Microsoft Dynamics 365 is a complete CRM (Customer Relationship Management) system with many cutting-edge features and an abundance of useful tools. However, some of those valuable tools may have been designed for businesses very different from yours.
Do you feel that your Microsoft Dynamics 365 CRM is overly complicated? Are there features and tools that you never use? Having more technology than they need can be frustrating for users.
Option 1: Consider a more personalized system
One option for smaller, less complicated businesses is to switch to
Another option is to stay with your Microsoft Dynamics 365/CRM solution, but adjust it to accommodate the specific needs of your business.
Option 2: Consider a Microsoft Dynamics 365 Makeover
There are reasons you may choose to stick with your Microsoft Dynamics 365 solution. You’ve invested in the system. Perhaps it is mandated “from above,” or your company has an “all Microsoft” policy. Or maybe changing your CRM system, after a long and often painful evaluation, implementation, and extensive training, would not even be considered by the rest of your team. In that case, a makeover would be a viable solution.
Before we change anything, we want to review your business processes and the way you’re using your Dynamics system today. Sometimes less is more, and you may find that you prefer to bypass unused tools and work with a streamlined version that does just what you want it to do.
For instance, if you are not in a business that gives quotes, you don’t need a quoting bar. If you don’t do follow-up calls, you won’t need that feature either.
You might wonder if you’d lose something important if you remove features or tools, or you may reason, “Just leave it in there...I paid for it...I might as well keep it.” But in fact, unnecessary gear just serves to confuse everybody. It makes training and user adoption more difficult and increases the chance of user error.
Exactly what you need to run your business. Nothing more, nothing less. Doesn’t that sound reasonable?
You know your business. We know CRM. Together we can determine precisely what you need and don’t need in your CRM system. Our goal at P2 Automation is to make CRM simple. Even a robust system such as Microsoft Dynamics 365 can be more user-friendly and efficient.
If you would like to review your current Microsoft Dynamics 365 CRM system to determine ways it can work better for your organization,
By P2 Automation,