3 Amazing Ways Dynamics 365 for Sales Drives a Self-Sufficient Business

October 16, 2019 Tanya Regna

For today’s businesses, staying ahead of the competition requires leveraging and integrating technology throughout your operations to manage data, automate daily processes, and make better decisions. Business apps like CRM are necessary, but often come with their own costs and responsibilities, from subscriptions to training and maintenance.

Dynamics 365 for Sales is changing the game so businesses can be less dependent and more self-sufficient.


Traditional CRM vs. Dynamics 365 for Sales

Traditional CRM software requires significant outside support for purchasing, implementing, integrating, and customizing. Businesses have dealt with this by working with software solution partners and their internal IT department, often leaving the sales team in a position where they have to request and then wait a while for any needed changes to the software.

While a software solutions partner and your IT department are still critical for initial implementation and strategic support, Microsoft continues to invest in making solutions such as Dynamics 365 for Sales self-sufficient and easier to manage, deploy, upgrade and maintain internally.  


1. Self-service capabilities and customization

Dynamics 365 for Sales is integrated with other apps in the Microsoft business solutions stack, including Microsoft Office 365. This means you can create workflows between the different apps and combine their functionality as needed. Additionally, new frameworks and tools such as the Microsoft Power Platform make it easy for IT and even salespeople to make changes in the system as they need them, rather than relying on an external partner for customizations.


2. Solution segmentation

Traditional CRM solutions are difficult to change because when businesses want to edit the site map it leads to a cumbersome software framework that isn’t supported in upgrades. To work around this, businesses often add third-party tools that provide the needed functionality, but are difficult to integrate or create a clunky interface.


By contrast, solution segmentation and the mobile-friendly unified interface built into Dynamics 365 for Sales makes it easy for your team to customize site maps or include a supported third-party tool as part of the solution. When users log in to their unified interface, they can immediately access the functionality they need regardless of the device they’re using. Solution segmentation also makes it easy for your team and users to create their own apps without needing to wait for complex coding.


3. Workflows, Rules, and Automation

In Dynamics 365 for Sales, Business Rules can replace the need for on-load or on-save java scripts. You can easily apply rules on forms that dictate when to hide, display, or set default values. Additionally, it’s easy to create real-time workflows that provide controls, notifications, and automation for your sales team, such as requiring form validations before saving customer records or displaying an error message when something is incorrect or incomplete.


Use technology to build self-reliance and enable innovation

Interested in deploying technology to empower your business and your salespeople with the power to customize and innovate? For over thirty years, Western Computer has been a strategic partner in helping customers build self-sufficiency and work towards their goals. We’re committed to enabling you to make the best decisions for your organization.

Can Dynamics 365 for Sales deliver a quick ROI and help you reach a new level of autonomy and success? Contact Western Computer today to learn more or schedule a personal demonstration.


About the Author

Tanya Regna

Tanya Regna is Western Computer’s Dynamics 365 Customer Engagement/CRM Project Manager and Solution Architect. Tanya is experienced in all phases of the software development life cycle, from requirements gathering through documentation, training, and go-live support. Tanya has worked with clients to ensure alignment of internal business requirements to best practices, extending the out of the box functionality of Dynamics 365 for Sales.

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