Keeping up to date with the latest version of Microsoft's CRM (Customer Relationship
Management) solution is no longer as simple as before. Years ago, software
updates were made every two years. This slower release rate has given companies
enough time to upgrade without speeding up the process. Due to constantly
advancing technology, Microsoft releases major software updates every two
years. Many companies are struggling to keep up with this accelerated update
rate. Are you one of them?
Unfortunately, when you choose to upgrade CRM 2016 to Dynamics 365 on-premise, stagnation can easily happen. The current version, Dynamics 365,
reflects both a name and a license change with the transition from Dynamics
2016. Dynamics CRM users with software versions prior to version 8.2 of CRM
2016, in particular, only have '' limited access to the latest functional
improvements. Microsoft knows this and encourages customers who still maintain Dynamics CRM 2016 to upgrade to Dynamics
365 as soon as possible.
Dynamics 365 merges the existing CRM application
with Microsoft's ERP (Enterprise Resource Planning) platform, which is used to
collect, record, manage and interpret data for the business functions of a company such as finance, marketing, sales, and operations. Microsoft has
developed this latest upgrade to eliminate the silos between CRM and ERP by
combining them into a single software solution.
What
is Microsoft Dynamics 365? How is it similar or better, or
different from Microsoft Dynamics CRM, Microsoft's main customer relationship
management system, which generally requires complete customization of Microsoft
Dynamics CRM by a Microsoft Dynamics partner?
Artificial
intelligence: Dynamics 365 uses AI algorithms to
track and record user communication and interaction with customers and to
predict responses. He can then provide smart, data-driven next steps. Recommend
measures to improve customer relationships or suggest ready-to-close lead
opportunities.
Analysis
functions: By combining CRM functionality with Microsoft
Power BI, users can make informed business decisions by viewing their data.
Power BI dashboards are integrated into Dynamics 365 databases. Users can
create impressive and interactive reports that transform, analyze and visualize
data in real-time.
PowerApps:
Unlike applications in CRM 2016 that are limited to a single site map or page,
the Dynamics 365 application module can be used across the platform. In
addition, anyone can use PowerApps to create an application or collection of
applications without code, connect these applications to their data, and design
business process flows without programming skills.
Unified
customer interface: This standardized user experience is
applied to each screen to achieve a uniform appearance. The new user interface
provides improved functionality for navigation, forms, and business process
flows. The responsive design adapts to users' display windows and gives them
quick access to the required data.
LinkedIn
integration: Dynamics 365 is assimilated to
LinkedIn and offers a vast stock of professional knowledge such as customer work experience, networks, and content settings. Through integration,
information from LinkedIn Sales Navigator is retrieved and all information
about customers and prospects is available in one place. It shows the activity
and interaction of a lead with content and offers a unique context and
opportunities for new commercial contact points.
If you choose to upgrade to Dynamics 365, give up
some of your control with local CRM 2016.
Dynamics 365 servers are fully installed in the cloud so that users do not
have direct access to them. Data indexing is performed by Microsoft support
engineers. The transition process from CRM 2016 to Software-as-a-Service
Dynamics 365 is cheaper in the long run because you save maintenance, hardware
upgrades, and manpower. Microsoft has decided to invest exclusively in Dynamics
365. It is only a matter of time before CRM 2016 is dismantled. CRM 2016 users
who are ready to take the plunge will find the process seamless if they choose
a trusted Microsoft partner like Sunbridge Software Services, Inc.
Our team of experienced technology and business consultants is focused on
helping our customers to implement efficient technological solutions.
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