Dynamics 365 CRM - Why Are So Many Companies Migrating To It?

In today's dynamic business landscape, customer relationship management (CRM) systems are the backbone of successful organizations. As companies strive to streamline processes, enhance customer experiences, and drive growth, many are turning to Microsoft Dynamics 365 CRM as their preferred solution.  

The question is, why are so many companies migrating away from CRMs like Salesforce, Zoho, and Pipedrive and moving to Dynamics 365 CRM?

Seamless Integration with Microsoft Ecosystem:

Microsoft Dynamics 365 CRM seamlessly integrates with other Microsoft products and services, such as Office 365, Outlook, SharePoint, Teams, and on and on. This connectivity provides a unified ecosystem where organizations can collaborate effortlessly, access data in real time, and leverage familiar tools to enhance productivity.

A Unified Data Model

With Dynamics 365 it’s now much easier for your ERP and CRM software to talk to each other. The idea that you could have your operational and financial data all sharing a single common data source is a big step and opens lots of potential. In our world, this means we spend less time on custom integrations which are difficult to test and require continuous monitoring to ensure the integrations are functioning as expected. The overhead can be extremely costly. The marriage of CRM and ERP means we escape those costs and complexity, putting that time into areas where we can generate more value for our clients.

New & Improved Outlook Experience

In the previous version of Dynamics CRM, there was a sluggish and resource-heavy Outlook plugin for PCs. However, Microsoft introduced a new lightweight Outlook application, thatoperates significantly faster. Unlike the old "thick client" installed on your computer, this new version is a "thin client" that accesses data directly from the cloud.

The latest version of the Outlook App in Dynamics 365 is further improved. Microsoft not only enhanced usability but also integrated artificial intelligence into the application. This AI feature provides users with recommendations based on CRM data. For example, if an email indicates a potential customer's interest in purchasing, Outlook will suggest creating an opportunity. Similarly, if a customer requests a follow-up, Outlook prompts creating a task for reminders.  

Expanded Functionality

Dynamics 365 CRM offers a comprehensive suite of functionalities to manage sales, marketing, customer service, and operations. From lead management and opportunity tracking to customer support and analytics, Dynamics 365 CRM provides all the tools necessary to drive meaningful interactions and build lasting customer relationships.  

With its integration and ability to leverage apps like Power Automate with Dynamics CRM, the rich, built-in features are truly just the starting point.

Scalability and Flexibility

As businesses grow and evolve, scalability becomes a critical factor in choosing a CRM solution. Often businesses choose industry-focused CRM solutions (like Pipedrive for automotive) and then quickly run into scale issues and/or big cost increases. With Microsoft Dynamics 365 CRM, this is not a concern. It offers unmatched scalability, allowing companies to scale up or down based on their changing needs, and is fully backed and supported by the power of Microsoft’s cloud.

As important as scalability is its flexibility, and that’s a big reason why we love it at TechFabric. Dynamics 365 CRM allows us to customize, integrate, and expand Dynamics CRM to tailor it to any of our client's specific needs and workflows. In a nutshell, Dynamics never puts us in a corner we can’t flex out of.

AI-powered Insights

One of the standout features of Microsoft Dynamics 365 CRM is its integration with artificial intelligence (AI) capabilities. Powered by AI, Dynamics 365 CRM provides predictive analytics, customer insights, and personalized recommendations to help sales and marketing teams make data-driven decisions and drive better outcomes.

Dynamics now comes with Microsoft Copilot as a built-in capability, meaning you can take action from one spot and access everything within the CRM using conversational search.  

Enhanced Customer Experience

The reality is, thatit’s a hyper-competitive market out there, and delivering exceptional customer experiences is paramount. Microsoft Dynamics 365 CRM enables companies to deliver personalized experiences at every touchpoint by centralizing customer data, automating workflows, and providing a holistic view of customer interactions to help drive loyalty.

For example, we often implement Dynamics CRM as part of a larger ecosystem that fully integrates workflows and customer transactions with Business Central ERP and commerce engines like NOP Commerce. This allows us to deliver a 360-degree, fully automated system from customer quote requests through order fulfillment and delivery in a seamless, streamlined environment. The business gains tremendous efficiency while the end customer gains total visibility, real-time status updates, and communication throughout the process.

Mobile Accessibility

Yes, Dynamics offers a robust mobile app that allows you to do just about everything you can on a desktop. Microsoft Dynamics 365 CRM mobile app allows users to access critical data, manage tasks, and collaborate with team members from anywhere, at any time, ensuring seamless continuity of operations.  

If this is a big consideration for your organization (how can it not be in today’s climate), you won’t find a more robust mobile experience in any other CRM system.

Overall Value & Cost-effectiveness

Cost is always a significant consideration when evaluating CRM solutions. Make no mistake, there are CRMs cheaper than Dynamics out there, but they won’t offer the features Dynamics does, nor the flexible pricing options. At $65 per user (full functionality), it seems like a needlessly high price to pay, but not when you look at all the details and options Microsoft provides.

For example, Dynamics doesn’t force everyone into one seat. Have basic users who only need access to certain reports, etc.? You get to choose which tier users need to be in and gain savings by not being forced to put them on pro licenses.

In our view, comparing Dynamics to other CRM systems is comparing apples to apple pie. Dynamics is a fully baked AND highly customizable CRM. It is guaranteed to increase your productivity and efficiency, so if you are paying more for Dynamics, it is for the right reasons and the value can be felt from day one.

Key Takeaways

Dynamics 365 CRM is quickly rising to the top of the market and becoming the “go-to” system for organizations across the globe. Whether they are looking for a more robust base feature set, greater flexibility, enhanced efficiency, or smarter reporting and visibility, Dynamics CRM meets all their needs, and then some.

How do we know this? As a technology solutions provider, we work with many different platforms and CRM systems. More recently, we have seen a noticeable uptick in companies looking to move towards Dynamics and seeing continued growth in those we’ve already migrated there.

Especially for businesses already leveraging Microsoft 365 (3.5 million worldwide), its seamless integration within the Microsoft ecosystem makes Dynamics 365 CRM a no-brainer. They escape the costs and headaches of endless integrations, gaining instant connectivity and automation abilities right out of the box.

Simply put, Microsoft Dynamics 365 CRM puts organizations in a better position to adapt, evolve, and meet whatever needs and market shifts that arise.  

TechFabric is a Microsoft Gold Partner and certified in Microsoft Dynamics.  

Want to learn more? Contact us and we’ll set up a time to demo and answer all your questions.

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