What is Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 is a popular cloud-based application for managing customer relationships. This application is essentially a repackaged version of Dynamics CRM Online, divided into multiple applications that integrate ERP and CRM solutions into a different cloud-based platform. It adds two new applications, PowerApps and Flow, that allow for some customization. PowerApps allows you to create apps for mobile devices. Flow, on the other hand, is a workflow engine that works with third-party apps.

The platform includes many integrated solutions that enable businesses to improve their lead tracking, service automation, and sales and operations by using mobile devices and other cloud-based business apps. The system is packed with powerful business solutions for increasing sales, improving customer service, and managing global financial operations. They can be used individually or as part of a tool suite. Microsoft Dynamics 365 includes many apps that are compatible with Windows, iOS, and Android devices.

These apps can be used without an internet connection, and data will be synchronized once you connect to the internet. Integration with other Microsoft productivity apps such as SharePoint, Word, and Lync is also possible. Microsoft Dynamics 365 integrations are essential because they save time and reduce the need for double entry. Through Yammer, the software provides a platform for collaboration by ensuring user interaction, allowing them to include people in projects and meetings. Users and others working on paper can see where their counterparts are working in real-time.

Microsoft Dynamics 365 Features

  • Contact Management
  • Customer Management
  • Customer insights
  • Microsoft Dynamics 365 app for Outlook
  • Lead Management
  • Client APIs
  • Email Marketing
  • Activity sorting control
  • Process enhancements
  • Use form scripts
  • eCommerce

Advantages or Benefits of Microsoft Dynamics 365

Microsoft Dynamics 365 is a repackaging software that developed from the Dynamics CRM Online tool and was subsequently divided into various products. The software is unique in that ERP Dynamics and CRM solutions are bundled in a single cloud service. Flow and PowerApps can also be used to customize Microsoft Dynamics. PowerApps may be used to construct mobile applications, and the Flow workflow engine can be used to integrate third-party applications.

Execute multi-channel campaigns:

Microsoft Dynamics CRM marketing capabilities help you enhance your marketing ROI by determining the types of messages you should send to your consumers via their preferred channels. You can also use sales and marketing analytics to find leads, nurture them, and eventually convert them to paying customers.

AI informed sales process:

Once you’ve informed yourself on AI, you’ll be able to make better business decisions. The selling and buying processes are facilitated by an AI-informed team.

Adaptable to your legacy system:

Not only is the Microsoft Dynamics CRM solution package flexible to your legacy system, but it also tailors your security levels to your specific requirements. And, of course, this is scalable as your company expands.

Improved customer experiences:

Microsoft Dynamics enhances the customer experience by utilizing data and analytics to create customer service that exceeds expectations, earns trust, and keeps customers engaged.

Centralize customer information:

A centralized customer information system can help your employees save time by cutting down on search and follow-up time.

Up to date analytics:

Microsoft Dynamics allows you to collect data to keep your sales team informed and up to date. Team members can make better decisions by identifying key opportunities in this manner.

Easily share sales performance:

You can always keep your employees up to date by sharing ongoing sales and key performance metrics. As a result, they can engage with the right buyers and grow your sales relationships.

Disadvantages

Cost:

A robust CRM solution with such a long list of tools and features is not going to be cheap. Depending on the solutions you seek, starting prices can be in the four-digit range.

On-boarding:

Because of the complexity and expanded capabilities of a CRM solution like Microsoft Dynamics, successfully onboarding, your teams across the organization may take a little longer.

 

Microsoft Dynamics 365 Pricing Options

Pricing is available in different business areas, each with its own set of subcategories and corresponding prices to meet specific needs. Among these are:

FREE TRIAL Not Available
DYNAMICS 365 PLAN
$210/user per month
UNIFIED OPERATIONS PLAN
From $190/user per month
CUSTOMER ENGAGEMENT PLAN
$115/user per month
APPLICATIONS AND OFFERS
From $40/user per month
  • Marketing
  • Sales
  • Finance
  • Commerce
  • Customer Service
  • Human Resources (HR)
  • Project Management
  • Field Service
  • Supply Chain Management

Marketing

The Marketing module uses multi-channel campaigns to target prospects and increases the number of qualified leads. Companies can find and nurture leads by integrating sales and marketing departments and analyzing industry trends through web and social analytics.

