MS Dynamics 365 as an Empowering Product for Digital Transformation


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MS Dynamics CRM 365 is a suite consisting of outstanding CRM and ERP cloud services focused on a certain business process. This integrated software solution provides smart SaaS applications that flawlessly integrate with Office 365. Dynamics CRM 365 includes those critical applications which are useful for the high-end sales forecast in the field service, customer service, finance and operations, project service automation, and marketing.

In this blog post, we will discuss how MS Dynamics 365 is empowering digital transformation for a business.

  • App Designer creates custom business apps

App designer is the innovative approach and enhanced functionality in MS Dynamics 365 which is used for developing a business app. The best thing about app designers is that the user is allowed to create business apps without any coding. The app can be designed via a power app and app source and includes some inbuilt features that can be used for designing the app cost-free. App designer is an extra feature that is available as a simplified approach which helps in developing custom business apps like dashboards, entities, charts, view forms, and business processes for the company as per the need.

  • Editable grids make editing simpler

The editable grid is a new feature released by Microsoft for its Dynamics 365, which allows you to edit any record from any entity using its grid view itself. There is no such need of navigating to the form for any type of editing.

Editable grids are designed to enhance the user interface of CRM for certain business requirements including Calendar, YouTube player, website preview throughout the mobile client app for tablets and phones. This visual experience as custom controls has switches, star ratings, sliders, video embedding, and a calendar control. All these are user-friendly and you can use them to feed CRM data smoothly at a faster speed.

  • Mobile client

MS Dynamics 365 is an ideal product for professionals running short of time to stay productive at their job as keep interacting with the customers is simpler to get the 360-degree view of the necessary business solution. The added feature of Mobile CRM in MS Dynamics 365 is a set of productive features that allows sales rep, manager, and marketing professionals to measure real-time sales activities and update customer data for each appointment on notes, attachments, and tasks.

  • Process flow editor

Business process flows has received the structural changes in the process flow editor. However, the entire idea of process flow editor functionality is still the same. With the new enhancement in the business process flow, you can make a prediction and see the time taken by the process in the business process flow. Workflows include the latest feature in which you can create some recommendations on a field to assist in checking the empty field.

  • Power BI

Power BI is a complete business intelligence tool that can be used for creating interactive dashboards and visualization reports via drag and drop enhanced GUI. Power BI helps smoothen the entire data analysis process which is done via different data sources having adobe analytics, Salesforce, Google Analytics, MS Dynamics CRM, MailChimp, GitHub.

Power BI is integrated with Dynamics CRM 365 to enhance and organize business performance. It dismisses the need of checking all the reports. The insights are shown in the form of charts with the key performance indicators section at home screen of the software.

  • Cortana intelligence

With CLI access to the centralized real-time, Cortana intelligence acts as the best source of assistance for salespeople. It helps in predicting which products and services are required by the customer in the future, resulting in emphasizing more on their cross-selling efforts.

The sales and marketing campaign used by the business will be more advanced when designed with this technology. Due to the support of intelligent operations of the Cortana intelligence and analytics, businesses are able to make more informed decisions based on the customer behavioral data. It results in enhanced and optimized operation which further leads in opportunities, accounts, and sales activities into Cortana.

  • Azure IOT

Internet of Things is the next big thing in Dynamics 365 implementation. With the access to connected customer’s device through Azure IoT will enhance the customer engagement as the real-time data, on the device and product is available to the field service experts that will be easily shared with other sales rep.

Any device will be connected to azure IoT including tablets and smartphone that can be further synch with CRM mobile software available on Android, iOS, and Windows platforms. Azure IoT equipment data will act as an asset for customer service information to perform metrics for the company.

MS Dynamics 365 is a next-gen technology that can empower and boost customer engagement. This helps in shaping the overall business process growth using well-optimized operation through digital transformation.

James Warner
James Warner is a highly skilled and experienced offshore software developer at NEX Softsys. He has bright technology knowledge to develop IT business system which includes user friendly access and advanced features.


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