We’re excited to tell you that Microsoft has unleashed a suite of cloud-based business applications for sales, marketing, and operations known as Microsoft Dynamics 365. One of the biggest benefits of this platform is that it is highly flexible and customizable, allowing you to pick and choose the applications that best fit the needs of your individual business. And to make matters even easier, Dynamics 365 is intimately linked with other Microsoft applications and tools such as Outlook, Word, and Excel. What to know more? Let’s dive in.
Dynamics 365 is a cloud-based platform that allows you to conduct all your business operations from the web. This voids the need for on-premises infrastructure, which reduces costs and allows for increased flexibility. It also allows employees to access applications from wherever they are without having to set up VPNs and remote sessions.
Microsoft Dynamics 365, more agile than any of its predecessors, enables you to improve customer engagement and business workflows by making real-time, data-based decisions in the field. For example, 365 instantly populates dashboards and KPI (Key Performance Indicators) charts that show you your top five clients and even your top performing sales staff. Additionally, the Power BI module provides visual dashboards of pertinent financial information such as operating margins and cash cycles. This ability to deliver immediate, accurate information, as well as the ability to provide predictive analytics, is especially crucial in the fast-paced world of sales.
With Microsoft Dynamics 365, you can view important client details with just a smartphone:
The ability to access this essential information at any time and from any place puts you leagues ahead of the competition.
Invicta strives on quality and precision. We have been using Dynamics GP for quite some time and also integrated the eCommerce Manager by IES. IES has shown that it can provide the kind of services we need to grow with our dynamic business and assist us at any time with accuracy.
At Coral Gables Trust we strive to provide our customers the best possible care and attention as a wealth and investment management trust company. It is important for us to have a proven CRM technology and an experienced trusted solution partner to implement and render ongoing quality support.
We have been using Great Plains for almost 15 years since the DOS version. Now we manage over 350 plus companies in GP. We tried a few local partners but I can attest that we could not have grown our business without the consultative approach of IES.
Microsoft Dynamics 365 is a super-platform that incorporates other Microsoft suites, including GP, CRM, NAV, and Office 365. Based on the data from these systems, you can customize your home screen to include only the information that is necessary for your business.
One of the most significant and remarkable aspects of Dynamics 365 for marketing and client management is its ability for you to pick and choose which applications you want based on the needs of your individual business. Because you can still add new applications later on, this makes Dynamics 365 CRM an immensely flexible platform that can easily grow and evolve with your business.
The beauty of Dynamics 365 is that it allows for flexible licensing, meaning you don't have to pay to license users for an application they won't be using. Instead, you can mix and match your applications and licenses to meet the needs of different teams. For example, while your sales team will need to access CRM applications, they won’t necessarily require access to financial applications for billing and inventory. The ability to limit licensing based on job title can help your budget and the efficiency of your workflow.
This cross-functional platform can also help you track and estimate business outcomes through the power of Cortana Intelligence and Power BI, which are natively integrated in order to provide special predictive insights and guidance. With Cortana Intelligence, your sales team will be able to access business predictions and make smart decisions based on client buying patterns. And because Dynamics 365 is integrated with Microsoft Outlook, employees can directly deliver professional quotes to customers with real-time pricing updates with just one click. Dynamics 365 customer service is unparalleled in the CRM market.
One of the reasons Dynamics 365 is so innovative in comparison to other platforms is that it has the ability to evolve within our world of fast-paced technology. This allows you to stay up to date without breaking your budget or slowing down your work processes. You can start small, choosing only the applications you need, and build up from there without impeding your growth.
At IES, we understand that your business is not stagnant; we want to make sure you’re equipped with technology that will keep you moving forward. To make sure you’re ready to succeed, we’ll work with you to help you build a Microsoft Dynamics 365 solution that works best for your needs. Plus, we can even help you provide training to your employees so that they can get the best out of all the latest and greatest features.
If you want more information about Microsoft Dynamics 365 CRM, Dynamics 365 for marketing, or any other Dynamics 365 questions like how to migrate your data, contact IES today for help. We are an end-to-end enabler of Microsoft products and certified as experts in the best-in-class solutions that will help you grow your business.
Start designing your Dynamics solution right away with our Solution Designer. Choose from our selection of features and modules to create a solution perfect for your business. Not sure what the right solution is? One of our technical advisors can assist you with a free consultation.