How to Get the Most out of Microsoft Dynamics


Customer service. That’s the goose that lays the golden eggs.

Every business leader who is worth his/her salt knows that fact all too well. That is why companies go out of their way to ensure that customer relation management is given precedence. The advances in technology have given rise to automation tooling in regard to customer relations.

One of the best known and widely used customer relations tools is Microsoft Dynamics. This software is an upgrade on the earlier iterations. However, Microsoft Dynamics is not all about customer relations. Microsoft Dynamics has two wings: enterprise resource planning (ERP) and customer relationship management (CRM). Whilst CRM focuses on customer engagement, ERP lays emphasis on the business itself.

1. Understand What Microsoft Dynamics Is All About

The first step to using a product is to have a full understanding as to what the product entails, its limitations if any, and its capacity. Microsoft Dynamics is part of Microsoft Business Solutions.

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications.

Dynamics can be combined with a variety of Microsoft services from Office 365 to Outlook. Dynamics provides a wide range of services that can be beneficial for small, medium, and large enterprises. ERP allows companies to prepare for challenges before they become recurring problems for business operations.

By affording companies the opportunity to focus on the data instead of operations, ERP offers the prime way to organize business processes.

Because Microsoft Dynamics handles both CRM and ERP, it can allow for better productivity and efficiency of an organization both internally and externally.

With its recent purchase of LinkedIn, Microsoft Dynamics seems poised to take the customer engagement industry by storm. Whether you own Microsoft Dynamics software or you are ruminating over owning one, here are three things you can do to ensure you get the best out of Microsoft Dynamics. As an organization, you need to have clear goals on what exactly you’ll need Microsoft Dynamics for.

2. Microsoft Partner Programs

Microsoft has partner programs who work in tandem with Microsoft to provide auxiliary and complementary services.

For example, one of the key partner programs you may require for marketing success is integrated software that can help with your marketing automation. This service can be rendered in one of two ways:

Reselling Partner: This is ideal for Microsoft partners who are not ready to immediately commit to an integrated marketing solution. A referring partner will register a lead, and the marketing automation agency will take up the lead and qualify and work with the lead through the sales process.

Referring Partner: This works for Microsoft partners who are ready to commit to marketing automation. In this case, the lead is registered and taken through the sales process. The referring partner is billed, and the referring partner can work with the lead to agree on charges between them.

So find a good Microsoft partner program that offers these services and more, and your company will be primed to get the best out of Microsoft Dynamics.

The HP Example

The word behemoth is not to be used lightly in business circles but HP deserves every ounce of it. As a true behemoth, HP handles 600 million technical customer support contacts per year. Using Microsoft Dynamics AI solution, HP built a virtual agent that helps handle the large volume of customers.

Wrapping Up with a Bow

Marketing is an intricate field; it requires experience, expertise, and even more crucially, an ability to adapt to the mercurial behavior of consumers. That is why a good marketer is one that has the knack to stay on top of consumers’ desires and adapt accordingly. Microsoft Dynamics provides both the platform and the data for incisive business decisions.