Simple Microsoft Dynamics CRM Tutorial

Dynamics CRM is a modern solution designed for companies that understand the value and need for quality customer relationship management. This article will explain the fundamental aspects of this software functionality and its benefits.

What is Microsoft Dynamics CRM?

In the modern world, without effective automation, it isn’t easy to imagine the work of any business. Therefore, companies realize customer relationship management systems (CRM) intended to automate sales operations, build a customer base, and organize proper communication. As a result, CRM simplifies business work and makes it more convenient to perform routine tasks.

Microsoft Dynamics CRM is a unique business platform for customer interaction, which allows you always to have new essential information, reducing time costs to a minimum. You do not need to purchase hardware to implement this platform when using Microsoft Dynamics CRM. Therefore, there is no need to invest in infrastructure. You also don’t have to support this platform because Microsoft will take care of everything. Your responsibility is simple: enter meaningful data into the CRM system and then use it. For companies with a minimum of IT staff, this option will help you do more with the data you’re already collecting.

This CRM solution is a customer relationship management tool that allows you to:

  • reduce the cost of attracting new customers, improve the quality of marketing data and analyze the return on marketing investments;
  • reduce the cycle and cost of the sale, manage the “pipeline” of sales, and increase the number of closed deals;
  • increase sales to existing customers, reduce customer service costs and enchase customer satisfaction and loyalty.

The CRM enables company employees to work online and offline, logging into it directly from Microsoft Outlook. Microsoft Dynamics CRM is also integrated with a widely used application – Microsoft Office, which allows company employees to use, for example, Microsoft Excel to export data, and Microsoft Word to prepare letters to clients. The software successfully works both in a cloud application and on infrastructure companies. This solution already has built-in tools for data analysis and integrating information from social networks and media directly into the CRM system.

Benefits of using Microsoft Dynamics CRM

Using Microsoft Dynamics CRM to work with clients increases the work efficiency of staff inside and outside the company. With the help of powerful, state-of-the-art technologies used in this solution and integrated into a single working environment, collaboration and understanding of the need for results-oriented communication and cooperation between service, marketing, and sales departments are improved.

The main advantages of implementing this CRM system are:

  • a universal information solution for the entire organization, the functions of which allow you to combine various data on one platform, save time on their replication and transfer;
  • an easy way to manage any processes in an organization by automating them using form and business process designers;
  • the modular system of the platform is the ability to use only those components that you need at the moment, which reduces the cost of purchasing a license;
  • with the further development of the company, the system does not require replacement and is easily scalable following urgent needs;
  • a simple interface with elements already familiar to users, so learning and adaptation are fast;
  • the ability to install on the company’s servers or in the cloud (you can access the platform from any browser on any device);
  • the company’s customers can get complete information about the application at any time and access all related data, which increases customer loyalty to the company.