Your Dynamics Business Partner


Top 11 Reasons why you should choose Microsoft Dynamics 365 as your CRM

Posted by Shawn Sauve / calender-icon Jan 20, 2021

  • fb-icon
  • linkedin-icon
  • twiter-icon

Construction challenges

Finding the right CRM for your business process is an essential step towards achieving your long-term strategic goals. Microsoft has taken its game up a notch by integrating ERP and CRM capabilities in Dynamics 365, enabling businesses to access Sales, Marketing, and Customer Service within the same application.

Microsoft Dynamics 365 is a powerful and highly scalable CRM solution. With extensive functionality, value, and flexibility, it is easy to see all of the advantages that Dynamics 365 CRM can bring to an organization that wants minimal configuration and ease of use to optimize business operations, as well as provide a fast return on investment (ROI).

Microsoft Dynamics 365 CRM is a great choice for organizations that need a capable CRM solution to enhance their sales, marketing, and customer support. It is also an ideal fit for small or large-scale organizations that need ‘out-of-the-box’ functionality. Dynamics 365 offers the following deployment options: on-prem, partner-hosted, or cloud-based. Whatever your preference, the solution can be deployed in a manner that is ideally suited to your business strategy.

Benefits of Microsoft Dynamics 365 CRM

It is fairly simple why businesses rely on Dynamics 365 over its competitors. Mentioned below are the advantages of Microsoft Dynamics 365 CRM:

The user interface is familiar and intuitive and ranks among the highest in user adoption.

  • Seamless integration with other Microsoft products, such as Outlook, Office 365, Skype for Business, SharePoint, Power BI, and PowerApps offers a huge advantage.
  • Its strong built-in tools such as LinkedIn Sales Navigator Application Platform (SNAP) and Relationship Assistant boost efficiency and productivity.
  • Its flexible architecture, implementation options, and pricing enable easy customization to tailor the system to meet the unique requirements of the business.

Microsoft Dynamics 365 CRM Capabilities

1. Enhanced Operational Efficiency

Microsoft Dynamics 365 CRM greatly enhances operational efficiency through standardization and streamlining of business processes. Its flexible workflow allows businesses to automate tasks and procedures in ways that people can use every day. Microsoft Dynamics 365 can relieve your team of repetitive manual tasks. You can create processes using workflows that reflect business rules to achieve the desired results.

For example, by using set criteria, you can qualify your leads, activate automatic email notifications, or automatically route sales leads to individual members.

2. Highly Customizable

Dynamics 365 offers a range of modules and built-in tools for workflows that can be used to automate rule-based tasks across sales, marketing, customer support, field service, and more.

It also allows you to modify the workflows to meet your unique requirements in the case that the pre-built tools don’t exactly solve your problem. But that’s not everything you can customize. It offers flexible architecture, deployment options, and pricing levels to tailor the platform according to your budget, team size, and KPIs.

3. Targeted Marketing Campaigns

Dynamics 365 CRM ensures that you are always in touch with the right customers. It provides a marketing automation tool that simplifies processes such as the creation of leads and client lists, campaign creation targeting relevant prospects, evaluation of outcomes, and follow-up execution.

4. Right information to the right people

With Microsoft Dynamics 365 partner you have the tools that assure that correct information is always provided to the concerned person through mobile, web, or MS Outlook. End-users always have access to accurate details at all times.

5. Simplified service scheduling

One of the key aspects of providing a great customer experience is making sure that you never let your customer down by missing a service call or an appointment. Availability at all times is of great importance. Dynamics 365 provides streamlined service scheduling and ensures your customers are always satisfied.

Dynamics 365 CRM provides a consolidated, all-in-one view of all client service requests and calendars, allowing users to easily match the right service experts to a particular customer.

6. Seamless Integration with Other Microsoft products

Other Microsoft products, like the entire Office 365 suite can be easily integrated with Dynamics 365. These integrations allow businesses to switch from Dynamics 365 to Outlook for communication, to Power BI for data analytics, and SharePoint for documentation. It also leverages applications such as Word and Excel. Such deep integration capabilities lead to enhanced productivity and bring unmatched benefits.

7. Better Communication

Microsoft Dynamics 365 facilitates better communication so everyone can be productive and efficient both in the office and on the go. Data can be filtered so that you have access to only the information that you require like sales figures or meeting updates. With add-ons like free mobile applications with Dynamics 365 license and support for the cross-web browser on multiple devices, your workforce can be productive regardless of wherever they work.

8. Improved Customer Service Experience

Dynamics 365 collects vast amounts of relevant data about each customer. It analyzes the websites visited by individuals, how they interact with brands, which communities they are a part of, and much more. The BI tool identifies data points that cannot be quantitatively evaluated but are still extremely crucial to the sales process such as customer sentiments, purchase habits, and brand loyalty.

This valuable information helps customer service executives handle interactions meaningfully. With easily accessible data, reps can better connect with customers and suggest personalized solutions.

9. Regular Updates

Microsoft invests vast amounts of resources in Research and development for Dynamics 365. Continuous upgrades and advanced functionality helps businesses stay on top of their game.

10. Improved Productivity

With Dynamics 365, your workforce can access just about any type of data they need. This allows employees to make smarter, more informed decisions since they have all the tools and insights at their disposal. Instead of accessing ERP, CRM data, and Office applications individually, employees can seamlessly find everything on one platform, leading to a boost in productivity and efficiency.

11. Choice of Deployment

By choosing the deployment option (on-prem, cloud-based, partner-hosted) that best suits your budget, resources, and business needs, you can effortlessly and easily transition to Dynamics 365.


Microsoft Dynamics 365 CRM is a perfect fit if you’re keen to learn more about your customers, streamline your sales process, and boost company-wide performance.

While adding a new platform to your existing infrastructure can be tricky, as a Microsoft Gold Partner firm, we can help you implement Dynamics 365 without a hitch. Call for a quick consultation today!