An overview of what is dynamics 365

An Overview of what is Dynamics 365

When Satya Nadella took over as the CEO of Microsoft he shifted the focus of the organization to Cloud. The revenue from Cloud Services grew to $20.3 billion in June 2013 from $16.6 billion when he took over in 2011

Dynamics 365 is the latest offering from Microsoft which promises to bring your entire business to the cloud. Dynamics 365 combines ERP + CRM packages together which helps organizations utilize the same data across various modules available in Dynamics 365. One such example is the same data that was captured as a lead is utilized while generating invoices or maintaining books of accounts in future.


Dynamics 365 includes following modules

Sales –  Contains the core functionalities of Dynamics CRM including leads, sales and contracts.


Field Service – This module can be used in companies with field agents.


Customer Service – Customer services was earlier part of Dynamics CRM this has been created as a separate module since not everyone used Customer service module with CRM


Project Service Automation – Project Service module allows estimation and scheduling of projects in Dynamics 365.


Marketing –  The marketing module is used by marketing departments for various marketing activities.


Financials – This module was earlier part of Dynamics NAV used for financial activities.


Operations- Previously known as Microsoft Dynamics AX, the operations module contains all the financials and operations functionality of AX


These modules are designed in a way that customers can purchase and utilize them separately as and when required by an organization.

At its base Dynamics, 365 includes a few applications like

Microsoft Power Apps – A new tool to build custom business apps.


Microsoft Flow – A new tool to build custom workflows.


Cortana Intelligence – A fully managed big data and analytical business suite.


Power BI –  Power BI is a suite of business analytics tools to analyze data and share insights


These applications are cross-cutting across various Microsoft products available over the cloud.


Microsoft Dynamics 365 is available in two editions –

Dynamics 365 Enterprise Edition – Enterprise edition is designed for larger companies with more than 250 employees.  It includes the capabilities of Dynamics AX and Dynamics CRM Online.


Dynamics 365 Business Edition – Business edition of Dynamics is designed for smaller companies with 10 to 249 employees. This edition includes the Financials capability of Dynamics NAV.


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How to adapt to MS Dynamics CRM in an organization using excel for Customer management

What is CRM and how can we use it for business automation?

MS Dynamics CRM is indispensable automated sales software that facilitates seamless, Customer Relationship Management (CRM). This system provides all the benefits that boost productivity in the entire phase of the customer relationship cycle straight, from the initial stages of lead capturing to account creation than in the final stages of after sales process.

The business terminology CRM is an acronym that stands for Customer Relationship Management. The basic infrastructure of a business model and ROI (Return on Investment) is dependent on the healthy relationship with the customers. Or, we can say that if there are customers then there is business otherwise no revenue would take place. The traditional approach for customer management and engagement involve usual manual data handling approach, to upload leads, run email marketing campaigns through text and purchases. The comprehensive sales software helps sales, marketing ,customer service professionals and MS Dynamics CRM Consultant, capture lead, which is an expression of interest favored by the existing, new one or future customer, who places an inquiry about the products or services.

Advantages of Microsoft Dynamics CRM that makes it the best sales software at the enterprise level

  • Microsoft Dynamics CRM Online finds maximum use, on the corporate level, owing to its lots of automation features smoothly aligned with an attractive intuitive interface that prompt excellent reporting tools.
  • It is fully developed for overcoming the complexity of the traditional sales and marketing practices, as this is a great alternative to complex customer relationship management requirements, specially developed and designed for mid to larger organizations.
  • Microsoft Dynamics CRM offers relevant social media analysis and dedicated reports on sales and customer service automation.
  • Helps sales professionals and Microsoft Dynamics CRM Consultant manage sales at the best, as the integrated approach to collaboration in the teamwork is, taken at its best as the entire sales team work in unison.
MS Dynamics CRM Consultant

Excel & MS Dynamics CRM

MS Dynamics CRM is the best alternative, to the traditional Excel way of data handling

