MS D365 for CRM

CRM solutions increase your profitability by streamlining administrative processes in your sales, marketing, and service divisions, and letting you focus on building and maintaining the customer relationships that matter. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not optimizing your operating processes or making the most of your customer relationships or sales leads


  • In general, there are two deployment options: Microsoft Dynamics CRM Online or Microsoft Dynamics CRM On-Premise.
  • CRM Online is a convenient cloud-based hosting solution. It has many business benefits including the ability to remotely access and edit files in real-time, a fixed monthly cost without requiring any infrastructure, and enhanced security protection. It eliminates the need to purchase hardware and licenses up front and manages your software updates automatically.
  • On the contrary, CRM On-Premise requires you to set up your application and servers within your own environment. This enables total control over your data. There’s one more hosting option, Partner Hosted, which is essentially a CRM On-Premises running on a Microsoft partner’s server.
  • Dynamics CRM features unmatched integration functions. It seamlessly integrates with all the major Microsoft products including Outlook, Office 365, and SharePoint. It additionally integrates with a multitude of other products such as Adobe Document Cloud that facilitates digital signatures, ProntoForms that enables offline mobile access, and account packages like Xero or Sage that provides a single view of customer data.
  • he easy to use interface and feature-rich modules of Dynamics CRM for sales, marketing, and customer service management allow your sales teams to access the software anytime, anywhere. The sales force automation shortens your sales lifecycles and enhances staff productivity and understanding of prospects and customers. This, in turn, increases your conversions. Moreover, the marketing automation module helps to simplify building the list of potential customers and leads, creating marketing campaigns for target audience, measuring campaign results, and developing follow-up marketing efforts.
  • Microsoft Dynamics CRM has an active application marketplace that helps to build your CRM into something that aptly suits your specific business needs. It has more than 5 million active users and Microsoft Gold Partners like Rishabh Software that provide strong community support to Dynamics CRM customers including latest information on system updates, troubleshooting, dedicated Dynamics CRM development services and more.
  • As customer service is at the forefront of a CRM software’s core functionality, Dynamics CRM makes it easier to break down internal information silos quickly. It records all the interactions with existing and new customers, logs responses and issues in a centralized location, enabling your customer service team to keep up with the accounts and respond with the best possible solution to meet customer needs in real-time.
  • Adaptable Dashboards is another crucial functionality. It displays the tasks that you have prioritized and items related to your work schedule through various charts. You can create actions like reassigning duties or tasks, using global filters and viewing cases, summaries or contact information related to your clients. Additionally, businesses can also remain updated with the activities regarding customer queries, cases or records right from the timeline.
  • Tracking your emails while framing one with Outlook App for CRM won’t let you miss out on any email. Adding new contacts from your email or creating new records is now possible with this exciting feature as it supports Firefox, Safari and Outlook for Mac.
  • Modifying leads and records on mobiles/tablets with low network connectivity used to be a major problem in CRM mobile apps. The most awaited feature lets you make changes to your documents and data while you’re offline and syncronizes your data automatically once you are connected to the internet. It is even possible to export your files and email links of your documents directly from your CRM mobile app.
  • CRM has become part of Dynamics 365, which means that even the new Office 365 client portal provides clean navigation, crisp layout of fields and grids. A responsive unified interface for the Customer Service Hub and Business Edition applications means that users enjoy the same experience on Mobile and Tablets.
  • The new web client interface has undergone a significant refresh: borders around containers and uniform spacing, more colour theming, field controls styling, font standardisation, and text wrapping fix.
  • Set an option set as multi-select and it renders on forms as an intuitive multi-select control. Advanced Find has new operators specifically designed for these, plus filtering in Views. The form list is searchable too.
  • This feature combines Posts, Activities, and Notes into a single feed. It also enables you to filter specific activity types and quickly identify un-read items.
  • With the LinkedIn Navigator solutions for Sales and Campaigns, you can build on existing LinkedIn functionality to view and synchronise data for your Leads, Accounts, and Contacts. As well as providing quick access to Company and Contact profile data, inMail and messages, tasks, appointments and other activities can also be tracked in Dynamics 365.
  • Virtual Entities are similar to traditional entities. However, external data are read at run-time without being stored in the Dynamics 365 database. This is a great new feature for heavy, custom integrations. As you create an organisation-owned entity, check the metadata box to indicate that it is virtual.