Benefits of Using Dynamics CRM Portal in 2022

Convenience, 24*7 support, streamlined operations, and automation are the latest customer service trends and the reasons you should have a CRM portal in 2022.Portals help companies build deeper relationships with customers, allowing them to interact when they want. 85 percent of customers expect self-service, and that’s where the Dynamics 365 portal comes in.

Dynamics 365 – a combination of CRM and ERP streamlines the overall business communication by connecting sales, marketing, and support teams in one place. Using it, you can seamlessly manage all tasks, appointments, meetings, tickets, customers, staff, and other internal operations. It ensures that all the data is safe and in the right place.

Here are some features and benefits of Dynamics 365:

• Easy Configuration and Deployment

The basic functionality of Microsoft Dynamics 365 is that it’s available in the cloud and hybrid environments. You can deploy it according to budget and infrastructure. Plus, the configuration is quick. All you have to do is sign up and follow the steps.

• Seamless Integration

Another reason you should opt for Dynamics 365 is the easy integrations with various Microsoft products. For example, you or your staff can access Excel sheets directly from the CRM/portal. Integration with Outlook will allow you to access all the customer information, sales opportunities, leads, appointments in Outlook. You can complete tasks like assigning tasks, scheduling meetings, tracking emails, and more from Outlook. It goes the same way for other Microsoft apps.

Dynamics 365 brings all sales, marketing, inventory, logistics, and other departmental modules in one place. Here’s what it means to have seamless integration with Microsoft products:

• Import customer data in Word or Excel.
• Access all the captured data in OneNote.
• View SharePoint calendar and documents directly in Dynamics 365.
• Chat, meet, collaborate with Microsoft teams.
• Automate the workstream with Power Automate.
• Empower customers to share documents and information securely.
• View Office Group calendar and documents in Dynamics 365.
• Transform customer data into actionable insights.

Just like Microsoft products, Dynamics 365 also allows external integrations. It means that while developing a portal with Dynamics CRM, you can include payment gateways, chatbots, community forums, survey modules, and more. It gives you the power to choose the tools you want to streamline business operations.

• Data Privacy

Data stored in offline documents and spreadsheets creates a risk of being misused. It’s difficult to track the source. Plus, backup and handling again put a toll on the staff.

Dynamics 365 is a cloud-based system and hence offers features like document management to make document handling easier. It unifies the data in one secure place, allowing better control over security policies, compliances, and access rights. Thanks to its flexibility, you can also include features like role-based access to limit the access to only authorized users, i.e., users authorized to view a particular document will be able to view and edit it only if they have permission to do so.

Cloud-based storage and data sharing features provide transparency, i.e., it’s easy to trace the source.

Microsoft spends $1 billion on cloud security and has vowed to quadruple it to $20 billion by 2026. It ensures that all the modules are tamper-proof and flexible as per the business needs.

• Document Sharing

Organizing, sharing, and editing documents on legacy systems is clumsy. To overcome this, Microsoft allows SharePoint integration. It simplifies the process and allows users to create, organize, edit, share, and access documents anywhere. It means your on-field team, office staff, remote people, customers all enjoy the convenience. SharePoint offers businesses everything they need to bring everyone together. From project deliverables to internal communications, all the data that users need is shared and stored correctly.

Some features that SharePoint provides are:

• File versioning
• Check-in/check-out of documents
• Indexing and searching
• Web interface
• Document library accessibility
• Browser support
• Seamless integration with other apps

SharePoint integration optimizes content delivery. Having it in your portal streamlines data management. It simplifies the business functions such as collecting feedback, tracking issues, routing documents, and more. You can set entity-specific access permissions and manage sensitive information. It allows users to navigate through original documents and translate them.

• Automation

You can get rid of manual tasks. In fact, streamline them by defining triggers for every action, whether it’s assigning tickets and leads to support reps, downloading brochures, updating customers about the status, or something else. The Dynamics 365 portal lets you transform the entire process by making better use of resources, improving operations, and defining workflows.

Not just workflow, you can even automate communication by including AI-enabled chatbots that provide customers with relevant information and redirect them to relevant pages, documents, and FAQs, if required.

• Customizations

Dynamics 365 provides predefined elements, modules, and workflow tools to automate sales, marketing, and operations. However, if you’re not satisfied with those sets of features and pre-defined tools, you can even define custom workflows and integrate new features that suit your requirements. The thing is that you don’t have to compromise or adjust with Dynamics 365.

You get what you want. You can choose the plan that’s best for your business. This applies to features, architecture, budget, deployment, flexibility, and pricing tiers.

• Real-time Data 

Whether it’s sales information, lead generation, performance, customer satisfaction, or marketing campaigns, with Dynamics 365 and BI integration, you can get access to powerful insights. You can visualize insights and make better decisions. Rather than gathering data from multiple sources to compile data, you can get all the data you need on your dashboard. You can even customize dashboards to track metrics.

Power BI takes you a step further. It lets you create powerful visuals, spot trends, and highlight actionable insights to follow up proactively.

To put it in a nutshell, Dynamics 365 offers exceptional features and services to streamline business operations, increase productivity, and improve customer relations.

Next Step

Bring in a Dynamics 365 portal and achieve your targeted sales, marketing, customer service related goals in 2022. Dynamics 365 has the power of ERP and CRM combined. It has everything you need to strengthen relationships and boost productivity and performance.

Read More Article: Here