Sales

All of Microsoft Dynamics CRM’s core features are included in the Sales module. Companies can take priority to the right prospects, optimize the sales process, personalize customer engagement, and develop meaningful relationships. A customer dashboard provides actionable insights and predictive guidance. Companies can also improve the buying experience by displaying products in mixed reality.

Finance

The Finance and Operations module includes all of Microsoft Dynamics AX’s features. Businesses can gain access to a centralized finance dashboard that includes real-time business intelligence and embedded analytics.

Commerce

The Commerce module improves store management, merchandising processes, customer satisfaction, and inventory usage.

Customer Service

The Customer Service module creates positive customer experiences across multiple channels and devices. Intelligent virtual agents provide personalized service experiences without the need for additional labor.

Human Resources (HR)

The Human Resources module helps companies in attracting top talent, improving employee performance, and streamlining HR management. It has features for onboarding new employees, streamlining HR processes, and enabling employee self-service.

Project Management

To assist businesses in successfully planning and delivering projects, the Project Management module employs a predictable and customer-centered service delivery model. It forecasts profitability, anticipates resource demands, and provides collaboration tools.

Field Service

The Field Service module makes the best use of labor resources. With mixed-reality, automation, and remote-assist tools, service technicians can become more efficient in the field.

Supply Chain Management

This module helps companies in running their manufacturing processes more efficiently. AI functionality, inventory management, and maintenance planning are one of its features.

Microsoft Dynamics 365 Integrations

Dynamics AX Integration

Dynamics GP Integration

Office 365 Integration

Dynamics NAV Integration

eCommerce Integration Integration

Sharepoint Integration

Outlook Integration

Social Media Integration

ESB Integration

Exchange Integration

Yammer Integration

One Note Integration

Power BI Integration

eCommerce Integration

Top Alternatives

LeadSquared logo

LeadSquared

LeadSquared is cloud-based marketing automation and CRM system for all types of organizations. Finance, e-commerce, education, health and wellness, marketing, real estate,

See More ⮞
Freshsales logo

Freshsales

Freshsales is a salesforce automation system that helps companies of all sizes automate lead management, customer relations, marketing analytics, customer

See More ⮞
Insightly logo

Insightly CRM

Insightly CRM is a cloud-based CRM system designed for mid-sized companies. Insightly is used by over 1.5+ million people across

See More ⮞
Infor logo

Infor CRM

Infor CRM, commonly known as Saleslogix, is a fully customizable CRM solution for managing relationships, data, and CRM. It gives

See More ⮞
Zendesk logo

Zendesk Sell

Zendesk Sell (formerly Base CRM) is an online and mobile-based customer relationship management (CRM) solution that enables B2C and B2B sales professionals to

See More ⮞
EngageBay logo

EngageBay

EngageBay is a sales, marketing, support, and CRM solution for small and medium businesses that help them acquire, engage, and convert website

See More ⮞
Monday logo

Monday.com

Monday.com, is a collaboration and project management system, assists teams in collaborating effectively and completing difficult projects on time. Monday.com’s team

See More ⮞
Creatio logo

Creatio CRM

Creatio CRM is another sales, marketing, and service automation platform that combines a unified CRM with an intelligent BPM platform.

See More ⮞
Keap logo

Keap

Keap is a cloud-based sales and marketing system that integrates CRM, marketing automation, and e-commerce functionality into a single package.

See More ⮞
Thryv logo

Thryv

Thryv is a fully-featured business management solution for small companies, aimed to help them with critical business activities. Business owners

See More ⮞
Less Annoying CRM logo

Less Annoying CRM

Less Annoying  CRM is a system designed specifically for small companies. It has a cloud-based deployment option, multiple configuration settings,

See More ⮞
Vendasta logo

Vendasta

Vendasta is an online reputation management tool that allows organizations to manage reviews, track consumer feedback, and reply to reviews.

