10 things to consider while implementing Dynamics 365

Businesses are in competition to deliver better customer service and improving customer satisfaction levels in all industries. Regardless of the industry, the customer is the epicenter of business and better customer experience results in stronger customer engagement with the business.

The 360-degree view on business and the new customization features of Microsoft Dynamics 365 Customer Engagement (CRM) make it a suitable CRM solution for your customer’s business operations and help them become more productive.

Dynamics 365 Customer Engagement (CRM) is one of the best CRM application suite available in the market today and successful implementation of Dynamics 365 help businesses to streamline and automate their complicated business processes.

Having said that a successful implementation needs careful planning and design, and it would take time to realize the Return on Investment(ROI) of implementation.

Top 10 things to consider while implementing Dynamics 365 Customer Engagement ( CRM)

Businesses are in competition to deliver better customer service and improving customer satisfaction levels in all industries. Regardless of the industry, the customer is the epicenter of business and better customer experience results in stronger customer engagement with the business.

The 360-degree view on business and the new customization features of Microsoft Dynamics 365 Customer Engagement (CRM) make it a suitable CRM solution for your customer’s business operations and help them become more productive.

Dynamics 365 Customer Engagement (CRM) is one of the best CRM application suite available in the market today and successful implementation of Dynamics 365 help businesses to streamline and automate their complicated business processes.

Having said that a successful implementation needs careful planning and design, and it would take time to realize the Return on Investment(ROI) of implementation.

What is Dynamics 365 Customer Engagement (CRM)

Dynamics 365 is a cloud-based enterprise application suite from Microsoft Corporation which combines CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) features together. It is the upgraded version of Dynamics CRM, but it more than just CRM.

Using Dynamics 365 Customer Engagement you can perform sales, customer service, marketing, field service, and project service automation operations along with ERP functions such as procurement, accounting, retail, finance, operations etc.

Dynamics 365 is an integrated application suite that an organization can use to manage, store, collect and interpret data from business activities like sales, supplier relationship management (SRM), production, distribution, accounting, human resources, asset management-commerce, CRM, Business Intelligence etc.

The advantage of using Dynamics 365 lies in the business apps included in the package which you can purchase individually or as a pack. Previously we had three modules in the CRM namely sales, marketing, and customer service and now it is re-grouped into Dynamics 365 for Sales and Dynamics 365 for Customer Service and marketing is part of Dynamics 365 for Sales.

Top 10 things to consider while implementing Dynamics 365 Customer Engagement ( CRM)

The 10 important things to consider while implementing Dynamics 365 are:

1. Support from senior management and IT team: Before you are going to implement Dynamics 365 in your organization make sure that you are getting enough support from your IT team as well as from the top management. Your senior management can also play a key role to make the implementation successful with the necessary support and policy changes.

2. Gather correct Requirement: A successful implementation of Dynamics 365 also depends upon gathering the right requirement from the business users/client. In the process, we often miss out important details about the application, configuration, security settings, user requirement, etc which will later result in major changes in the plan and in failed implementation.

Read More: https://firozcrm.wordpress.com/

0 Comments

Leave a reply

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

Sending

©2019 Dynamics 365 Global Community

Log in with your credentials

or    

Forgot your details?

Create Account

Skip to toolbar