What CRM workflow challenges are you facing?
Do you have Microsoft Dynamics 365 installed but feel you could get more out of the system?
Would any of the following help your business?
- Dedicated data capture forms and checklists to replace the need to complete traditional CRM forms
- Automated business processes which trigger when changes are made to the system
- For example, you could make a process to create other CRM records automatically based on the data entered by your users
- Business process flows which ensure that users complete mandatory fields and processes that cross several areas of CRM e.g. Leads, Opportunities, Appointments and Quotes
How we can help with CRM Processes – Workflows, Dialogs and Business Process Flows
All My Systems can help to increase the efficiency of your Dynamics 365 system by creating effective processes that align with your business processes.
Here’s some marketing customer journey examples.
- Dialogs – Provide a data capture form with multiple pages similar to a checklist. This is ideal for capturing customer requirements over the phone or for taking orders, and then updating CRM data based on the answers.
- Workflows – Automate updating CRM records, creating new ones, and adding advanced features such as reminders for users to make a phone call.
- Business Process Flows – Guide users through the different entities of CRM via a Business Process Flow (BPF). Business Process Flows ensure that important mandatory data is captured accurately. These flows prioritise the essential data that you need to capture at each stage of the process, making them ideal for training both new staff and infrequent users.
Processes like this will help scale your business. Though often, the users of the system can always see what could be automated. That’s where we come in.
The next steps to automating your business
If you feel these processes would improve the efficiency of your business, please contact us for further details
I’d like help with CRM processes
Eight short guides to help improve your Dynamics 365
- Build better workflows and processes
- Create meaningful, actionable reports
- Get smart with automated emails
- Create a easy to use and centralised document store
- Discover trends and unearth previously hidden data
- Manage users and security better
- Teach you how to manage your CRM in-house
- Provide expert support