A customer dashboard offers actionable insights and predictive guidance. Companies can prioritize the right prospects, optimize the sales process, personalize customer engagement and build meaningful relationships. Sales – The Sales module includes all the core features of Microsoft Dynamics CRM. Microsoft Dynamics 365 includes the following modules:

For example, in the Human Resources module, employees can submit their leave request via Teams, and in the Sales module, sales reps can make calls with the embedded Teams dialer via Dynamics 365. Users can contact their colleagues by chat or email straight from Dynamics 365, and if they’re collaborating within Teams, they can access Dynamics 365 processes. Microsoft has recently announced an integration between Dynamics 365 and Teams. The solution offers:Ī mobile app is available for iOS and Android. The solution’s CRM features give clients the ability to unify relationship data using the LinkedIn Sales Navigator, coach sales employees with onboarding and analytic dashboards, and tailor customer experiences at scale.ĭynamics 365 also takes a modern approach to ERP functionality by incorporating artificial intelligence (AI), machine learning and mixed-reality (a hybrid of reality and virtual reality) tools for businesses.

Companies can operate more efficiently by automating and optimizing manual tasks with intelligent workflows. The platform includes rebranded versions of Microsoft Dynamics AX and Microsoft Dynamics CRM.ĭynamics 365 helps companies make better decisions based on data-driven insights and recommendations. Microsoft Dynamics 365 is a modular, cloud-based enterprise resource planning (ERP) system with advanced customer relationship management (CRM) capabilities.

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