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How Productivity Add-Ons Add Value To Your Dynamics 365 CRM?

Microsoft Dynamics 365 CRM is unarguably one of the most trusted and integral parts of every modern-day organization. From improved client satisfaction to enhanced productivity, Microsoft Dynamics 365 CRM streamlines business processes while improving the overall operational efficiency quotient. However, success-driven organisations need more than just a plain CRM. To stay ahead of the competition, they need to further enhance user engagement and improve their overall productivity. This is where productivity add-ons come into the picture.

When used with relevant third-party productivity apps, Dynamics 365 CRM facilitates the optimisation of businesses expenditures by increasing overall workforce efficiency. The best thing is that you can access a wide range of productivity add-ons that further extend Dynamics 365 CRM capabilities. This, in turn, makes the business processes more robust and seamless while allowing businesses to meet their specific requirements that would otherwise require custom development.

  • Improved operational efficiency: CRM users generally need to multitask and switch modes between a series of responsibilities. Automation of tasks can improve the overall operational efficiency of workers. Furthermore, pre-built solutions can be added to CRM solutions for automating the most common and important recurring tasks such as sending critical emails to partners and customers, subscription billing and invoicing, and cloning/exporting Dynamics 365 CRM records.

  • Unified platform using integrations: It becomes vital for businesses to nurture connections between disparate systems as they scale up. Failure to do so can lead to complex interdependencies between different services that may then make it difficult to manage the business ecosystem. Organisations can integrate third-party apps with Dynamics 365 CRM.

  • Document storage and management: Dynamics 365 CRM allows organisations to easily store and manage customer data throughout the otherwise complicated sales cycle. However, there may be certain capability gaps that need to be filled. The use of an add-on for document management integration with Dynamics 365 CRM can help organisations manage different documents, reduce storage costs, integrate to cloud storage, etc.

Need help with productivity add-ons to add more value to your Dynamics 365 CRM? Call us at C.I.G Consultants now.

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