Microsoft Dynamics 365: How to unlock the potential?

Microsoft Dynamics 365

Microsoft Dynamics 365, formerly known as Microsoft Dynamics CRM, has a lot to offer to businesses in a wide range of industries. Because it is cloud-based, it can be accessed from anywhere, and because it has many applications that are all connected to one another, it can be used for a variety of tasks. Plus, it can help your teams make smarter decisions while working more efficiently.

Microsoft Dynamics

Dynamics 365 comes with apps like Sales, Project Operations, Marketing, Customer Insights, Human Resources, Customer Service, Finance & Operations, and Field Service. Below is a brief look at just some of the many ways that you can use Microsoft Dynamics 365, whether you are running a small business or managing a large organisation.

We offer more than just IT Support. We’re here to help with consultancy and integrations to make sure you get the most out of Microsoft Dynamics.


Microsoft Dynamics 365 performance

Microsoft Dynamics all starts with data

Data is key in any business, as it helps track performance and helps you make wiser decisions to ensure the growth of your organisation. Managing data, as well as sharing it and protecting it, though, can be a challenge. With Microsoft Dynamics 365, you can keep important data in one convenient place, rather than using multiple systems to store different sets of data. And your employees will be able to access that information from wherever they are, even if they work from home or from another part of the world.

The simple-to-use interface is easy for staff to learn, and makes it a snap to connect, communicate, and collaborate with one another. And because everyone will be accessing data from the same place, no matter what department they work in, there won’t be any confusion.

The best part is your business’s information can be protected at all times. Because this platform will keep all of your data from multiple Microsoft apps, everything will be easy to find and securely stored. And you can access and manage it all using the convenient admin centre.

Save time and boost efficiency with Microsoft Dynamics 365

You can use Microsoft Dynamics 365 to set, track, and manage workflows and processes throughout your organisation so nothing is left incomplete. This can help ensure employees will always know exactly what needs to be done to keep things moving while meeting milestones and goals.

You can even automate workflows to increase efficiency. For example, Dynamics 365 can gather data from documents so you don’t have to. Once collected, that information will provide employees with the guidance they need to work smarter. This means your staff can save loads of time when working on important projects or solving complex problems.

Overall, Dynamics 365 can help you take your business to the next level by supporting your workforce at every step of any project, no matter how large or small. And you can help employees succeed by giving them the tools they need while working on meeting the goals you’ve set.

Microsoft Dynamics 365 Data

Microsoft Dynamics: make smarter business decisions

What good is having data if you can’t use it to make better decisions for your company, or if you struggle with organising and accessing it? With Microsoft Dynamics 365, your workforce will be able to effortlessly access data that they need, share any information that’s necessary to complete projects, and make decisions more quickly because no time will be wasted on retrieving data. Plus, your staff will be able to understand the data more easily, as well as gain valuable insights from the information that is collected.

Another thing to consider is how quickly things can change, and how difficult it can be to stay on top of the latest data that affects your business. This is another area where Dynamics 365 can come in handy, as it also makes it possible to access reports right away. Keep an eye on your business’s performance and your customers’ needs so you can make adjustments to ensure progress, without struggling to find and analyse critical data.

In addition, thanks to Microsoft Power BI which can visualise data for you, your team will be able to more easily see how things have changed over time. For example, they might notice that a particular marketing campaign wasn’t as successful as they’d hoped it would be, or they might notice a change in customer behavior over time. With this information, they’ll be able to make better choices on how to move forward to improve performance, reduce costs, and reach any other goals you might have for your organisation.

Improve sales and keep customers happy with Microsoft Dynamics 365

Microsoft Dynamics 365 can simplify various tasks within your organisation, from finance to human resources. It’s also a great tool for your sales, customer service, and marketing departments, in particular. As mentioned above, multiple teams throughout your organisation will be able to access important data and make decisions based on that information. This improves communication between staff, and also makes it possible for everyone to work toward the same goal with greater ease.

Let’s say that a sales team was working on contacting potential new clients. All of the data, such as clients’ contact details, their level of interest in your products or services, where they are in the customer journey, and who last touched base with them, can be found in Dynamics 365. If it’s decided that another team will pursue those clients moving forward, they’ll be able to do so immediately without having to spend a lot of time gathering the information that they need to connect with prospective clients, and they’ll also know what to say to those clients to help ensure they get the preferred outcome.

In addition, with the help of Dynamics 365 tools, you can improve customer service and take steps to ensure every individual’s questions or concerns are addressed promptly and correctly. Plus, you can keep your communications with customers in one place, whether you spoke with them via email or a phone call. If all of your customer support employees will be able to see previous interactions, they’ll know how to help a particular customer in a way that will resolve their problem, complaint, or question. This means your team will have what they need to keep customers happy and keep your sales climbing.

Are you ready to give Microsoft Dynamics a try?

There is a lot that you can do with Dynamics 365, and you don’t even need to implement the entire suite of applications to begin taking advantage of everything that it has to offer. The consultants at Totality Services can tell you even more about how you can use it to enhance the way you work, and can walk you through everything so you can choose the applications you prefer to start with.

Microsoft Dynamics for yor business

Whether you think Microsoft Dynamics 365 is perfect for your organisation, or you have questions and want to learn as much about it as possible before deciding, contact us today to get started.