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Microsoft Dynamics 365 (D365) is a cloud led solution hosted by Microsoft, unifying Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) capabilities. It is highly configurable, enabling you to use the most appropriate features depending on what your organisation needs and when it needs them.
Dynamics 365 makes it really easy for an organisations' sales team to manage their pipeline with complete visibility of their leads, opportunities and accounts. This in turn, directly impacts sales conversion rates and reduces the cost of sale. Organisations will find that administration and non-sales activities will lessen, ensuring that the focus remains on selling.
CRM for D365 is a dream for sales managers, providing clear visibility of team performance through the easily configurable dashboards and reports. Gaps or bottlenecks are identified by drilling down on the information, meaning that challenges can be addressed quickly with tangible intelligence behind the decisions.
With assisted, field and self service capabilities, Dynamics 365 offers a purpose-built solution including machine learning, Internet of Things (IoT) and analytics. It also facilitates multiple workflows for different scenarios. This allows the service team to efficiently capitalise on opportunities, gives a clear and complete view of the customer in a single system and promotes up-selling and cross-selling.
The flexibility of Dynamics 365 means that the IT team can implement and manage the CRM environment with minimal effort. D365 is predominantly cloud based, and as it’s hosted in Microsoft datacentres, you can take comfort in the fact that the CRM is secure on world class infrastructure. Once implemented, using the service is all you really need to do.
There are so many options for how the CRM can be accessed so whether the user is office or field based, or a combination of the two, they’ll always have the latest customer information at their fingertips. Depending on personal preference, users can choose how they access D365 – using Outlook, a browser or even an app. This ensures a high adoption level and efficient use of the system.
Softcat’s knowledge and expertise is all you need to get started with Microsoft Dynamics 365. We’ve been a Microsoft partner since the company started in 1993, and Softcat now has a market leading team of dedicated Microsoft specialists. Our friendly and highly knowledgeable team know all the intricacies of Dynamics 365 and can assess your requirements to find the best route to adopting D365. We are committed to service excellence – doing our best so that you can do your best.
To find out more about Dynamics 365 and the benefits it could bring your organisation, get in touch using the button below.