Integrating Microsoft Dynamics 365 into your business: What you need to know
When it comes to implementing integrated comprehensive solutions in a company for automating and optimizing workflows, businesses must approach this carefully and be well-prepared to plan everything correctly and avoid harming business processes. In recent years, there has been a clear trend of increasing numbers of companies, regardless of their industry, choosing Microsoft Dynamics 365. According to forecasts, by 2033, the Microsoft Dynamics 365 platform segment will occupy approximately 64.9% of the Microsoft Dynamics solutions market.
So why choose Microsoft Dynamics 365 if you are considering a CRM system? What are its main features, what advantages does integrating this system into a business provide, and how can you best implement it?
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is an integrated platform that combines CRM and ERP functions for companies, enabling efficient workflow management, improved customer interaction, and significantly enhanced analytical capabilities.
The Dynamics 365 product line consists of several core modules, the comprehensive use of which provides full automation of a company’s business processes:
- Dynamics 365 Sales (for sales management and customer interactions);
- Dynamics 365 Customer Service (for improving customer service);
- Dynamics 365 Field Service (for managing field service operations);
- Dynamics 365 Finance (for financial management and planning);
- Dynamics 365 Supply Chain Management (for logistics management);
- Dynamics 365 Commerce (for retail and e-commerce);
- Dynamics 365 Human Resources (for HR management);
- Dynamics 365 Customer Insights - Journeys (for automating marketing campaigns);
- Dynamics 365 Project Operations (for project management);
- Dynamics 365 Business Central (a comprehensive solution for small and medium-sized businesses), and others.
Key advantages of the Microsoft Dynamics 365 integration
The ability to accurately identify the target audience (TA) and establish effective interaction with it. According to research, companies implementing predictive analytics can increase the efficiency of marketing campaigns by 10-30%.
High level of data security. Microsoft places significant emphasis on data security, investing substantial resources in this area and implementing cutting-edge technologies. According to Microsoft’s 2022 Digital Defense Report, the company analyzes over 24 trillion security signals daily, enabling real-time threat detection and neutralization.
Automation of customer interaction and personalization possibilities. According to statistics, 96% of marketers believe that personalization stimulates repeat purchases, while 94% state that it boosts sales;
Consistent omnichannel interaction. The ability to serve customers using various channels directly impacts customer loyalty. Research shows that about 66% of consumers choose vendors based on convenience, while only 47% base their choice on price.
Optimization of project economics. The system enables companies to manage expenses, track financial operations, and quickly adapt to any new business realities. Companies using Microsoft automation products report a reduction in administrative costs by up to 20%.
Creation of a knowledge base for maximum customer service efficiency. Studies indicate that implementing a knowledge base can reduce customer inquiry resolution times by 20-80%.
What to consider when implementing Microsoft Dynamics 365
Progresia recommends that all its customers consider the following key points before starting the CRM implementation process and during its usage:
- Analyze business needs, as around 60% of successful implementations are possible due to the correct identification of business requirements.
- Plan budgets carefully, since up to 50% of companies face overspending due to insufficient planning.
- Prepare the staff, as up to 70% of implementations encounter employee resistance due to a lack of adequate training.
- Analyze integration possibilities with other systems, as 80% of companies integrate Dynamics 365 with other solutions.
- Test the system, since up to 30% of companies do not spend enough time testing it.
- Evaluate implementation results. Around 40% of companies reassess the system six months after implementation.
Business process automation based on Microsoft technologies is the right choice for companies that need the best CRM. Choosing certified specialists from Progresia guarantees high-quality services from one of the leaders in the Ukrainian market, which has been helping companies implement effective tools and innovative technologies based on Microsoft products since 2017.