3 Benefits of Empowering Sales Force with Mobile Dynamics

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Implementing Mobile Dynamics for Improved Collaboration

Indeed, it is likely that sales force on the move may not be quite productive to your business.  It is also likely that you may have lined up scores of items in your many branches and your sales team is eagerly longing to offer better service to your clients and suppliers.  You may have your ERP and CRM solutions in place but may not have the required mobile capabilities which could make it cumbersome and time-consuming for the sales team to collect information they needed.

Eclipse could set right this issue with Microsoft Dynamics 365 Sales and Marketing (Dynamics 365) with the following three vital benefits. Here we go:

  • Accessing Critical Data in real-time

Mobile devices get connected directly into the CRM system of the organization. Thanks to Dynamics 365 which makes this feature possible. Besides, it efficiently offers much greater visibility and processes in business development. In other words, not only the employees now have access to opportunity data and critical sales in real-time from any location, they can log in relevant information as they collect them in the field itself. This ensures everyone to take timely decisions and updated.

  • Rapid, Accurate Reporting and DateAnalysis

With Microsoft’s Power, BI the cloud-based business intelligence solution which directly integrates with Dynamics 365 and the existing ERP system of the organization makes the reporting capabilities perfect and effortless.   Moreover, this helps for correct decision making for the field sales team who could gather information seamlessly making life easy for them with instant reporting for accurate data analysis and meaningful reporting.

  • Enriched Collaboration Through Automated Workflows

By connecting to CRM and ERP solutions, the organization can experience the correct utility of the data of the sales team besides, great improvement in collaborating with different departments. Moreover, the macro level business develops significantly with the simplified sales process and improved sales engagement. The field teams have an added advantage of working efficiently and take corrective action due to transparency within the organization, quickly.

Backed by strong integrated CRM and ERP systems that also allow mobile access, the sales team gets connected while on the move. The team could collaborate efficiently as they have important information at their fingertips that empowers them with Dynamics 365 which makes the organization efficient in making this technology investment in a broader sense.

What is Microsoft Dynamics 365?

Microsoft Dynamics 365

Microsoft Dynamics 365

Dynamics 365 is the customer management software from Microsoft, which we all know.  How is it going to help run business is what we are going to find out?

An emerging business head would wish to maximize the efficiency of his employees, increase productivity and develop the business. Dynamics 365 puts all the business solutions into a single seamless experience.

Microsoft Dynamics 365 is a combination of two categories of solutions


Customer Relationship Management or CRM:-

This is related to your daily routine business operations particularly associated with customers. Standard CRM solutions comprise of Customer information databases, requirement for sales team, service and marketing automation tools. It basically facilitates interactions with customers and promotion of sales.

Enterprise Resource Management or ERP:-

Backed by powerful tools for accounting, this helps you to keep track of financial data, field service tracking and project resource management.  ERP tools allow medium and established business organizations to manage extensive networks of resources. The information gathered is in real time on a broader spectrum.

Dynamics 365 Combines CRM & ERP Business Solutions:-

Dynamics 365 allows the concerned teams with the required tools to handle prospective clients professionally and continue to maintain existing relationships.  It also empowers every member of the team to plan effectively by utilizing time between different platforms.

Achievements – Dynamics 365 Business:-

  • Dynamics 365 Business Plan
  • Dynamics 365 Financials
  • Dynamics365 Sales (Spring 2018)
  • Dynamics 365 Marketing (Spring 2018)
  • Dynamics 365 Customer Service (Spring 2018)

Created for Small & Medium Sized Businesses

A focused CRM solution is what Dynamics 365 Business Plan is all about.  What more?  It comes with financial tools at a bargain price offered together with all the great functionality of the Dynamics 365 Financials, Sales and CRM solutions for keeping your business running seamlessly. Dynamics 365 CRM solutions is available with the flexi billing cycle.

Establishing Your Foundation With The Dynamics 365 Enterprise

  • Dynamics 365 Enterprise Plan
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Project Service Automation
  • Dynamics 365 Operation
  • Dynamics 365 Marketing (2018)

Created For Companies That Opt For Advanced Service Solutions

A fully loaded Enterprise Plan comes with the most advanced business solutions that Microsoft has to offer. Equipped with standard CRM software, full field service and marketing tool integration with up-to-date software, you can manage any client and can even draw necessary information available from the start of customer relationship.

Complete customer information available in a single and seamless experience.  Additionally, your team will be able to reduce the time. Marketing can populate information about clients and furnish complete statistics, thereby giving your sales team the desired acumen to sell the right product effectively.

Moreover, this plan allows you enough scope to control your resources with powerful CRM tools to keep your team abreast with current business trends.

Dynamics 365 Sales – The New Dynamics CRM Online

Customers are focused in modern times. Thanks to the awareness about the products and services, they wish to buy. It has been found that nearly 57% of the decision-making process is done much before they even begin talking to a provider.  It is necessary to reduce the time your sales team spends in obtaining the relevant information for the next prospect.

Also important is to consider giving the right cases to the sales team in order to manage and prioritize the leads. Even while on the move, they can view important details of the customers on their mobile devices, such as profile of each customer and the history of their interactions, their choice etc. This will help in building a strong customer base tailored accordingly with meaningful profiles; thanks to tools of Dynamics 365. In other words, the sales team would focus and hit the target to close the sale in a time bound manner.

