Maximize the value of your CRM with Microsoft 365

CRM solutions can now do much more than simply manage contacts and clients. By implementing a CRM such as Microsoft Dynamics 365 within your organization, you can bring the management of your clients and sales process to another level. Not sure where to start? Leverage the integration between Dynamics 365 and Microsoft 365 (previously known as Office 365) to maximize the value of your Dynamics 365 CRM!

1. Centralized communications within Outlook

The integration between Dynamics 365 and Microsoft 365 increases the efficiency and performance of your sales and support teams by facilitating communications. For example, you can easily create records in the CRM or quickly modify records from an email as everything is centralized directly within your Outlook inbox.

2. File management with SharePoint

Thanks to SharePoint, all your files and documents are safely stored in the cloud, facilitating access, sharing, and collaboration. Documents are centralized directly from the client card or opportunity, which means that users can continue to manage and modify their documents from the CRM. They can also easily collaborate on proposals, contracts, or other client documents, increasing efficiency and synergy across your organization.

3. Automation of the sales pipeline

Dynamics 365 puts various workflows and process automation capabilities at your disposal, which makes it possible to streamline your sales pipeline and facilitate its management. For example, you can create the various steps of your client lifecycle in a standardized business process and ensure that every step is completed and populated by your sales team. This process makes it easy to know at which step of the lifecycle every client is.

4. Contact creation from your emails

The integration between Outlook and Dynamics 365 lets you create contacts and prospects directly from an email. This means you don’t have to switch between various applications and manually copy information as everything is completed automatically. This reduces the risk of error and missed opportunities, while also facilitating the adoption of the CRM by your users.

5. Centralization of client tasks and activities with Teams

If you’re already using Teams, you can now increase the efficiency and collaboration across your organization with the Microsoft 365 integration. Indeed, Teams facilitates teamwork and increases user efficiency by letting users access and manage everything related to clients directly from Teams. This means they don’t have to toggle between various applications to complete their various tasks.

And these are only a few benefits of a CRM solution like Dynamics 365! To learn more and see these features in action, register now for our free webinar taking place on Thursday, April 28: Discover Microsoft Dynamics 365 (CRM) for the management of your clients and sales process (in French). You will be able to see how the various teams of your firm can benefit from the integration between the CRM and Microsoft 365!