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Delivering the best customer experience is not the easiest task in everyday business. Think of all the ways customers can interact with your brand, from telephone calls and email conversations to interacting on social media and meeting face to face. Imagine having it all under one platform…

A Customer Relationship Management (CRM) can help you keep your customer contact details up to date, track their interactions with your business, and manage their accounts. CRM systems can collect the data from all of these sources, letting you turn it into useful insight.

How Does Dynamics 365 for Sales Actually Work?

At the most basic level, a CRM platform provides you with a single unified space where you store customer contact information to share with the business. This allows you to track the history of all interactions you have with customers, so the more interactions you can track the better. But how does it do this exactly?

CRM capabilities:

  • Save customer contact, details, demographics, transactions and more
  • Manage leads from prospect through to conversion and follow up
  • Track email opens and clicks
  • Track the activity of your audience on social platforms

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Microsoft claims, “CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and letting you focus on building and maintaining the customer relationships that matter. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads.”

Dynamics 365 Sales (CRM) has Seamless Interaction

Dynamics 365 Sales (CRM) makes it possible for any employee to provide the same high level of service to customers. This avoids the worry customers have of starting from scratch if they can’t get in touch with their main point of contact with teams. Marketing and customer service teams can easily share data about clients to get the right information to the right individual faster than ever.

Think about how you might traditionally recount a positive interaction with a potential customer. What you take from these interactions goes down into a notepad on a laptop, or maybe just into your head. Dynamics 365 Sales (CRM) not only removes that task but streamlines all these interactions to give you a more comprehensive and accurate view of your customers.

With Microsoft Dynamics 365 Sales (CRM) in the cloud (such as Azure Cloud), this information is available to you at any time wherever you are. If customers get in touch with you, you can retrieve all relevant information at a moments notice, letting you solve their problems faster than ever. There are further benefits to having a centralized space for customer information. 

You can empower your sales team to access customer data anywhere and anytime, whether they are on the go or in the office they will have full access to Dynamics 365 Sales (CRM). 


Why Microsoft Dynamics 365 Sales (CRM)?

With the use of Dynamics 365 Sales (CRM) you get a ‘dynamic’ solution that is modifiable to fit your business needs. You can either pick the CRM application alone (which works great already), or use CRM tools that work together to deliver a powerful integrated solution. You can understand your customer needs, engage more effectively, and turn leads into clients by going beyond sales force automation.


Visit our website’s resources to learn more about our solutions in order to further your understanding of financial and business management systems. Team up with a certified Microsoft Gold Partner to make your migration to the cloud seamless. If you have any questions regarding Dynamics 365 or other ERP/CRM systems, you can contact us here

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