What are the Features of Microsoft Dynamics CRM

CRM is a very important tool in several industries. Microsoft Dynamics CRM is one of the most popular and reliable CRMs available in the market. It is a collection of five CRM solutions: sales, marketing, customer service, field service, and project operations.

Before you contact a Microsoft Dynamics 365 implementation company in the USA, go through our blog to know the various features of Microsoft Dynamics CRM.

Features of Microsoft Dynamics 365

Lead Management

Dynamics 365 has the capability to differentiate between leads and opportunities through its modules. As a result, it created a well-structured pipeline that can significantly boost your revenue. Additionally, it enables you to build long-lasting relationships of trust and loyalty with your customers.

Account & Contact Management

The sales module can create a single hub for all customer engagements. It can provide a comprehensive understanding of all customer interactions by collecting data from multiple sources, like emails, phone calls, appointments, and external touchpoints. You can easily manage your engagement with customers with it.

Reports

Dynamics 365 has a feature that allows you to get data for entities like clients, contracts, and activities. You can also customise your dashboard to include graphs, reports, and other information that are relevant to your business.

Power BI

A company that provides Microsoft Dynamics 365 implementation services in the USA can integrate Power BI with your Dynamics 365 CRM to further boost its capabilities. You can use it to consolidate disparate data, create visuals, and mark trends for forecasting and planning.

CRM Mobile App

Microsoft also provides users with a mobile application to access their data and functionalities. This improves the efficiency of professionals as they can get access to sales and customer data on the go.

Sales Forcast

The sales forecasting module of Dynamics 365 can help you predict future profits and potential losses. You can make informed decisions and create strategies to avoid losses.

Conclusion

You can contact Satva Softech to implement Microsoft Dynamics 365 in your business and boost your sales and efficiency. They work closely with you to make sure the CRM is customised to suit your industry, which is why they are the top-rated software development agency in the USA.