Microsoft Dynamics 365 for Small Business

Prioritise your system requirements that match your business needs will help you shortlist the right CRM system. Working with an IT partner can help you understand how a CRM can be best used, and what features in Dynamics 365 will give you the greatest benefits now and in the near future.

While it’s important to have a customer management tool that works for your business right now, you’ll need to consider how a system works as you grow or demand more from it.

You’ll need a CRM system that’s easy to use for you and your staff. Overly complex business systems take longer to learn and are harder to work with.

Choosing the right CRM system doesn’t always mean choosing the best software. It means working with the right IT delivery partner, looking at onboarding and ongoing support. Dynamics 365 requires you to work with an IT partner like Dynamics Tech, who can provide hands-on advice, customisation, implementation, onboarding, and support.

Out of the box, you need a CRM system that can be customised to suit your business needs. Dynamics 365 allows you to have customisable data fields and defined business processes for every scenario for small businesses. It’s possible to gain more functionally by integrating Dynamics 365 with other solutions, particularly other Microsoft products like Microsoft 365 (formally Office 365), Dynamics 365 Business Central, Dynamics 365 for marketing and building complete bespoke applications and reports to suit your business requirements.

While Dynamics 365 is used by many big businesses and the largest organisations globally, they do so not only because the product is highly customisable, but also because Dynamics 365 provides a modern work and security model that protects data integrity and privacy, and supports efficient data access and collaboration.

Many CRM software vendors offer subscription-based pricing, though some may charge a flat monthly fee for a set number of users, then require you to pay extra for additional services, features and users. Remember that additional costs for scoping, onboarding, customisation, and ongoing development may or may not be required now or later. Dynamics 365 is modular with user licences, so you can scale up or down to suit the needs of any business.

Measuring the ROI of a CRM system can be difficult with no historical data. To measure CRM ROI, you must consider the price of the software, training costs, upkeep costs, and costs to migrate the system. It will take time for your development team to capture it up and extend. Suppose your CRM system can help improve the productivity of your team. In that case, you can use the system to nurture prospects into customers, enabling you to serve more with fewer people-power. If you can bring down your customer churn, then any CRM system that does that for you will deliver a solid ROI.