Key Features of Dynamics 365

26th April 2021

Over the past few weeks, we’ve spoken a lot about how a CRM can revolutionise the way you do business. Everything from improving your relationships with your customers to your internal workflow, there’s a lot to gain from this implementation. At ixRM, we’re a proud Microsoft Silver partner. We bring Dynamics 365 into businesses around the country. Today, we wanted to give you a quick walk through of what you can expect from this powerful piece of Microsoft technology. 


Managing and maintaining your sales pipeline is a key part of your business development and growth. Dynamics 365 includes native sales software that will connect you with your prospects and make sure no one’s slipping through the net. 

You’ll be able to set timely reminders for following up on important conversations you’ve had or high-stakes pitches you have coming up. Using the comprehensive reporting and analytics available, your sales managers will be able to monitor performances and make sure everything is moving forward as it should be. 

Not to mention the AI insights will allow you to view your sales performance in a whole new way. What’s working? What’s not working? Find everything you need for a smooth sales process in Dynamics 365.


Click Dimensions is your marketing home in Dynamics 365. Bringing you the best of Microsoft technology, you can provide tailored marketing for your clients that will keep them coming back for more. 

Whether you require email campaigns, web forms, social media marketing or event management, implement it in Dynamics 365, keeping everything in one easy-to-use space. Don’t clutter your workflow with unnecessary programs and software. And once again, utilise the functional analytics to build a picture of the success of your campaigns. 

Customer Service

We all have a business we’ve avoided following poor customer service. It can really leave a lasting impact on you. With Dynamics 365, you can make outstanding service the norm. One of the most common pain points in customer service is a lack of communication. Using this omni-channel approach, you can engage with your customers in the way that suits them best. You’ll be able to nurture those relationships and make sure your customers come back to you time and time again.  

And don’t worry. We know that GDPR and customer confidentiality is a high priority for everyone these days. Your secure CRM will ensure you’re always aligning with GDPR policies – keeping your customer data safe and secure. 

It really couldn’t be easier to stand out for all the right reasons. 

We’ve talked about key features of the Dynamics 365 software here. But a key feature you can expect from working with ixRM is that we’ll be with you every step of the way during your CRM journey. From discussing your specific requirements, to building those in and giving you the confidence to get the best from your system. To get started, please contact us today. We can’t wait to get started.

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