Microsoft Dynamics CRM
What is Microsoft Dynamics CRM?
CRM forms part of the Microsoft Dynamics 365 range of business applications, a robust collection of solutions for businesses looking to better manage and enhance their customer engagement. Microsoft has evolved its CRM offering to cater to a diverse set of business needs, its flexibility ensures that it can deliver a platform for small startups to large enterprises.
In simple terms, Microsoft Dynamics CRM comprises the following key modules:
- Sales – designed to help businesses manage their sales processes effectively
- Customer Service – enabling companies to provide exceptional support by managing customer enquiries, complaints, and service requests efficiently
- Customer Insights – (Marketing), the smartest way to bring together all your data and drive multi-channel marketing programmes designed around Customer Journeys
- Field Service – ideal for companies with mobile workforces, helping businesses manage work orders, track field based technicians, and optimise resource allocation
- Contact Center – delivering customer service across various communication channels creating a seamless, omnichannel customer experience
Dynamics CRM Features and Functions
Dynamics 365 CRM supercharges how your business engages with your customer and prospect community. Giving you a single platform that spans the entire lifecycle of a customer journey, while leveraging the wider Microsoft cloud services including Power Apps, Power Automate, Dynamics 365 Business Central, Office 365 and Power BI. So, let’s take a deeper look at what it can do!
Sales
The solution provides a unified view of your business while managing your sales processes effectively, from initial contact to closed deals, helping to build stronger customer relationships and improve overall sales performance.
Learn More
Customer Insights
Customer Insights brings together all your data, whether from Dynamics or external sources, under one roof and helps you and your business make sense of it all.
Learn More
Customer Service
Microsoft Dynamics 365 Customer Service is a solution that helps businesses manage customer interactions and resolve issues efficiently while providing personalised support across the various channels through which a business interacts.
Learn More
Field Services
Dynamics 365 Field Service is a comprehensive solution for managing field service operations and offering a centralised platform to streamline scheduling, dispatching, work order management, inventory tracking, and customer communication.
Learn More
Contact Center
Dynamics 365 Contact Center, is a powerful solution designed to transform customer interactions and empower agents to deliver exceptional service.
Learn More
Upgrading CRM
Upgrading your Dynamics 365 CRM Applications is crucial for accessing the latest features, performance improvements, security updates, and ensuring continued support by Microsoft.
But like any Microsoft Dynamics solution, there are questions and there are the right ways and the wrong ways and is now the time to migrate from on an On-Premise solution to the Microsoft Cloud?
We aim to answer your questions, guide you on the right way to do it and how you migrate to SaaS. Click here to read more about keeping your Dynamics CRM solution up to date.
Learn more about Upgrading CRM
Evergreen Service for CRM
Upgrading any Microsoft Dynamics solution is something easily managed, scheduled and can be thoroughly tested to ensure a smooth upgrade. When you use our Evergreen service, we make sure your Dynamics CRM solution is kept healthy and evergreen all year around.
Why not book in for a free Evergreen consultation to discuss your options and understand the benefits of remaining on an evergreen platform?
Or you can simply read more about our offering here - we're delighted to be able to offer this service, enabling CRM users to benefit from the latest and greatest additions to the solution.
More on our Evergreen Service
Extending Your CRM Solution
Microsoft Dynamics 365 CRM applications offer a robust platform for managing customer interactions. A key strength lies in their extensibility, allowing you to tailor the system to your specific business needs. Click on the link and find out about how you can extend your Dynamics CRM solution to give your business exactly what it needs.
Dynamics 365 CRM Extensions
Dynamics 365 CRM Licensing
The products in the Dynamics 365 (D365) range are all licensed via Office 365, and all the licences can be applied in one of two ways, being:
- Assigned on a user basis
- Applied to your 365 tenant
Read more to find out how you can licence your CRM solution and some of the commonly used Microsoft Technologies, such as Power Platform and Fabric.
Learn more about CRM Licensing
Dynamics CRM Support
What makes our support offering different from the rest?
We have dedicated support staff focused on caring for our customers' systems, which we believe enables us to provide the best support quality in the industry. But what exactly makes our support stand out, and what can you expect as our customer?
- Support staff - possess an extensive knowledge and love to share it with great enthusiasm. With a vast network of colleagues, this allows for collaboration from anything Microsoft Dynamics, through to Power BI, Infrastructure and the emerging AI world.
- Minor mods service - any system change that takes less than an hour is included in your support contract, free of charge. These quick improvements can significantly enhance your users’ experience, with no paperwork required.
- Burst Training - it's essential to know how to use your system, and while most users have had some training, there are often questions or requirements to fill in the gaps. Book a Burst Training slot with our team, and they will be more than happy to walk you through whatever you need to learn.
- Out of hours support - whenever you need us, we're there. With out of hours support, you can trust our team to pick up the phone in your hour of need, even without an out of hours contract, someone will be there to help
- SLAs - our service level agreements mean that, regardless of your Dynamics CRM Version or Solution, we will support you forever and endeavour to do so in a timely and professional manner
Dynamics CRM Health Check
Are you getting the most from your Dynamics 365 CRM platform? Is it performing as it should? You may be encountering challenges with complex and cumbersome processes, which means users are repeatedly entering and re-entering the same data, creating workarounds both within and outside the system.
Luckily, that’s where our free Dynamics CRM Health Check can help!
So, what does a Health Check involve?
- One of our fabulous Dynamics CRM consultants will live a day in the life of your business, following every process, step-by-step, to understand what your using and how you are using it, think of it as therapy for your users
- As part of this day, we aim to get to the cause of any issues in your system, be they technical, process or functional, both the ones you know about and the ones you don’t!
- Finally, we will provide you with an easy to read report detailing what we found and with a recommended plan of action to help remedy your current problems and take the systems forward in a positive direction
Reporting for CRM
What are my options when it comes to reporting from CRM? It’s a question we hear a lot! Every organisation you talk to is using reports to drive business decisions, but quite often the data or the tools are just not up to the job.
Let us help guide you through what choices you have when it comes to getting at all that lovely information held within your Dynamics CRM platform.
More on CRM Reporting
Your Go-To Guide for Dynamics 365 CRM
No matter your experience level with CRM, our guide is here to help you with practical insights for success in Dynamics 365! We've cut out the jargon to deliver clear, actionable advice that truly makes a difference.
What's inside:
- A beginner-friendly intro to the Dynamics 365 landscape
- What Dynamics 365 CRM can really do?
- Upgrade your CRM without the drama
- The ways we support you; before, during and after go-live
Why it matters:
- Get clarity on what Dynamics 365 can do for your business
- Make smarter decisions with expert-led guidance
- Avoid common pitfalls and unlock real value
- Build a CRM strategy that works for your team
.png)