Microsoft Dynamics 365 CRM Integration Options and Benefits

Microsoft Dynamics 365 CRM Integration

Microsoft Dynamics 365 – CRM system helps Sales team to manage data and supports with actionable insights.

In the present day scenario, it has become vital for sales professionals to build an amicable and lasting relationship with their customers to keep them in business. Being in a Sales profession has its own challenges; a sales professional has to manually input the data and also continuously switch between different systems. The scattered data in different systems makes it highly difficult for the Sales professional to get a clear view of the customer and lets them work blindly. Microsoft Dynamics 365 – Customer Relationship Management (CRM) system helps Sales team to manage their customer data, supports management, to deliver actionable insights.

Why do your Sales teams need a CRM?

More than 67% of sales managers and professionals have seen many benefits by opting for Customer Relationship Management (CRM). A study claimed that 65% of sales reps who have used Mobile CRM achieved their sales targets, while 75% of those who thought otherwise found it difficult to achieve their desired targets. The benefits that CRM has already given many Sales professionals include, 

  • Central data storage
  • Presentation of data in an easy to understand format
  • Monitoring the entire sales processes
  • Track sales staff performance
  • Boost your sales team performance
  • Simplify the follow up on leads
  • Prioritize sales activities to optimize selling
  • Integrates with social media to facilitate communication

Microsoft Dynamics 365 CRM Integration

CRM Integration – what is it, and why do we need it for Sales?

In simple words, CRM integration is connecting your CRM and third-party tools to function seamlessly together. It lets you bring valuable customer information directly into your CRM instead of keeping your CRM system to retain customer information based on manual entries. From the umpteen benefits that CRM integration can bring to your sales team, here are the key benefits that CRM integration can offer your Sales team instantly.

  • Eliminate the need for switching between different systems/ tools
  • Communicate with the prospects efficiently
  • Get a clear all-round customer view
  • Streamline internal collaboration
  • Align processes between departments
  • Targeted proposals and better closure
  • Opportunity wins rate increase

Microsoft Dynamics 365 CRM Integration Options

Dynamics 365 CRM integration can help you get all these benefits of CRM integration. Dynamics 365 CRM integration can create efficient internal processes, and it can also eliminate hurdles to streamlined communication. Some of the standard Dynamics 365 CRM integration options to power up your sales team are –

  1. Dynamics CRM integration with ERP

Integrating your Dynamics 365 CRM with an ERP system like Dynamics 365 for finance and operations provides instant access to the data stored in ERP for your sales team. It leads to quicker customer communication, increased data accuracy, and better visibility for the sales.

  1. Dynamics CRM integration with DMS

Integrating a Document Management System such as SharePoint with CRM can be highly beneficial for the team working on different documents. Dynamics 365 integration with SharePoint gives quick access to the documents stored in SharePoint right from CRM.

  1. Dynamics CRM integration with Power BI

Power BI reports can aggregate the info from Microsoft Dynamics 365 along with the data from other systems and uses this data to create comprehensive reports and dashboards. Integrating Dynamics 365 with Microsoft Power BI can enhance your CRM reporting capabilities.

  1. Dynamics CRM integration with email

The sales team needs to communicate with prospects and customers, track sales-related email correspondence in CRM. CRM integration with email helps the sales team in reducing repetitive manual tasks, use customized email templates, improves productivity, and save more time for selling

  1. Dynamics CRM integration with office 365 suite

Integrating your CRM with the office 365 suite can enhance your overall data sharing and team collaboration. You can easily import data from Excel into Dynamics CRM and export from Dynamics to Excel for further analytics. Microsoft teams and Skype can help you streamline your internal and external communications, and Microsoft Exchange can let you manage your meetings.

 

Power Up Your Sales Team Microsoft Dynamics 365 integration

From the aforementioned integration options, Microsoft Dynamics 365 Integration can bring several benefits to the business. It can simplify the sales process, streamline communication, improve efficiency, and help your sales team close more deals faster at lesser time. If you need any further information about Microsoft Dynamics 365 solution, talk to our expert team!

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