How The Microsoft Dynamics 365 CRM System Can Boost Team Productivity


Dynamics 365 has revolutionised the way businesses work by allowing teams to streamline their processes and internal communications.

The common factor between businesses – regardless of the size or industry – is that management is always looking for new ways to help employees work more efficiently across teams. Being able to collaborate is in fact a big part of team efficiency and, if done right, it can help businesses improve their overall productivity too.

This is where a CRM system like Dynamics 365 comes into play, allowing employees to work collaboratively on a variety of tasks, thanks to its interconnected technology. Cloud-based softwares have transformed the way businesses work, allowing teams to work smarter and faster, and encompassing all departments, from the sales to the logistics teams.

The perks of working with Dynamics 365

Microsoft Dynamics 365 offers an “all-in-one” platform for businesses to manage their processes and, thanks to the direct integration with Office 365, it can provide valuable insights and tips to manage your daily tasks even more efficiently.

Using a fully integrated CRM system can also improve employee efficiency and boost team productivity; by allowing them to provide feedback and outline intentions, employers can make their teams feel valued and involved in the decision-making processes.

Other ways in which the use of the Dynamics 365 CRM can bring teams together are:

  • Simplified Flexible Working

Now more than ever, businesses across the globe are embracing flexible working; a cloud-based system gives teams the opportunity to work from anywhere.

Warren Butler, marketing director at the Microsoft Gold Dynamics 365 Partner Preact, believes that allowing employees a certain degree of flexibility can ultimately lead to more productive teams. “As we see a shift towards gig economy, it’s crucial that businesses adapt to these changes and take into consideration their employees’ thoughts on flexible working. At the very base of an efficient team, there is a happy team, so we listen to our employees’ feedback and – where possible – adapt to the ever-changing world of work.

  • Automated Processes

Being able to automate and streamline processes can not only speed up the way teams work, but also simplify daily tasks. Thanks to its built-in intelligence, Microsoft Dynamics 365 offers a multitude of time-effective ways to monitor changes. For instance, logistics teams can rely on Business Central to be informed of low stock, removing the need to manually stock-count on a regular basis.

There are many other opportunities for automation within Dynamics 365 to simplify the daily tasks and processes for all departments, from the logistics teams to the sales teams. The latter can in fact rely on the CRM to add potential customer information to their database and quickly respond to email enquiries with smart suggestions.

  • Connected Systems

Working with a cloud-based interconnected system allows you to connect your business processes, reducing considerably the amount of time spent switching between applications. The direct integration with Office 365 allows users to conduct their business within one app, increasing productivity and reducing the margin for human error caused by data duplication or manual data entry.

  • Simplified Reporting

Dynamics 365 also simplifies processes like reporting and month-end-close, connecting directly with Power BI to produce custom reports and flag up any data entry errors.

Microsoft Dynamics users can set up custom dashboards to gain insights in a visual way, pulling data from all systems, thus giving you a complete overview. The information can be exported in a variety of formats, from Excel to Power Point.

Why Should You Choose Dynamics 365?

The market has quickly evolved to offer a multitude of CRM systems, some of which offer more functionalities and perks than others. The great advantage of Dynamics 365 is that the software can be directly integrated to apps that most businesses are already using, such as Teams, Excel and Outlook. Having a common data platform can not only speed up processes, but also offer more in-depth insights that are specifically tailored to your business.

Getting accustomed to a new CRM system can take some time; opting for a starter pack like the Rapid CRM Starter Pack offered by Preact will allow your teams to solely focus on the features they need and integrate all their systems with this cloud-based platform. A started pack is the best way to dip your toes in the CRM world and Preact’s starter pack will help your business realise the value of Dynamics 365 in just a few days, all through a fixed-price engagement.

PM Today Contributor
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