Microsoft Dynamics 365 is a CRM tool that empowers businesses to streamline processes, improve insights and deliver exceptional experiences to customers and stakeholders. Essentially, it’s useful software that helps you get your work done more efficiently and in a more streamlined way while ensuring your customers and team are happy and supported with whatever they need.
Your relationship with your customers is an extremely important part of your business, as your customers support your company and help you stay operational and profitable. So, it’s essential to put time and effort into making sure you have a top-notch customer relationship management (CRM) system set in place.
Core Features Of Dynamics 365 That All New Zealand Business Owners Should Know About
This remarkable software can help you enhance your CRM with functionalities like automated business processes. These automated functions can keep data up to date, making work easier for your team and your customers and saving heaps of time. This software also offers better business insights, which can help you gain perspective on your company and guide you towards better decisions for everyone.
If you’re wondering if Dynamics 365 is a good fit for your company, you’ll be happy to know that not only is this software designed to be easy to learn and use, but it’s also customisable. So, rather than having to stick with the default layout that may not suit your unique needs, you can customise your experience to better suit your team and your customers.
Security and safety should also be a top priority for all business people in New Zealand, and Dynamics 365 is a great fit because it offers security for data protection and compliance. To further improve your security, you can consider products like Secret Vault for password management.
We at Magnetism know that every one of our clients is unique, so we’ll be happy to see how we can meet your particular needs. Our business solutions are comprehensive services that take your specific requirements and circumstances into account, ensuring you get the tailored services you need to succeed.
Key Dynamics 365 Add-Ons To Maximise Your CRM Capabilities
To enhance your experience even further, we also offer a plethora of advanced Dynamics 365 add-ons. For a full list of the products we offer, please visit our website’s product page.
Here are just a few ways in which you can elevate your Dynamics 365 capabilities with add-ons:
Developer Tools. Consider the Dialog Builder for Dynamics 365, which offers fully customisable dialogs and popups for a more streamlined, user-driven experience. This add-on makes it much easier for customers to navigate their experience and provide you with information in a simple and effective way.
These dialogs are completely customisable and can be wonderfully simple or effectively complex. So, you can easily create dialogs that perfectly match your business’s tone and style, further promoting your branding and unique flair. This add-on also requires little to no development and coding skills, so your team doesn’t have to be experts at software development to make this add-on work as intended.
Instead, you can dream up the perfect dialogs and bring them to life with Dynamics 365. No hassle, no stressful development, just satisfying results.
Infinity Buttons. Infinity buttons can save you so much time and stress, making it easy to perform tasks like generating PDFs and ZIP files. This software can handle nearly any kind of data, making it far easier to process your spreadsheets, documents and more. These buttons are available as individual products, but they’re also conveniently packaged in a full collection. The buttons we offer are:
Record To PDF. This button lets you generate a PDF of an entire record with a few clicks. Even if you’re a beginner, this product’s intuitive interface makes it simple to learn and easy to use. This process is also customisable, so you can show your company pride by making the theme match your branding colours and making your work really stand out for all the right reasons.
SharePoint Add-On. Do you plan on uploading any documents from Dynamics 365 to SharePoint? No worries, this product makes the task as easy as clicking a button. It’s important to note that the default Dynamics 365 upload tool only allows the upload of one file at a time, but this product lets you upload multiple at once.
Record To ZIP. Like the Record to PDF option, this product lets you extract contact and organisation data into a single ZIP file. It’s also customisable, so you can further tailor your experience to your needs.
Clone Record. Rather than taking up time and effort to manually clone records, this button lets you create a new record that includes whatever you need from your existing record. You can also leave out whatever you don’t want, letting you create a new record that’s exactly what you require.
Integrations. We have various integration options available, including integration for the New Zealand Post, Xero and Zoom. For example, our NZ Post integration means you can get up-to-date data from the New Zealand Post and import it directly to Dynamics 365; no frustrating manual data input is needed.
Improving CRM Potential Like Never Before With Microsoft Dynamics 365
How do you envision enhancing your company? With Magnetism, we will help you better your CRM capabilities more and more, one add-on at a time. We understand that using new software and products can be confusing, no matter how intuitive and streamlined their designs are. So, we’re here to assist you in any way we can.
To get in touch, you can reach us on +64 9 888 4086 or use our contact page.
Magnetism: Experience the future of CRM management with Dynamics 365.