General Article

7 Advantages to Using Microsoft Dynamics 365 CRM


There has been a great deal of buzz lately about Microsoft Dynamics 365. If you would like to have the benefits and solution briefly explained in plain English, then keep reading. We have compiled 10 of the best benefits to explain it in simple terms. But first, let’s take a brief look at what this solution is all about and what it can do for you.

Microsoft Dynamics 365 is a cloud-based solution and the only that offers everything you need for ERP and CRM is one location. Basically, it unifies those capabilities into applications that are able to work together seamlessly across:

  • Customer service
  • Sales
  • Operations
  • Field service
  • Project service automation
  • Marketing
  • Financials

The tools that you use already, like Excel and Outlook, are integrated by the applications to provide you with the power offered by digital intelligence in all of the decisions that you need to make. The best thing of all is that everything you are able to do when using Dynamics 365 continues to grow on a daily basis.

The following are 10 ways, offered by Microsoft partners Rocket CRM, that using Microsoft Dynamics 365 can benefit your company:

1. Begin with the apps that you need and then add new ones as your needs change

Microsoft Dynamics 365 has been designed to be simple. Individual apps can be used that work either together or on their own to allow you to create a solution that suits your needs. Whenever you have new needs and your situation changes, you can find the right applications to help you grow even further.

2. Understand your customers in entirely new ways

Microsoft Dynamics 365 brings any type of customer data together in order to provide you with a comprehensive view of your customers. Pre-built KPIs can be used to have a thorough understanding of the customer journey including having real-time updates. You will be able to personalise your customer experience and easily track and measure how healthy your customer relationships are.

3. Flexibility

Having a subscription and monthly operational cost is much more flexible compared to having capital costs. This can potentially be much less expensive since you only have to purchase what you need. Dynamics 365 also eliminated the need for managing your own servers and data centre, which can result in saving significant amounts of money.

4. Simplicity

Subscriptions for Dynamics 365 are purchased by role. Instead of purchasing one large license that covers all roles you just have to subscribe individuals to the work that they do.

5. Ease of Use

The platform is based on AppSource, which is the new Microsoft app market. Here you can easily search and locate apps that your company and you need. That makes it easy to understand and use the solution. Anytime your needs change, you can just search for an app very easily that can assist you.

6. Scalability

A monthly subscription comes with Dynamics 365, which allow you to scale both up and down whenever your needs change, such as vacations or Christmas. Only pay for the things you actually need, when you need them.

7. Agility

Dynamics 365 can help to transform how you manage daily situations and customer data. It allows you to dissolve the barriers between important business platforms and making your data begin to work together. The Microsoft Common Data Model is core to the concept. It is a shared business database that connects all of your processes and data together. This allows you to eliminate all of the silos of information you have been struggling to manage.

8. Productive

Employees are made more productive by Dynamics 365 since they have access to the tool they need for doing their work and the insights they need for making the best decisions. By combining Office, CRM, ERP, and additional apps into a single cloud-based experience with a common data model, it will provide you with a people-centric platform to make the daily work of your employees much easier.

9. Intelligent

Dynamics 365 provides you with access to Built-In Predictive Analytics and Real-Time Insights. Azure Machine Learning, Cortana Intelligence, and Power BI are all embedded natively so that you are provided with access to actionable next steps, prescriptive advice, and predictive insights.

10. Secure

As a cloud-based solution, Dynamics 365 features robust security along with access controls for data and apps that are built directly into cloud services. These include administrator and user access, service hosting platform, network connectivity, and physical datacentre.

Overall, Microsoft Dynamics 365 offers excellent potential for streamlining line-of-business, reduces costs, and provides companies with increasing agility.