Microsoft recently announced that Microsoft Dynamics CRM will be discontinued on November 1st, replaced by Dynamics 365. Dynamics 365 represents an evolution of Dynamics CRM that will combine customer relationship management tools with enterprise resource planning (ERP) capabilities and predictive artificial intelligence in a cloud-based environment
As you can imagine, this is an exciting step for today’s on-the-go businesses. Over the coming weeks, IOTAP will be sharing what we’ve learned about the many changes that have been incorporated into the new Microsoft Dynamics 365 product. To begin, here’s an overview of the changes that will roll out on November 1st.
What changes are in store with Dynamics 365?
Microsoft’s vision for Dynamics 365 is to offer organizations a flexible way to manage customer relationships and business operations in any kind of environment while providing a greater level of personalized automation. The software will have a variety of purpose-built apps to manage important business functions such as those below:
- Financials
- Field Service
- Sales
- Operations
- Marketing
- Product Service Automation
- Customer Service
Dynamics 365 Relationship Insight Tools Help Deliver Better Customer Experiences
Dynamics 365 is built to allow businesses to focus on all aspects of personalized customer experience delivery. On-going analysis of data in Dynamics 365 allows sales professionals to nurture customer relationships and plan daily activities. Tools such as Relationship Assistant, Email Engagement, Engagement Analytics, and Auto Capture help connect the dots to ensure that customers receive the personal touches they’ve come to expect.
- Relationship Assistant: This app will allow service providers to monitor all activities, opportunities, and customer communication in a single location that is able to gauge that relationship’s health. Dynamics 365’s business intelligence capabilities will help your organization find patterns in the data and make informed decisions to optimize your communications based on analytics and analysis.
- Email Engagement: Author and monitor messages inside Dynamics 365. Track email performance and get insights into your most invested prospects with Dynamics 365 business intelligence capabilities. Microsoft’s Email Engagement app makes it easier to send the right message to the right person at the right time.
- Engagement Analytics: Compare successful deals to current communications to discover patterns and optimize engagement with an app backed by artificial intelligence and machine learning algorithms. Understand prospect sentiments, and use metrics to inform your outreach and turn leads into sales.
- Auto Capture: With the Dynamics 365 Auto Capture app, you can instantly analyze your Microsoft Exchange inbox to locate important messages and trace them back to your communications via Dynamics 365. This is another example of Microsoft using artificial intelligence capabilities to improve communications and increase efficiency for sales and service professionals.
More Options and Opportunities with IOTAP and Microsoft Dynamics 365
IOTAP helps you use Microsoft products to create the opportunities that power their businesses. The new Dynamics 365 offers expanded options and opportunities for personalization and intelligent automation throughout your business. The product’s improved selection of apps, coordination between platforms, and integrated solutions will unlock an entirely new universe of business process possibilities.
What does this mean for Dynamics CRM Online customers?
If your organization is already invested in Dynamics CRM, your service will continue uninterrupted until it comes due for renewal. And if your organization wants to purchase Dynamics CRM before the October 31st deadline, that option is available. When it comes time to renew, your Dynamics CRM subscription will convert to Dynamics 365.
Check back for a detailed analysis of more Dynamics 365 features in the coming weeks, or
contact IOTAP today to learn more about the changes coming to Dynamics CRM.