What is Dynamics 365 CRM?
Dynamics 365 CRM is a powerful customer relationship management solution crafted to integrate your essential customer-facing systems and processes. Microsoft provides a wide array of cloud-based CRM applications, including Dynamics 365 Sales, Customer Service, Customer Insights (Marketing), and Field Service. As part of the The Cloud Collective’s extensive capabilities, these tools are designed to meet the varied needs of organisations of any size, offering both flexibility and scalability.
Dynamics 365 CRM: An Overview
Microsoft Dynamics 365 provides a range of CRM solutions tailored to different business needs. These CRM modules seamlessly integrate with Dynamics 365 ERP systems, delivering a unified experience for managing, measuring, and optimising customer interactions.
Key Features of Dynamics 365 CRM – Sales, Service and Marketing:
- Sales (CRM): Dynamics 365 Sales is a comprehensive CRM platform designed to enhance pipeline management and streamline lead handling and customer engagement.
- Customer Insights (Dynamics 365 Marketing): Empowers businesses to build strong relationships and engage customers through personalized, targeted campaigns, supported by easy access to data-driven insights.
- Customer Service: Dynamics 365 Customer Service enables your organization to deliver proactive support across all channels, enhancing productivity through the use of generative AI and automation.
- Field Service: The Field Service application ensures effective management of field operations, optimizing scheduling, dispatching, and tracking of field technicians and work orders.
Expand capabilities, enhance functionality, and build a more robust solution with Dynamics 365 CRM add-on applications:
- Integration Software: Walkerscott’s “Klevr Integration Hub” is a tool designed to streamline data migration between platforms and service providers. It simplifies and mitigates risks during transitions by handling necessary data transformations, encryption, decryption, and other provider-specific requirements.
- Membership Management Software: Walkerscott’s “Klevr Members” is an application crafted to enhance membership management within the Microsoft ecosystem. It allows for efficient and precise management of memberships, transforming operations and improving member engagement.
- Online Customer Portal Solution: Walkerscott’s “Klevr Portals” is built on a top-tier content management system (CMS), offering ease of use and customization. It integrates seamlessly with Dynamics 365, providing a user-friendly online customer portal solution.
- Contract & Document Management: Walkerscott’s “Klevr Contracts” is an application that optimizes contract workflows and integrates effortlessly with Microsoft Dynamics 365. It ensures efficient and accurate management of contracts and documents.
- Grants Management Software: Walkerscott’s “Klevr Grants” is designed to automate grant management processes, enabling government and large not-for-profit organizations to simplify and streamline their grant administration.
- MS-CRM Add-Ons Australian Partner: Walkerscott is an authorised partner of MS-CRM Add-Ons applications, integrated DocumentsCorePack with Dynamics 365 CRM.
- Experlogix Australian Partner: Walkerscott is an authorised partner of Experlogix, get Experlogix CPQ for quoting integrated with Dynamics 365 CRM.
- AddressFinder Australian Partner: Walkerscott is an authorised partner of Addressfinder, get address auto complete integrated with Dynamics 365 CRM.
Dynamics 365 CRM capabilities offered through The Cloud Collective in Australia
- Dynamics 365 CRM Implementation: Rapid implementation of Dynamics 365 CRM applications, tailored to your needs, budget and timeline.
- CRM Migration to Dynamics: Move from other CRM solutions like Salesforce, Hubspot, Zoho, MailChimp and ActiveCampaign to Dynamics 365.
- Dynamics 365 CRM Consultants: Get strategic advice from our experienced consultants, find the best D365 CRM solution for your business.
- CRM Customisations & Extensions: Tailored add-on solutions to meet specific business needs, and also integrates easily with D365 CRM modules.
