Microsoft Dynamics CRM Solutions – All that you need to Know

Microsoft Dynamics CRM Solutions – All that you need to Know

Microsoft Dynamics 365 CRM is simply a set of intelligent cloud business apps that helps a business run more efficiently and deliver better results through predictive insights driven by Artificial Intelligence.

Microsoft Dynamics 365 Products

Microsoft Dynamics 365 for Finance and Supply Chain Management
This is what you need so as to deliver enterprise ERP capabilities within just one cloud-based business app, no matter which industry you belong to – be it Manufacturing, or Retail, or Telecom, or Oil and Gas, or Professional Services, or any other industry vertical. You gain the digital intelligence and the visibility that your business needs in order to optimize its operational efficiency, accelerate growth, and deliver brilliant customer experiences.

  • Your organization gets to create more efficient Financial Management processes, and deliver robust reporting as well as for analytics.
  • It helps bring efficiency and agility to the manufacturing sector by using such an integrated solution that optimizes production planning, operations, cost management, and project management.
  • With Dynamics 365, you can digitally transform your supply chain with warehouse and inventory management that’s advanced enough to optimize product insights, visibility and fulfillment, integrated logistics, as well as material sourcing.

Microsoft Dynamics 365 for Customer Service
You can now strengthen your customer loyalty and provide the best customer service with Dynamics 365 on your side. Turning simple interactions into lasting relationships – that’s what you get when you offer seamless service to your customers, and provide them consistent, smart care.

  • With MS Dynamics 365, your customers can rightfully expect a unified experience, no matter which channel they’re using to interact with your company.
  • With a self-service portal available, your busy customers can effortlessly access their account information and solve most of their queries on their own, through a branded and customized experience.

Microsoft Dynamics 365 for Field Service
A complete solution for Field Service management which includes customer assets, service locations, work order management, preventative maintenance, resource management, scheduling and dispatch, product inventory, mobility, customer billing, collaboration, as well as analytics.

  • It lets businesses organize people as well as equipment by offering various flexible scheduling options to accommodate both the dispatcher and customer service representative workflows alike, easily fitting more appointments into the day.
  • Microsoft Dynamics 365 for Field Service makes it easier to maintain and manage the accuracy of installed products and service contracts across locations and customers.
  • This solution also manages stock history and inventory updates across locations, that include warehouses, trucks, and depots.

Microsoft Dynamics 365 for Retail
Give your customers a seamless shopping experience through Microsoft Dynamics 365 for Retail! You can now customize customer engagement and boost employee productivity by designing a brilliant, insightful shopping experience which unifies the in-store, digital, as well as the back-office operations.

  • Under unified commerce, you can offer cross-channel incentives, like gift cards, loyalty programs, promotions and more.
  • Managing your stores becomes more efficient, and you get to see your sales enhanced, as well as your business adapting to evolving needs, while you provide excellent customer service by implementing Dynamics 365.

Microsoft Dynamics 365 for Marketing
A cloud-based marketing application, Microsoft Dynamics 365 for Marketing helps guide and manage the customer all along their journey through the sales funnel, starting right from the first contact and through to close. It helps a business build and delivers robust customer experiences across every touch point.

  • It helps businesses deliver communication between sales and marketing, consistently.
  • Organizations can depend on it to see a progressive increase in retention rates, reduction in sales cycles, and an increase in the close rates.
  • With the help of campaign management tools, companies can see revenues and marketing ROI driven more effectively.

Microsoft Dynamics 365 for Sales
MS Dynamics 365 for Sales makes use of automated business processes and digital intelligence in order to empower salespeople to take the lead as they work through the sales cycle.

  • Integration of both the sales app as well as Office 365 ensures that a team is always equipped with every tool they need for each step in their sales cycle.
  • A sales team can effortlessly organize as well as share customer information in real-time, so as to quickly track leads, look at the customer information, and open support cases – all this, using Office applications that are seamlessly integrated into Microsoft Dynamics 365.

Microsoft Dynamics 365 for Human Resources
Microsoft Dynamics 365 is here to make the HR capital management of organizations more employee-focused, and drive their HR approach more strategically to help them find and hire the right talent, and deliver high-in-impact, sustainable results.