Customer Relationship Management is an all-purpose strategic automated sales tool. This robust sales software suite facilitates companies, to flourish customer base and keep track of all the sales and marketing activities via a centralized database. This is a part of the most sought after business process automation that accelerates business processes, to garner additional revenue in minimum possible time. Widely employed at enterprise and corporate level in mass scale CRM software effectively tracks and manage existing, regular and potential prospects or customers

Benefits of CRM over traditional electronic spreadsheets (Excel) employed for data handling

  • Customer relationship management is an important factor that plays a vital role, in enhancing the sales figure through effective customer service management that minimizes all the manual data entry done via Excel spreadsheet.
  • There are two main primary causes of software origin, one is well-known as everything is gone paperless and another one is the swift and effortless completion of the task. The same thing goes well with the sales automation software, as the wide scale CRM implementations at the enterprise and corporate work process simplifies the entire sales, marketing campaign
  • Tracking customers in Excel data is a thing of the past, as cutting-edge Microsoft Dynamics CRM software solution is a feature-rich innovation, to directly upload Excel sheet in the CRM database.
  • Sophisticated calculation is possible in CRM as compared to MDynamics CRM
  • The MS Dynamics CRM application facilitates Status record calculation in the form of percentages and statistical analysis
  • Data is exported in the form of reports for end-user
  • Since Excel is very much familiar to almost all the users, so it is easy for CRM users to export and import CRM data.
  • In addition, now the communication benefit of mobile CRM is superb for MS Dynamics CRM Consultant, as it is independent of the office environment.
  • Apart from this CRM is a cloud-based application that is easily accessible from any internet connected device

Moreover, when CRM is employed, customized and implemented in the proper way, it is the refined centralized database of all the relevant information consisting of marketing, sales, service, and operations. In fact, it’s now easier to implement Dynamics CRM at enterprise and corporate level with companies already having seamless Microsoft resources and infrastructure.


Here’s, how we can capture lead using MS Dynamics CRM

Effective ways to Capture lead in MS Dynamics CRM

A lead is any potential contact that has shown interest in your company, product or service and initiated interest in by inquiring about the products. This can be seen as the new customer who has shown interest in availing your B2B Company’s product or services and made contact with you. This lead can be in the form of visitors browsing your website and filling out details as part of the call to action on your website through inbound online marketing or making contact via the contact details provided on the website. Ideally, the lead management process and strategies are transformed in follow -up call or meeting.

MS Dynamics CRM

Dynamics CRM customization services

What are the different ways we can capture lead in CRM?

Lead generation Methods: The process of finding complete new prospects and capturing the newer lead start from the already existing customer or account when the sales representative focus on the same regular customer by working  on multiple opportunities for the same Contact or Account.


This traditional approach prompts the sales rep to ask the right questions from prospect to identify and qualify new sales opportunity. In this way, the lead database is added into the centralized MS dynamics CRM database as part of Dynamics CRM integration services.

Website inbound marketing or online lead generation

All new Lead capturing forms that employ Gravity Forms is another way to generate lead via Blog engagements of WordPress. In addition, Gravity Forms facilitates tracking the contact details of the organic website visitor’s by downloading any of the case studies, white papers, and newsletter published by the company and opts in for email communication

Event management

This way the sales person have multiple options to show that they have attended the event or made contact with the prospect as this Campaign Responses enables them to convert contact into the lead and directing the regular customer to follow-up and placed in the contact history. Only the refined lead goes into the CRM centralized database, whereas the junk ones are filtered out.

Email marketing

Sales professionals send email messages to clients and prospects to generate lead and convert into opportunity and update database records in real time. Based on relevant CRM data from MS dynamics CRM automated, centralized database, the sales person can send more personalized emails to the prospect by including details such as demographics, the latest promotions, newsletter subscription, and previous purchase. The CRM automated sales software facilitates effective sales and marketing campaign via Dynamics CRM support services by increasing efficiency, ROI, and reach of the targeted user – base.

