Fierce competition in the international market environment makes customer attraction and retention more challenging than ever. The marketing and CRM component of Microsoft Dynamics 365 for Finance and Operations Enterprise Edition (formerly Microsoft Dynamics AX) provides powerful features to help you build and strengthen customer relationships and turn these into long-term business contacts.
The marketing and sales module supports you in creating comprehensive market analyses, in carrying out targeted marketing campaigns and in implementing efficient sales programmes. This allows you to individually support interested parties and existing customers and to develop profitable customer relationships that are not only of great value for your current business but also for your future business.
Sales and marketing with Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition allows you to manage contacts, business partners, activities and offers as well as all relevant financial data for both the customer and sales staff. The module provides you with advanced reporting options that are similar to those in the Microsoft Dynamics 365 Enterprise for Operations financial management module. This means that you are able to analyse in detail individual customer activities from a profitability point of view. The module also allows you to divide your target groups into specific customer profiles, allowing you to focus your campaigns, accurately track feedback and perform a detailed comparison of campaign costs and revenues achieved.
The role-based user interface organises your particular marketing and sales tasks in such a way that daily work processes become much simpler. Sales representatives can use specially customized reports and scorecards to quickly identify, view and track important sales data such as potential customers, profits and losses, strengths, weaknesses, opportunities and risks. At a glance you can see your employees' information on pending and current sales offers and ongoing activities, including forecast data and links to other relevant documents. The module is also easy and intuitive to use thanks to its seamless integration with standard Microsoft Office applications and Microsoft Outlook.