Microsoft CRM software, known as Microsoft Dynamics 365 CRM, is a comprehensive platform for managing customer relationships, sales, marketing, and service processes. At its core, Microsoft Dynamics 365 CRM is a cloud-based customer relationship management (CRM) solution that empowers businesses to manage interactions with customers, streamline workflows, and gain valuable insights from data. It is part of the broader Microsoft Dynamics 365 suite, which unifies ERP (Enterprise Resource Planning) and CRM applications into a single, integrated platform.

Whether it’s tracking customer information, managing leads, or personalizing customer experiences, Dynamics 365 CRM delivers a wide array of tools designed to boost productivity and drive customer satisfaction.

Agenda

· The 5 key screens: Accounts, Contacts, Opportunities, Leads, Dashboards

· Navigating the sales pipeline and opportunity management

· Activity-based selling: tracking calls, emails, and meetings

· Sales forecasting and pipeline analytics using AI

· Copilot in CRM: AI-generated summaries and next-best actions

· Dashboard views for sales reps, managers, and executives

· Integration with Outlook, Teams, and Business Central

· Getting started: licensing, setup, and quick wins