If you’re using Microsoft Dynamics 365 Customer Relationship Management (CRM) system, there’s a lot your team can do on their own. Many tasks within the application are self-explanatory and keyboard shortcuts make them even easier.
However, every CRM has a learning curve and without adequate training, your employees won’t be able to make the most of the program’s capabilities. Even though Microsoft Dynamics 365 is one of the most popular and intuitive CRMs currently on the market, there are still many benefits to providing your team with robust training.
Here are 7 benefits of Microsoft Dynamics 365 training and certification and how Aisling Dynamics can help your organization get the most out of the platform.
1. Streamlined Project Management
Managing relationships with your customers online and off generally means you have multiple projects ongoing at any given time. Without good project management solutions, your team can easily lose track of potential leads or forget to follow up with unsatisfied customers, which can have a significant negative impact on both your bottom line and your reputation.
Your teams need to be able to stay organized and on track with the various projects that are going on, and Microsoft Dynamics 365 training can help them learn how the software’s tools can be used to accomplish this.
2. Improved Customer Service
There are numerous benefits of training your team to use Microsoft Dynamics 365 for customer service. The program provides visibility into potential and current customer interactions, and with adequate training on how to use its features, your organization can offer a better customer service experience overall. Without training and certification, your staff is likely to miss at least a few tips and tricks that can make a marked difference in the customer’s journey.
When your team is trained to utilize Microsoft Dynamics 365 CRM to its fullest capabilities, customers are better nurtured at every point of contact. Microsoft Dynamics 365 Field Service offers teams the capability to dispatch the appropriate field service resources, further enriching the customer experience.
3. Increased Sales
Training employees to utilize Microsoft Dynamics 365 for sales can help your teams not only generate more leads but also effectively nurture them through the buyer’s journey. This results in an increase in overall sales and boosts your bottom line. Helping a prospective customer through the decision-making process can be a delicate balance; pushing the hard sell too early can deter them, while not identifying and empathizing with them immediately can do the same.
Training your employees to use Microsoft Dynamics 365 for sales effectively can make a significant difference in the customer’s experience with your company. Overall, this leads to increased sales, both in the number of sales and the total amount of each sale.
4. Better Finance Management
Ensuring your marketing and lead nurturing endeavors don’t exceed your budget is critical. Microsoft Dynamics 365 finance integrations can help your team log important data into the CRM that makes managing the costs of customer relationship management easier.
Dynamics 365 Finance is an application that allows your team to automate many financial tasks and enables your company to make smarter business decisions to reduce the expenses of operating your company and decrease your overall financial risk. Ensuring your team has comprehensive training on this application empowers them to make sound financial choices at every stage of their projects.
5. Faster Understanding of Microsoft Dynamics 365 Fundamentals
While some of the platform’s basic tasks are simple enough to figure out, comprehensive training on Microsoft Dynamics 365 fundamentals is key to ensuring your team has a good foundational understanding of the CRM. For example, keyboard shortcuts are at the heart of doing work quickly and easily within the software. Most of them are unique to the platform and require some getting used to before they become memorized.
By creating a comprehensive training and certification program, you can be confident that your team will have the best possible start.
6. More Comprehensive Supply Chain Management
Providing your team with training on Microsoft Dynamics 365 supply chain management integrations can help your company better manage your supply chain. Dynamics 365 Supply Chain Management is now a separate application from Dynamics 365 Finance, offering your team more flexibility and visibility into the different aspects of a single project.
The learning curve here is a bit steeper, but offering robust training on this program can help your company optimize and track your inventory, improve manufacturing and distribution processes, quickly discover resolutions for product quality problems, and more.
7. Enhanced Utilization of the Power Platform
The Microsoft Power Platform brings together a number of critical applications underneath itself, including Power BI, Power Automate, Power Virtual Agents, and Power Apps. The Power Platform was designed to offer organizations the ability to conduct multiple business operations within the same group of applications, such as automation, virtual communication, data visualization, and other complex functions that today’s businesses need.
Microsoft Dynamics 365 Training With Aisling Dynamics
Aisling Dynamics is a Microsoft Partner committed to helping companies like yours discover the solutions they need to help their organizations run efficiently, effectively, and profitably.
Since 2009, we’ve been helping organizations like yours discover the technical and functional capabilities of Microsoft Dynamics 365 and other Microsoft products. We also help train teams how to utilize the software to its fullest, so your company gets the most out of what the programs were designed to do.
We conduct a thorough business analysis to determine what the specific needs of your company are and how we can best meet them. We can help your team learn how to use Microsoft Dynamics 365 from the ground up and obtain functional consultant certifications.