Short on Time Summary

The diverse range of Dynamics modules makes it an invaluable investment for any business. Unify your business activities and access automation tools, real-time data insights and AI-powered suggestions. In our article, we explore what each component can offer your business.  

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What is Dynamics 365? 

Microsoft Dynamics 365 is an end-to-end, cloud-based solution that integrates Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) functionalities. Dynamics 365 provides a centralised location to securely store your data through Microsoft Dataverse.

Whether you are a small startup or a large company, Dynamics 365 is a highly flexible and customisable solution. It can be scaled to support rapid growth and increases adaptability to changing market conditions.

With a wide range of modules and built-in predictive analytics, you can construct a cost-effective ERP and CRM environment tailored to your unique business needs. Only select the modules and features that will have a tangible impact on your business, ensuring the final solution aligns with your goals and budget.

Leverage the Dynamics 365 suite to streamline operations, personalise customer experiences and access comprehensive analytics. In this article, we break down each component and discuss the benefits for modern organisations. 

Sales

A CRM system is essential to gain a complete 360-degree view of your customers. Dynamics Sales helps your team build meaningful connections by anticipating customer needs and tailoring their approach. 

Dynamics Sales is suitable for both B2B and B2C business models. It improves sales management processes from lead generation and scoring to finalising deals, with an impressive ROI of 215% after three years. 

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Improve seller productivity by 15% by automating necessary but time-consuming admin tasks. Sellers can focus on reaching out to prospects, nurturing relationships and ultimately increasing their conversion rate.    

Also optimise your sales efforts with AI-based recommendations for high-priority leads. For example, spend time strengthening weaker relationships or engaging with prospects most likely to close a deal. Dynamics Sales helps sellers allocate their time to more productive leads and drive revenue growth.

Marketing                                                         

Dynamics Marketing aligns your marketing strategy and goals with the needs and preferences of your customers. Create more engaged leads for your sales team by delivering engaging omnichannel campaigns through email, social media and events.

With Dynamics Marketing features, you can implement landing pages, event management, lead scoring, content personalisation, A/B testing and more. 

Utilise audience segmentation techniques to build interactive journeys that delight your customers. Target messaging based on actions like opening an email or attending an event, or set up well-timed follow-up emails triggered by specific events.

Dynamics Marketing also provides embedded insights and increased data visibility to track engagement and achieve better results from your campaigns. 

Customer Service

Dynamics Customer Service is designed to improve your after-sales interactions and go beyond customer expectations.

Including Power Platform Virtual Agent bots in your customer service strategy will enable you to provide faster, more efficient support. Dynamics Customer Service has a proven 73% reduction in handling time and an 80% decrease in backlogged cases. 

Dynamics Customer Service Stats

Chatbots complement the activities of your support team by handling simple cases. This results in reduced agent workload and improved response times, even during high-volume periods. They can also escalate cases to agents when necessary, ensuring customers receive appropriate support. 

Digital Contact Centre

Research by Forbes Insights revealed that 77% of people make purchasing decisions based on their customer service experience with a company. 

Dynamics Digital Contact Centre simplifies how you manage customer service interactions by collating all support tickets in one place. Never miss a query regardless of how customers prefer to contact you. The intelligent routing system also directs customers to the agent best placed to help them, leading to higher satisfaction and faster resolutions. 

Bring AI technology to your contact centre to further enhance your customer service and reduce support costs. You can generate personalised, conversational responses based on previous buying behaviour and sentiment analysis. 

Project Operations 

Dynamics Project Operations empowers service-based businesses to complete projects on time and within budget. Its comprehensive set of tools for scheduling, time tracking, resource allocation, contract management and accounting enables you to track and manage all aspects of the project. 

Improve communication by providing a shared workspace and rich visualisations, making it easier to collaborate and share information in real-time. 

With Dynamics, you can gain a significant competitive advantage by connecting your sales, finance and project management teams within a single application. Meet productivity and efficiency goals while increasing profitability and client satisfaction.

Business Central 

Dynamics Business Central combines numerous features to simplify processes for small to medium-sized businesses. One of its strengths is automating routine and monotonous tasks and redirecting focus to business-critical tasks that require your people’s expertise.

Create financial transparency throughout the organisation and keep everyone informed about the organisation’s financial performance, budget allocation and sales forecasting. This will enhance decision-making across departments and teams. 

Dynamics 365 is a suite of integrated CRM and ERP business tools. Empower your people to work uninterrupted by providing access to all tools, apps and data in the flow of work. If you want to accelerate business growth, improve customer engagement or get the most out of your data, Dynamics 365 has everything you need to succeed. 

At ThinkShare, our experts can configure a unique platform shaped by your business strategy. If you would like more detailed information on anything discussed in this article or a free demo of Dynamics 365, get in touch with our Microsoft consultants today.

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