Seamless Customer Relationship Management with Microsoft Dynamics 365: Demo

By BDO Digital| July 10, 2019

Customer Relationship Management (CRM) tools are vital to your organizations ability to manage and coordinate the processes in your marketing, accounting, sales, and service divisions. By streamlining all these processes in one centralized location, your organization can focus on what matters the most—building and maintaining relationships with your customers.

As customer expectations change, organizations find that investing in the right CRM system is an important decision. That is why Microsoft Dynamics CRM provides an extensive palette of options that allow you to address the specific needs of your business.

Ensuring Success with your Customer Engagement Strategy with Microsoft Dynamics CRM

One of the biggest advantages of Dynamics 365 is that it easily integrates with other tools, helping your business improve process automation. In this video demo, BDO Digital's CRM Specialist, Jeff Lanham, walks you through a day-to-day scenario and shows you ways you can use Power BI dashboards to visualize your data. See how you can leverage Dynamics 365 and Power BI to maximize your CRM value and create lifetime customers through delivery and support.

Making information easy and robust for people to understand what’s happening and leveraging that information to gain new insights to allow them to make smarter and effective decisions is crucial

This video explores how an effective CRM Can:

  • Increase Revenue:
    See how Dynamics 365 can help your business generate lead flow and capture new prospects as we work through a real-life scenario in Dynamics.
  • Reduce Risk:
    Improve customer loyalty and retention while increasing the visibility and predictability of marketing, sales, and delivery processes. Learn how Dynamics can help you make better and more informed decisions by providing valuable insights about your data.
  • Reduce Cost:
    Increase marketing, sales, and delivery team productivity and consistency by removing errors and inefficiencies. See how Dynamics 365 can automate repetitive processes to ensure better collaboration and communication.

Microsoft Dynamics 365

Over the last couple of years, Microsoft has made a substantial investment in their CRM platform, Dynamics 365. One of the most significant aspects that Microsoft has incorporated into Dynamics is its enhanced integration with other Microsoft and Office 365 products. All of these solutions together create a hub that helps increase productivity, collaboration, and awareness throughout all the teams in your organization.

Microsoft Dynamics demo