Why you need Microsoft Dynamics 365 CRM

September 19, 2023

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Use Dynamics 365 to connect your sales, marketing, customer service and field service staff to every customer.

Microsoft Dynamics 365 offers businesses the advantage of a unified platform that integrates customer relationship management (CRM) and enterprise resource planning (ERP) capabilities, enabling streamlined data sharing and better decision-making. Its cloud-based nature also ensures scalability, accessibility, and regular updates, reducing IT infrastructure costs and providing the flexibility to adapt to changing business needs.


Sales module

Accelerate sales by using customer, marketing, and sales data to identify ideal customer targets, recommend next best actions, and collaborate with peers.

  • Enable smarter selling with embedded insights;

  • Empower sales staff to build relationships with authentic and personal engagement;

  • Boost sales productivity with seamless tools;

  • Improve sales performance;

  • Get additional AI-driven insights to grow sales;

  • Innovate with evolving sales solutions.


Marketing module

Engage with customers one on one, at scale, to build meaningful relationships and grow your business.

  • Generate multichannel leads with personalised experiences;

  • Prioritise leads and track progress with shared information and connected processes;

  • Improve marketing ROI with embedded intelligence and analytics that track marketing performance;

  • Launch multi-channel campaigns;

  • Personalise shopping experiences;

  • Find leads using LinkedIn.


Customer Service module

Provide seamless, end-to-end customer service experiences for consistent, connected support across all channels.

  • Engage with customers on any channel or device;

  • Make it easy for staff to use intelligent processes and meet customer expectations;

  • Continuously improve while reducing the cost to serve using data and intelligence to transform how you provide services;

  • Drive innovation with an application that’s easy to tailor, extend, and connect to other applications and services that your company already uses.


Field Service module

Deliver proactive service, optimized with AI, and empower your frontline workers to increase customer satisfaction.

  • Increase your operational efficiency with IoT;

  • Automate and improve scheduling to dispatch the right technician and get the most value out of your resources;

  • Empower technicians with a 360-degree view of your customers and real-time guidance to improve resolution time and earn customer trust;

  • Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step;

  • Troubleshoot issues in context and enable technicians with hands-free video calling and mixed reality annotations on Microsoft HoloLens.

MS Dynamics 365