8 Ways MS Dynamic 365 Empowers Digital Transformation Here We Go…..
MS Dynamics CRM 365 is the comprehensive software suite facilitating brilliant fusion of CRM and ERP cloud services focused on a specific business process. This integrated cloud-based CRM and ERP solutions offer intelligent Software-as-a-Service (SaaS) applications that seamlessly integrate with Microsoft Office 365. MS Dynamics CRM 365 incorporates indispensable apps for the high-end sales forecast in the Field Service, Sales, Project Service Automation, Customer Service, Marketing, Financials, and Operations.
Create custom business apps with App Designer
This a step ahead in the innovative approach with the enhanced functionality in MS Dynamics 365 as the need for the creation of the business app is done with this feature. The best part of this app designer is that the user can create business apps swiftly without the coding knowledge.
When we can design the app from power app and app source, it also includes some inbuilt functionalities through which we can design our app without any cost. App designer is an additional functionality that comes as a simplified approach facilitating the creation of custom business apps like entities, dashboards, charts, views forms, and business processes for your business organization as per your specific requirement.
Easy editing with Editable Grids
All-new Editable Grids is a new feature introduced by Microsoft in dynamics 365 by which you can edit any records from any entity by its grid view itself, you need not go to the form for any kind of editing
This is custom embedded visual controls that are functional to enhance the intuitive CRM user interface for certain business needs consisting of Calendar, website preview, YouTube player across the mobile client application for phones and tablets. This rich visual experience in the form of custom controls consists of switches, star ratings, sliders, a calendar control and video embedding, that come handy for assisting mobile users to smoothly enter CRM data faster. These controls offer a rich visual experience of the entire user activities in a calendar format instead of a list.
MS Dynamics 365 Mobile Client Microsoft Dynamics 365 come handy for the busy professionals to stay productive at work as keeping in touch with the customers is far easier to get the 360-degree view of the essential business solution. Leveraging Mobile CRM add-on in the MS Dynamics 365 is a mix of the productive feature as the sales rep, marketing professionals, and sales manager can be equipped with all the minute to major real-time sales activities and customer records updates for every appointment on notes, tasks, and attachments. Also, the sales rep can leverage on the windows Mobile CRM app with the security roles assigned by the admin to instantly access the customer data information.
Process Flow Editor
This is an enhancement in the business process flow as the view and the flow of the process is changed. Although the visual interface is fully changed, but there are less functional changes in the process. Talking about the Business process flows in MS Dynamics 365 that has changed the structural changes in the process flow editor, but the whole concept in the functionality of process flow editor remains same.
This is equal to the same functionality available in the previous CRM 2015 and CRM 2016. Now, you can predict and show the time spent on a stage in the business process flow. Workflows have a new feature in which you can make some recommendation on a field which helps in validating the empty field.
Expedited Workflow with Outlook in Office 365
The advanced business process integration in the MS Dynamics 365 focus on the way customers buys and use business apps. Dynamics 365 will also be tightly integrated with Office 365. Integrated office, 365 especially with Outlook as a common data model in the Dynamics 365 cloud smoothens marketing automation activities.
For the entire email marketing campaign sending documents, including price quotes and invoices, can be done directly from Outlook to the instant response to the email that comes in from a customer. The workflow syncs completely as the related documents, opportunities, and account status for all recipients are displayed in the sidebar to ease the complete process of emailing multiple clients. In addition, there is no need to leave your email client as making additions, like modifying quantities in the updated document or applying a discount, can also be done within your email client.
Interactive graphical visualization of Power BI
Power BI is comprehensive core business Intelligence tool for creating interactive visualization reports and dashboards with drag and drop enhanced GUI. That facilitate effective data analysis for large excel data files and smoothen the entire process of data analysis from various data sources consisting of Adobe Analytics, Google Analytics, Salesforce, MailChimp, MS Dynamics CRM, GitHub.
Power BI is integrated into the MS Dynamics 365 for the organized Business performance as the necessity to go through all reports is minimized for the one that is checked most of the time is displayed in the form of charts with the Key Performance Indicators section on Dynamics 365 home screen. Moreover, the displayed Charts in the KPI section can be modified straight from the home screen displaying longer or shorter periods of time which is updated automatically.
Better customer’s engagement with Cortana intelligence
With this command line access to the centralized real-time, customer data inbuilt Cortana Intelligence can be a great source of assistance to the sales reps to expedite the sales activities as it will be able to predict which products and services a customer will need next, thereby helping complete focus on their cross-selling efforts. The sales and the marketing campaign will be more advanced with this intelligent and productive feature as the complete priority will be shifted to the customer need to accurately answer customer questions with the personalized data content.
• The overall need of the customer minute to major specific queries and the complaint will be resolved about the particular product that can be answered on time by the sales rep, sales manager use of this intelligence and machine learning automation. • More informed decisions can be exercised accordingly backed by the intelligent operations of the Cortana intelligence and analytics improving cross-selling as it offers valuable intelligence to the customer for product recommendation based on the behavioral data. • The real benefits of this Cortana A.I. integration inside Dynamics CRM 365 will be reflected in the enhanced optimize operation to lead opportunities, accounts, and sales activities into Cortana to display relevant refined real-time customer data to salespeople at any time
Easy Access to connected customers’ equipment via Azure IOT
• The IOT (Internet of thing) is the next big thing in Microsoft Dynamics 365 bits of intelligence that incorporate direct connection of devices to Microsoft integrated Dynamics 365 platform. • The real-time comprehensively collected data from these devices will be compiled in the centralized database. This will improve the customer engagement as the real-time data, on the connected customers’ equipment and product is available to the Field Service technician that will be easily shared with another sales rep.
Any digital device will be connected to the Azure IOT including Smart phone and the tablets that can further be linked to the CRM mobile solution available on iOS, Android, and Windows mobile platform. The Azure IOT equipment data will be an asset for the customer service information to performance metrics for your business.
Consequently, MS Dynamics 365 is today’s futuristic technology that can empower and expedite customer engagement, shaping the overall business process growth with the optimized business operation through complete digital transformation.