  • With D365, businesses can swiftly find the talented people they need and deliver better-engaging candidate experiences.
  • Help streamline all interviews with the help of Office 365 in order to coordinate calendars as well as set appointments
  • Provide the new employees with all the help they need as they hit the ground running throughout the first few months that are critical, while also feeling connected and impactful.

Microsoft Dynamics 365 Project Service Automation
This Microsoft product delivers a cloud-based project management app that keeps each and every step of the project moving forward, as well as each and every employee involved in this process working efficiently.

  • Through a brilliant resource allocation and scheduling, a business can get exactly the resources it needs, wherever and whenever it needs them.
  • It brings unparalleled time and expense management to the table, allowing employees to efficiently record both time and expenses for every project they work on, via mobile app, desktop, as well as web.

Microsoft Power Platform
The Microsoft Power Platform is a business application platform that enables businesses to design and deploy tailored apps, reports as well as workflows. The fact that it is easy to use, builds a culture of powerful innovation, helping a business realize all the value that was untapped before!

The Power Platform consists of Power Automate, Power Apps, Power Virtual Agents, and Power BI.

Power Automate
Power Automate, or Microsoft Flow, as it was formerly known as, is a truly versatile automation platform which integrates effortlessly with hundreds of applications and services, both new and old, including Outlook, Dynamics 365, Twitter, Excel, and SharePoint, amongst others.

It can be used to synchronize files, get notifications, collect data, approve requests, and do much more. Plus, Power Automate comes with a great robotic process automation feature too, called UI flows, which helps in reducing the repetitive manual tasks.

Some of the most popular Power Automate connectors are Office 365 Outlook, OneDrive for Business, Office 365 Users, and RSS.

Power Apps
With Power Apps, a business gets a wonderful suite of applications, connectors, services, and a data platform which makes a swift application development possible for building custom applications, tailored for its needs.

The low code/no-code applications built using Power Apps have a responsive design, offer rich business logic and excellent workflow capabilities to transform any manual business process into a digital, automated process.

With Power Apps Portals, businesses now have the ability to build low-code, responsive pixel-perfect websites, using a simple and dedicated designer experience, that allow their external users to interact with the information stored in the CDS (Common Data Service). Sharing data with people outside a company has now become a reality with Power Apps Portals!

Some of the most popular Power App connectors are Adobe Creative Cloud, Adobe PDF Tools, Amazon Redshift, Azure IoT Central V2, Axure DevOps, Bing Maps, Bing Search, Dynamics 365, and more.

Power Virtual Agents
Using Power Virtual Agents, you can create powerful chatbots which can answer questions posed by your employees, your customers, or any of your website visitors.

Whether it’s information about opening hours of a store, vacation benefits, employee health, support issues, or any other common questions, Power Virtual Agents will always come to the rescue!

The great thing is, these bots can be built very easily without needing any developers or data scientists.

Power BI
Power BI is an interactive data analytics and data visualization tool from Microsoft to help you connect to hundreds of data sources and drive ad hoc analysis, making it one of the most extraordinary Business Intelligence tools out there.

From providing rich interactive dashboards, to creating drill-downs, reports, to offering a variety of filter options, there’s nothing that Power BI can’t do!

Artificial Intelligence and Machine Learning

We’ve now been watching Machine Learning and Artificial Intelligence easing into the corporate environment for quite some time now. But it is only since a few recent years that we have witnessed such an increase in the adoption of these principles.

Businesses are now easily able to benefit from ML and AI, and use the available technologies and insights to reduce manual processes, become more efficient, and eventually, change the whole landscape of business.

Microsoft Azure IoT

A collection of managed and platform services across the cloud which connects, monitors and controls billions of Internet of Things assets, Azure IoT also includes operating and security systems for various devices, along with data and analytics which help organizations build, deploy, as well as manage IoT apps.

Azure ML

With Azure Machine Learning, organizations get a cloud-based service for building and managing ML solutions, designed to help machine learning engineers and data scientists to leverage their existing model development as well as data processing skills and frameworks.

Dynamics 365 in the Cloud

The cloud-based instances of MS Dynamics 365 are hosted on Azure, which is the web services platform of Microsoft. It allows services and programs to be designed, tested, deployed, and finally managed from a whole network of managed data centres that are located all across the world.