See More ⮞
Nutshell logo

Nutshell

Nutshell is a fully-featured CRM and email marketing tool that helps B2B businesses collaborate and close more deals. Nutshell is

See More ⮞
Flowlu logo

Flowlu

Flowlu is a cloud-based CRM system for companies of all sizes in various industries. Teams can use the system to handle

See More ⮞
NetHunt logo

NetHunt CRM

NetHunt CRM is a cloud-based CRM application that integrates with Gmail and allows companies to manage communication and data right from their

See More ⮞
Accelo logo

Accelo

Accelo is used and trusted by professional service businesses all over the world to manage and profitably handle their client

See More ⮞
close logo

Close

Close is a sales engagement CRM that aims to help small businesses convert more leads into revenue. Close is committed

See More ⮞
edrone logo

edrone

The first CRM built for eCommerce is edrone, an automated eCommerce cloud. Based on edrone algorithms, It deliver superior Marketing Automation solutions.

See More ⮞
Deskera logo

Deskera CRM

Deskera CRM automates your sales and customer service tasks. Deskera forms can be used to channel leads from web pages

See More ⮞
Vtiger logo

Vtiger CRM

For customer service, sales, and marketing teams, Vtiger CRM provides a single, comprehensive CRM. Vtiger CRM can be used across the customer

See More ⮞
sugarcrm logo

SugarCRM

SugarCRM is a cloud-based programme for automating sales, customer relationship management. marketing, and account management.  SugarCRM has personalized home pages, a new-user

See More ⮞
spiro logo

Spiro

Spiro is a platform for proactive relationship management. Spiro is a single system that combines traditional CRM, sales enablement, and

See More ⮞
SalezShark logo

SalezShark

SalezShark is a cloud-based CRM software and sales management solution. It emphasizes marketing automation for generating leads and managing sales

See More ⮞
BenchmarkONE logo

BenchmarkONE

BenchmarkONE (previously Hatchbuck) is a small to midsize business sales and marketing platform. marketing automation, sales automation, and email marketing are

See More ⮞
Streak logo

Streak CRM

Users can manage common sales tasks directly from their inbox with Streak CRM, which is integrated into Gmail. It helps

See More ⮞
SharpSpring logo

SharpSpring

SharpSpring is a cloud-based marketing platform that combines customer relationship management(CRM), marketing automation, mobile and social marketing, sales team automation, and

See More ⮞
Copper crm logo

Copper

Copper is a simple CRM for small and medium-sized businesses (SMBs) looking for a better approach to handle leads and

See More ⮞
Pipeline CRM logo

Pipeline CRM

Pipeline CRM system is the most commonly used CRM for small and midsized organizations, enabling sales teams in a number of

See More ⮞
Wrike logo

Wrike

Wrike is a cloud-based project management tool for teams of 20 or more and can be used by both huge

See More ⮞
Salesflare logo

Salesflare

Thousands of small and medium-sized B2B firms utilize Salesflare’s smart CRM system and email marketing platform to sell more with less

See More ⮞
Prospect CRM logo

Prospect CRM

Prospect, the most popular stock-aware CRM system, is ideal for expanding wholesale, distributor, and manufacturing companies. Prospect CRM system helps

See More ⮞
sap logo

SAP CRM

SAP CRM is a cloud-based customer relationship management system that helps small and mid-sized firms in managing communication and interactions with current

See More ⮞
Scoro logo

Scoro

Scoro is a work management software solution for small and midsize businesses in the advertising,  and IT industries, among others. On a

See More ⮞
C2CRM logo

C2CRM

C2CRM is a mid-market CRM solution (available on-premise or in the cloud) that integrates marketing, sales, and customer support into a single,

See More ⮞
OnePageCRM logo

OnePageCRM

OnePageCRM is a cloud-based sales CRM system that allows small and medium-sized companies to automate admin and schedule follow-ups with leads. OnePageCRM

See More ⮞
Upsales logo

Upsales CRM

Upsales CRM is a fast-growing CRM, business intelligence, and marketing automation platform. Experience an user interface that guides you through

See More ⮞
Ontraport logo

Ontraport

Attention-grabbing communications sent at the proper time are the key to real results from email marketing. You can build up

See More ⮞
Workbooks logo

Workbooks

Workbooks provide an affordable cloud platform for developing businesses to operate their businesses and communicate with their clients. Workbooks create,

