WHAT IS DYNAMICS 365?

You’ve probably heard the announcements and discussions about Microsoft Dynamics 365. But what is Dynamics 365?

Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud. Microsoft 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions, including Sales, Customer Service, Field Service, Operations, Marketing, Project Service Automation and Financials. Designed to be personalized, enable greater productivity, deliver deeper insights and adapt to business needs, Dynamics 365 applications help businesses accelerate digital transformation to meet the changing needs of customers and capture the new business opportunities of tomorrow.

Dynamics 365

 

Dynamics 365 is available in two editions:

 

Dynamics 365 Business Edition

Dynamics 365

 

  • Optimized for 10-250 Employees
  • It will contain Project Madeira (called “Financials”) and in the future a Sales and Marketing application as well
  • It is cloud only
  • 300 seat Maximum

 

Dynamics 365 Enterprise Edition

Dynamics 365

  • Optimized for 250+ Employees
  • It includes the Dynamics CRM Online and Dynamics AX (called “Operations”)
  • 20 user Minimum

 

 

In addition to Dynamics 365 business applications both the Business and Enterprise Editions offer the following:

  • You have Power BI and Cortana Intelligence which are natively embedded to help companies achieve their business goals with predictive insights, prescriptive advice and actionable next steps. Azure IoT brings device data to enable preemptive action to business functions like field service.
  • There is deep integration between Dynamics 365 and Office 365 which brings together the two worlds of business process and personal productivity for empowered employees and a much more productive experience.  
  • Business applications will be able to adapt and innovate in real-time with a common data model and extensible business application platform. Dynamics 365 apps will:
    • Use a common data model, shared with Office 365, to simplify data management and integration across apps and business processes.
    • Offer tech savvy business customers/analysts, aka “citizen developers,” (using Power Apps) and professional developers (using Azure platforms services) a consistent business platform they can use to compose new apps and easily extend and modify existing ones.
    • And it will come with connectors that let you integrate with applications and services from Microsoft and our partners – including custom API’s and on premise systems.
  • Microsoft AppSource – Microsoft’s new destination for business users to easily find and evaluate line of business SaaS apps, add-ins and content packs from Microsoft and our partners, including those built on top of Dynamics 365, Office 365, Cortana Intelligence and the Azure platform.

 

Dynamics 365 will be available for purchase starting November 1, 2016. To learn more about Dynamics 365 visit: https://www.microsoft.com/en-us/dynamics/dynamics-365

This article was written by Sandra Knight, Senior Sales Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider

 

CRM Blog Series : Who Needs CRM and Why (Part 2)

Are you a business owner or manager today?   Have you heard of CRM tools but don’t know much about them or why someone might need them?

The following series is designed for you!

                                     CRM & Service

crm

Do you have customers or are you going to have customers? As I pointed out in my recent webinar in partnership with the US Small Business Administration and Microsoft if you have customers or are going to have them, then why wouldn’t you have a tool to help you manage your relationship with those folks??

In my prior CRM blog post we talked about Sales.   Sales is certainly an important part of any business, but now let’s take a look at the often undervalued cousin to Sales…Customer Service

crm # 2

An increasingly connected digital world has changed the way customers engage with brands. In an age of commoditized products and services, companies look to customer engagement and experience as key levers of competitive differentiation. Customer Service organizations are at the epicenter of a company’s ability to deliver a differentiated and consistent engagement experience.

crm

One of the first things I often ask when talking to an organization about CRM is simply, “How do you track and manage your customer service today?”   Sadly, all too often what I see is some poor person with the title of Customer Service Manager who’s been tasked with delivering great experiences but given nothing more than some staff, some phones and a copy of Microsoft Excel to try and pull it off and manage it all.   Meanwhile, in today’s online, connected world our clients want to engage with us via more modern tools.  When you look at the great Service companies today, they provide a multitude of ways for the customers to connect with them including online chat, email, and even social media tools.

crm

Inherently, Customer Service people want to deliver those great experiences.   People don’t take Customer Service jobs to go out of their way to deliver a bad experience.  They genuinely want their customers to be happy!   This in turn makes them happy and productive as employees!

What if instead, we empower our Customer Service team members by giving them a great tools that work across those channels?

crm

And we can see the big payoff at the end. 86% of our customers are willing to pay more for a better Customer Experience!!!

The first step is just get going! You can visit our website and check out my recent webinar with the US Small Business Administration

You can get started today!  At Tridea Partners we can help you setup a free 30-day trial!

 

CRM Blog Series : Who Needs CRM and Why

Are you a business owner or manager today?   Have you heard of CRM tools but don’t know much about them or why someone might need them?

The following series is designed for you!

Do I Need CRM?

Dynamics CRM

Do you have customers or are you going to have customers? As I pointed out in my recent webinar in partnership with the US Small Business Administration and Microsoft if you have customers or are going to have them, then why wouldn’t you have a tool to help you manage your relationship with those folks??

Dynamics CRM

Why else do you need a CRM tool? Well, let’s ask ourselves, who really owns your customer information?   If you don’t have a centralized place to track and manage that data who’s really owns it?  If a team member can walk out your door with any of that data, can they take it down the street to your competition and use it there?  If so, don’t they really own it?     If you’ve got customer info sitting on post-it notes, business cards or notebooks how secure is it and what value is it adding to your organization?

Dynamics CRM

By putting that information in a CRM solution we can bring our clients to the heart of our business!   We can manage the contacts that are taking place.   We can know our data is secure and backed up with only authorized users having the ability to extract any or all of it.

Now that we’ve got the data all in one place, how can we quickly start to improve our Sales and drive value from it?

Dynamics CRM

Let’s start by “cloning” your best salesperson! We can do this by looking at the process they use to be successful and replicating it for the other people on your team.

Dynamics CRM

 

It’s important to think about how to make your sales process repeatable. That said, it can be a simple as 3 steps…something like “Lead-Prospect-Close” or something much more complicated that leverages the internal workflow capabilities of CRM

Dynamics CRM

The first step is just get going!

Dynamics CRM

You can get started today!  At Tridea Partners we can help you setup a free 30-day trial!

In our next article we’ll focus on how Customer Service can benefit from having a CRM tool.

This post was written by Eric Klauss, Sales Executive at Tridea Partners. Tridea Partners is a leading provider of Microsoft Dynamics. For more information, contact sales@trideapartners.com.

 

Increase Sales and Revenue Dramatically with Dynamics CRM

Tridea Partners was honored to be endorsed by Microsoft and the US Small Business Administration for our expertise in CRM.

Last week Eric Klauss was the featured presenter on the topic of Dynamics CRM in the on-going Tech Tips webinar series brought to you by the US Small Business Administration and Microsoft.

Learn how a CRM tool can help you win more clients and keep the ones you have. Check out the recording below and contact us for more information!