Using a Customer Relationship Management (CRM) system is a great way to improve your business. A CRM system, such as Dynamics 365, will provide insights to effectively manage your organization. By storing all of your customer data in one centralized location, a CRM system has the ability to analyze and automate business processes. A few of the many benefits of using a CRM system include increasing sales, generating leads, sharing data, and managing customers.
A Comprehensive Platform
With so many available CRM Systems such as Dynamics 365, Salesforce and HubSpot, choosing the right CRM System can become overwhelming. However, consider taking a deeper dive into Microsoft Dynamics 365. "Dynamics 365 is a set of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights". The Dynamics 365 platform offers so much more than just CRM - it is flexible and can grow with your business. Listed below are a few reasons why Microsoft Dynamics 365 may be the right CRM for your business.
Microsoft takes data protection very seriously. With a 360 view of your data in one central location it is important to have the proper security in place. In Dynamics 365, your organization is divided into business units, teams and users, which creates a central hierarchy that the security settings will rely on. Once created, each user, team and business unit will be provided with the proper privileges and access levels. Access levels and privileges offer a way to secure specific data within Dynamics 365. Privileges include Create, Read, Write, Delete, Append, Append To, Assign and Share. Each privilege can be further broken down by access level for specific security on each record such as Global, Local, Basic, or None.
Under Dynamics 365, your organization can set up multiple levels of security for records in the system. The first level is at the entity level. Your organization can allow or deny access to certain entities based on the Role-Based Security. The second level is Record-Based Security. This provides you with the ability to access or restrict specific records from users, teams or units. Third, Field-Level Security grants control over which users can view specific fields, ensuring your data is always protected. On top of this security in Dynamics 365, Microsoft offers other protection outside of your business application as well. Multi-Factor Authentication (MFA), for example, is an excellent tool that offers an additional level of security for user login verification.
Dynamics 365 offers a wide range of prices depending on the size of an organization. Microsoft offers plans such as an Enterprise Edition for organizations with more than 250 users. The Business Edition Plan is focused towards the mid-market companies, with fewer than 250 employees. Microsoft has also provided a way for smaller businesses to take advantage of the Dynamics 365 platform for an affordable price. By separating out each module, smaller businesses can purchase specific application modules, instead of the full plan. This flexibility has not only allowed organizations of all sizes to capitalize on all Dynamics 365 has to offer, but also allows Microsoft to compete in the crowded market for CRM applications . Please take a look further look into Microsoft Dynamics 365 Pricing.
Integrations are a great way to synchronize Dynamics 365 with other Microsoft solutions, external business applications and databases. Microsoft Dynamics offers both ERP and CRM applications to streamline and simplify business processes. Applications such as SharePoint, Outlook, OneNote and Power BI are used on a daily basis by organizations utilizing Dynamics 365. Regardless of the size of your organization, integrations can truly make Dynamics 365 the ultimate, customized business tool.
Selecting a Customer Relationship Management system can be a daunting process, as the features offered across different products may lead to more questions than answers. At Beringer Technology Group, our Dynamics 365 team has deep, extensive experience in both understanding the business needs of our customers as well as recommending Dynamics 365 solutions that will best align with ongoing business goals.
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