all the Microsoft tools your team uses, plus powerful business apps to connect them all together. Why use expensive CRM software when Dynamics 365 has everything you need?

TellisPoint has been helping its customers get more out of its CRM software since 2009. Their passion is helping you deploy your technology to meet your short-term and long-term goals.

Contact them and find out how they align your people, processes, and technology to reach optimal results.

Learn more about Dynamics 365


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