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5 Features Why Dynamics CRM 365 is Perfect for Any Enterprise

5 Features Why Dynamics CRM 365 is Perfect for Any Enterprise

Having a loyal customer base is one of the most desired aspects of every successful company as it necessitates building a relationship with them so as to better understand their needs.

Since the customer’s data is very critical, so it is very difficult for organizations to manage it. At that time, all you need is a powerful CRM that can handle such types of data as well as build relationships with customers.

As of now, we are available with a huge amount of options, so it seems quite difficult to choose the right option.

Microsoft Dynamics 365 is one of the most used enterprise-level CRM. Since it offers feature-rich functionality, so Dynamics 365 is mostly preferred by many organizations.

It was launched at the end of 2016 by Microsoft, such that it has actually come up with new as well as enhanced tools that will not only help you increase your sales, but will also improve your marketing efforts followed by simplifying the customer service process.

With the commencement of Dynamics 365, employees have also turned out to be more productive as well. It provides deeper insights into performance, customer relationships, and opportunities. Moreover, it is the easiest way to integrate with your company’s business structure.

Overall, it’s a powerful solution to manage all your business aspects.

There are many reasons to use Microsoft 365, but let’s look at some of the features which make it stand out of the crowd. An insight into why it is more preferred by the business owners over others is given below:

● Sales

It helps the sales team in managing the sales workflows as well as drive in more sales. You can actually simplify your lead qualification and conversion process with the help of its process-driven approach. Also, it helps to understand your customers on a deeper level.


With the help of it, you get an ability to manage leads, contacts, and campaigns. One of the most noticeable things is that it includes customers, prospect segmentation, and planning of marketing campaigns with a proper workflow in a detailed manner. It provides analytics, reporting, and easy collaboration between marketing and sales.

● Customer Service

It eases you out in managing the customer service phase lifecycle by integrating CRM. It’s a powerful system that unifies the whole experience of your customers. The best part is that it has a streamlined customer service process that helps you to deliver strong and efficient customer care.

● Field Service

Filed service module meant for companies that encompass field service technicians. It offers features such as project management, scheduling, routing, work orders, contract management, inventory, and return capabilities. Moreover, the CRM mobile application makes it easy for technicians to access these features on the go. So, if your company has field technicians, then this is a must-have feature for you as it provides an ease to you as well as your technicians.

● Project Service

Project service is actually meant for project-based businesses as it incorporates tools that are utilized in project planning, resource scheduling, time and expense management as well as service analytics. With the help of this tool, you can briefly evaluate project-wise performance. It can be integrated with Microsoft Project so as to get most of it.

The following are the unique selling points of Microsoft Dynamics CRM, which let it stand apart from other CRM platforms.

1) Integration

This CRM can be easily combined with several other products of Microsoft like Office 365 and Dynamics 365 apps that result in not only increasing its productivity but its performance as well.

Its incorporation with Outlook helps you to make an assessment on the information of a prevailing customer, sales activities, opportunity information, track outlook emails in your outlook screen, etc. CRM tasks such as adding new leads, tasks, appointments, or calls can be easily performed in your customer record.

It eases you out in sharing the customer data from Dynamics 365 to Microsoft Excel Sheet or Word. The data can be exported from Dynamics 365 to Power BI for analysis and making decisions properly.

2) Power Apps

With the help of power apps, you can effortlessly build custom applications without even involving any sort of technical expertise or code. It makes easy data leverage and deployment by integrating itself with all the products of Microsoft, such as Office 365.

3)LinkedIn Sales Navigator Application Platform (SNAP)

LinkedIn was purchased by Microsoft in 2016, which has made the integration of Dynamics 365 and LinkedIn seamless, whereby letting you search the LinkedIn network for leads followed by saving them directly as CRM records. On the basis of your searches, it recommends you lead that makes it easy to view profiles while looking out for capable candidates.


The customer portals, which are part of portals, play a vital role for those who are growing their business simply by providing you a better customer service via being available 24/7 for the customers. Microsoft provides a variety of Dynamics CRM portals to complement that functionality.

You can integrate customized portals that are developed by many companies with your own Dynamics CRM.

Any good Dynamics 365 customer portal will encompass features such as knowledge base, chat support for resolving queries, etc. followed by scaling as well. And if you are using WordPress as your CMS, then there is a Dynamics CRM WordPress customer portal available in the market.




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