Stakeholder Management with Dynamics 365

Managing stakeholders and maintaining your relationships is more important than ever. Dynamics 365 provides a central system that holds all of your stakeholders and organisational data in one location, allowing easy recording of customer interactions and important data.

Not only does a concise view of your important stakeholders allow for reporting, it also creates a base to send out communications, update information, customer interests and purchase information. Easily utilise out of the box tools to kick off workflows to ensure your data is kept up do date and usable.

With the updated requirements across the globe needed for data privacy and protection, including U.S. Privacy Act of 1974, Privacy Act 2020 and GDPR Compliance in Europe it is more important that ever to have a stakeholder management system.

360° View of your stakeholder

Centralise all core information about stakeholders into one view in order to create a more contextual and relevant relationship. You can also easily view their timeline to see what interaction your company has had with them. Create segments based on information across your stakeholders to communicate purposefully.

You can integrate Dynamics 365 easily with other systems within your organisation to bring in any relevant data to sit alongside your organisations or individuals.

Increase your relationships with marketing and
self-service portals

Having a Stakeholder Management system ensures that you are creating a core system to house all of your customer information. With Dynamics 365, you have an out of the box option to connect chosen information to a secure self-service secure portal to get close to your stakeholders.

Level up your communications by personalising your emails, SMS, surveys and events by using your system’s latest customer information. Learn what works across segments and have that feed into your marketing communications.

Take action with Business intelligence

A Stakeholder Management system ensures that you can surface relevant information from within and across stakeholders. Maximise the value of your stakeholder information to generate insights and make data-driven business decisions.

You may learn things about your stakeholders that were previously invisible.