Running a company involves juggling a number of tasks at once. Among other responsibilities, you have to manage inventory, ensure sales, keep customers happy, and maintain profitability. Microsoft Dynamics 365 has recently made considerable progress in addressing all of these concerns.
The program now operates in ways that would have formerly taken a huge toll on your working hours. It spots problems before they blow up. And it gives you information you can use instead of drowning you in reports nobody reads.
These are the top 8 ways in which Microsoft Dynamics 365 is helping businesses.
Sales Forecasting: No More Conjecturing
Your sales team probably creates forecasts every quarter. But how accurate are they? Most companies find out the hard way when revenue comes in way under (or over) what they planned for.
Microsoft Dynamics 365 looks at what's actually happening with your deals. It checks which prospects are engaging, which have gone cold, and what your historical close rates are. Then it tells you what's realistic.
One manufacturer we know found something interesting. Their deals closed 60% more often when the first contact happened on a Tuesday. They never would've spotted that pattern without the system tracking it. Now they schedule their outreach differently, and it's paying off.
Fixing Customer Problems Before They Happen
You know what's better than great customer service? Not needing customer service in the first place.
Microsoft Dynamics 365 watches how people use your products. It looks at support tickets. When it sees patterns that usually lead to problems, it flags those accounts. Your team can call them and fix the issue before the customer gets frustrated enough to leave.
A retail company tried this approach and stopped 23% of its customers from bailing. Those are people who would've walked away otherwise. The system saw warning signs that their team would've missed.
Read More: Know the Key Difference Between Microsoft 365 vs Microsoft Office
Supply Chain Management Without the Panic
Remember when everyone, a few years ago, was clamoring for inventory? That was a terrible dream. While Microsoft Dynamics 365 cannot prevent worldwide supply chain failures, it provides you with a battle plan to prepare for them.
Your inventory counts, supplier details, shipping information, and sales predictions are all connected on this platform. You can see trouble coming weeks ahead instead of finding out you're out of stock when a customer tries to order.
It also keeps tabs on your suppliers. If one's getting unreliable, it'll suggest alternatives before you're stuck. A distribution company cut its inventory costs by 18% while experiencing fewer stock outs.
Marketing That's Based on What People Do
Sending the same email to everyone on your list won't work right now. People ignore generic marketing.
Microsoft Dynamics 365 focuses on what your customers actually do. What emails do they open? What pages do they visit on your website? What have they bought before? The system builds profiles based on behavior, not just demographics.
Then you can send messages that make sense for each person. A B2B company increased email conversions after it started doing this. People respond better when you're talking about stuff they care about.
Financial Planning with Actual Data Behind It
Finance teams build budgets that look great on paper. Then reality hits, and spending goes sideways for reasons nobody saw coming.
Microsoft Dynamics 365 looks at your spending patterns. It knows what drives your costs. When something's trending wrong, it tells you. You get time to figure out what's happening instead of discovering budget problems at the end of the quarter.
Cash flow predictions get better, too. The system knows when your bills are due and when money typically comes in. It can warn you if you're going to be tight on cash before it becomes an emergency.
Project Management for Teams That Are Always Swamped
Projects go off the rails for the same reasons every time. Somebody gets overloaded. Timelines were too aggressive. The scope kept expanding.
Microsoft Dynamics 365 monitors all those working on your projects, making your job easier. When someone's overburdened, it flags it. You can shift things around before that person burns out or deadlines start slipping.
It also matches the project schedules you have now against comparable ones from past projects. Early enough to act, you learn you are falling behind.
Within six months, a consulting firm went from meeting just about half of its deadlines to completing projects well on time.
Inventory in the Right Place at the Right Time
If you've got multiple locations, you know this headache. Too much stock is sitting in one warehouse while another one is running out. Moving stuff around costs money, but so do lost sales.
Microsoft Dynamics 365 determines where inventory should be placed, depending on sales volume at every site. It takes into account lead times and delivery costs. It can even consider local events that might spike demand.
A retailer cut inter-store shipping time while maintaining the same in-stock levels. That's real money saved without hurting sales.
Workflow Automation That Gets Rid of Delays
Every company has that approval that takes forever. An important email may remain unnoticed and unread for weeks. It puts the brakes on work processes.
Microsoft Dynamics 365 tracks how long tasks have been sitting. When delays become abnormal, they escalate or are routed to someone else. The system learns which requests usually sail through and which need more review.
A healthcare company was taking three weeks to onboard new vendors. They got it down to five days with automated workflows that keep things moving.
Why This Matters
None of these qualities is isolated from the others. The advantages of inventory planning come from sales estimates.
Customer service data shapes your marketing. Project resources connect to financial planning. Everything works together.
Companies using this integrated approach make better decisions. They're faster. They catch opportunities and fix problems sooner. The software offers the resources needed to make smart decisions.
You won't stay competitive if you stick to the conventional ways of solving problems. The difference between what old software can do and what new technologies can do is growing wider and wider.
Let's Talk About Your Business
B&L PC Solutions knows Microsoft Dynamics 365 inside and out. We will help you identify the most valuable area and create an action plan fit for your schedule and financial limitations. Contact us to discuss how this will benefit your business.
Tags: Dynamics365, MicrosoftDynamics365, SmartERP