Social listening

All new methodology of adhering to social insights, data, and figures that effectively determines the buying behavior of the customer with their active social media interaction. Customers rely on various social media platforms to study the product through descriptions, reviews, and testimonials that can be traced with Social CRM integrated into the Dynamics CRM customization services. Read further on this here

Role of MS Dynamics CRM in lead capturing

In addition to this, another effective effort to lead capturing depends on Campaign Responses. Whenever a sales professional is attending a conference or an event or leverage on the website for lead and receives surplus inquiries then the Campaign Responses comes into the picture.

Moreover, the Campaign Responses take four modes for conversion of lead into the opportunity. A Sales rep can effectively manage this straight from the dashboard or from the functional area of the CRM.

The Campaign Responses can be said to be the filter funnel of the entire lead database and works consisting Dynamics CRM customization in the below-mentioned ways.

  • The best part of this updated database is that it facilitates easy tracking of the information related to the inquiries from the source and data from the conversion of all the lead into opportunity over a given specified period.
  • This links the follow-up activity with already existing Contact or Lead
  • The Campaign Responses effectively convert the follow-up to an Opportunity for a regular customer
  • This utilizes the contact information and converts them into subsequent follow-up activity to Lead
  • The Campaign Responses ends the follow-up activity without the person interference into your database.

Consequently, all the above methods initiate successful lead capturing endeavors of a sales rep by the fair use of automated MS dynamics CRM sales software in entirety.


The 6 Biggest Benefits of CRM

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The 6 Biggest Benefits of Dynamics CRM service

Happy customers are good for business: That’s a fact. But do you have the tools in place to fully manage those relationships? Customer Relationship Management (CRM) software can help. Before you say you don’t need anything to assist with the basics of negotiating customer demands, know that CRM offers distinct benefits. You’ll keep your customers coming back, again and again, for starters via Dynamics CRM service. And customers who have a positive experience with your company tend to spend more than those that don’t. In addition, CRM tools can help you better understand your customers and identify patterns that may help you make future improvements to your business model. Want to learn more about CRM and why you need to invest in it, you can read more by Clicking here ? Use this graphic to get started.




The Two Big Rivals- Microsoft Dynamics CRM And Salesforce

The Two Big Rivals- Microsoft Dynamics CRM And Salesforce

Microsoft Dynamics CRM is an integral part of any company and due to its extensive demand, market is full of many alternatives. SalesForce is also one of its form  that is much in demand, but there are few difference between them.

For a company, customer relationship management acts as a cornerstone that helps in the effectiveness of its operations and enables better understanding of the needs of the customers.

Not all CRM systems are created equally and leave companies with a question, that which system actually makes sense in their technology, budget & staffing environments.

While, there are many companies entering the market place with different prices and capabilities. In this article we will discuss about the two major players: Microsoft Dynamics CRM and Salesforce that are held responsible for the relationship with the customer.

Both of these CRM systems dominate the market and are constantly coming up with new releases to create a differentiating factor.


For Salesforce, one doesn’t require any technical know-how, as it is built with a user-friendly interface. The main purpose of its use is for funnel management & reporting. A highly dedicated administrator can take great advantages of it and can even enhance its use in multiple departments through “clicks not code”. This aspect of Salesforce permits you to make changes and for this you don’t even needs to be a developer.

And, in case of Microsoft Dynamics CRM, configuration by an administrator is allowed, it is more labour intensive and also coding is required to perform even a simple like creating a workflow. In Salesforce ironically, an admin or developer costs much higher as compared to a Dynamics CRM resource. This price varies due to the development features of both the softwares.

Available Resources

Large community of Salesforce has been established that expands its app store to its Sales Success Community, where multiple independent blogs & YouTube channels are updated at regular intervals. And the app store alone has a number of add-on applications that are necessary for the improvement of the platform for the specific industry needs. Microsoft Dynamics, may reach to this level someday, but is not there yet! Its YouTube channel is not an intuitive or well-stocked one. For this, your employee will need to get involved in GitHub and some of the other online resources for the improvement packages.

New Releases

Salesforce, comes up with the improvements and new features at regular intervals, three times a year with greater advancements. It remains attentive when a question is posted on its community, where the new ideas are posted and voted by the people. Microsoft Dynamics, releases are not upto the level of that.