What hosting its software in the cloud essentially means for a business is that everything, starting right from the program itself to their data, gets stored online.

Rather than buying a copy of the software and then installing it on various individual devices, the employees get to access it through the Internet, in the same way, that one would log into Gmail Hotmail, to access their inbox, and send emails. Using a cloud-based instance of Dynamics 365 essentially means that the software, in a way, lives on Microsoft’s servers. So, all that an organization needs are a web browser and a decent internet connection.

Microsoft Cloud Compliance

With Microsoft Azure, a business gets to streamline its compliance, with 90+ compliance certifications, including above 50 that are specific to various global regions and countries, like the US, the United Kingdom, India, Germany, China, and Japan. As 35+ compliance offerings that are specific to the needs of key industry verticals, including government, health, finance, media, education, and manufacturing are offered, every emerging compliance need of a company is covered, efficiently and effortlessly by Microsoft.

Microsoft Managed Services

Microsoft Managed Services simply allow an organization to either outsource all or a part of their IT operations, or augment their capabilities, in order to get more out of their Microsoft Azure deployments. While a business gets to save its expenses, hire experts in the field at a lesser cost, avoid expensive downtime, scale up or down as per its requirement, and focus on its core business functionalities, it is choosing the right partner (MSP), that makes all the difference in the end!

Office 365 Connectors

A connector is a wrapper or a proxy around an API which makes it possible for the underlying service to converse with or make a connection with Azure Logic Apps, Microsoft Power Automate, and Microsoft Power Apps. Through connecter, users have a way to connect their accounts as well as leverage a collection of triggers and pre-built actions to build their apps and design their workflows.

Today, there are more than 50 Office 365 Connectors available, spanning popular apps across news sources, productivity, sales, HR systems, developer tools, project management, entertainment, marketing automation, eLearning, and many more. Some of the most popular examples include Stack Overflow, UserVoice. MailChimp, Zendesk, GitHub, Asana, Aha, Salesforce, and Twitter.

Integrating Microsoft Office 365 with Microsoft Dynamics 365

Integrating OneDrive and SharePoint
Through this incorporation, Microsoft Office applications SharePoint and OneDrive can be allowed to be accessed within Dynamics 365. A user gets the opportunity to access as well as create any document, presentation, or spreadsheet in D365 using varied applications on distinct devices, such as Microsoft Word for iPhone or Microsoft PowerPoint for iPad. With the task once done, the user can again return to the CRM application through a simple tap on the “back” button.

Integrating Excel
Organizations can highly benefit from the large number of templates available with Microsoft Excel to automate certain key tasks, like managing forecasts, or enabling sales in order to calculate commissions. Excel can also be used to perform some quick analysis within Microsoft Dynamics 365 and lower the time, effort, as well as the frustration that comes with switching between a number of apps to grab data.

Integrating Outlook
Integrating Microsoft Outlook with D365 allows a user to track their mails through the browser on a phone or a laptop and even add contacts right within the email. This helps the users to see the relevant Dynamics data, such as sales activities, opportunities, and cases about the email senders.

Power BI Integration
A suite of powerful business analytics tools, Power BI is what one needs to have organization-wide insights delivered. Users can effortlessly examine customer information, such as pipeline, sales, as well as estimates, so as to manage team activities, by making use of the templates and the connector available in Power BI.

Integrating Yammer
Yammer is a type of personal workplace which allows users to create and edit documents, have conversations, in addition to sharing information without attending any meetings or even sending a single email. All the data that is shared amongst users can be viewed in a news feed, much like Facebook feed, right on their MS Dynamics 365 dashboard.

Integrating Cortana
Cortana, Microsoft’s voice-based assistant, incorporates predictive intelligence by being integrated, showing the users what is most relevant to them, at any point in time, across personal as well as professional sources.

How successful a business is, does in fact come down to the MSP it chooses!

At DynaTech Systems, a world-renowned Microsoft Dynamics 365 Implementation partner and Managed Services Provider, we deliver worry-free, cost-effective services. You can expect improved uptime, reduced latency, rapid deployment, hassle-free scalability, and more, with us on your side!

To know more about our services or to get our expert opinion on the subject, feel free to get in touch with us at sales@dynatechconsultancy.com!

 
 
 
 
 
 
 
 
 
 
 
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