Microsoft Dynamics 365 CRM Features

With Dynamics 365 CRM’s sales and marketing features, you can manage your opportunities, track your activities, and run effective campaigns.

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Keep Track of Everything

Lead and opportunity management. Keep track of prospective customers and the important information that will help your sales team as they work through the sales process.

Account and contact management. Give your account managers and customer service representatives access to all the information they need to create long-lasting relationships with your customers.

Partner management. Manage your business relationships with the partners who provide products or services for your customers.

Task and activity management. Never let another opportunity slip through the cracks with automated notifications and reminders that help your team manage and prioritize activities.

Sales order management. Easily access products and price lists, as well as sales quotes, orders, and invoices.

Build Better Relationships

Case management. Resolve issues quickly with tools that help your customer service reps organize and prioritize open cases and escalate urgent matters.

Campaign management. Prepare and send personalized messages to the right people at the right time with marketing lists, web forms, and email templates.

Support Your Team

Customizable workflows. Manage your business your way with customizable workflows that can be tailored to your unique processes.

Mobile app. Give your team the flexibility to get the job done, whether they’re in the office or on the road.

Powerful integrations. Take advantage of the Microsoft platform with integrations to tools like Outlook, Office 365, and Power BI.

Gain Valuable Insight

Sales forecasting. Set and track progress against sales goals, see the monetary value of the opportunities in your pipeline, and manage sales territories.

Customizable reports and dashboards. Put the information that’s most important to you at your fingertips with customizable reports and dashboards. Track progress and evaluate performance so you can make smart decisions for the future.