For most industries, operations tend to slow down at a certain time of the year, often during the summer months. If this is the case for you, it might be a good moment to optimize your Microsoft Dynamics 365 CRM platform in time for when things pick up again. If you’re looking for things to fill your downtime, follow these simple CRM optimization tips to make the most of your Dynamics 365 solution!
Clean up your prospects and contact lists
It can be hard to maintain your marketing lists, so take the time to update your contacts in time for the fall. This will facilitate client communications in the long run and optimize your marketing campaigns. Build some views to make it easier to review the last time this contact or account was modified and update the information accordingly. This will not only help with your open rates, but it will also ensure you get in touch with the right people at the right time.
Analyze your email sends
As marketers, we know we should be looking at stats after every send, but that isn’t always possible. Now that you have a little breathing room, take the time to look at your different email campaigns. Check out which have the most open rates and interactions, and share them with your sales team to create lists based on this intel.
Review your campaign automations
It’s a good idea to review your campaign automations occasionally to make them more efficient and use any new documentation available. At JOVACO, we’re fans of
Customize your dashboards
Experiment with custom dashboards to see what works best for you. Custom dashboards can be tailored based on your role and needs, allowing you to track sales or project tasks more closely. We noticed internally that this has helped us focus on what’s really important and include these KPIs in our weekly meetings without having to recalculate the information every week.
List your best personal views
Have some personal views you rely on? Turn them into system views to improve visibility as other users will be able to benefit from them, too. Have your whole team do this. You’ll be surprised how this can benefit everyone and also open the discussion on what you can optimize internally.
Follow these simple CRM optimization tips to leverage the power of your Microsoft Dynamics 365 solution over the summer and start fall on the right foot! For more ideas, check out our 5 CRM Marketing Tips. Want to do the same for your ERP system? Read our article
By JOVACO Solutions,
About JOVACO Solutions
JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit