Microsoft Dynamics CRM: Is It Time for an Upgrade to Dynamics 365 in the Cloud?

Part 1 of a 2-part series on upgrading from Dynamics CRM to Dynamics 365 for Sales in the Cloud

Do any of these qualities define your software or your data—old, stale, clunky, slow? Have the day-to-day operations of your company and its technology become tedious, requiring click after click that it could benefit from the automation capabilities offered by tools available today? Are you tracking the most optimal leads and opportunities for your organization, or are there far too many deals that come up short or just hit a dead end? Is your data so out of date and messy that you can’t depend on its accuracy? Do you experience delays and performan­ce issues that impact your efficiency and your ability to operate effectively? Have you been doing all of these for so long you’re ready to turn a new page?

Then this is the blog for you.

Your technology needs to keep up with the speed of business

The speed at which you operate, or are expected to operate, is so fast-paced and ever-changing that it’s a challenge to keep up—and you need technology to do it. The expected turnaround and process speed of business has become lightning fast, and with that, so should your software.

Take, for example a client meeting and all the notes you’ve prepared and the data you’ve gathered. You should have a centralized repository for that information—along with all the client’s information. The ability to export this information for your interactions would be a huge time saver (and a competitive advantage). You should be able to go from back-to-back meetings with all of the information required and be able to successfully speak to and deliver to your client. That would look something like this:

With abilities such as these and the power of automation, your business and day-to-day operations can be enhanced with a software upgrade to Microsoft Dynamics 365 for Sales—the latest version of Dynamics CRM that utilizes the power of the Azure Cloud.

To retrieve the data shown in the screenshot above, a quick search for your Contact and a simple click is all you need to get this information. Another scenario: A pending business opportunity is in flux, and you need your manager’s assistance to determine next steps. You need the ability to update the status of the opportunity and get your manager the details needed to assist you. With Dynamics 365, this can take only a few minutes, and you’re one step closer to closing a deal:

Take advantage of all that data with Dynamics 365 in the Cloud

Data has become an integral part of every operation in every industry, driving optimization and innovation. Again, your technology needs to stay up to date to keep up and perform efficiently. It is inevitable that, over time, data becomes stale and requires clean-up. Like your data, your CRM solution, can get stale, and with the pace at which technology advances, it needs to be reviewed and updated to ensure it’s performing at par.

For example, if you were to look up a Mary Smith in your system, what would the results look like? It might look like this:

Do these instances of Mary all look the same, or is there a clear distinction between them? Are there a few of these—like example A, B and C above—that can be merged together to form a single powerhouse in which to store all of Mary from Blue Yonder Airlines’ data?

Tackling performance with the Cloud

The slowness of some software can cause a huge gap in production and profitability for any company. The quicker deals and decisions are made, the more optimal outflow is to your business. According to the Atlanta Business Chronicle, “The underlying dynamic to today’s innovations is speed and adaptation. Technology, data and analytics have combined to fundamentally alter the innovation curve, a curve that’s become increasingly steep. Changes and updates are happening more rapidly than ever.”

In short, performance is everything in a tech-savvy world. The introduction of Cloud software has become a consideration for many platforms and organizations, and with the Cloud platform implemented correctly, you can accomplish your performance and automation goals. Because it is built on the Azure platform, Microsoft Dynamics 365 can provide you with the CRM capabilities you need—supercharged with impressive performance—all compliments of the Cloud.

The answer is clear: It’s time for an upgrade to Dynamics 365

A thorough analysis of data and your organization’s processes should bring to light where gaps and weaknesses may lie and highlight where improvements and enhancements can be made. Can you benefit from an upgrade from Dynamics CRM to Dynamics 365 for Sales? We think the answer is probably “yes.” Contact the CRM and upgrade experts at AKA Enterprise Solutions to discuss your challenges and goals, and let’s work on a solution together. Also, stay tuned for Part 2, which will provide best practices for upgrading.

By | 2019-09-03T14:48:51+00:00 June 21st, 2018|Sales & Service (CRM)|0 Comments
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Contributor: Alexis Bertrand

Alexis Bertrand is a CRM Consultant at AKA Enterprise Solutions. With profound knowledge of the technical details, she is able to assist developers by translating business requirements into solutions.

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