Category: Microsoft Dynamics CRM

As organizations invest in digital platforms to support growth, customer engagement, and operational efficiency, confusion often arises between CRM and CMS systems. While both play important roles in modern business technology stacks, they are designed for very different purposes. Understanding the distinction between a Customer Relationship Management (CRM) system and a Content Management System (CMS) is critical to selecting the right tools and maximizing their value. Below are several key ways CRM and CMS platforms differ and how...

Microsoft CRM is often thought of as a tool for storing contact information, but modern CRM systems, like Microsoft Dynamics 365, offer far more value. When used strategically, Microsoft CRM helps organizations connect sales, marketing, service, and field operations to create better customer experiences and outcomes. This blog outlines several ways Microsoft CRM delivers value beyond basic contact management.  Centralized Customer Data and Real-Time Insights  Microsoft CRM centralizes customer information into...

Microsoft Marketing within Dynamics 365 CRM is a powerful tool for businesses looking to strengthen their relationships with clients. Your marketing team will no longer have to struggle with creating engaging content or tracking the success of your campaigns. In this blog, we will cover three unique features of Microsoft Marketing that effectively helps you target different populations and improve customer retention.  1. Unified View of Your Clients Across Sales...

Dynamics 365 Customer Service is a powerful tool for teams looking to form and maintain strong relationships with their customers. The CRM platform provides tools to help teams work faster, stay consistent, and assist their clients. Below are three key features that show how Dynamics 365 Customer Service supports service teams.   Resolve Issues Faster with Copilot   Dynamics 365 Customer Service uses Copilot to help service representatives diagnose issues, and respond to customers more efficiently. Copilot can...

Microsoft Dynamics 365 Sales is designed to help users drive their sales and increase their productivity. Microsoft has several features to help users cut down on repetitive tasks and stay on top of each of their clients- no matter their size. In this blog, we will cover three tools that you should be using in Microsoft Dynamics to increase your sales and improve your client satisfaction.   “Suggested Actions” Tool  ...

Microsoft Dynamics CRM has unveiled three new AI agents in their newest release that help make your day to day more productive. Each agent tackles a different area of business- from accelerating sales to improving service quality, so teams can focus on what matters most. In this blog, we will highlight three of these agents, as well as how to start using them now. Sales Close Agent   The Sales Close...

Microsoft’s Release Wave 2 is here, and with it tons of new updates across all of Business Central’s functionalities. This includes new changes to Dynamics 365 Sales, Service, Field Service, and more. In this blog, we will cover the new AI-powered capabilities and other enhancements across core CRM functions.   Filter Information with Smart Grid   Make finding information easier for your sales team with new natural language searching capabilities. A...

Microsoft Dynamics Customer Relationship Management, or CRM, is a powerful tool for managing leads, tracking engagement, and driving sales. Recently, Microsoft has started to use a new term to refer to their CRM: “Customer Engagement.” The shift in language signals a broader change in how Microsoft views the role of the platform. In this blog, we will cover what Customer Engagement is, what the change in terminology brings, and what...

Microsoft Dynamics CRM is a powerful tool for distribution companies looking to deliver great customer experiences to ensure long-term success. With complex sales cycles, diverse customer needs, and multi-channel touchpoints, distributors need more than just basic contract management. Dynamics offers these businesses a platform that brings everything together in one place. In this blog, we will cover how Microsoft Dynamics CRM empowers wholesale distribution companies to make smarter decisions and...

Forecasting with Confidence in Dynamics 365 CRM In Episode 12 of our “Maximizing Your Data” series, we explored the benefits of Server-Side Synchronization and how it enhances data accuracy. This month, we turn our attention to forecasting in Dynamics 365 CRM - a powerful capability that helps organizations anticipate outcomes. We’ll discuss how forecasting empowers administrators with flexible configuration and enhances user experience through intuitive interfaces and real-time data. Forecast...