Microsoft Dynamics Introduction
Managing an organization is not at all an easy task. It involves a lot of complex scenarios like managing marketing, sales, staff, etc.
All of these activities are carried out simultaneously while executing the day-to-day operations.
To streamline the activities, organizations definitely need a well-organized tool. To meet this demand, Microsoft has come up with Dynamics 365 which gives provision for the organizations to execute their operations and streamline the entire process.
In this article, we will go through different topics, which will provide more in-depth information about setting up an account to configure the system according to the needs
CRM stands for Customer Relationship Management system.
With the use of CRM systems, organizations can leverage the technology and can streamline their sales channel, and marketing channel, and automate their customer service/ support to a maximum effort.
The use of CRM systems, organizations can definitely reduce operating costs and increase profitability for organizations where the existing business processes can be automated. Automating the business processes will improve customer service and helps to gain trust, satisfaction, and loyalty.
Microsoft Dynamics 365 CRM is nothing but a customer relationship management system that is used to manage communication between existing customers and future/potential customers.
Few important points to notice about Microsoft Dynamics 365 CRM:
1.It is one of the most popular CRM software systems that are available in the market.
2.The software was developed by Microsoft
3.The software mainly focuses on the core departments of any organization, i.e. Sales, Marketing, and Customer service department.
4.As it is built by Microsoft, they have predominantly used a. NET-based framework where they are customizing the CRM software periodically to support the market demands.
Products or Services offered by Microsoft Dynamics 365 CRM
The Microsoft Dynamics CRM system is offered in two variations, i.e.
- CRM online
- CRM on-premises
CRM online:
CRM online is nothing but a cloud-based version of Microsoft Dynamics CRM. With this type of product offering, businesses don’t have to worry about managing servers, hosting, etc. All of the infrastructures and backend processes (application servers, setups, deployments, databases, etc) are managed by Microsoft itself. The service is available on subscription plans.
CRM on-Premise:
The same product, i.e. Microsoft Dynamics CRM is offered to businesses and the installation is done on your servers. This kind of installation actually involves a lot of maintenance activities. I.e. database maintenance, customizations, backups, licensing, network, and hardware setup activity.
This type of installation is only offered by companies that opt for a customized version of the CRM solutions.
The differences between CRM online implementation and CRM On-Premise implementation are listed below in the tabular format.
CRM Online
1.It is a cloud-based solution provided by Microsoft. All the hardware and software set up is actually managed by Microsoft itself.
2.The entire setup can be completed in a few days. The payment mode for this is Pay as you go. So, you end up paying only for the services that you have used.
3.Doesn’t offer support for customizations and extensions.
4.Based on the data storage, customers can opt for the relevant plan (i.e. 5GB, 20 GB data storage plans)
5.CRM online provides inbuilt features like insights, analytics, etc.
6.Supports automatic updates and it is all done via the cloud. No human interaction is needed.
7.It offers automatic backup functionality
8.It is a comparatively cheaper option.
CRM ON-Premise
1.It is an on-premise implementation service provided by Microsoft. The entire setup, including hardware and infrastructure-related items, is managed by the customer.
2.It takes a considerable amount of time, definitely needs individuals who have sound technical knowledge
3.Offers greater flexibility of customization and extensions.
4. No restrictions in terms of data storage.
5.For on-premise implementation, it takes the additional cost to use these features.
6.For on-premise implementation, an administrator is necessary to install the updates.
7.Requires manual intervention of backups.
8.It has a high maintenance cost because the servers and the databases are managed by the organizations themselves.
Benefits of Using Microsoft Dynamics 365
we will discuss the benefits of using Microsoft Dynamics 365. With the use of its core features and functionalities of a standard CRM system and an ERP tool, Microsoft Dynamics 365 is a deadly combination.
With the use of this tool, the following areas can be managed effectively.
a. Sales
b. Customer service
c. Marketing
d. Financials
e. Operations
f. Project service automation
The entire system is integrated with communication tools like Outlook and Excel. With this tight integration, the use of Microsoft Dynamics 365 has been widely accepted and it is now one of the popular tools in the market.
Microsoft Dynamics 365 has come up with a simple user interface where the users will be able to configure apps based on the need and the use.
All the customer data can be utilized and meaningful data can be generated within Dynamics 365. Also, there are pre-built KPIs that are available within the system which will help you to understand that customer journey.
The users can pay for the service once a month or can take up a subscription model where they can manage their payments. Also, it gives flexibility for the users to pay for the apps that they are going to use.
It is a cloud-based solution, so managing your own servers and data centers is not necessary. This leads to significant savings.
Microsoft Dynamics 365 offers flexibility for the users and provides access only to the specific modules, and the subscription cost will be based on the modules used. Unlike other software tools, it offers a standard license fee.
A dedicated App store is available for Microsoft Dynamics 365 where the users will be able to pick and choose from the app market. Based on the requirement, the users can find out whether there are any existing apps that can fulfill the need.
Microsoft Dynamics 365 offers a lot of flexibility for the users while utilizing the system. Based on the usage, the system can be scaled up or down. For example, especially in the Christmas season, users have to pay only for what they have used for.
All of your information or data is saved in the cloud and thanks to its Common data model, it is a shared business database. I.e. it connects the data and the business together so that you can always find the correlation between data and the business. This helps to make value-added decisions based on the data analysis.
Employees using Microsoft Dynamic 365 are more productive compared to others because they have all the information readily available. This helps businesses to make data-driven decisions right on time.
The CRM system is actually available on the Microsoft platform and tools like Power BI, Cortana Intelligence, and Azure Machine Learning make the entire system intelligent. Using all these features, the users will be able to take the benefit of predictive insights, data-driven actionable steps, prescriptive advice, etc.
As already discussed, Microsoft Dynamics 365 is a cloud-based solution that comes up with high-level security and access controls for all the applications. The data is completely protected and most of the applications are accessed via two-step factor authentication.
Setting up Microsoft Dynamics CRM online Account trail Account Click here
Downloading CRM SDK
SDK stands for Software Development Kit. Every version of Microsoft Dynamics CRM comes with its own SDK version. It contains vital code samples which include client-side code, server-side code, necessary plugins, web services, relevant workflows, security model, and extensions. In a nutshell, the developer will have access to all the relevant elements/ resources for them to start utilizing the CRM.
The SDK provides basic architecture and relevant examples that will help the user to get started. Let’s understand the steps that are involved in terms of downloading and installing the SDK.
Step 1: It is really important to use the relevant SDK version according to your Microsoft Dynamics 365 version. This is because every version of Microsoft Dynamics 365 comes with its own SDK components.
Step 2: After downloading the SDK, click on the .exe setup file and then click on “CONTINUE”.
Step 3: Please specify the location where the SDK should be extracted.
Step 4: Once the SDK is extracted, the user will be able to access all of the content.
continue for reading part-2
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