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4 min read

A Quick Overview of Microsoft Dynamics

A Quick Overview of Microsoft Dynamics

There’s nothing more fulfilling than seeing your business grow. To accomplish this, it’s important to maintain your current client base while at the same time expanding it. Not having the right tools to do this is detrimental to your growth. This is why having good CRM technology or a customer relationship management system is an important part of any technology roadmap.

While sleek websites and mobile apps with features like chatbots are typically at the forefront of digital transformation, we can’t forget about the tangible benefits that CRM systems provide. While technology is evolving, many companies still lag in digital transformation, operating with highly manual processes, cumbersome tracking mechanisms such as excel spreadsheets, and inefficient ways of connecting with their customers.

Reliable CRM software like Microsoft Dynamics is chosen by many businesses to streamline processes and automate workflows. Having a CRM system in place early on is definitely advantageous for business growth. If you’re not convinced, find out more about CRM and Microsoft Dynamics by reading this article.

What is CRM?

Customer Relationship Management systems (CRM) manage all relationships and interactions with existing customers and potential clients with one simple goal: Improving business relationships. CRM systems help you stay connected to customers, streamline processes, and improve profitability. They typically touch multiple business processes where both customers and internal users are involved and function as an archive for data which can be beneficial during financial audits.

Simply stated, CRM is used to know what and how to service customers, an online rolodex so to speak. Having a CRM system is essential in servicing your customers in today’s rapidly changing economy.

Why invest in CRM?

A strong customer base is one of the major backbones for any business. CRM is the key to keeping your clients happy, your sales up, and your employees working efficiently.

Organizations like Litigation Management Inc. (LMI) can attest to this. Founded in 1984, LMI has remained a pillar in the litigation industry. Before they upgraded to Microsoft Dynamics, they started with basic, onsite CRM.

As a growing litigation organization, they had to keep up with the constant influx of files, data input, and analysis. Manual processes weren’t as efficient and reliable. This caused them to struggle and fall behind when it came to their clients’ needs.

They later decided to do a tailored upgrade with the help of TrellisPoint. With this came the use of cloud systems and Microsoft Dynamics. In turn, they’ve now adopted a more streamlined and concrete approach to CRM.

It doesn’t matter if you’re a small family business, or an established one. Dynamics 365 provides value no matter what your industry as well as a significant advantage over other systems because of the interoperability with the full suite of Microsoft business applications right out-of-the-box, including Power BI, Power Apps, and Microsoft 365.

Businesses Prefer Microsoft Dynamics

Another reason for choosing Microsoft Dynamics is its configurability and features for data organization. For businesses in the construction industry, analytics translates to sales. Departments are intricately intertwined with one another and thus needing to seamlessly work together in order to service the customer.

When internal processes don’t match the software structure, it’s easy to have miscommunication and mix-ups. It also makes it impossible to have a targeted customer strategy. This used to be the case for Welty Building Co. before working with TrellisPoint and implementing D365 for their CRM. The system not only created efficiencies down the line, but also improved how multiple locations collaborate in order to grow the business.

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Microsoft Dynamics CRM In-Depth

Microsoft Dynamics 365 is a sophisticated software suite, focusing on marketing, sales, and service. Its Open Source nature makes it easy to customize. Whatever customer-based needs you may have, Microsoft Dynamics can accommodate.

Its CRM works through web applications and interfaces, operating as a server-client application. This enables clients to interact with your systems through web browsers. It works on Chrome or Microsoft Edge and is even compatible with MAC.

It’s also possible to use plugins to connect your CRM to email systems like Outlook. The modularity and ease of use make Dynamics 365 almost effortless to learn. From book-keeping to order entry and invoices, and customer support, operations are a breeze.

You can even choose which features you want or don’t need. A Microsoft partner, like TrellisPoint, can and will help install and integrate these capabilities. These new systems let you organize your data for better analysis of market research.

They also help you provide top-notch customer service features that make it easy to keep track of customer needs. A smooth interface makes fast customer support easy for internal teams and employees. In general, it’s a customizable set of systems that are tailor-made for your business.

You can integrate them into your existing operating procedures or reconfigure them. Using Dynamics 365 will grow your business along with your customer service reputation.

A Reliable, Long-term Solution

Nearly every sector needs CRM – from healthcare, finance, construction, and sales. A ubiquitous name is crucial, especially if you’re looking for reliable support. This is what Microsoft Dynamics offers.

A testament to this is Maritz Global, an event designing, management, and logistics services provider. Their services require coordination, reliable support, connectivity, and data visualization. All of which Dynamics 365 coupled with Power BI bring to the table.

It helps them provide the much-needed, steady and dependable support their clients require. This ensures that the services they offer meets industry standards. While there is no “one-size-fits-all” approach in CRM, you can tailor one for your business with ease.

What’s even better about it is that it’s something that can evolve and grow with your business. This makes Microsoft Dynamics a long-term solution for your business.

Grow Your Business with Microsoft Dynamics

Implementing the right CRM for your business can be as simple as a click away. With TrellisPoint, you’re sure to get one that’s suited and tailored to your business. You don’t have to wait until things get too difficult to manage – get ahead of the game now.

Have the best CRM strategy from the get-go. Get Microsoft Dynamics 365 today and take your business and customer relationships to the next level. For more information, questions, or even a free demo, contact us today.

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