Microsoft Dynamics 365 is a powerful solution that enables organizations to achieve many critical business goals. As is the case with most technology, the use of the platform varies widely. What users get out of it depends heavily on what they put into it. This is especially true for a solution like Dynamics 365, which has the potential to impact so many areas of a business—particularly when it comes to building, nurturing, and maintaining the customer relationships that are essential to an organization’s success.
How can an organization ensure that it gets the most out of this solution once everything is up and running? That’s a question that, according to Koen Bauwens – CRM Sales Manager at Alistar – this needs to be said more often. In this eBook, Microsoft MVPs, Dynamics Partners, and other experienced CRM experts share their advice to help you optimize Dynamics and ensure you get the most out of your investment.
Here are a few notable quotes:
“Stop Thinking About Dynamics!”
The best way to get the most out of Dynamics is to stop thinking about Dynamics. Imagine you’ve got a new car. Dynamics is one of the seats. It’s comfortable. It’s useful. But the car does so much more than just provide you with a seat. Similarly, because Dynamics is itself a Power App, you shouldn’t forget that running on Dynamics means you have the Power Platform under the hood.
“Activities? Yes, Activities.”
One Microsoft Dynamics feature that doesn’t get the recognition and usage it deserves is activities. They’ve been part of Dynamics since its inception and have been underutilized the entire time. Activities are key to transforming sales reps into proactive innovators and are central to many of the new AI features that Microsoft is adding.
“Implementation Is Not the Finish Line”
Too many organizations assume that the end of the implementation is the finish line. With Microsoft Dynamics, that’s actually just the starting line. The level of ongoing investment varies, but CRM success will depend on an organization’s ability to continue evolving its use of the system to obtain the metrics and insights it wants and needs from its sales and marketing teams.
