Expanding internationally > Adding new products> Opening additional offices
Ambitious growth plans like these are exciting but also raise questions about whether your systems can scale.
Will your CRM be able to handle doubled, tripled or even 10x data volumes, user loads, and functionality needs?
Key Factors in CRM Scalability
As your company sees growth in revenue, customers, employees, and global reach, your CRM system needs to scale up smoothly in some key areas:
- Data volume – As customer interactions increase across sales, service, and marketing, the amount of data being generated can expand rapidly. Your CRM system needs robust storage to handle thousands to millions of customer records, activity records, transactions, documents, and more as you grow. The infrastructure must allow adding capacity easily.
- User load – Your employee numbers will grow if you’re pursuing ambitious growth. You need a system that can securely scale to support more salespeople, service agents, marketers, and other roles accessing the CRM worldwide. Whether it’s 10, 100, or 10,000 employees, the platform should handle increased user loads without compromising performance.
- Functional needs – Startups often begin with a basic CRM focused on sales tracking and contact management. But as you grow and require more sophisticated capabilities like marketing automation, customer service, inventory management, and other functions. Your CRM needs to be able to expand its scope either natively or through third-party integrations.
Dynamics 365 is expressly designed for enterprise-level scalability across all these dimensions of data, users, and functionality. It provides a future-proof foundation to build upon.
Built on a Scalable Microsoft Cloud Foundation
The Dynamics 365 infrastructure is powered by Microsoft Azure, consistently ranked as a top cloud computing platform. This gives it several scalability advantages:
- Globally distributed data centres provide geographic coverage.
- Server capacity can be increased smoothly to handle heavy usage.
- Built to handle peak demand for Microsoft’s largest customers.
- Regular platform updates add features and optimise performance.
You get the same enterprise-grade foundation scaled for your needs. The Microsoft cloud handles the heavy lifting as you grow.
Adaptable Security for More Users and Offices
Simultaneous user handling: Dynamics 365 is constructed to effortlessly accommodate a surging number of users. As your business grows and the number of users accessing the CRM increases, Dynamics 365 ensures a consistent and lag-free experience. This resilience comes from Microsoft’s robust cloud infrastructure, allowing the platform to adapt dynamically based on user load.
Role based access: Dynamics 365 applies robust enterprise-level security protections that naturally extend to thousands of users across multiple locations.
- Role based access control limits data to only appropriate personnel
- Set geographic access restrictions and policies
- Single sign-on integration with Azure Active Directory
- Monitoring and auditing capabilities scale up
- Encryption protects increasing data stores
As your workforce and offices expand globally, you can securely provision CRM access to new teams while protecting sensitive information.
User Training and Onboarding:
Understanding that a growing business means new faces and roles, Dynamics 365 provides an intuitive interface complemented by many training resources. This means new users, regardless of their prior CRM experience, can quickly adapt to the platform.
Expand Functionality With Integrations and Customization
The Dynamics 365 suite is a family of applications from which you can pick and choose depending on your company’s needs at the time. The licencing model is flexible so you can add new features at a pace that suits you
The suite includes
Dynamics 365 also provides multiple avenues to add functionality without major platform overhauls. You can extend capabilities to match your needs.
- Over 200 API connections to third-party apps and data sources
- No-code customization and configuration options
- Build custom plugins, workflows, modules with Microsoft Power Platform
- Robust developer documentation to integrate with unique systems
Start with a simple contact CRM, then expand capabilities for sales automation, digital marketing, customer service, and more. Dynamics 365 gives you options to scale up functionality.
Plan for Growth Now, Scale Later
The key is choosing a solution positioned for expansion from day one.
With Dynamics 365, you can scale:
- Start with capabilities needed for your current size and needs.
- Built-in analytics help monitor usage and plan expansion.
- Microsoft provides guidance on optimally configuring capacity and resources.
- Scale up server capacity, data storage, and users as needed.
Dynamics 365 helps businesses to start simply, then scale confidently as global growth plans start to kick into gear.
See how the Dynamics 365 family helped these international businesses grow
- Vattenfall Streamlines sales and service, scales for sustainability and growth with Dynamics 365
- CooperSurgical accelerates sales productivity during rapid global growth with unified CRM on Dynamics 365