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Microsoft Dynamics CRM - Vision for the Future

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Updated · Originally published

With 33 consecutive quarters of double-digit growth and close to 3 million users, the Microsoft Dynamics CRM business continues to experience tremendous success in the market.  And just as exciting, Microsoft’s recently announced software acquisitions and product enhancements are a testament to the continued success and value Microsoft Dynamics CRM will bring to organizations for years to come.

Here is a summary of the areas ForgeXRM finds especially exciting:

  • Yammer integration introduces new social collaboration experiences to Microsoft Dynamics CRM.  Yammer replaces the current Activity Feeds functionality and will offer much more robust collaboration capabilities.  Imagine creating a record in CRM, for example, a sales ‘Opportunity’ record, and having a Yammer page automatically created where people across the organization can offer input, collaborate, and make decisions more quickly.  Microsoft acquired Yammer for $1.2B just this year so you can be sure to expect even greater things to come down the road.
  • Skype integration brings another ‘click to call’ option into the mix, and we’ll most likely see options for both Lync and Skype natively integrated into Microsoft Dynamics CRM.   Microsoft acquired Skype for $8.5B late last year, so it will be very interesting to see how Skype’s functionality will expand into CRM.
  • Cross-device, Multi-browser support is finally here!  Delivering “CRM Anywhere” presents a whole new level of user productivity and adoption across multiple mobile devices.  Our guess is that we’ll also see newly designed CRM forms that will be more mobile-friendly and require fewer clicks.  This will be especially useful for road warriors requiring quick access to information from their phones or tablets.
  • MarketingPilot integration will bring robust marketing automation capabilities natively into CRM.  Having a marketing automation solution that is owned and supported by Microsoft introduces a whole new paradigm to Microsoft Dynamics CRM and will enable marketers to successfully optimize customer interactions across digital, social, and traditional channels – right in Microsoft Dynamics CRM.  Microsoft’s acquisition of marketing software company MarketingPilot is big news and a long time coming.

Microsoft Dynamics CRM is well-positioned to continue to provide tremendous value to organizations of all sizes.  The recently announced Statement of Direction, November 2012, is an excellent resource for anyone interested in the future direction of Microsoft Dynamics CRM.

ForgeXRM + Microsoft

ForgeXRM develops innovative solutions that drive productivity and empower businesses to achieve more with the Microsoft Power Platform and Dynamics 365.

With our deep specialization, industry-leading CRM solutions for Insurance and Wealth Management, and Add-Ons for Project Management and our configurable XRM Grid Control, we accelerate innovation and empower businesses to maximize their CRM investments.

Contact ForgeXRM today. We’d love to connect and learn more about your goals and explore how ForgeXRM + Microsoft can support your organization’s needs.

By Ryan Plourde, ForgeXRM, www.forgexrm.com

Ryan Plourde

By Ryan Plourde, Principle and Owner, ForgeXRM

As Founder of ForgeXRM, I bring 30+ years of experience helping businesses streamline operations and strengthen relationships through CRM/XRM solutions built on Microsoft Dynamics 365 and Power Platform. My focus is on delivering tailored software solutions that solve real business problems, whether you're managing people, products, or processes. Previously, I founded AbleBridge, a leading Microsoft Partner/CRM solutions provider acquired by Crowe LLP, where I led the firm’s Microsoft practice.