Contact

Industry Leading Blog for Manufacturers

Microsoft Dynamics CRM Online (CRMOL) brings together the individual powers of your team by enabling collaboration with unprecedented success. With the ability to share notes and participate real-time on Sales Opportunities, across departments, oceans, and time zones, CRMOL creates a unified workforce that promotes innovation, speed, and agility.  Online collaboration is the new benchmark for multi-channel, global selling in Manufacturing; are you ON?

As a business leader, you want to improve Customer Satisfaction, which depends on your employees elevating your business to new levels with each project they execute. This makes collaboration & tool adoption key to being cutting edge and in-front of the curve.  Microsoft Productivity encourages your employees to Share, Sync, Access, & Respond across Sales, Marketing, Engineering, and Service with ease…and ultimately delivers a quote to your customer that’s deemed to win, all through CRM Online.

Here are some of Microsoft’s game-changing tools & mobile apps that your employees will want to use to collaborate as a team:

OneDrive for Business complements how users sync and share contextual content within CRM. Get a consolidated view of documents across SharePoint, OneDrive for Business, and Office 365 Groups within the context of the CRM record.

When you use Microsoft SharePoint Online with Microsoft Dynamics CRM Online, you can: Create, upload, view, and delete documents stored in SharePoint from within CRMOL; Use the SharePoint document management abilities within CRMOL, such as checking the document in and out for editing, viewing version history, and changing document properties; + enable non-Microsoft Dynamics CRM users, such as customers who want to review a bid, to directly access the SharePoint documents, provided they have the appropriate permissions.

With OneNote integration to CRMOL, a dedicated OneNote notebook is automatically created for the selected entity records enabling you to easily take & share notes in the context of a CRM record in pictures, drawings, formatted text, tables, and voice recordings.

Social Engagement: With Microsoft Social Engagement included in CRMOL, you can harness the power of the social web by analyzing what people are saying on social media and in the news.  Social Engagement includes 20 languages and covers a broad range of sources, including Twitter, Facebook, videos, blogs, news syndication, and any sources of interest to you that support RSS. Spot trends and receive alerts about how people are feeling about your products or brand so that you can shape your marketing messaging and sales & service conversations more effectively, and respond meaningfully & timely to your market. You can even identify your key influencers.

Skype: Instant Messenger, voice and video calling, adding attachments and screen sharing, all rolled into one package. Skype and Skype for Business integrate into CRMOL so you can have real-time communications with customers, colleagues, and team members without leaving CRM.

Yammer: Your company's private social network that helps you and your teams respond & stay on top of it all. Tag relevant people into conversations to facilitate teamwork. Streamline projects by looping customers and vendors into conversations, so the whole team can work together in one place.

Once your team is able to work online collaboratively like a well-greased machine with Microsoft Dynamics CRM Online, you will immediately see change and progress.

*Reference: technet.microsoft.com for detail on Integration with CRM Online

x


Stay up to date on the leading industry solutions by subscribing to our blog digest.
What can we help you with?

CONTACT US

(585) 506-4600  |  (844) 506-4600