Microsoft Dynamics 365, Microsoft Dynamics 365 CRM

Dynamics 365 CRM: Few ways to maximize customer success

Dynamics 365 CRM
  • Customer relationship management (CRM) provides a boost to your business performance by properly maintaining customer relationships
  • By using a CRM software like Microsoft Dynamics 365, organizations can maintain better communication and relationship with their customers, provide excellent customer service, and ultimately increase sales and revenue

Microsoft Dynamics 365 CRM

Dynamics 365 CRM is a set of software solutions that help manage customer relationships along with improving sales and marketing. The CRM system combines data together in a centralized system, so departments can access data to improve business performance.

Few ways to unlock customer success with Dynamics 365 CRM

Dynamics 365 provides a range of service features that help you improve customer satisfaction.

Case Management

Case management is one such feature that enables your support agents to efficiently handle customer issues. By recording all customer issues that require resolution, it allows your agents to seamlessly solve cases. Cases can be generated automatically from social media interactions, or agents can create them during customer calls.

When customers need support, your agents can quickly access the case and provide a proper resolution. Case management feature automatically directs the case to the right support agent who can resolve it promptly.

Queues

The queue feature allows you to seamlessly manage customer cases. Support teams can track and monitor pending work efficiently provide prompt support to their customers. Though D365 comes with default queues, agents can create queues in accordance to their specific needs.

Routing rules can be created to automatically assign cases from social media posts or emails to appropriate queues. Agents can choose the cases they want to work on.

By efficiently managing cases through queues, your support team can provide proper resolutions and close cases more quickly, leading to greater customer satisfaction and trust in your business.

Knowledge management

Knowledge Management feature in Dynamics 365 allows your support staff to provide best service to customers. With this feature, you can create a knowledge base that contains information on products, services, or relevant topics.

Support agents can access knowledge base from within Dynamics 365 to quickly find the relevant information. This helps them to resolve customer issues faster and reduce the call handling time significantly.

Support agents can search through the knowledge base and find answers to solve issues and improve customer satisfaction. They can also contribute to the knowledge base by adding articles, updating existing articles, or rating articles to indicate their value.

Dynamics 365 for Outlook

Dynamics 365 for Outlook is an add-in for Microsoft Outlook that allows users to access and synchronize data between Dynamics 365 CRM and Outlook. With this add-in, users can view and edit Dynamics 365 data such as contacts, appointments, tasks, and cases, all within Outlook.

Agents can track emails, appointments, and tasks in Dynamics 365 from Outlook. This integration helps agents to manage their work and customer interactions more efficiently by eliminating the need to switch between multiple applications.

Why your business need Dynamics 365 CRM?

Dynamics 365 CRM includes modules for marketing, sales, and customer service. So, while maintaining customer data to improve relationships, the platform helps to improve sales and marketing

Marketing

Create effective marketing campaigns that help you generate sales-ready leads and explore LinkedIn contacts using LinkedIn Lead Gen Forms.

The CRM platform allows to create personalized market content to enrich customer buying experience. Real-time analytics helps your marketing team to get insights into your brand and market.

CRM allows you to automate tedious marketing jobs that save agents time to better engage with customers.

Sales

Sales is another area that you can benefit from D365 CRM. It helps you improve sales while maintaining relationships with customers.

The platform provides insights to improve your sales and nurture relationships. You can analyze past data and predict outcomes for the future.

The platform help you find the right customers, build sales pipeline with quality leads from a variety of sources, track sales execution using AI capabilities and more.

Customer Service

Dynamics 365 CRM helps improve customer engagement with personalized experiences. Agents can deliver exceptional service across all channels and resolve customer cases quickly.

So, with a CRM like Microsoft Dynamics 365, you can be more productive when providing services to customers. From effectively managing customer cases to knowledge management, and easy communication, you will experience a successful way of handling customer service.

Want to deploy Microsoft Dynamics 365 CRM software for your business?

You can get expert help from Microsoft Certified Partners to get the CRM deployed and customized as per your business preference and needs.

IAX SERVICES is a Microsoft Gold Partner that help organizations across globe to accelerate digital transformation with Microsoft Dynamics 365 CRM. They offer expert services including Dynamics 365 consulting, Dynamics 365 implementation, customization, integration and support that help organizations achieve tremendous growth.

Get expert guidance on Dynamics 365 CRM from IAX SERVICES, the leading Microsoft Dynamics 365 Implementation Partners in UAE, Saudi Arabia, Qatar, Oman, Bahrain, Jordan, Kenya, Germany, Canada, Pakistan, and India.