When it comes to quoting, both Microsoft Dynamics 365 Business Central and Dynamics 365 CRM offer great capabilities – but which one should you use? Should you use both? How should it all be integrated? And what are the pros, cons and best practices to be taken into consideration? 

Are you working in the Building Materials industry but feel that your current Customer Relationship Management (CRM) system is stopping your business from growing?

Are you struggling to locate customer data and keep track of interactions?

Does your sales team waste time on procedures that could be streamlined? Do you find yourself duplicating opportunities for the same project?

Are you aware of the impact that samples can have on your sales opportunities?

As a Microsoft Dynamics 365 Power Platform consultant I have lost count of the different Microsoft Dynamics 365 CRM solutions Tecman have delivered where there has been a question over using the Microsoft Outlook app to not only ‘track’ emails from a staff member’s mailbox but also the ability to do this from a shared mailbox. Examples of this might be @Sales/@Customerservice/@service/@info...the list is endless. 

When we build a new Microsoft Dynamics 365 CRM solution, customers coming from an environment that has used lots of email communication can quite rightly become nervous when it comes to removing the requirement for that method of communication. However, there is no need to be worried as, going forward, everything will be stored and managed within Dynamics 365 CRM.

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 interesting changes to the functionality and direction of the product itself.

Grab a cuppa, maybe even a biscuit or snack of your choice, you’re going to need a few minutes for this one but it’s important.