See More ⮞
Apptivo logo

Apptivo

Apptivo is a cloud-based platform with integrated business tools for businesses of all sizes. Apptivo’s Apps can be used to

See More ⮞
Capsule CRM logo

Capsule CRM

Zestia’s Capsule is a cloud-based CRM system that allows small and medium businesses to keep track of the individuals and companies

See More ⮞
Membrain logo

Membrain

Membrain by Upstream is a cloud-based sales automation CRM application. Pipeline management, sales analytics, lead scoring,  prospecting, and content management are all included in

See More ⮞
Method CRM logo

Method CRM

Method:CRM is a cloud-based customer relationship management(CRM) system that allows organizations to manage sales data, see customer history, create email campaigns, and

See More ⮞
efficy crm logo

Efficy CRM

Efficy CRM is a customer relationship management (CRM) system for medium and big firms. Within a single suite, it provides

See More ⮞
CompanyHub logo

CompanyHub CRM

Each industry is distinct. Different sales procedures are used by different teams. How can a one-size-fits-all CRM satisfy everyone’s requirements?

See More ⮞
IRIS CRM logo

IRIS CRM

IRIS CRM is a leading cloud-based business management system that caters to payment processing customers. IRIS CRM was designed as

See More ⮞
Simply CRM logo

Simply CRM

Simply CRM will help you gain more customers, optimize your business, and make more money. It’s the CRM that you’ll

See More ⮞
ConvergeHub logo

ConvergeHub

For small and medium businesses, ConvergeHub provides a customer relationship management (CRM) system and sales and marketing automation solutions. It

See More ⮞
Referrizer logo

Referrizer

Referrizer is a marketing automation platform that helps companies in attracting new clients as well as managing recurring transactions, communication, 

See More ⮞
Salesmate logo

Salesmate

Salesmate is a web-based CRM system for small and medium companies in various sectors. Contact management, email marketing, and internal

See More ⮞
Nextiva logo

Nextiva CRM

By integrating all internal communications into one platform, Nextiva’s cloud-based CRM saves organizations time. With a unified sales and service

See More ⮞
SuperOffice logo

SuperOffice CRM

SuperOffice CRM is a customer relationship management (CRM) system for midsize companies in a wide range of industries, including financial

See More ⮞
freeagent logo

FreeAgent CRM

FreeAgent is a robust work management solution and a complete CRM platform. FreeAgent enables teams to save everything in one

See More ⮞
act crm logo

Act!

Act! is a CRM system that integrates marketing automation and sales pipeline management into a single, unified platform. This solution offers

See More ⮞
Kizen logo

KIZEN

Kizen is a web-based CRM and sales platform that covers a wide range of sectors and small and medium businesses.

See More ⮞
Jarvis CRM logo

Jarvis CRM

Jarvis CRM Platform has over 20+ years of experience working in various sectors and with a range of customers with

See More ⮞
allclients logo

AllClients

Starting at $24 per month, you can manage your contacts online. AllClients created a solution that integrates a range of features

See More ⮞
Salesbox logo

Salesbox

Salesbox is a digital toolkit for small firms looking to automate their professional-client relations. Salesbox is available for only 2.90$

See More ⮞
AllProWebTools logo

AllProWebTools

AllProWebTools is a small company’s all-in-one toolset. Control, organize and manage core sales, marketing, and productivity processes with just one

See More ⮞
InStream logo

InStream

InStream is a platform for managing relationships. For customer-focused businesses, there is a CRM system. InStream helps small and medium-sized

See More ⮞
shape software crm logo

Shape Software

The cloud-based system from Shape includes tools for managing online marketing and promotions, capturing leads from online sources, organizing sales

See More ⮞
vipecloud logo

VipeCloud

VipeCloud is a cloud-based marketing and sales CRM solution that enables businesses to expand their sales and marketing budgets even further. It is designed for

See More ⮞
Funnel CRM logo

Funnel CRM

Funnel CRM is a cloud-based CRM system for medium and big companies in a number of industries, including advertising, banking, technology, outsourcing, and

See More ⮞
open crm logo

OpenCRM

OpenCRM is a full-featured, easy-to-customize Cloud CRM system that can help you expand your business without breaking the bank. OpenCRM

See More ⮞
error: Content is protected !!