CRM with Microsoft Dynamics 365 Customer Engagement
Know what the customer wants
Simply maintain the data and off you go
Each company has its way of working, you choose the type that suits you best. Do you mainly work in a B2B environment? Use your CRM as a collection point for contacts, document all activities, and plan actions. The end customer is your direct contact? Then you need to know how they are feeling – the system allows you to evaluate their mood on social networks or behavior on your website. You save effort, avoid failed campaigns, and reach your defined target group.
4 important areas of use
Customer loyalty brings rewards
Whether you are using your CRM as a “golden address book”, planning campaigns, or evaluating options: With Microsoft Dynamics 365 Customer Engagement, you use software that creates connections. The program is part of the Microsoft Dynamics enterprise applications, which as a result gives you a system that operates intuitively. That's how you meet the demands of your customers, maintain an overview, and boost overall job satisfaction.
1
CONTACT
Use CRM as a comprehensive address book and evaluate customer opinions
2
ACTIVITIES
Start targeted sales and marketing campaigns
3
ACCESS
You and your colleagues can access the master data record on every device, from anywhere
4
INTEGRATION
Integrate your CRM in Microsoft Outlook, Word, and Excel
Curious to learn more?
Get to know everything about Microsoft Dynamics 365 Customer Engagement
In our Microsoft Dynamics 365 Customer Engagement factsheet, you will learn
A system that meets your needs
Use various business functionalities as needed - with Microsoft Dynamics 365 Customer Engagement:
SALES
CUSTOMER SERVICE
FIELD SERVICE
MARKETING
Microsoft CRM meets YAVEON
Would a CRM make sense for your company?
Important FAQs
In the Microsoft Dynamics 365 Customer Engagement whitepaper, you will learn
Why Microsoft and YAVEON
A leader for over 30 years, with 3.3 million Business Central users, and 4,500 partners using their software worldwide, Microsoft is one of the most experienced and proven ERP providers.
Used around the globe
Microsoft Dynamics 365 Business Central is used worldwide - in all countries, in multiple languages and in various currencies. How is this even possible? Microsoft relies on their vast partner network to make this happen.
Kept simple, easy to use
Software developed for users. Microsoft opted for the Visual Studio Code development environment - a modern tool that is popular with users and has proven its worth. What does this mean for you? You can find answers, expertise and support whenever you need them, and discuss current issues in the online Microsoft communities.
Simple communication, better collaboration and logical structures
Microsoft Dynamics 365 Business Central, the next generation of NAV, is designed to meet the challenges of digital transformation. The system is always up to date and enables networking - to other systems as well as between users. If you want to learn how to use the solution most effectively, then Digital Transformation Consulting from YAVEON is perfect for you.
Questions are there to be answered.
FAQs about CRM system Microsoft Dynamics 365 Customer Engagement
Microsoft Dynamics 365 Customer Engagement is the leading cloud-based CRM solution from Microsoft. It provides a combination of Sales and Marketing features to help you engage customers at the perfect time and in a more targeted way.
The familiar Microsoft interface is coupled with features that create tangible value. Microsoft's CRM brings together all the capabilities you need to strengthen customer relationships, drive sales activities, improve marketing targeting, and unlock insights that drive your business forward.
The price of your CRM solution depends on various factors such as the number of users, the features used and other requirements. YAVEON consultants work with you to find your ideal CRM package.
Microsoft's CRM consists of the following modules: Sales, Customer Service, Field Service, Marketing, and Project Service Automation.
The system can be extended with customizations or by using the Microsoft Power Platform as part of the “Citizen Development” approach.
The system is offered in the public cloud, where it can be scaled with different plans.
The current versions of CRM are now only available via the public cloud.
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