Business Benefits of Dynamics

Familiar: CRM That Is Natural And Personal

  • Next-Generation Outlook Client: Manage all your email messages, meetings, contacts, and customer information in one place with the native Microsoft Outlook client.
  • Office-Fluent UI: Improve productivity with preview panes, contextual Office ribbons, and key Office features like mail merge and Microsoft Excel® export/import.
  • Lead to Cash Visibility. Maximize every customer interaction, from marketing outreach to sales engagement to problem resolution, with a 360-degree customer view.
  • Advanced Personalization:Use role-based forms, personal views, record pinning, and most recently used lists to tailor the CRM experience to your users’ needs.
  • Flexibility: Quickly customize and extend CRM to meet your organization’s unique needs with drag-and-drop customization and intuitive developer tools.

Intelligent: Information That Is Insightful And Actionable

  • Contextual Analytics:Visualize the business with out-of-the box or configurable real-time dashboards, drill-down analysis, and powerful inline data visualization.
  • Guided Processes:Streamline approvals, improve consistency, and enforce best practices with guided dialogs and flexible workflows.
  • Actionable Insight: Better identify new opportunities and trends with intuitive segmentation tools, conditional formatting rules, and powerful reporting features.
  • Goal Tracking:Better track and measure key business goals such as marketing leads, sales quota, and first-call resolution rates with holistic goal management.
  • Operational Efficiency: Achieve operational efficiencies and improve information flow with data import and cleansing tools, activity auditing, and field-level security.

Connected: An Organization That Is Collaborative And United

  • Contextual Document Libraries:Manage the creation of marketing collateral, sales proposals, and customer contracts with integrated document management and versioning.
  • Teaming: Foster greater internal collaboration and improve work state management with team record ownership, comprehensive queues, and real-time communication tools.
  • Business Connections: Identify new business connections and gauge online influence with the Connections feature and the Social Connector.
  • Portals: Streamline the event management processes and better enable customer self-help with robust portal solutions.
  • Mobility:Maximize your staff’s productivity outside the office with easy access to CRM data and features using the offline client or any web-enabled mobile device.