Welcome, today we’ll be looking at Microsoft
Dynamics, one of the leading CRMs on the market
today.
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of software.
Today we’re focusing on Microsoft Dynamics
and its ability to integrate with any and
all Microsoft platforms.
This is the Microsoft Dynamics home screen.
Depending upon permissions, users are able
to see various dashboards that provide a first-glance
of the most important information for marketers
and sales teams.
From various charts and bar graphs it’s
possible to understand the status of anything
and everything from cases to opportunities.
Users also have a small news feed that highlights
the most recent changes and updates to the
CRM.
The Dynamics toolbar has almost everything
a user would need with a click.
It’s designed much like a funnel, starting
with the most general information within the
tab to the left and specialized information
depending upon your current window to the
right.
Starting with the Dynamics Tab, users can
toggle the sales, service, and marketing tabs
as well as update settings and get help.
The home icon takes the user to their default
dashboard.
The Sales Icon offers a quick glance of work:
dashboards, what’s new, and activities.
Users can also go into accounts, contacts,
leads, and opportunities.
Additional features such as competitors, quotes,
and orders are also held within the tab.
Users can also easily create everything from
an account to an appointment.
The search feature is also a helpful method
of finding various contacts or leads.
Beginning with Accounts, users are able to
choose exactly what they’re looking for.
Everything from “no campaign activity in
the last month” to Accounts I follow is
available.
We’ll go with active accounts for now.
Here users get a quick glance of all the accounts
and their various contact information.
By clicking on an account, users get much
more in-depth information.
Maps, recent updates, contacts, opportunities,
and more are all viewable in a clean and well
organized window.
The ability to track opportunities throughout
the purchasing process is a very powerful
tool for Dynamics.
Starting with qualifying information users
can input information relevant to the contact
and continue with them until the opportunity
is closed.
Dynamics has helpful tasks along the way to
ensure the lead is well-informed throughout
the entire process.
The review up until now has just scratched
the surface of what Dynamics is capable of.
It can be customized for small businesses,
finaicial services, manufacturing, and more.
There are also seemingly endless tabs and
it can do everything from build marketing
campaigns to run reports, make quotes, and
track invoices.
Made for medium-sized and enterprise-level
companies, Microsoft Dynamics has a sales,
marketing, retail, social listening and more
ranging from $45/user/month to $125+/user/month.
One of Microsoft Dynamics’s biggest limitations
is it’s optimized for compatibility with
MS products and performance may decrease if
used with non-windows devices as you may have
seen from the yellow dialogue while running
in Google Chrome.
The learning curve is also quite steep for
those not familiar with Office or MSFT suite.
In summary, Microsoft Dynamics is used as
a:
1.
solution to drive effectiveness in productivity
and marketing
2.
method to organize and automate customer satisfaction
and loyalty processes
3.
way to increase ROI through sales force and
marketing automation
To find out more about Microsoft Dynamics
or other customer relationship management
software, check out our website where we can
help you find software that will fit the needs
of your work.
Thanks for watching!
