Dynamics CRM Integration continuous to raise its popularity among organizations. Are you new to Dynamics CRM Integration? Don’t worry because this article will guide you.
Microsoft Dynamics CRM Integration
It is a fact that your customers play a significant role in the success of your business. With that, you need to enhance your customer service. Well, Microsoft Dynamics CRM integration can help you with that matter. It can assist your Sales team with data management and allow them to get actionable insights.
Microsoft Dynamics 365 CRM Integrations Options
With Dynamics 365 CRM integration, you can connect Dynamics CRM with internal/ third-party apps for a seamless workflow experience to enhance productivity and fast sale conversions. The following the options to empower your sales department.
Dynamics CRM Integration with DMS
If your team is working on various documents, it is good to integrate Document Management System like SharePoint with CRM.
Dynamics CRM Integration with DMS can offer easy access to documents in SharePoint from CRM.
Dynamics CRM Integration with ERP
Integrating ERP system to Dynamics CRM Integration for operations and finance can provide quick data access for your sales team. With this, you can enhance data accuracy, fast customer communication, and improved visibility for business sales.
Email is among the widely used way of communicating to your customers. So, you need to level up your email marketing to produce the best results. Dynamics CRM Integration can be a good option for your business. It allows your team to communicate with customers and prospects.
Additionally, it can monitor sales-related email correspondence in CRM. The best about this option is that it can help your sales team lower repetitive manual tasks, save more selling time, and enhance productivity.
Dynamics CRM Integration with Power BI
Dynamics CRM Integration with Power BI can help you use data and systems to make comprehensive dashboards and reports. It also helps to improve your CRM reporting capabilities.
Dynamics CRM Integration with Office 365 suite
Dynamics CRM Integration with office 365 suite can improve your team collaboration and data sharing. Thus, it lets you import data from Excel to Dynamics.
You can also export from Dynamics to Excel for more analytics. With Skype and Microsoft Teams, you can streamline both external and internal communications.
You can also have better meeting management with Microsoft Exchange.
Microsoft Dynamics 365 CRM Integrations Benefits
Microsoft Dynamics 365 CRM Integration can offer your excellent business benefits.
Central data storage
Your business can have a central data storage where you can easily access data. If you want secure and safe data storage, Microsoft Dynamics 365 CRM can be for you.
Monitors your sales processes
It allows you to monitor your sales processes. So, you will know the aspects of your business that need attention and change to make your business more successful.
Data presentation with an understandable format
You can have a data presentation that has a format that is easy to understand.
Monitor the performance of your sales staff
With Microsoft Dynamics 365 Integration, you can monitor the performance of your sales staff. You can give your team feedback that can inspire them to enhance their performance.
Improve the performance of your sales team
This integration can offer the right tools that can help your sales team improve their duties and responsibilities.
Optimize your sales activities
Another feature of Microsoft Dynamics 365 Integration is it allows you to optimize sales activities.
In return, you can boost the sales and income of your business.
Simplify the follow-up on business leads
You can simplify the follow-up for your business leads. It helps to generate more leads to grow your business.
Social media integration
Communication is essential for successful business operations. Luckily, you can integrate Microsoft Dynamics 365 Integration to social media. You can enhance communication and interaction with your target audience.
Effective communication with your prospects
With CRM integration, you can have effective communication with your prospects. It can help you win their trust and support.
Get clear all-around customer view
This solution is also beneficial to get a clear all-around customer view. With that, you can understand your customers more and enhance your business.
4 Tools for HubSpot and Dynamics CRM Integration
The HubSpot is a leader when it comes to inbound marketing strategies. On the other hand, Dynamics CRM is an effective solution to collect and customer data management. If you opt for Hubspot and CRM Dynamics Integration, you can enhance your organization’s customer contacts, improve marketing automation and information of pre-sale and up-sale.
If you want to make the best of your HubSpot and Dynamics CRM Integration, you can consider using the four tools below.
- Bedrock
This Bedrock integration tool can sync your activities and contact records that happen between HubSpot and Dynamics CRM. You can also use Bedrock for Microsoft Dynamics ERP integration to offer powerful analytics for effective business decisions.
With this tool, you can have interoperability between different efficient tools. You can also associate a database to the best marketing, sales, and market’s event software platforms. You can easily sync and manage actions between HubSpot and Dynamics.
The software can sync account data, integrate and update contacts, read and & update opportunities, and align & update tasks on different platforms. You can access Bedrock whether you’re using self-hosting, a hybrid model, or in the cloud. The tool also enables you to make a custom field map by choosing data to sync between the platforms.
2. Scribe
Another efficient tool for HubSpot Microsoft Dynamics CRM is Scribe. It is considered as the legacy software service to connect HubSpot and Dynamics CRM. It helps for seamless data flow between the two platforms. It has a simple setup since you only need to enter your portal ID for HubSpot to the dashboard of Scribe.
