D365 CRM
A system for managing a business’s relationships with both present and potential clients is called customer relationship management, or CRM. Sales, marketing, customer care, and technical assistance are frequently coordinated, automated, and organised through the use of technology. CRM organises and automates business procedures that foster customer loyalty and satisfaction, which can lower expenses and boost profitability.
Microsoft Dynamics CRM
Microsoft Dynamics CRM is a customer relationship management software program designed to improve any organization’s relationship with its customers. Although Microsoft has been selling Dynamics CRM as an XRM platform and encouraging partners to use its proprietary (.NET based) framework to customise it, the product’s primary focus is on the sales, marketing, and customer service sectors out of the box. It has also expanded in recent years as a CRM-powered analytics platform.
In addition to managing the entire customer support chain and offering social insights, business information, and a host of other unconventional features and functionalities, the CRM solution may be utilised to increase an organization’s sales efficiency and marketing effectiveness. As a product, Microsoft Dynamics CRM also provides complete mobile compatibility for CRM applications on tablets and smartphones.
The most recent version of CRM at the time this guide was written was CRM 2016. However, as CRM 2015 Online is the most recent stable version and is widely used in many organisations, we will be utilising it in this lesson. However, all of the ideas in the course will still be applicable if you are using any other version of CRM.
Dynamics 365 Customer Service
With Customer Service apps, Microsoft Dynamics 365 Customer Service enables businesses and public sector organisations to build great customer relationships by focusing on optimum customer satisfaction. It includes a plethora of features and tools that organisations can use to manage the services they provide to their customers.
Dynamics 365 Sales
MS Dynamics 365 Sales solution is used for a corporate or public sector organization's sales function, these organisations can keep track of their accounts and contacts, nurture sales from lead to order, create sales collateral, and create marketing lists and campaigns. You can even track service cases that are associated with specific accounts or opportunities.
Dynamics 365 Field Service
With Customer Service apps, Microsoft Dynamics 365 Customer Service enables businesses and public sector organisations to build great customer relationships by focusing on optimum customer satisfaction. It includes a plethora of features and tools that organisations can use to manage the services they provide to their customers.
Dynamics 365 Marketing
Dynamics 365 Marketing is a marketing automation application that assists in the conversion of prospects into business relationships. The Dynamics 365 Marketing app integrates with Dynamics 365 Sales, Dynamics 365 Customer Insights, Microsoft Teams, and other products to help you make faster and better decisions by leveraging data and artificial intelligence. Marketing can be used to create graphical email messages, share information between sales and marketing teams, and much more.
Dynamics 365 Customer Service
With Customer Service apps, Microsoft Dynamics 365 Customer Service enables businesses and public sector organisations to build great customer relationships by focusing on optimum customer satisfaction. It includes a plethora of features and tools that organisations can use to manage the services they provide to their customers.
Dynamics 365 Sales
MS Dynamics 365 Sales solution is used for a corporate or public sector organization’s sales function, these organisations can keep track of their accounts and contacts, nurture sales from lead to order, create sales collateral, and create marketing lists and campaigns. You can even track service cases that are associated with specific accounts or opportunities.
Dynamics 365 Field Service
Field Service solution provides on-site service to customers. The application combines workflow automation, scheduling algorithms, and mobility to assist you in preparing mobile workers for success when they are on-site with customers fixing problems.
Dynamics 365 Marketing
Dynamics 365 Marketing is a marketing automation application that assists in the conversion of prospects into business relationships. The Dynamics 365 Marketing app integrates with Dynamics 365 Sales, Dynamics 365 Customer Insights, Microsoft Teams, and other products to help you make faster and better decisions by leveraging data and artificial intelligence. Marketing can be used to create graphical email messages, share information between sales and marketing teams, and much more.
Dynamics 365 Finance
Dynamics 365 Finance aids in the automation and modernization of your global financial operations. To drive business growth, monitor performance in real time, forecast future outcomes, and make data-driven decisions. Finance can be used to drive strategic financial decisions using AI, to unify and automate your financial processes, to reduce operational expenses, and to reduce global financial complexity and risk.
Dynamics 365 Supply Chain Management
Microsoft Dynamics 365 Supply Chain Management provides organisations with the ability to powerfully connect and optimise planning, scheduling, operations, and cost management, as well as agility and efficiency in supply chain and manufacturing. Use AI and the Internet of Things (IoT) to gain predictive insights and intelligence for planning, production, inventory, warehouse, and transportation management. Supply Chain Management has the potential to increase operational efficiency, product quality, and profitability.
Dynamics 365 HR
Many recordkeeping tasks are simplified, and several staffing processes are automated. Employee retention, benefits administration, training, performance reviews, and change management are examples of these processes. Human Resources also provides a framework for human resources staff to manage oversight areas.
Dynamics 365 Commerce
Dynamics 365 Commerce provides an all-encompassing omnichannel solution that integrates back-office, in-store, call centre, and digital experiences. Commerce enables you to increase revenue through improved employee productivity, build brand loyalty through personalised customer engagements, optimise operations to lower costs, and drive supply chain efficiencies.