ERP: With ERP functionality, you can control all of your company’s resources. For example, the ERP can give access to gather purchasing, warehouse, stock, suppliers, and treasury billing processes information and integrating them with accounting features. All processes are associated with the accounts installed and each accounting entry can be reviewed and posted by the accountant.
CRM: You can view, add, or edit information saved in the CRM database. The tool can track Outlook emails, making them a part of the lead’s permanent history and contact information there can be added to marketing segmentation lists.
Microsoft Dynamics X Salesforce
Salesforce and Microsoft Dynamics are two of the most popular cloud-based CRM applications in the world. Salesforce was built with cloud-based capabilities, which makes the user access it through a web browser, Microsoft Dynamics depends much more on the integration with Office 365, especially with Outlook.
It’s hard to say if one is better than the other. It’s easier to affirm that both have good features that allow users to customize them with third-party applications and the choice depends on what is already being used at your company. If there has been an investment in Microsoft products, Dynamics will be the best option because of its integrations. Otherwise, Salesforce is more functional on the cloud and has a gigantic community of loyal users.
Microsoft Integrations: Microsoft Dynamics 365 integrates with other Microsoft products such as Outlook, Lync, SharePoint, OneNote, Office 365, Skype, Windows, Azure, Power BI, and Yammer.
Yammer: One of the integrations mentioned above that deserves attention is Yammer, a corporate social media that has a similar interface with Facebook, bringing along many of its features, which makes it easier for user adaptation. With Yammer, it is possible to create groups, 1: 1 chat and giving access to external people, either from partner companies or suppliers.
Power BI: Another standout Microsoft integration is their business intelligence (BI) platform for discovering, viewing, analyzing, and sharing data. You can upload content to the BI tool to analyze Dynamics 365 data and customize your reports and views.
Mobile App: Microsoft Dynamics 365 can be accessed by iPhone, Android and Windows Phone. The Apps enable professionals to manage sales data on their smartphones. Updating notes, tasks, contacts, accounts, cases and leads can be done with this option. They are available offline, too, so users can work without internet connectivity. This data will then be automatically synchronized as soon as the connection is reestablished.
Customers: Customer Insight functionality is a solution for analyzing customers from Microsoft Dynamics data and other sources such as business applications, web, social media and IoT, creating a consumer overview. The functionality also generates engagement suggestions. With the Dynamics 365 Customer Service, it is possible to make contact with customers through telephone, social media, email or chat.
Sales: The platform has the capacity of generating relationship insights to determine the health of relationships with a consumer. You can use them to build stronger relationships and deliver personalized customer experiences.
With Microsoft Cognitive Services learning algorithms, these vending machines can offer buyers personalized suggestions. The suggestions are based on individual consumer buying history, items on their wish list, and what profiles of similar consumers are purchasing.
Reports: You can generate simple reports without using XML or SQL. For more complex reporting, you can customize them or use an existing template.