But there are reasons for which it is recommended to buy Microsoft: The coding language used is a familiar one and companies can also bring the systems on the premises rather than keeping the customer data on the cloud.

In case, you want your employees to keep their concentration on the other projects and the data should remain in the cloud only, then Salesforce is strongly recommended. It is always looking forward for ways of improvement at both the ends: front and back. Whereas Microsoft Dynamics is much focused on other larger number of products rather than this. But now, Microsoft has come up with certain improvements and have allowed Salesforce to work on Microsoft 365 platform.


9 Steps to Effectively Implement Dynamics CRM

9 Steps to Effectively Implement  Microsoft Dynamics CRM

Do, you think that running a business is easy? No, it’s not at all an easy task! Even, if you have the best workforce, team members with ample knowledge & the most effective skills, but still it takes a lot of time & effort in putting everything in place.

An effectively implemented Microsoft Dynamics CRM instance can help a business in handling most of the problems.

Buying this software is an easy task, you can consider on-premises deployment if you have an IT team or you can go with the much flexible online cloud version of Microsoft Dynamics CRM, but the bigger challenge is its implementation in the right way so that it aligns with your business towards the right perspective under the expert guidance.

Here are 9 simple steps using which you can implement Microsoft Dynamics CRM effectively in your organization:

  • Qualify

  • This is the foremost stage that defines all the benchmarking of all the processes & their responsibilities towards your organization. At this stage, major business concepts along with the issues are brought forward, so that an effective solution can be achieved. In short, a proper understanding of the business is done at this stage.

  • Commence

  •  And, next comes the second stage where the most efficient team for the project is created along with the framework of the overall plan. This is considered as a most crucial stage because in this outline and understanding of the project is done for achieving the desired goals. Also, during this strategy, three elements are considered:

         1. Development processes are defined

         2. Roles & responsibilities are clarified

         3. For all customer information, one common source is ensured

  • Definition

  • This step usually carries the organization’s current business & IT strategies with proper analysis and understanding.

  • Designing

  • The design phase of the whole process is held responsible for the overall look of the process. In this, all the business processes are re-designed in order to ensure the efficient working in accordance with the project objectives. All the requirements of the business plan are taken into consideration from various other departments by taking appropriate actions by the Microsoft Dynamics CRM.

  • Assemble

  •  In this phase, the conceptual design of the solutions starts to take an appropriate shape. All the customer specifications like reports, interfaces and programs/ applications can easily be viewed here.

  • Preparation 

  • Here, all the solutions being discussed during the definition & designing phase are compared. Whatever changes required can be easily viewed here.

  • Transfer

  •  Being the key stage, companies carry out a workshop with the employee to ensure they are trained enough to work with the Dynamics CRM Software. Also, at this stage, it is ensured that the work is carried out efficiently or not.

  • Help 

  • For the smooth flow of the activities along with the whole business cycle, a business company provides additional help.

  • Analysis 

  • During this stage, a complete analysis is carried out to know about the smooth running of the business and how trained staff is managing the software from the organization’s point of view.


What Are The Affordable CRM Solutions For Small Business?

What are the Affordable CRM For Small Business

An idea of implementing CRM (Customer Relationship Management) for the small business owners, can be an incredibly overwhelming. Firstly, there is a misconception that, having this is probably going to be a cost of arm and two legs. And the next challenge would be, finding the time to add even more things to this ever going list of the tasks of the business.

Though, it is a powerful tool, only if used in the correct manner. For using it in a real manner, place it somewhere making it centralized, from where management of all the touch points, including current and prospective customers, along with the process of capturing preferences & later use the same to generate customer loyalty and generate even more business.

Best of all, that you can do without spending hours of time in figuring out how to set up everything. So, here are some of the affordable CRM for small business (CRM Solutions) that will benefit you greatly:

crm for small business


Insightly: One of the most popular and widely used CRM, is simple & extremely powerful solution designed. With the help of this, you can access all the information like contact number, e-mail history with their background easily.

