The Concepts of Microsoft CRM Integration

Defining CRM Integration and its Efficacy-

Customer Relationship Management or CRM is a category of integrated data driven solutions that improve business interaction of organizations with their customers or clients. CRM systems and applications are designed to manage and maintain customer relationships, track engagements and sales thereby delivering actionable data in one place. CRM integration involves integration of website/market automation that helps organizations in areas such as-

1. Centralizing customer information
2. Automation of marketing interactions
3. Providing business intelligence
4. Facilitating Communications
5. Analyzing Data
6. Tracking sales opportunities
7. Enabling responsive customer service

Microsoft Dynamics 365 for customer services helps in delivering the full spectrum of CRM through five individual apps such as Sales, Customer Service, Field Service, Project Service Automation and Marketing that work together seamlessly. The Microsoft CRM integration allows businesses to manage and monitor interactions with existing customers or potential customers/clients.

Customer relationship management solutions such as Microsoft Dynamics CRM comprises of components that help in organizing, managing and synchronizing interactions related to marketing, sales, customer support and service and social media. Microsoft Dynamics offers both the CRP and ERP applications to streamline and in simplifying the business processes.

Microsoft Dynamics 365 for Financial – An Overview

The Microsoft Dynamics 365 for financial is the best business management solution for accounting, inventory, purchase inventory and reporting. The Microsoft Dynamics 365 for financials integrates closely with the Office 365 thereby saving the time of the employees and in making better decisions. The advantages of Microsoft Dynamics 365 for Financial include-

1. Managing financial, sales, service and operations under one roof or place
2. It helps in saving time by creating quotes, orders, and invoices in Outlook
3. It is secure with in-app workflows and audit trails.
4. The reliability of the reports is accurate and has the same capabilities on iOS, Android, and Windows devices

Microsoft CRM integration can be integrated with Exchange and Exchange Online using server-based integration. With the exchange integration, users will be able to synchronize all the contacts, appointments, and tasks at a single place in CRM. Automated emails can only be generated from CRM if the integration is done with Exchange.

The CRM is more important for growing businesses for establishing a strong foundation with customers being essential. With advanced technologies in place, a well-connected CRM system is important or vital for an expanding business to drive sales, boost performance, and to streamline processes. MS Dynamics CRM delivers personalized services and automates key processes.

Regardless of the CRM the organizations use – majority of CRMs hold the same types of information with goals such as improving customer retention and communication, increasing company profitability and in enhancing customer tracking. Thus, one can say that Microsoft Dynamics CRM is playing a vital role towards the expansion of global businesses.


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