Microsoft Dynamics 365 Blog

A look into the world of Microsoft Dynamics.

Top Integrations for Microsoft CRM

Posted by Alanna Friedberg on Jan 14, 2025 10:00:00 AM

Microsoft Dynamics CRM integration can be a complex issue for companies. After all, the basic Microsoft Dynamics 365 CRM platform offers a broad spectrum of tools to drive marketing, sales, and customer service. It even has tools specifically designed to support field service companies by creating work orders for calls and allowing technicians to access customer records remotely.

Evolving dramatically since its inception to support far greater functionality, capability, accessibility, and scalability. The latest iteration of Microsoft Dynamics 365 handles everything from lead generation to insight delivery, so why should a company shop around for integration software?

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Topics: CRM

Microsoft Dynamics vs. Salesforce: Which CRM is Best For Your Business?

Posted by Alanna Friedberg on Nov 1, 2024 10:00:00 AM

Your choice of customer relationship management system (CRM) can be a game-changer for your company. You need a platform capable of helping you build meaningful customer relationships. It needs to streamline lead tracking, task automation, and contact management.

If you’re wondering, “Does Microsoft have a CRM?” the answer is yes. Dynamics 365 and Salesforce are two enterprise-grade CRMs capable of helping your employees work smarter, not harder. The following Microsoft CRM vs. Salesforce comparison can help you decide which solution would best fit your business environment. 

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Topics: CRM

Why Microsoft Dynamics is a Great CRM for Financial Advisors

Posted by Alanna Friedberg on Nov 15, 2022 10:00:00 AM

A customer relationship management platform (CRM) for financial services provides a way for organizations working in the finance industry to manage financial services more effectively. Remember that most financial services are not limited to face-to-face interactions between customers and financial advisors. Today, people access financial services digitally, whether their insurance company, bank or investment advisor.

Investing in Microsoft Dynamics as your company’s CRM for financial advisors gives employees everything needed to provide high-quality customer service. They also have more tools and resources available to support organizational needs.

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Topics: CRM

5 Ways a CRM for Financial Advisors Changes Your business

Posted by Alanna Friedberg on Feb 9, 2021 10:15:00 AM

Like most businesses, the financial services industry relies on the client relationship to stay competitive. It’s a people-driven business, after all, and with those clients come reams of financial data that must be kept secure. A customer relationship management (CRM) platform is an important tool for financial advisors in banking, retirement, portfolio planning, or other areas, to manage data and client contacts. Here are 10 ways a CRM for financial advisors can change your business.

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Topics: CRM

How to Find the Best CRM for Your Small Business

Posted by Alanna Friedberg on Jan 7, 2020 11:00:00 AM

If you run a small business, new software may be the last thing on your mind. Perhaps you’re more worried about finding better employees or increasing cash flow. Maybe your A/R is too high or there’s a supply chain issue holding you back. We know that small business owners have all kinds of worries.

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Topics: CRM

Salesforce vs. Dynamics 2020: How the CRM Giants Measure Up Entering the Next Decade

Posted by Alanna Friedberg on Dec 31, 2019 11:00:00 AM

Salesforce vs. Dynamics: In a review of the top CRM tools, it’s usually these two behemoths that go head-to-head when enterprise organizations consider new sales and marketing software.

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Topics: CRM

CRM in Healthcare: Five Reasons Health Professionals Need CRM Software

Posted by Alanna Friedberg on Dec 17, 2019 11:00:00 AM

Healthcare is increasingly driven by value. Under the influence of our digital devices, healthcare consumers are increasingly aware that they have choices in services. Whether it’s seeking help at a minute clinic or urgent care, traveling to the ER, or seeing a family practice doctor, most consumers know there is a plethora of resources at their fingertips

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Topics: CRM

Creating a Customer Relationship Management Strategy for Dynamics 365

Posted by Alanna Friedberg on Oct 30, 2018 12:44:00 PM

Here’s the hard truth about even the best software; it cannot fix broken processes. This is especially true in the area of sales and customer service, where the best practices your team adopts can have a real impact on the corporate bottom line.

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Topics: CRM, Dynamics 365, Customer Relationship Management

ERP vs. CRM: Understanding the Differences Between the Two

Posted by IES on Aug 24, 2018 1:47:50 PM

Companies that haven’t invested in business profitability and productivity tools like an ERP platform or a CRM will likely have no idea of the differences between these two powerhouse types of software. To start understanding ERP vs. CRM, we must first define the acronyms: 

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Topics: CRM, ERP

What to Look for in Microsoft Dynamics CRM Training

Posted by IES on Sep 22, 2017 7:25:00 AM

Like a lot of Microsoft products, Dynamics CRM is pretty intuitive. That’s because Microsoft cornered the market years ago with their office products and has used that time to hone their offering. So all of the tools in the Dynamics 365 universe have a similar look and feel that is comfortable to the average user.

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Topics: Microsoft Dynamics CRM, CRM Software, CRM