Consistency is key to building trust with your customers
Sending out a random newsletter or blog post to help them out simply doesn’t cut it anymore. Excellent service comes from proactively delivering answers when customers need you most. Not once or twice… over and over again. Microsoft Dynamics 365 CRM will provide you with the solid foundation to always deliver.
Seize new opportunities
Create a culture of collaboration across
your business to capitalise
on the opportunities
that will drive growth and revenue!
Build relationships with personal engagement
Ensure you never drop the ball with your customer.
Engage at the right time and build and maintain the relationships that matter!
One version of the truth
Deliver accurate answers to your customers, quickly and confidently. Avoid the nightmare of being caught on your heels and guessing your way through
Tecman Talks Dynamics CRM
Have you tuned into our latest podcast episodes dedicated to Microsoft Dynamics 365 CRM? From brand new functionality and areas of the software, to how you can utilise it in your business and if this is the right solution for you; it’s all here to listen to today with our Dynamics 365 CRM experts at Tecman.
When it comes to quoting, both Microsoft Dynamics 365 Business Central and Dynamics 365 CRM offer great capabilities – but which one should you use (or even both!), how should it all be integrated and what are the pros, cons and best practices to be taken into consideration. It can feel a little confusing, especially when there’s no “one-size-fits-all" quoting process that every business uses. The types of products and/services you're quoting for can also add additional complexities to navigate. In this episode of Tecman Talks Dynamics we’re exploring the quoting functionality and integration between both Dynamics 365 CRM and Dynamics 365 Business Central, discussing the various aspects of quoting, such as pricing, look and feel, electronic signatures, tax, payment terms, and more.
It’s that time of year again, the Microsoft Dynamics 365 CRM 2024 Wave 1 Release Plan is here! You can expect a few new features, functionality and updates in the first major update of 2024, but in this episode, we’re talking about the features that we think will be most beneficial to our customers. From a new customer service admin centre, and easier email sending within Dynamics 365 CRM, to creating multiple opportunities from one lead, automated lead assignment, the option to classify sensitive data within Omnichannel, and much more. Plus, it’ll be no surprise that Copilot, gets a few mentions throughout the episode. Get up to speed on the latest updates today.
The Dynamics 365 CRM and Power Platform 2023 Wave 2 Release is coming and Tecman Talks Dynamics is here to get you up to speed with everything you need to know about the latest features and functionality updates. Jason, Kelly and Zak explore their favourite features across Dynamics 365 Sales, Customer Service, and Marketing – now known as Dynamics 365 Customer Insights – Journeys, as well as some exciting features for Dataverse, Power Apps, Power Pages and Power Automate. You can expect a lot of discussion around Copilot and how Microsoft’s new AI assistant will support you and your team in each of these areas.
Microsoft Dynamics 365 Marketing has changed its name to Microsoft Dynamics 365 Customer Insights – Journeys. Whilst not the snappiest of titles, it is bringing some changes to the functionality within the app itself and seeing Microsoft shift their focus to Real Time Marketing. So, whether you’re currently using the app previously known as Dynamics 365 Marketing, about to implement it, or just exploring the market, Jason and Zak are here to help you navigate what this change means.
Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 CRM can individually bring a lot of great functionality, helping improve and streamline business processes. But how well do they integrate with each other? Both being Microsoft products you’d expect seamless integration, however, that hasn’t always been the case. We’ll be exploring what integration challenges we’ve come up against previously and what limitations users could expect, as well as how integration has moved on with more recent software updates.
With four main licensing options to choose from when it comes to Microsoft Dynamics 365 Sales (AKA Microsoft Dynamics 365 CRM), how do you make sure you’re picking the best one for your business? In this episode of Tecman Talks Dynamics, that’s exactly what Liam, Jason and Kelly are discussing.
In this episode of Tecman Talks Dynamics, we’re discussing how the world of CRM has changed over the years. From the challenges faced historically, why we think the product is changing, and how to make sure your Microsoft Dynamics 365 CRM set up is a success from the very beginning.
Get up to speed with the latest updates and changes coming to Microsoft Dynamics 365 CRM and the Power Platform in the Wave 2 Release Plan. Changes to Microsoft Dynamics 365 Sales, Customer Services and Marketing are discussed by Liam and CRM expert Jason.
Learn more about what's coming in the 2023 Wave 1 Release for Microsoft Dynamics 365 CRM. We're exploring the highlights and key updates across Marketing, Sales, and Customer Service and discussing what we're particularly excited about. From improving the sales experience, having more control over your marketing and avoiding message fatigue, to the introduction of AI with Microsoft 365 Copilot to help guide your sales and marketing efforts, you can get up to date on the latest updates in this episode of Tecman talks Dynamics.
Whether you’re looking to move Dynamics 365 partner or wanting to implement #MSDyn365CRM and the Microsoft #PowerPlatform solution from scratch, there are some important points to consider when deciding on your choice of partner. Discover how to ensure the partner is up to the job, how to check their knowledge, credentials and experience plus whether you should choose a single partner business systems partner or go for different partners for different products.
An introduction to Microsoft Dynamics 365 CRM and how it both compares to, and compliments, Microsoft Dynamics 365 Business Central. Our CRM expert gives his honest opinions on the two systems and shares how we at Tecman ensure you are using the right tool for you. In this podcast, we discuss everything from managing customer relationships right through to learning from lost opportunities.
Explore the latest, brand-new features in the 2022 Wave 1 release plan for Microsoft Dynamics 365 Sales, Marketing & Customer Service (aka CRM) and the Power Platform. There’s the capability to generate and join Microsoft Teams calls direct from within CRM, exciting new personalisation functionality and automation to add to your marketing emails, the ability to see marketing insights on a contact’s activity timeline and lots more!
How the Tecman Marketing Team use Dynamics 365 CRM
Ever wondered what the world of Microsoft Dynamics 365 CRM looks like? At Tecman, we don’t just support the system, but we utilise it every day too. From nurturing customer relationships, right through to building and managing events, whatever marketing campaign we are working on here at Tecman, we do it all through Microsoft Dynamics 365 CRM – so why not take a look and see what we get up to?
Proactively respond to your customers with a unified system
We’ve been in the game 28 years, so we know that when a customer gets in contact with you, they always want to know if you understand their challenge and how you can address it.
Now, you’re wondering how Dynamics 365 CRM solution can help you with that:
- Delve into the full history of previous interactions, so you can see what products or services they’ve bought from you
- No customer wants to be part of a game of Chinese whispers, so avoid repeating yourself with one centralised hub of information
- Avoid sending the wrong product or person to the wrong place at the wrong time. Send members of your team that your customer already trusts
When it comes to customer relationship management, the minute you rest on your laurels, your competitor won’t have an issue in luring your customer elsewhere. Microsoft Dynamics 365 CRM is the scalable, future-proof solution that provides our customers with the insight to successfully manage their sales, marketing, customer service and more in one centralised hub.
We’ve recently implemented Dynamics 365 Marketing with Tecman, we worked with Tecman for the initial configuration and then delivered our first event and set of communication through the tool. Not only have we managed to get to grips with the tool quickly, but our first event and communications managed through the tool has led to a sizeable sale, and an opportunity to obtain a new strategic partnership for the business. We are very impressed with how the App has delivered success so quickly for us at a much lower cost than our previous solution and with better analysis. We look forward to getting even more value from the tool in the future.
Interested in Dynamics 365 CRM?
If you're interested in deploying Dynamics 365 CRM, get in touch with us and kick-start the process to empower your sales team.