Microsoft Dynamics 365 CRM is a complete customer relationship management system that helps businesses improve their customer experience and creates an environment for sustainable growth. Within CRM, businesses have a 360-degree view of their customers.
Microsoft Dynamics CRM
Out of the box functionality can get you going with CRM quickly
The ability to create new record types, customize record forms/fields and personalize business processes can all be done without writing code. With training this can be done by CRM administrators within your organization making customization more affordable
Automatic processes help eliminate human error. Workflows can be set up to help automate processes that would normally require manual work, such as sending an email, updating a record or creating another record
Data is stored in one location. With the ability to attach documents within CRM there is no need to use another method of storing documents, such as shared folders or something like Dropbox
When your data is all in one place everyone can see the whole picture and provide input as needed, improving your communication and collaboration
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Contact Implementation Specialists today! We will review your unique needs and help you select the most appropriate and effective modules for your organization.