When looking at the vast array of CRM solutions on the market, it can be difficult to choose the right one.Do you start with the free trial and work your way up through a paid version, or do you dive straight into a monthly fee service? If you’re already overwhelmed by the choices, you’re at the right place.Microsoft Dynamics 365 aims to take all of this complexity and make it easier to understand. This guide takes you through the basics so that you know where to start with Dynamics 365.From there, it details what each component does and shows you how to set up a fully-featured demo account so that you can experience using Microsoft Dynamics 365 for yourself. Before that, let’s begin with the basics.
What Is a CRM?
A CRM is a software that helps you track and manage your company’s business contacts. It is used to keep track of everyone associated with your company and their location, contact information, and the products they purchase or work on.You can use a CRM to; set up email communications between staff, meetings between departments, and training events between departments.
What Is Microsoft Dynamics 365?
Dynamics 365 is the latest version of Microsoft CRM, first released in 2016. This version is based on the .NET ecosystem, which means it runs on .NET Runtime. It is available on all modern platforms and able to run on a wide range of devices, including web browsers and servers.The biggest update to Dynamics 365 comes in the form of artificial intelligence, which promises to make CRM operations significantly easier. The software can recognize when something is happening and offer functionality based on what it has observed.
Is Microsoft Dynamics 365 Right for Your Businesses?
Dynamics 365 isn’t just for corporations with a large staff and a lot of employees. Begin your trial today and see if it’s right for you. If you’re not sure whether Dynamics 365 is right for your business, the best way to find out is to try it. You can also visit the Microsoft Dynamics 365 website to sign up for a demo account and start using the software for yourself. One of the key factors that will decide whether the software is the right fit for you or not is the successfully implemented Dynamics 365 user adoption.
Set Up Your Demo Account and Experience Dynamics
If you decide that Microsoft Dynamics 365 is right for you, then the next step is to set up your demo account and experience the software for yourself.
Sign up for a demo account
You can sign up for a demo account at no cost by clicking on the “Sign Up for a Free Trial” button at the top right of this article.
Map out your workflow
Once you’ve signed up for a demo account, you’ll start mapping out your company’s internal processes. You’ll want to make sure that you can get your team members onto the new system quickly. You’ll want to be able to set up meetings, assign tasks, and receive notifications without having to go back into your team members’ private calendars.
CRM software goes hand-in-hand with business. They are used to keep track of who you’ve spoken with, what’s happened, and what’s happening with your company. To put it simply, without CRM, your business wouldn’t be able to function at all. So, make sure that whatever software you choose, you choose the right one. The best CRM solution will be the one that fits your company’s needs best.