When it comes to CRM systems, Microsoft Dynamics 365 is the gold standard – it’s versatile and packed with useful features.
Most people are already aware of its top-notch analytics capabilities and handy integration with a range of other Microsoft products, but there are plenty of hidden gems in Dynamics 365 that don’t get nearly enough love.
Let’s talk about the top 10 underrated features of Microsoft Dynamics 365 CRM that you might not already be aware of.
Relationship Insights
Relationship Insights uses AI to analyse emails, appointments, and other activities, giving you smart suggestions to keep your customer relationships thriving. Never miss a follow-up or an opportunity again!
Customisable dashboards
Dynamics 365 takes dashboard customisation up a level by allowing you to tailor dashboards to fit specific roles within your team, making sure everyone sees the most relevant data at a glance.
Virtual Entities
Virtual Entities let you display and interact with real-time data from other systems right within Dynamics 365. This way, your CRM always has the freshest info without the hassle of duplicating data.
Power Automate integration
Connect Power Automate (formerly Microsoft Flow) with Dynamics 365, and you can set up workflows to handle everything from sending notifications to updating records. It’s all about working smarter, not harder.
AI Builder
AI Builder lets you add AI capabilities to your Dynamics 365 CRM effortlessly. Create models for predictive analytics, text recognition, and more. No coding skills required!
Unified Interface
Whether you’re on a desktop, tablet, or mobile phone, the Unified Interface ensures you get the same smooth experience across all devices. This consistent, responsive design means you can access all the functionality you need, no matter where you are.
Playbooks
Playbooks are lifesavers for managing recurring tasks and processes. They let you create standardised sets of activities that can be triggered by specific events. This ensures consistency and helps new team members get up to speed quickly.
Customer Voice
With Customer Voice integrated into Dynamics 365, capturing feedback directly from your customers has never been easier. Use surveys to gather real-time insights into what your customers think and feel.
Business Process Flow
Business Process Flows guide users through predefined processes, ensuring everyone follows the same steps and best practices. This is particularly useful for sales and service teams, helping to standardise operations and maintain high-quality standards.
Field Service integration
If you manage field operations, the Field Service module is a game-changer. It offers advanced scheduling, resource optimisation, and real-time tracking, making sure your field service team is always in sync with your CRM data.
Whether you’re just getting started with Dynamics 365 or you’ve been using it for a while, exploring these hidden gems can transform how you engage with your customers and run your business. While the more well-known features often get the spotlight, these underrated functionalities can provide significant value and give you a competitive edge.
Our Dynamics CRM solutions are flexible, easy tools to help streamline your marketing processes, track your sales pipeline, build better customer relationships and much more.
If you want to get going with our pre-defined off-the-shelf product, we can deploy it for you in 24 hours. Does a bespoke Dynamics CRM route sound more your thing? Find out more about both by clicking here.
Want to find out more about how Dynamics can be customised for your business’s unique priorities and timescales? Contact us for an initial chat.