Discover the Deeper Capabilities of Dynamics 365 CRM

Posted December 12, 2024

If your business has invested in Dynamics CRM or Dynamics 365, and if you find that your team is only using it as a glorified Rolodex, you are likely missing out.

It is up to every business leader to understand the broader capabilities available with a Dynamics 365 solution. This is where Joesoftware can help.

The preexisting functionality that comes with your Dynamics 365 CRM solution will help your business achieve most of its needs. But where the real power happens is with custom development to your CRM. You can customize your Dynamics CRM system with Microsoft and other add-ons and applications that make sure it meets the specific needs of your business.

Microsoft Dynamics 365: Manage anything you could track in a database

Imagine a system that is about more than just relationships with clients. A robust Dynamics 365 CRM platform can help you manage employees, processes, vendors, and anything else you would track in a database. It’s about linking your sources of data to one central location. It’s a Dynamics CRM solution that meets your specific operational needs efficiently and effectively.

A customized Microsoft Dynamics CRM can help your business with:

• Custom Table Management: Create and manage custom tables/entities to track unique business data like inventory, employee records, or asset logs.
• Invoicing Solutions: Generate and manage invoices directly within the system, including integration with accounting systems.
• Workflow Management: Build and automate workflows for approvals, notifications, task assignments, and business processes.
• Pricing Management: Define and adjust complex pricing structures, including discounting and volume-based pricing.
• Quote Building: Develop and manage quotes for customers with customizable templates.
• Contract Management: Track, renew, and manage contracts with automated alerts for key milestones.
• Case Management: Create, track, and resolve customer cases or service requests with detailed records.
• Event Management: Manage and track details of corporate events, including attendees, schedules, and follow-ups.
• Resource Scheduling: Assign and manage resources like staff, tools, or facilities, optimizing productivity.
• Marketing Campaign Management: Plan, execute, and track marketing campaigns, including email communications and lead nurturing flows.

Harness Power Platform and Dynamics 365 Sales

Building greater capacity into your Dynamics CRM is often achieved by adding Power Platform or Dynamics 365 Sales to your CRM.

Power Platform gives you the ability to build custom apps, access relevant analytics, and synchronize workflows to automate processes.

Dynamics 365 Sales is light years ahead of what standard CRM solutions (Rolodex style CRMs) can deliver. Dynamics 365 Sales gives you functionality to accelerate sales, leverage AI, use predictive forecasting, and more.

---

Since 2005, Joesoftware has been helping businesses and nonprofits do more with their Dynamics CRM by developing concepts, generating designs, implementing solutions and supporting operational changes that generate measurable benefits.

If you want to leverage your current Dynamics CRM system or if you are considering Dynamics CRM as a solution to your unique business problems, Joesoftware will dive in, learn more about your organization, and build a system that delivers results. Ready to see what Power Platform or D365 Sales could do for you? We can help with that too. Contact us today.