Frequently Asked Questions
Microsoft Dynamics 365
From general queries about the CRM basics to specific questions about Dynamics 365 and Power Apps software. We've got the answers to the most popular CRM related questions.
Microsoft Dynamics 365 is a cloud-based CRM system offering CE (customer engagement) functionality, including sales, marketing, and service modules.
These modules can be used alone and seamlessly integrate integratedand other Microsoft products. The Microsoft Dynamics 365 ecosystems also include broader ERP applications too.
Read this article to find out more about Dynamics 365:
It is surprisingly easy for a business to get up and running with Dynamics 365. Despite being a custom-built solution, its low-code architecture enables us to build your platform specific to your business needs in a relatively short period, compared to other custom-built CRM solutions.
Every business is different and larger organisations with more complex needs will require more time to get set up and go live with their Dynamics 365 CRM, but it is possible to have a business up and running within six weeks of sign-off of the proof of concept.
Speak to us about your specific needs and gain more detail on implementation timescales.
Power Apps is an application built on the Azure cloud server, which is used to create data forms and apps with low or no code.
Microsoft Power Platform is the collective term for a range of products, that includes Power Apps, as well as Power BI and Power Automate. All of which, feed and connect through a common data service (known as the Dataverse).
It’s this integrated and unified data management that makes Power Apps super powerful and subsequently puts businesses in the driving seat when it comes to managing, analyzing, and leveraging their data across the organization.
Find out more about Power Apps and Dynamics 365.
Yes, Microsoft Dynamics 365 is highly customizable, meaning it can be configured to meet your business's unique needs. Unlike other custom-built CRMs, build time and implementation can be quicker and therefore lower cost.
The flexibility of the Power Platform, on which Dynamics 365 is built, is powerful enough to deliver a whole host of solutions and features. A CRM can be simple or as complex as a business requires.
Yes, the unified interface is a responsive design so that regardless if you are viewing it on a desktop, mobile or tablet, it is a tidy and seamless experience regardless of the type, size or orientation.
In recent years, it has become possible to access Dynamics 365 integrations via GMail Google Chrome extension. This extension enables users to track email replies and attachments into Dynamics 365. Use, sort and organize and create new CRM activities without leaving Gmail. Synchronize Dynamics 365 CRM calendar with Google Calendar, amongst any other features and benefits. Find out more here.
There are two major releases each year, which happen automatically, with nothing needing to be actioned by users.
These updates offer new features, innovations and development designed to improve the user experience. We recently wrote about the 2022 Release Wave 1 from Microsoft, and those changes have not begun to be released to the general public.
There are also weekly updates to ensure users have the best possible experience.
Speak to an expert
If you need more advice, drop us a message and we'll be happy to help.
Rocket CRM are your friendly CRM experts, who specialise in Dynamics 365 software but have wealth of knowledge in data and CRM systems.