White Paper

Everything You Need to Know About Dynamics 365 CRM

Everything You Need to Know About Dynamics 365 CRM

Pages 10 Pages

This white paper explains Dynamics 365 CRM as a modern customer relationship management solution built to help organizations understand customer needs, keep interactions consistent across channels, and streamline work across sales, marketing, and service. It outlines the core sales process lifecycle in Dynamics 365, moving from lead capture to opportunity, quote, order, and invoice management, with tracking of calls, emails, appointments, and outcomes. It also surveys key modules, including Marketing, Sales, Customer Service, and Field Service, describing how they support personalized journeys, guided selling, faster issue resolution, scheduling and inventory visibility, and proactive service with IoT and predictive maintenance. Finally, it highlights built-in analytics such as relationshi

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