Microsoft Dynamics CRM Online has shifted and is now delivering functional modules which you can customize to meet the unique needs of your organization. The modules that make up the customer relationship management (CRM) portion of Dynamics 365 are referred to as “Customer Engagement” apps and include Sales, Customer Service, Field Service, Project Service Automation, and their related services.
The benefits of the new for Dynamics 365 Customer Engagement module include a revamped Dynamics 365 for Sales, Business edition (public preview). The new sales application is built on the Dynamics 365 for Sales Enterprise edition framework, providing familiarity for existing Dynamics 365 (online) customers. However, Dynamics 365 for Sales, Business edition is optimized for small-to-medium-sized businesses.
The interface is built from the ground up for accessibility. Key benefits include:
The new sales application also features a responsive web design which provides optimal viewing and interaction across devices, regardless of screen size or orientation. For example, subgrids transform into lists for smaller screen sizes and put vast amounts of useful information within reach of your thumbs. Your productivity will increase as the need to slowly pinch and zoom has been reduced.
Responsive design also reduces the need for separate mobile applications that must be installed and maintained as part of your mobile device management strategy and provides greater ease of administration and access management.
Additionally, you can adjust design elements using the Theme Designer to match your organization’s brand.
Although KiZAN’s CRM team can get your team setup and trained (managed service bundles are also available), should you wish to configure the software in-house, a new wizard-driven setup will assist you in getting your organization up and running quickly.
The Quick Setup wizard does most of the heavy-lifting for you by automatically integrating and configuring Exchange Online and SharePoint Online.
Quick Setup will also walk you through importing data from historical sources.
Use familiar Office 365 tools within Dynamics 365 for Sales and collaborate more efficiently with colleagues and customers. Send emails, share documents, or instantly connect with customers or other users in your organization with Skype for Business. Tighter integration means less flipping between tasks and better productivity.
Creating and managing users is simple and fast. Administrators can do everything from inside the Sales application.
Dynamics 365 for Sales, Business edition continues to provide benefits that improve your business productivity and leverages your existing technology to increase ROI.
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