3 Mins Read

10 Reasons To Upgrade to Microsoft Dynamics 365


In today’s data-driven world, companies that analyze the data with intelligence and predict and respond to client requirements in real-time are gaining more popularity and success. For companies to capitalize on recent trends, adapt, and uniquely re-imagine product placement, all the business components must be integrated. Here is where Microsoft Dynamics 365 comes into the picture.

Using the Intelligent Microsoft Cloud, it effortlessly merges CRM and ERP capabilities with productivity tools, allowing you to spot and seize new possibilities. Dynamics 365 enables you to digitally transform your business, innovate quickly, bring new products to market swiftly, build meaningful relationships, and win new business almost anywhere.

Reasons to choose Dynamics 365

#1 Customer feedback collection and evaluation:

Dynamics 365 Customer Voice links businesses with customers through surveys that may be tailored to individual customers’ responses, personalized to the company’s brand, and email automatically. Data visualization and dashboards provide meaningful insight into customer responses when surveys are released, allowing for user input implementation. To enhance customer satisfaction and gain loyal consumers, ask for input and act on it.

#2 Flexible working hours:

Dynamics 365 is created with adaptability as the focal point. It has a vast range of features and capabilities that are entirely cloud-based, allowing you to access your data from anywhere. When the weather is terrible, your workers can work from home or access information on the go, just like they can with Outlook.

#3 Customer Engagement:

Dynamics 365 Customer journeys keep businesses connected to customers at the correct times via automated marketing campaigns. These customer journeys are automated and start when a customer takes a specific action. They free up employee time that would otherwise be spent manually initiating and following up on marketing initiatives, allowing that time to be spent on more helpful business operations.

#4 Artificial intelligence (AI):

Dynamics 365 employs AI to evaluate and anticipate the needs of the company and its customers, whether for routine maintenance, ordering products or materials, making product recommendations, or extracting actionable highlights from meeting transcripts. Artificial Intelligence is the future of business insights and procedures, and organizations that take advantage of it will have a significant competitive edge.

#5 Easily accessible:

Dynamics 365 is mobile-friendly, allowing your staff to use the power of their smartphones to complete tasks on time.

#6 Scalability and cost-effectiveness:

Companies can adapt to changes based on their needs with subscription services and Azure cloud hosting. Monthly subscriptions keep prices in check and allow companies to add and remove licenses. Hosting in the cloud removes the limitations imposed by on-premises server space, allowing a firm to scale up or down according to its demands without updating or upgrading its servers, which is a significant business expense. Companies can develop quickly, shrink if necessary, and never suffer from either.

#7 Centralization of data:

As these applications are networked, many of them share consumer data, decreasing data duplication and segregating data while boosting the ability of each person to perform their job. Data is at the heart of digital transformation—unifying data, making it accessible to employees who require it, effectively analyzing it, and acting on the results.

#8 Integration with Microsoft Teams:

Dynamics 365 Sales has a great Microsoft Teams integration that allows for communication and productivity right in the Sales app. You can record live transcripts, monitor prospect history, call prospects, and extract AI-generated helpful highlights from the Teams conversation from the Sales app. These enhanced features improve Sales calls without leaving the Sales app screen, resulting in a better sales experience for both the customer and the salesperson.

#9 Creating Targeted Marketing Campaign:

Your customers must be aware of the new products and special deals. Building lead and customer lists, generating campaigns targeted at individual prospects, monitoring results, and performing follow-ups are all made easier using Microsoft Dynamics 365’s marketing automation tool. By using Dynamics 365, you’ll always be in contact with the correct clients.

#10 Dynamics 365 is designed to work with Outlook:

Microsoft Dynamics 365 can convert Microsoft Outlook into a single place where you can manage customer data and conversations. Outlook’s messaging and collaborating feature is the world’s most popular client communication application. By integrating Microsoft Office Outlook into a tool for managing client information, Dynamics 365 CRM increases the capabilities of Microsoft Office Outlook. It consolidates sales call information, lead data, and marketing pitches for your sales and marketing teams in one central area.

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MS Dynamics 365 is a well-thought-out app with all of the necessary tools available in a manageable way for your company. There will never be any doubt about whether Dynamics 365 is the correct fit for your business because the software will be customized to your specific needs. It will always give you a clear advantage regardless of how, when, and where your clients and leads connect with your company.

If you are new to this field and want to explore more topics, various certifications for Microsoft Dynamics can make you a master in Dynamics. Here is a Study Guide for Passing Microsoft Dynamics 365 Fundamentals MS-910 Certification Exam.

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1. Q1. Which applications can be integrated with Microsoft Dynamics 365?

ANS: – Microsoft Dynamics 365 can be easily integrated with other Microsoft products as well as a variety of third-party applications such as online portals, business intelligence apps, and ERP systems. This integration enables B2B organizations and corporations to use all of Microsoft’s tools and resources to complete their tasks.  

2. What are the various types of security roles present in Microsoft Dynamics 365?

ANS: – Following are the types of security roles available in Dynamics 365-

  • Global: Users with this access level have accessibility to all records, regardless of their business segment or job description. The rest of the accesses, like deep, local, and fundamental, are automatically permitted to users with Global access.
  • Deep: Users with this access level have access to the records in their business units and all business units that are a subset of their own.
  • Local: Users with this level of access have access to this information within their business units.
  • Basic: User with immediate access has access to the records they own and control. It also allows them to see the objects that have been shared with them. This level of access is usually given to sales and service personnel.
  • None: None indicates that the user has no access to records or information.

3. What is the maximum number of users that Dynamics 365 can support?

ANS: – Dynamics 365 is available in two editions: Enterprise and Business. Dynamics 365 Enterprise Edition is designed for businesses with more than 250 employees.  Dynamics 365 Business Edition is a software solution for companies with 250 employees.

WRITTEN BY Surbhi Singh



  1. Anusha Shanbhag

    Jul 8, 2022


    Very good blog. Thanks for posting. Very helpful

  2. Click to Comment

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