Is There a CRM by Microsoft?

crm by microsoft

You’ve probably heard a lot about customer relationship management software (CRMs) over the last few years. A CRM manages sales workflows, automates marketing tasks and makes customer information readily available to your service staff. Those are the basics, but CRMs do a whole lot more.

There are plenty of big names on the market such as HubSpot, Zoho, and Salesforce, so you would naturally wonder if there’s a CRM by Microsoft. The tech giants have had a go at everything from children’s games to fingerprint readers over the years, so you’d be right to ask the question.

And of course, the answer is a resounding “yes”.

Introducing Microsoft Dynamics 365

Never one to miss out on a chance to provide great digital solutions, Microsoft launched Microsoft Dynamics. In line with their other cloud-based software solutions, it’s now known as Dynamics 365. Dynamics 365 is targeted more towards mid-large sized businesses who need CRM and Enterprise Resource Planning functionality.

As we know, Microsoft products almost live in their own universe, a bit like the tech version of Marvel. With everything inter-connected, Dynamics integrates seamlessly with other Microsoft products.

Microsoft Dynamics 365 helps businesses manage a range of tasks such as:

  • Sales
  • Customer service
  • Field service
  • Operations
  • Financials
  • Marketing
  • Project service automation

We’re not saying Microsoft feel the nee to outdo everybody, but they’ve certainly packed plenty of features into Dynamics 365.

Why choose a CRM by Microsoft?

The first reason to choose as CRM by Microsoft is the easy integration with familiar products. For those familiar with Office 365, for example, you’ll find everything integrates so easily into Dynamics. But there are plenty more benefits:

Scalability: You can add apps to the Dynamics suite as you need them, so in that sense it’s very easy to tailor to your business. Also, the monthly subscription cost makes it far easier than outlaying your annual budget on a CRM in one go.

Productivity: Staff get access to all of the information they need, and nothing they don’t. Customer information, daily processes and with integration your entire operational needs can be met by Dynamics.

Cost-effective: Monthly subscriptions, and even individual subscriptions to apps per staff member make it simple to only pay for what you really need. Plus, the program is always growing to suit industry needs.

Is a CRM by Microsoft easy to install?

In theory, CRMs can be installed pretty easily. Microsoft Dynamics is no different in that sense. However, it’s similar to the way that it’s easy to mount an air-conditioner on the wall. You can put it there, but you’d run into problems if you had to wire it up yourself (electricians excluded).

If you’re considering installing Microsoft Dynamics, you’d be well served to speak to a CRM consultant first. A Microsoft Dynamics specialist is helpful because they can assist with things like integration into existing systems and other third party software. They’ll also give you great insight into how you can get the best out of your new CRM.

If you’d like to discuss Microsoft Dynamics, other CRMs or even custom CRM development, we’d love to hear from you. Contact the team at Human Pixel and we’d be happy to arrange a consultation.