Microsoft Dynamics CRM Latest Features - Locus IT Services

Microsoft Dynamics CRM Latest Features

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Microsoft Dynamics CRM Latest Features

This Article is about Microsoft Dynamics CRM Latest Features and its capabilities.

The Microsoft Dynamics suite of cloud-based applications covers both CRM Features (customer relationship management) and ERP (enterprise resource planning) Features, with the stated goal of breaking down any silos between the two kinds of business software to better streamline a company’s processes.

If your team is steeped in Microsoft Dynamics applications or needs to seamlessly bridge CRM and ERP, Microsoft Dynamics is a great CRM choice.

Dynamics CRM Latest Features


  • Microsoft Dynamics Sales will helps agents to gain better insights that allow them to close deals with customers faster and more efficiently.
  • Real-time predictive analytics use a customer’s historical data to understand how best to help them. Once logged in, agents will get insights of Sales dashboard, which aggregates the latest at-a-glance business stats: Lead qualification and conversion rates, total quarterly and year-to-date revenue, and average deal size can all be kept at front-of-mind.
  • The application’s team-oriented approach allows each and every sales agents at a business to track their progress and measure it against others.
  • Intelligent onboarding brings agents upto speed as quickly as possible with guidance and tips popping up on the interface in real-time when needed.
  • One CRM feature is unique to Microsoft Dynamics, LinkedIn Sales Navigator gives agents an access to LinkedIn’s more than a 560 million strong network from within the Dynamics Sales dashboard. This let’s them to reach out  leads through an introduction by a mutual connection on the social career site, or simply send a personalized text message.

Customer Service

  • The Microsoft Dynamics Customer Service module allows the agents to view the data including resolved cases, open cases,  draft emails, and activities like calls, emails or texts with customers on its Dashboards, though a Timeline allows the data to be shown clearly.
  • Open a case, and you’ll see additional information including a historical data and customer profile.
  • An contacts and accounts section stores information about those you work with, and are sortable by SLA’s (Service Level Agreements), a metric which details the type of service each customer is authorized to receive.
  • When open the cases can be quickly addressed through the three step workflow research, identify, and resolve that guides the agents through the process quickly and lets them receive and send customers messages while never leaving the Microsoft Dynamics application.
  • AI chatbots within Customer Service can directly talk to the agents offering relevant data about specific customers that can help agents offer the best recommendations, saving agents stress and time. Like the other modules, Customer Service can be access through a mobile device as well as a desktop browser.

Project Service

  • The CRM Project Service module helps businesses to manage project-based services provided to their clients. From within this Dynamics service agents can track their project from initial sale to final invoice.
  • The important steps in this process includes project planning, opportunity management, resource management, team collaboration, and customer billing.
  • To build a quote, project managers can use a drag-and-drop function to customize templates that segment a project’s billable hours by task name, role, start or end date, duration, and resources. The right resources can be quickly found by searching a database by availability and skills.
  • The team can discuss the project using group conversations that’ll allow them to share files and notes. Time and  expenses can be fully recorded or approved even on mobile. Since the similar system will track the entire project, an accurate invoice can easily be generated and delivered.

Field Service

  • The Microsoft Dynamics Field Service module will helps companies to manage their on-site service business through optimized scheduling.
  • The goal is to streamline the process by giving agents the data that they needed when they need it in order to address issues before they occur and ultimately cut down on operational costs.
  • An automated scheduling and dispatch service uses old data to pair the right resource with the right demand called  Resource Scheduling Optimization, the process uses factors including location, skills, duration and travel time, priorities, and prefered resources.
  • Then once in the field the technicians can quickly pull-up all relevant customer information from within Field Service even on mobile.
  • Lists of contacts, accounts, bookings, work orders, customer assets, activities, and even time off requests can be easily accessed from a lefthand menu bar on the agent’s dashboard alongside a map of the agent’s location.

Locus IT is a Microsoft Dynamics Partner and has a thorough knowledge of Microsoft Dynamics CRM services and the particular challenges that currently exists in Dynamics CRM.

We provide Dynamics CRM Sales services and also Dynamics CRM Field service Solutions and We also provide Microsoft Dynamics CRM Training and Support. For more details please contact us.

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