With Scribe, marketing databases from HubSpot to Microsoft Dynamics CRM can be exported easily. It also lets you dump leads collected in white papers and other materials for marketing to Dynamics CRM directly. Additionally, you can also sync the two platforms automatically. It also features email notifications if the lead returned to your site for additional information.
This tool enables you to add contact details to Dynamics CRM and divide leads by where, when and how it was collected. You can segment leads which can automate inbound marketing according to the category of the lead. The Scribe can also offer you real-time displays through different departments. If you don’t want to enter data several times, this tool can help you.
3. SmartConnect
SmartConnect can be an efficient tool if you wish to fully integrate Dynamics CRM with HubSpot. With it, you can move data quickly across software programs that are cloud-based. It features an integrated query tool, facilitating date incorporation from different types of data sources in bulk.
The tool also enables you to works at real-time so that you can move live data across HubSpot and Dynamics CRM. With this, you have the assurance that nobody in the company works with an obsolete or outdated data. SmartConnect allows you to integrate Dynamics GP to any software. You can also save more effort and time for data management.
Moving data from any Excel spreadsheet to Dynamics CRM and vice versa is easy. The software is also helpful for scheduling data integration across multiple platforms. It can program rejected record notifications. Without additional programming, SmartConnect can perform its job well. This tool is considered a no-code integration solution.
4. Zapier
The Zapier tool is a web apps connector. It can enhance workflows between HubSpot and Dynamics CRM by automation of redundant tasks. It comes with commands that let you make a type of workflow that appears like this:
1. Utilize HubSpot for designing automated email campaigns.
2. HubSpot can pull a segmented list in the Dynamics CRM.
3. Send an email with HubSpot.
4. Customer can respond by downloading a whitepaper.
5. The software is designed to use email to react in a specific way.
6. Automated response is logged in Dynamics CRM.
You can choose the best tool for your HubSpot and Dynamics CRM Integration.
Steps to Integrate ERP and CRM in Dynamics 365
You can integrate ERP and CRM in Dynamics 365 through the standard data services and common data model.
You can synchronize sets of data between both systems. These data include contacts, accounts, sales quotations, products, sales invoices, and sales orders.
Integration Options available with Dynamics CRM – Power BI, Yammer, One Note, Office 365 & LinkedIn Sales Navigator, Document Creation tools, Project Management tools, VOIP, SQL Server
There are lots of integration options with Dynamics CRM. These include the following.
- Power BI
You can integrate Dynamics CRM with Power BI. You can increase revenue in the world of Big Data.
2. Yammer
You can integrate Dynamics CRM to Yammer if you want to communicate with lead, services, or opportunities. It allows you to collaborate with users inside or out of CRM.
3. One Note
With this integration, you can take notes for a lead, opportunity, or other entity easily.
4. Office 365
If you wish to get better document management in your organization, this integration is a good idea.
5. LinkedIn Sales Navigator
You can opt for this integration to increase your business sales.
6. Document Creation Tools
You can integrate Dynamics CRM to Document Creation Tools for more customization.
7. Project Management Tools
It allows you to manage your project effectively.
8. VOIP
You can also integrate VOIP to Dynamics CRM to enhance your business processes.
9. SQL Server
You can also integrate SQL Server with Dynamics CRM to grow your business.
Conclusion
To sum it up, you can use Microsoft Dynamics CRM to grow your business. It helps you to win the trust and support of your target customers. With the software, you can have the right tools to improve your business processes.
In addition, you can also save more of your time, money, and effort when it comes to enhancing your customer service efforts. If you want a more innovative and unique way to improve the performance of your sales team, choosing the Microsoft Dynamics CRM is the best solution. It can offer you the best tools to make the best of your customer service. The best about the Microsoft Dynamics CRM is that it is ideal for small and big businesses.
If you want a practical way to gain more potential customers for your organization, the Microsoft Dynamics CRM is the best software for you.
Frequently Asked Questions
– The implementation of Dynamics 365 can take around 8 to 12 weeks or about 2 to 3 months.
– The cost of implementation of Dynamics 365 can depends on the size of your sales team. The estimated cost for a yearly subscription is around $5000 up to $10,000.
– The sure-step methodology is a comprehensive customer engagement methodology that describes the disciplines and processes important for Microsoft Dynamics product implementation.
– Yes, Microsoft Dynamics have an API. It is the REST or Representational State Transfer application programming interface (API). This package API allows you to integrate using data packages. You can use the REST API for on-premises deployments and cloud deployments.
– Three online services available for integration with Microsoft Dynamics CRM include Microsoft Social Listening, Yammer, and Microsoft Dynamics Marketing. There are many online services, so you can choose the right one that suits your specific needs.
– Microsoft Dynamics CRM can be used to improve your business processes. It is a customer relationship management software that allows you to generate more leads, customer data management, solve issues on customer service, and engage with your target customers.
You can also use Microsoft Dynamics CRM to enhance team collaboration in your organization. With that, your sales staff can improve their performance and productivity. In return, you can make your business more profitable and successful.
