Microsoft Dynamics CRM Software, now called Dynamics 365 CRM, is an advanced Customer Relationship Management solution. Dynamics CRM manages your business’s interactions and relationships with customers, prospects, stakeholders, and all other contacts.

Dynamics CRM stores all customer interactions in a shared high performance SQL CRM database across your business and manages sales, marketing, customer service, and customer support, all with seamless integration with Outlook and Microsoft Office 365.

One of Microsoft Dynamics CRM’s key strengths is its seamless integration with other modules in the Dynamics 365 suite, such as Dynamics 365 for Sales (CRM), Dynamics 365 for Field Service (CRM), Dynamics 365 for Marketing (CRM), Dynamic 365 for customer service (CRM) and Dynamics 365 Project Service automation (CRM). Details for each of these below.

As your business grows, you can upgrade your Dynamics 365 CRM software or add different Dynamics 365 modules to provide a complete and flexible CRM and business management solution.

Advantages of Using Dynamics 365 CRM

The following are the primary advantages of implementing Microsoft Dynamics CRM 365 in your business organisation:

Increasing your company's profitability
Enhancing customer relationship management
Increasing the automation of the sales force
Increasing the quality of customer service
Improved marketing campaign management to generate more sales leads
Increasing user productivity
Dynamics CRM 365 is both a server-based application and a cloud-based application

Microsoft Office 365 and Microsoft Dynamics 365 CRM Integration

One of Microsoft Dynamics 365 CRM’s key features is its close integration with Microsoft Office 365, which provides your team with additional productivity gains. The Office 365 to CRM integration includes links to Excel, Word, and PowerPoint, as well as Skype, SharePoint, and Microsoft Exchange Server, allowing Outlook emails to be stored in the CRM.

The overall benefit is that all documents, conversations, and emails can be linked to prospect and customer records, giving your sales and customer service representatives a complete picture of all interactions.

The Advantages of Integrating Office 365 with Microsoft Dynamics 365 CRM are:

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CRM Products

Microsoft Dynamics CRM 365 for Sales

This is one of the core modules for effective customer relationship management. Microsoft Dynamics 365 for Sales is a sales relationship management and salesforce automation module of Dynamics 365 CRM. You can manage contact management, opportunities, sales pipelines, sales forecasts, and leads with Dynamics 365 Sales.

Microsoft Dynamics CRM 365 for Customer Service

Microsoft Dynamics 365 Customer Service is a customer service automation module for Dynamics 365 CRM that focuses on managing and tracking an organization’s customer service operations to provide you with a complete customer view.

Microsoft Dynamics CRM 365 for Marketing

Microsoft Dynamics 365 Marketing is a CRM module that manages campaigns and marketing automation. You can manage data segmentation, lead scoring, events, email marketing, and marketing insights with Dynamics 365 marketing software.

Microsoft Dynamics CRM 365 for Project Service Automation

Microsoft Dynamics 365 Project Service Automation enables you to manage your projects from start to finish while viewing all project interactions. Microsoft CRM for projects enables you to create contracts and quotes associated with a project, as well as track resources and, ultimately, the project’s profitability.

Microsoft Dynamics CRM 365 for Field Service Automation

Field Service Automation enables field service businesses to automate a wide range of tasks, from scheduling engineers to remotely signing off on a fix at a client’s location. Microsoft CRM 365 Field Service’s primary goal is to improve the efficiency of managing a field service team while keeping the customer at the centre of the business. Dynamics Field Service includes advanced analytics and enables field service companies to transition from a costly, reactive ‘fix it if it breaks’ model to a preventative and proactive one.