Also, another advantage of using this is that, it offers seamless integration with the Gmail, Google Drive, Outlook 2103 and Office 365 & even social media accounts. This feature of integration with the social media accounts helps you capture the screenshots of the conversation with the customers.

crm for small business

Nimble: Nimble, as its name implies, helps in finding the current and prospective customer information in a smart & simple way. Like all others, it also provides you the functionality for managing information and relationships. One of the main merit of this solution of CRM is that, it automatically identifies social media profiles, so, you don’t have to go through the profiles of the people and make a thorough search.

crm for small business

Batch Book: This is the one that provides most efficient & easy ways for the CRM for small business. By the use of this, you can import & organize contacts and can even track your communication along with the managing tasks & events, all at one place.

crm for small business

Zoho CRM: Whatever is required for generating leads for your website is provided by the Zoho CRM. From tracking sales activities, managing email marketing & accessing information of the customers without any scrolling or search.

Drag and drop customization means you can easily make changes which is huge if you’re not tech savvy or don’t have a dedicated IT person on staff.

Whatever, you are looking to grow, whether a team or business, the right choice of CRM for small business will definitely help you out and will lead you towards the perfect solution.


A Quick CRM Software Guide for Beginners

A Quick CRM Software Guide on what is CRM, for Beginners

very person who has his own business will be aware of the term CRM. You will be surprised that, it is great for people who are not even aware of what is CRM, and how to best utilize it.

Backbone of every business is its customers, without which business will fail. For every business, there is a great need to organize, manage, track & nurture current and existing customers. This is the way where CRM system enters the picture.

What is CRM?

CRM stands for customer relationship management and is the name given to the system that helps in proper management of the relationships between the business and customers. The customers may include the existing one, new ones or the one of future. Everyone who wants to keep their customer relationship well organized and in place needs a CRM. With the help of a CRM, one can quickly customize the leads, sales, marketing and case management by making few clicks only. A CRM is all about people.

Is It Easy To Use CRM?

A well organized CRM software is really easy to use. Its a thing to play! Basically, it is a software that helps in proper management of the customers and also helps in sending mails and resolve cases with ease.

How CRM Works?

A CRM relies on the information gathered about the customers. For example, a discount card of the superstore, whenever the purchase is made by the customers having a discount card, then the whole information of the purchase being made by that customer is stored in the database. In this ways, business get to know which customer buys what. This record, helps a business in making informative decisions. After analyzing the data collected, businesses can adjust their marketing campaigns and increase sales. In this way, CRM brings business closer to the customers. It also helps business in making improvements by which their clients can earn more benefits.

On the top of this, CRM can help business to analyze customer complaints and suggestions, and make changes accordingly. CRM applications and practices are used to make businesses more efficient and improve customer satisfaction.

How CRM Benefits Businesses?

There are numerous targets which companies might want to achieve by implementing a CRM. A business enterprise might like to strengthen its customer care. A business might also like to improve earnings simply by promoting the right merchandise to the right people.Companies want to know exactly what clients need. Once a business detects what is crm and what a consumer wants through CRM software, the organization will then provide the consumers what he / she wishes. This will result in return of the clients, and increase in new clients. Maintaining a positive relationship with the clients is definitely a necessity for a business. Well-rounded CRM is effective to make sure, whether this kind of element is available.

What Are The applications Of CRM?

Just like, other applications like Microsoft word and excel, CRM applications run in the similar way. In this, values are filled in & when these values have been filled, the data is analyzed and interpreted in the required manner. One of the major advancement of CRM application is collecting data & analyze it at the same point of time.


Successful, CRM implementation is really important for every business in this competitive world today. With the increasing expectations of customers, business needs to expand its wings to a greater extend in order to meet the needs of the people. CRM is the only way to get connected with the customers and serve their needs with better business.


Are You Looking Forward To Hire A CRM Consultant?

Are You Looking Forward To Hire A CRM Consultant?

