Microsoft Dynamics 365 Customer Engagement /CRM Modules

Every company wishes to be successful in their business. In order to succeed in a business, a company must have a strong and trusting relationship with their customers. In this technology-driven era, Microsoft developed a cloud-based tool Dynamic 365 to provide a better understanding of how to treat your clients. With the coming of CRM, the way a company interacts with its customers has changed hugely. Dynamics CRM is the perfect tool that will help your company in maintaining a healthy and faithful relationship with your clients. It is one of the best Industry-standard CRM that is available now in the market. Dynamics CRM basically lets you work with your customers and manage, and analyze customer interactions throughout the customer life-cycle.

So primarily there are three Dynamics CRM modules namely Sales, marketing and Service. Here we have provided a video that will help you to understand CRM Functional Modules.

Microsoft Dynamics CRM Modules

So basically,  there are three main functional modules in Microsoft Dynamics CRM Which is often called the work areas.

• Sales
• Marketing
• Service management

Let’s have an elaborated look at these Microsoft Dynamics CRM modules.

Sales Management in Dynamics CRM 2016

Microsoft Dynamics CRM is designed to support the sales process from acquiring a new lead through the close of a sale.

• Customer Management: Account and Contacts
• Lead Management
• Opportunity Management
• Advanced Order Processing: Quotes, Orders and Invoices.
• Product Catalog

Marketing Management in Dynamics CRM 2016

Manage all your marketing activities from a single place and track the ROI from your marketing efforts.

• Campaign Management – planning till execution
• Marketing lists and Customer segmentation
• Converting Campaign responses
• Analytics and reporting
• Marketing/sales collaboration tools

Service Management in Dynamics CRM 2016

Service Module allows you to manage and track customer service activity in your organization.
The customer service functionality is broken down into two main function sets: service management and service scheduling.

• Case and Incident Management
• Knowledge Base Management
• Service Scheduling
• Incident routing and queuing
• Product and contract management
• service reporting and analytics