While there are a ton of “solutions” out there, when it comes to customer relationship management (CRM), there is one option that is a cut above the rest, Microsoft Dynamics 365. It is an industry leader, especially in its ability to integrate with other systems and consolidate actionable data for its end-users.
Read on to learn about the benefits of Dynamics 365 as an efficient CRM system, and how it beats its well-known competitors.
When purchasing Dynamic's 365, you will get the best value as the full software stack of Dynamic's, Power Apps, and Power Automate is included. Add-on options with other CRM's, such as Salesforce, Oracle, or Sugar CRM, tend to be more expensive and less inclusive.
Integration with Other Technologies
Dynamics 365 integrates seamlessly with other technologies and tools that you are already using. Whether it's SharePoint, Outlook (Exchange), Office 365 (Excel and Word), Microsoft Teams chat and calling, or a number of other software solutions, Dynamics 365 can leverage the right tool for the right job to maximize the scalability and efficiency of your solution. For example, the ability to track emails to records is something any CRM platform can do, however, you can run Dynamics 365 INSIDE your Outlook because of Microsoft’s native integration capabilities.
Ease of Use
Another reason why Dynamics 365 is better than Salesforce is the fact it is simple and compatible with many other software programs. It’s not always easy getting your company on board with a new CRM. If that CRM is similar to the software they're already familiar with, convincing them to use it will be a lot easier. Think about it… do they use Excel? Outlook? Word?
AI and Analytics
Dynamics 365 has always offered built-in analytics for real-time data processing, not to mention the ease of integration and customization of Dynamics 365. Joining Dynamic's 365 and Power BI gives users the opportunity of expanding their analytic and reporting capabilities. With the addition of the “Insights” product offerings, and specifically Customer Insights, Microsoft is well-positioned to lead the next wave of AI integrated capabilities in their Dynamics products.
Development and Flexibility
Dynamics 365 CRM uses universal programming languages like HTML, Java, and the .NET framework. There are also no-code modifications to the solution that can be utilized. While Dynamics 365 users can customize the CRM as needed, customization can be limited in other CRM systems.
With Dynamics 365, you can move your system from hosted to in-house with ease. Of course, you can do the same with Salesforce and Sugar CRM...at an additional cost.
Deployment Options and Security
Microsoft Dynamics 365 CRM can be deployed according to your needs, either through multi-tenant Software-as-a-Service (SaaS)/cloud hosting, private hosting, or on-premise hosting. All of the security options offered within Dynamics 365 are secure and can be built to meet your business needs.
Practically every CRM has a sophisticated dashboard for data visualization. But, each of them is different. Dynamics 365 CRM users are able to effortlessly create their own role-based dashboards with real-time data without having the need to manually refresh. And, as mentioned earlier, you can embed Power BI reports directly into Dynamics 365 if your organization is an Office 365 environment.
Ready to learn more about how to get started with Dynamics 365 CRM? Contact the experts at JourneyTEAM. We’ve helped a number of businesses make the switch to Dynamics 365 CRM, and we’ve set up Dynamics from scratch for countless others.
Please contact a JourneyTEAM representative with any questions today!