Is your company planning to implement a CRM system? If yes, then there are many reasons for which you need to hire a CRM consultant. Every business has sufficient manpower for effectively handling a CRM’s day to day activity, but for a CRM implementation you should consider hiring an external consultant. If you are yet not sure why your company should have a CRM system, consider reviewing our post Why does every business need a Customer Management Software-CRM

Here are the some of the reasons to consider hiring a CRM consultant:

  • Years Of Experience : Every business does not have a personnel who is an expert in CRM. This means, there is a need to provide wings to the internal resources by hiring a consultant. An external consultant can ease out a lot of pressure from your team as he already has the expertise necessary to maximize the success of the implementation.

  • Prioritize Your Requirements: With the years of experience and dealing with many clients makes that CRM consultant understand how things are to be set in priority. Simply, this will help you out in eliminating the things that were actually never required.

  • Loss of productivity: With the implementation of  a CRM system in your company using your internal resources, maximum time is wasted on implementation rather than your resources performing their current job. This makes it totally inefficient & ineffective way of implementation. This will definitely take away the ability of an employee to perform his current job. To avoid such circumstances a CRM consultant acts as a perfect choice.

  • Plugins and Third Party Product Recommendations: 
    Instead of reinventing the wheel a CRM Consultant can give you recommendations on Plugins and Products that can enhance your CRM experience. These products include but are not limited to Email Campaigns, Marketing automation etc.

  • Training:  An external consultant with his years of experience can quickly and effectively train the end users instead of someone who is relatively new to CRM .


Customer Management Software – CRM – Basic Terminology Explained

MS Dynamics CRM- Basic Terminology Explained

As someone new diving into entrepreneurship, you might be overwhelmed by the various roles and responsibilities you suddenly need to take care of. Whatever might be your expertise you cannot ignore sales as a business owner and you need to be familiar with the various sales jargon and processes that need to be implemented in your organization.
Howsoever small or big might be your enterprise it always needs its bread and butter process i.e sales setup. A Customer Management Software aka CRM for your sales is the minimum requirement every enterprise needs to setup even if you don’t follow a traditional 7 step sales process.
I have explained why every enterprise need a CRM in my previous blog post Why does every business need a  CRM.
I hope by now you are familiar with what a CRM can do for your business. As soon as you have hands on a trial Customer Management Software like MS Dynamics CRM or Salesforce you would be astonished by the various terms used in a Sales Life Cycle. And if you are a techie like I was when I was first introduced to a CRM then these terms would confuse you for a long time.
I have thus tried to explain the most common terms in the simple language for you to give you confidence while operating a CRM.

  • Contact: Anyone related to your business who has a contact information goes here. It’s just like your address book, they can contain the names and personal info of your customers and clients.
  • Lead: Any potential contact that you are not yet doing business with but you might work with them in future is a lead. You might come to know about new potential clients from various sources included but not limited to. Referrals, Tradeshows, Emails etc. For your business to grow and sustain you would always need new leads. In my later blog posts I would try to explain various sources you can use to get leads and how to integrate them with a CRM.
  • Opportunity: You follow up with your leads and some of them might seem interested. A lead converts to an opportunity when you have substantial information around there business needs that you can fulfill. It is up to you and your business to decide when you should consider a lead can be converted to an opportunity. You can define specific information that you would fill in your CRM before moving your lead to the next stage. This could be deal size, project details etc.Let me try to explain with an example what a Lead Vs Opportunity is
    You are a software services company and someone sends you email inquiring about how he can use a Customer Management Software like MS Dynamics CRM to improve his business. This becomes a lead for you. You follow up with the client trying to understand his business and how many users he might need what kind of budget he has allocated. The lead turns to an Opportunity at this time.
  • Cold and Hot Leads : Another confusing but relatively easy to understand term. A Hot lead is someone who has shown interest in your product or services by contacting you through various channels like email, phone etc. A cold lead is someone you contacted instead through tele-calling, email etc. A Hot lead has more potential to convert then a cold lead.
  • Account: Your existing customers are your accounts.
  • Activity: Activity in a Customer Management Software typically refers to anything that’s happened in the software Contacts, Opportunities, or perhaps just a message from your colleagues.

Hope this blog post covers some basic terminology that would help you become more familiar with MS Dynamics CRM. If you have any questions and queries I would be more than happy to help.