How to increase CRM adoption | Tips and tricks for using Microsoft Dynamics 365 for CE/CRM in your organisation

Most companies are using a CRM solution to manage various parts of their business. 91% of companies now leverage CRM software to automate tasks, increase productivity and drive business growth, leaving staff more time to focus their energy on higher-value tasks, such as forming strategy, measuring results, and nurturing customer relationships.

The challenge for companies is how to improve and maintain user adoption. Therefore, we have designed a series of useful videos to help you to maintain your knowledge of Microsoft Dynamics CRM.


Episode 5

The Benefits of Outlook Integration

Outlook is the primary means of communication with your customers or prospects. You can tap into the power of Dynamics 365 within Microsoft Outlook on the desktop, via the web or phone using the Dynamics 365 App for Outlook.

Episode 4

The benefits of using Power BI in Dynamics 365

The fourth part in the CRM Savvy series looks at how Microsoft Dynamics 365 (CRM) can integrate with Microsoft Power BI to seamlessly create easy to read dashboards. Make smarter and strategic decisions with valuable insights gained from the data that you collect.

Episode 3

Microsoft Teams integration

The third part in the CRM Savvy series looks at how Microsoft Teams can integrate with Dynamics CRM to enable your employees to work more collaboratively. Sharing not only conversations, but valuable files, reports and information. In this example, Shilen shows a sales department scenario, where a team would share, review and progress sales opportunities with their colleagues in order to win business.

Episode 2

Excel Online

Episode 2 of CRM Savvy shows you how Excel Online can be used in your CRM system. This can save a lot of time when adding/amending sales opportunities, for example.

Episode 1

Gain valuable insights from your data with Advanced Find

The Advanced Find tool in Microsoft Dynamics 365 (CRM), has some powerful and useful capabilities. In this first episode of CRM Savvy, Shilen Khimani shows you how to create fast, easy views of data using the Advanced Find functionality. Give your team the ability to quickly view, access, and share the same client and customer information in real time across different channels.