Discover the fundamentals of Dynamics 365 CRM

Discover the fundamentals of Dynamics 365 CRM

CRM, short for customer relationship management, is a category of integrated and data-driven software solutions that improve how businesses interact and build relationships with customers. CRM systems are becoming increasingly crucial because they help build and maintain customer relationships as they provide a pipeline for tracking sales leads, deploying and managing marketing, and delivering actionable data.

CRM solutions like Dynamics 365 provide a centralized and automated system for dealing with business processes that help ensure your sales, marketing, and service divisions are running smoothly and robustly. It is a flexible and customizable solution that can be adapted to suit the specific needs of a wide variety of businesses. The Dynamics 365 suite comes with an array of CRM tools that may be used on their own or as a cohesive unit to form a powerful integrated solution.

Related article: CRM: Your Company’s Most Valuable Sales Asset

Dynamics 365 for Marketing

Dynamics 365 for Marketing is designed for businesses to identify and nurture sales-ready leads by moving beyond basic email marketing. The app aligns sales and marketing, provides AI-driven insights for businesses to gain a business edge over the competition, and allows users to automate processes, all for the goal of maximizing your business’s marketing ROI.

The app features multichannel campaigns such as email marketing, web landing pages, events, SMS integration, phone calls, and custom channels. It also allows your business to construct a personalized buyer experience with its configurable templates, reusable content blocks, design tools, and Microsoft Stream videos. Lastly, it features Dynamics 365 Connector for LinkedIn Lead Gen Forms for a consolidated LinkedIn experience.

Dynamics 365 for Sales

Dynamics 365 for Sales is designed to empower sellers to drive their engagement with customers. It lets users have a better grasp of the needs of their customers, thus allowing them to engage more effectively and generate consistent leads.

The app features embedded insights, tools for sales force automation, analytics dashboards, and AI-driven sales insights that are geared around helping you personalize your engagement and improve your ability to connect with your clients. The app can also be configured to connect with LinkedIn Sales Navigator, ensuring that all your sales needs are within reach.

Related article: CRM: Your Company’s Most Valuable Sales Asset

Dynamics 365 for Customer Service

Dynamics 365 for Customer Service helps your business differentiate its brand in earning loyal customers for life. It is designed to deliver guided and intelligent service to any channel, even those currently utilized by your existing systems. 365 for Customer Service aims to improve engagement, personalize customer service, and streamline the service experience.

The app features self-service, community, and social channels that intelligently route cases to the right agent for a quick resolution. It also has a powerful AI for predictive care that frees up agents for high-value interactions, and deploys intuitive service bots that are smart, fast, and perpetually available.

Dynamics 365 for Field Service

Dynamics 365 for Field Service lets users streamline their scheduling and inventory management, as well as use quick and transparent communications and tracking functionalities that keep customers connected to your field agents. These tools empower your agents to find the best solutions for customer concerns, improving customer experience.

The app features powerful tools that drive operational efficiency with IoT, including work automation, predictive maintenance, and advanced metrics and diagnostics. These tools also allow users to automate scheduling, manage resource assignments, synchronize and track inventory, share customer information, and boost onsite efficiency.

Related article: CRM: Your Company’s Most Valuable Sales Asset

Dynamics 365 for Project Service Automation

Dynamics 365 for Project Service Automation aims to improve project profitability by providing management tools that allow for comprehensive and integrated planning and analytics. It lets users visualize cost and revenue, deploy customer-centric service delivery models, optimize the use of available resources, foster collaboration across teams, and simplify contract processes through a secure portal.

The app features native Microsoft Project integration, robust project planning capabilities, intuitive dashboards for monitoring and approvals, a unified scheduling engine, a powerful forecasting tool, and seamless collaboration with Dynamics 365 for Sales.

Microsoft Dynamics 365 from WhiteOwl enables SMBs to enjoy optimal profitability and efficiency by streamlining business processes. WhiteOwl’s CRM solution extends the value of the Dynamics 365 platform so that you can focus on what’s important — your customers. Reach out to us for a quote today!

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