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Home » How Businesses Can Benefit From a Microsoft Dynamics 365 Migration
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How Businesses Can Benefit From a Microsoft Dynamics 365 Migration

Bridget CourneyaBy Bridget CourneyaAugust 16, 2021Updated:April 13, 20236 Mins Read
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Cloud is revolutionizing the modern business landscape. Organizations that embrace the use of Software as a Service (SaaS) as a transformation strategy gain a leading edge on their competition. The cloud offers reliable and secure data protection against emerging cybersecurity threats. As remote-work has become a staple for many organizations, the cloud allows a flexible and accessible solution for employee collaboration. Migration to the cloud eliminates disparate systems and costly upkeep, allowing business to save money and scale.

Microsoft Dynamics 365 sets itself apart from other cloud offerings, combining its Customer Relationship Management (CRM) platform with Enterprise Resource Planning (ERP) capabilities. This integrated approach is a gamechanger for many businesses, especially for those coming from on-premises Dynamics AX or Dynamics CRM platforms. Rather than juggling multiple sources for information, Dynamics 365 offers a primary source of business intelligence. This streamlined business experience creates a power stage for internal success, customer satisfaction and strengthened cash flow. Choosing to migrate from an on-premises Dynamics AX or Dynamics CRM to Dynamics 365 is well worth the effort and offers immense benefits.

Learn how a Dynamics 365 migration can improve functionality of your customer service and sales teams, benefit end-users and reduce overhead cost. Let’s dive in deeper.

Business-Wide Efficiency

Organizations migrating to Dynamics 365 can gain new capabilities to better meet their business needs. Dynamics 365 offers a simple-to-learn user interface which significantly reduces the onboarding process for new employees. New employees can jumpstart right into productively impacting the areas and strategies your business needs it more.

A picture containing person, indoor

Description automatically generated With Dynamics 365, your business can utilize new features as soon as possible. Many of these new features make the jobs of employees more manageable, which helps to boost productivity. These features are automatically available as soon as they are released without any additional costs.

An added benefit of Dynamics 365 is the 24/7 technical support, allowing your IT team to focus more on application development instead of constantly spending time maintaining on-premises hardware. The simple platform decreases the need for complex development, which utilizes a lot of time and resources. Now the IT team can begin implementing new features to improve your business operations and give you an edge over your competitors.

For your Sales and Customer-Service teams, Dynamics 365 delivers even more direct value. Looking more closely, here’s how businesses can see newfound efficiency in two integral departments: Sales and Customer Service.

Impacts on the Sales Team

Collaboration, communication, and data insights are key to a strong sales team. Dynamics 365 aligns all those necessities in its single, comprehensive platform. Here’s how Dynamics 365 can boost the Sales Team every step of the way:

Seller onboarding

Sellers can enjoy a modern interface with new features and seamless integrations with Dynamics 365. Data is easily accessible in one location, increasing efficiency and improving the entire user experience for new sellers during the onboarding process.

Seller productivity

Using Dynamics 365 improves seller productivity due to the use of the cloud. Enhanced data entry tools, centralized storage, and AI-powered suggestions are just a few examples of the many ways Dynamics 365 increases the productivity levels of sellers.

Seller effectiveness

Sellers are now more effective with the help of automated reminders and new capabilities with Dynamics 365 that allow them to perform their job more efficiently. Increasing effectiveness improves the company’s bottom line and makes everyone’s job easier. A person sitting on the floor with a computer and a balloon

Description automatically generated with low confidence

Sales Manager productivity

Consolidated data and automated reporting allow managers to easily stay up to date and monitor the performance of other team members to ensure everyone is on the right track in reaching short-term and long-term goals. Sales managers also easily generate reports and track the latest trends in the industry.

Impacts on the Customer Service Team

Delighting your customers with the best customer service experience is possible with the best internal tools. Read how Dynamics 365 sets up your Customer Service Team for success:

Customer Service Efficiency

Customer service agents are much more productive by delivering better support due to the new UX and easily accessible data. Customer service managers can now address any problems in real-time on mobile devices, which maximizes productivity and helps them avoid working long hours after work.

Customer Service Agent productivity

The improved user interface enables customer service agents to work more efficiently and better meet the needs of each client. Keeping customers happy is always essential to the long-term growth of an organization.

Customer Service Manager productivity

Customer service managers can fully take advantage of Dynamics 365 from any location and at any time. These managers can easily handle critical issues after-hours without the need for coming into the office. Resolving issues quicker keeps stress to a minimum while maximizing efficiency for your business.

Reduce the Total Cost of Ownership

A major benefit of migrating to Microsoft Dynamics 365 can be found in the cost saving opportunities. The predictable, subscription basis pricing model of Dynamics 365 makes it much easier to stay within a budget without worrying about any hidden fees.

A person writing on a piece of paper

Description automatically generated with medium confidence

On-premises Dynamics CRM and Dynamics AX systems require operating legacy licenses and annual maintenance fees per user. A cloud migration makes it possible for organizations to repurpose or retire existing on-premises hardware. These changes often result in significant cost savings due to no longer needing expensive network equipment and server hardware.

Migrating to the cloud results in substantial administration savings. These changes include eliminating data center management, reducing Dynamics support, and decreasing the need for custom development. Organizations now have more flexibility to reallocate resources to meet their needs best.

The efficiency of low-code Dynamics 365 makes it possible to create or update forms and workflows without the need for waiting on IT to handle these duties. Low-code customization saves everyone a lot of time while also allowing IT members to focus on more high-value tasks.

Business transformation is possible with a Microsoft Dynamics 365 Migration

Organizations have the capability to thrive more than ever before. Microsoft Dynamics 365’s strong, digital-ready infrastructure supports crucial functions like sales and customer services, allowing your business to adapt and strategize quickly.

If your business is considering a migration to Microsoft Dynamics 365, there are options and paths to fit your unique timeline and goals. Dynamics AX and Dynamics CRM customers can join the Dynamics 365 Migration Community to learn more about the program and connect with industry experts to make timely, informed migration decisions.

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Bridget Courneya
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Bridget is the Founding Editor of Acceleration Economy and drives a multi-faceted editorial strategy towards the organizational mission - to empower businesses to compete in the Acceleration Economy through application of tech + human ingenuity. With a heart for the tech community and a mind for agile organizational change, her Analyst POV covers Business Psychology and IT Strategy. Bridget embraces her passions of social impact, diversity and inclusion by leading the Analyst Network and Women in Tech initiatives.

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