What kind of CRM is Microsoft Dynamics? It’s not a super-simple question, as Dynamics is this vast system that can tackle a myriad of things, but in this article we’ll try to explain how we can classify it – and how to tell if it’s the right choice for you.
So, unlike many other CRMs, Dynamics 365 defies easy classification because it’s so much more than a traditional CRM. It’s not just sales, or marketing, and it’s not just a tool that helps you manage contacts and customers. Instead, it’s this huge, enterprise-grade platform that can be used for a myriad of things. Here’s what Dynamics actually is:
What is Dynamics?
Dynamics is what we can call an enterprise-grade CRM platform, made for midsized and large organizations. It goes far beyond basic contact and sales management and provides a super-comprehensive business application suite that combines CRM and ERP (Enterprise Resource Planning) capabilities.
Now, you may be asking yourself what “enterprise-grade” actually means here, and how that’s different from other grades. And we can explain this by saying that Dynamics offers:
Scalability: Dynamics supports organizations from 50 to tens of thousands of users, and is capable of handling tons and tons of customer records and transactions without losing performance.
Security and Compliance: Dynamics has built-in compliance mechanisms, and gives you advanced functionality and security features like role-based access control, data encryption, and audit trails.
High Availability: The cloud-based infrastructure ensures reliable uptime and valuable failsafes like disaster recovery, data redundancy, and automatic failover capabilities.
Advanced Integration: With APIs, webhooks etc. Dynamics can be integrated to a wide variety of tools.
What that means
So, all that means that Dynamics isn’t “just” a CRM but rather something much more than that. It really transcends traditional classifications and offers a super-comprehensive business management platform that can adapt to a wide variety of needs. In other words, the question to ask isn’t really “what kind of CRM is Dynamics?”, but rather “what can’t Dynamics do?” and “do I really need all that?”
Should you use Dynamics?
Whether or not you actually need all Dynamics has to offer, and whether its right for your business, will depend on a few factors. Here below, you’ll find a short guide to help you decide:
Dynamics may be the right call if…
You’re a large organization, or a growing mid-market company, wanting a comprehensive platform that can grow with your business, that integrates customer-facing and back-office operations, and uses Microsoft technologies you may already be using.
Dynamics might not be the right call if…
What you really need is a simple, focused CRM for basic contact and pipeline management, if your budget is kind of limited, or if you want a quick and easy implementation process.
Do you want to know how SP_CE can help level up your Dynamics further? Then, you can read more here.
