If you own or operate a company that specializes in customer service of any type, you probably already know the importance of having a system to organize information. No longer is it advisable to keep paper files of appointments, contracts, service agreements and the like. You need a current and powerful automated system in order to stay on top of the game.
Microsoft Dynamics 365 is a great solution for industries that focus on providing home services like Plumbers, HVAC, Electricians, Water/Fire/Mold Restoration and Roofers, to name a few. It’s also a very useful and productive tool for Accountants, Restaurants, Manufacturing, and Information Technology.
Dynamics 365 enables businesses to grow and become more efficient by combining customer relationship management (CRM) and enterprise resource planning (ERP) into a group of applications that work together to manage business functions like:
- Sales
- Customer Service
- Operations
- Financials
- Field Service
- Project Service Automation
- Marketing
- And more!
Data is shared across these business operations and services, expediting and facilitating paperwork and processes to make the business operations more efficient.
Dynamics 365 Additional Features
Microsoft has been adding new features to Dynamics 365 in the past several months, making it even more attractive for service industries. Some specific additions to note are as follows.
Partnership with LinkedIn
If you read our previous blog on this topic, you already know some of the advantages of this new feature. The partnership between Dynamics 365 and LinkedIn features the Microsoft Relationship Sales app which links with the LinkedIn Sales Navigator. This solution helps businesses easily connect with more customers by having access to buyer data for better lead management. The Dynamics 365 tool allows access to the Sales Navigator, in addition to other Dynamics features.
Dynamics 365 is also working to partner with other social networks to offer data similar to LinkedIn. If successful, businesses will be able to get all the information they need without having to use multiple tools, which would also result in a cost savings.
Dynamics 365 for Retail
This additional feature is designed to manage store, employee, customer, inventory and financial document data. It allows managers to analyze customer data to maximize sales trends and customer engagement. With this tool, you can:
- Elevate your brand and encourage buying behavior by engaging customers through cross-channel technology and personalized retail experiences.
- Help your employees deliver outstanding customer service by giving them the tools they need to succeed—from customer and inventory details to employee schedules.
- Make smarter decisions based on data-driven insights to help optimize your business—from merchandising to inventory to fulfilment.
As with other Dynamics 365 functionality, the data is at your fingertips quickly. It’s a great solution for small to medium-sized retail operations.
Dynamics 365 for Talent
Another additional feature added is for talent acquisition. Because of the LinkedIn partnership, you can access candidate profiles within Dynamics 365 rather than having to refer to LinkedIn separately.
The Talent feature will provide a comprehensive automated HR solution whereby you can hire the right people, keep them productive, and promote employee growth and excellence.
E3 Consulting Can Help Your Business Succeed!
E3 Consulting specializes in business operations and business development to help companies obtain critical bottom line results. Our roots are both from entrepreneurial organizations and Big 5 consulting firms with extensive experience in industry, technology and management consulting.
If you have additional questions about Microsoft Dynamics 365 and whether it could benefit your business, contact e3 Consulting today. We are experts in the field of providing solutions to businesses that are focused on providing B2C services.
If you want to know how we can help your business succeed, take a few minutes to complete our Business Fitness Evaluation Form. This can be your first giant step to success in 2018!
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