Do you want to know how to increase the productivity of your employees for a merrier holiday season?
Did you know that it’s possible to empower your workers to streamline their tasks by using Microsoft Dynamics 365 solutions? You can improve marketing, sales efficiency, customer management, and overall performance. When they’re using the appropriate tools and data, your employees’ productivity and efficiency will naturally increase. Cloud-based solutions allow workers to quickly monitor any potential issues and resolve them at home using virtual tools, which is a significant plus especially during winter holidays.
Unfortunately, many organizations use Office 365 in isolation which means those businesses lose time when their employees are switching between apps to perform simple tasks like copying or deleting data. This is inefficient and increases the probability of mistakes when dealing with multiple apps at once. This is especially true when that user’s mind is preoccupied with their own holiday To Do list. This margin for error and inefficiency can be eliminated when you combine Office 365 with Dynamics 365.
Dynamics 365 provides a one-window solution where all relevant information from various departments can be accessed. When the sales team can see what’s happening elsewhere within the company, they can communicate with potential customers without having to ask questions and wait for the answers. The integration helps salespeople offer information, send quotes, and provide updates to customers.
Building customer relationships is a core activity for your business as it assures recurring sales allowing the company to grow. By integrating Dynamics 365 with Office 365, your salespeople can access, work on, and take action at home or on the go. They can use the Dynamics CRM to identify a potential customer and find all their relevant information. The salesperson can send a quote to them and then place an order with a vendor to refill inventory, all from the same window. This integration facilitates seamless collaboration and communication between departments as the CRM automates information and makes it available to the sales team so they can act when it is time.
The integration of Dynamics 365 and Office 365 allows your sales teams to access relevant information easily. Since everything is automated, it doesn’t require much training to get going. The Dynamics 365 Productivity Tools app’s “Smart assist” is a virtual assistant, like Alexa or Siri, that provides real-time recommendations to workers, helping them take action while interacting with customers. The app is especially helpful with repetitive and boring tasks like filling out forms. It can display AI-based suggestions for knowledge-based blog articles for salespeople to convey information quickly. The smart assist feature can be enabled across all channels like Chat for Dynamics 365 Customer Service, SMS, and Facebook.
Leveraging Dynamics 365
WW Works can make the integration useful to your business in the following ways:
Microsoft Outlook can be integrated with Dynamics 365 to allow your salespeople to make phone calls, track emails, and more within one window. In particular, the Dynamics 365 App for Outlook allows you to synchronize contacts and related information so that you’re always up to date. You can see information in the context of an email message, meeting, or appointment. You can add email templates, knowledge articles, and other marketing materials when you create an email message or set up a meeting. Also, all relevant data can be made available offline.
You probably already use SharePoint for its storage and document management features. By integrating the MS cloud version with Dynamics 365, your business will become more efficient with storage space as your customer data will automatically link to its records. SharePoint Online focuses on intranet-based cross-collaboration to ensure secure data sharing, workflow collaboration, and content management over the Internet. This allows you to collaborate and work on files with people outside your organization.
Microsoft Power BI is an analytics tool that can be combined with Dynamics 365 to analyze data for different scenarios. It’s the primary Business Intelligence tool for Dynamics 365 for Finance and Operations as you can create custom interactive dashboards, data visualizations, reports, and various filter options. This integration provides valuable insights for your business. With automated technology, including better research and analysis, it’s easier for you and your team to make quick decisions and work smarter.
Excel’s integration with Dynamics 365 allows your employees to avoid switching between different spreadsheets. The Excel Data Connector add-in enables Excel to become a seamless part of your employees’ user experience. Office Web Add-ins are web applications that run inside an embedded Internet Explorer browser window. With full Excel integration you can drop your Excel files directly into Dynamics 365 and take advantage of the full Dynamics 365 capabilities.
Microsoft Teams provides the virtual ‘place’ to manage all your conversations, tools, and files, all in one team workspace. Your employees can create and edit documents right in the app and have instant access to SharePoint, OneNote, Power BI, and the customer engagement apps in Dynamics 365 (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation). Combining it with Dynamics 365 means easier tracking of client meetings, conversation files, and sales opportunities.
At WW Works, we can incorporate Dynamics 365 with other Microsoft cloud products for our clients, allowing them to enjoy the benefits of integration without worrying about any processes involved. And, of course, we also configure data security to make sure that compliance requirements are always met.
Talk to us today about how these Dynamics 356 can help your employees increase their productivity and save time during the winter holidays. Customer satisfaction will be high, they’ll drive more sales, and your business will be on a growth trajectory in the new year.