Dynamics 365 – On The Field:-

Chances of losing a customer would be high if they had a bad experience in the past.  Quite likely, your brand will take a beating.  However, armed with Dynamics 365 Field Services, the sales team is authorized to be flexible to efficiently handle every aspect of clients’ relationships.

Significantly, the sales team on the field generates revenue for the business. Thus, it is imperative to keep a tab on them and track them in real time to resolve their issues.  Schedule meetings manually or program it on to a system to perform automatically to fix appointments with a client. Thereafter, a sales person can be directed to attend sales/service calls as scheduled.

This is because Dynamics 365 Field Services integrates inventory and agreement which facilities the sales team to make commitment to the customers accordingly.

Dynamics 365 – Customer Service:-

This portal gives a complete picture of clients’ profile wherein the field sales team can be empowered with a unified service platform in order to effectively fulfill clients’ needs.

Even when interacting with your customer understand their needs as customer is always the king. Customer service improves the knowledge base and allows choosing the relevant information for presenting to the sales/service personnel in the field. The powerful interactive dynamic visual tools to analyze trends in customer behavior come handy for customer interaction.

Dynamics 365 & Office 365 – Seamless Integration

Dynamics 365 easily connects and without any hassle incorporates with all other Microsoft Office 365 software.  Besides saving time considerably, it also integrates with Excel, Word, Outlook and more to provide with the most relevant data to the team on the field.

It is a breeze assessing Dynamics 365 on your mobile device even when you are out on a sales call. It is as easy using the desktop app. Dynamics 365 and other programs of the 365 series are available in both the iOS and Android app stores.  Even through your web browser, they can simply be accessed.

Needless to say, Dynamics represents the evolution of CRM & ERP; very flexible, in the cloud, on demand!
















Benefits Of Microsoft Dynamics 365

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Dynamics 365 ensures consistency and interoperability by using a common data model and consistent application platform. They also use extensibility to design and process XML schemas especially for e-businesses. They offer to customers a familiar experience with all new built-in insights, intelligence and workflow.

Facilitation of Businesses:

Dynamics 365 makes it possible for business to start with pertinent apps befitting industries and businesses.  In other words the customers can launch with what they need at that moment and upgrade as they develop the business, to the next level in the cloud, at their desirable pace.

Greater productivity can be achieved when required by connecting structured workflow of business applications and processes mainly with the collaboration of unstructured work of productivity.  This in turn allows employees to utilize productivity tools in relationship to their business processes and further development.

In order to unify departments and to empower across different units a flexible solution combines ERP and CRM functionality into one solution.

With Dynamics 365, data are transformed into action for intelligence and accessed according to requirement. Business applications that introduces large data and advanced analytics into processes and proactively guide employees and customers for the desired results with built-in Business Intelligence such as (Power BI, Cortana Intelligence, Azure Machine Learning)

Get set for augmentation through consistent, adaptable and responsive applications. With Dynamic 365 in tow, business users get a fillip to change and adapt without too much intervention or assistance from IT department.

Small & Mid Business (SMB) Gain from Dynamic 365

Finance and Operations, Business Edition, is a comprehensive accounting and business management solution for SMBs included in Dynamic365.

Large Business Enterprise Gain from Dynamic 365

The Enterprise edition of Microsoft Dynamics 365 has been created by the Dynamics AX & Dynamics CRM duo.

Benefits of Power BI in Dynamics 365

Now BI tools are part of business management solutions.

As embedded Power BI acts as a protection on contextual information on the role based work spaces and dashboard in Dynamics 365,it provides the best recommendation on the discovered analysis. This results in two main benefits. Productivity gets increased rapidly and ensures best practice in a time bound manner. Power BI or Business Intelligence in Dynamics amplifies your business intelligence by collecting appropriate data which is visible to the entire business unit leading to better decision making with the help of well-crafted analytical reports.

Business Grow With Dynamics 365

Customers can now pay for the functional apps which they would need in the short to medium term.  Later if required, they may then extend the functionality or even add more users as their business develops. All these are possible via the ecosystem of Microsoft AppSource.  The business applications share a common but robust data model, which is extremely accessible tool to connect with and users experience a consistency with the apps that work seamlessly.

Microsoft Dynamics 365

Microsoft Dynamics 365

A Sneak Peak at Intelligent Business Application

The impeccable potential of CRM & ERP capability to make applications to work flawlessly across sales, operations, marketing, financials, project service automation, field service and above all customer service is what Dynamics 365 is all about.



Digital intelligence induces surreal possibilities for your business and compels to rethink various avenues namely:

  • Customers are better engaged and involved
  • Authorize and empower employees
  • Efficient and effective operations
  • Radical change in products and business representation

Business Evolves On Your Terms

Microsoft Dynamics 365 gives wings to your business with intelligent applications for CRM & ERP outreach.

Taking baby steps initially with limited requirement to run the business and supplement it with trending apps to seek accolades from your customers, now we have a full fledged business solution to take care of every nuance of business applications.

Seamless Apps In the Cloud

The intrinsic characteristic of each application is to solve real problems and deliver real value. Their fusion is powerful enough to transform and take your business to the next vertical.

Prosper in the Digital Economy

Digital Transformation is here to stay in the form of Dynamics 365. Compete successfully in an ever-changing trending digital economy and drive value for your customers and employees.


Customer Connect

A one-on-one dialogue by a personalized touch with customers clears the air of any ambiguity. Such an interaction is made possible only with the digital intelligence support by Microsoft Dynamics 365.