Dynamics 365 is an ERP and CRM enterprise system. It brings together data from different sources for a 360-degree view of your customers, products and other business resources.
There are services for Sales, Customer Service, Finance and Operations as well as Human Resources and Marketing.
For more sophisticated marketing functions like form captures, lead scoring and marketing automation, Dynamics 365 can integrate with Click Dimensions to nurture leads and focus sales efforts.
Create, nurture and convert leads with a comprehensive prospect database, potentially using Click Dimensions for streamlined sales & marketing communications.
Bring together data from different sources to compose a holistic 360-degree view of your customers and improve cross-selling and problem solving.
Dashboards help sales managers see at a glance what is happening within the business – including salesperson performance – without the need for staff reports or meetings.
Customer management for deeper and more profitable relationships.
Stop wasting time switching between applications by integrating seamlessly with Office 365, particularly Outlook.
Business intelligence empowers people to make decisions with accurate, multi-source information.
Dynamics 365 online has become somewhat of a victim of its own success. It has to work in so many environments: iOS, Android, Windows, Chrome, Firefox, Safari etc, that it’s almost impossible to make it issues-free everywhere.
It is also a complex system, and can have performance issues due to network speed, clunky customisations and older hardware.
Any CRM is only as good as the data it contains.