Features

Planning and management

Gain strategic advantage with real-time customer and competitive intelligence. Enhance visibility and enable better decision-making with sales reports, interactive charts and dashboards. Drive toward desired outcomes with real-time, contextual guidance to align sales behavior with best practices.

Accounts and opportunities

Increase user adoption and help reduce training costs with an intuitive, immersive, process-centric experience. Gain visibility into past and planned customer interactions and activities across marketing, sales, and service. Increase sales rep adoption with customer relationship management (CRM) capabilities embedded inside Outlook.

Sales analytics

Analyze and get immediate insights across all your data with self-service BI. Gain instant visibility into your pipeline from anywhere, on any device. Empower your sales managers and reps to share insights and to analyze the data they need with real-time sales reporting, flexible dashboards, and inline data visualization.

Service analytics

Identify trends, anticipate opportunities, and gain insight through dashboards, deep analytics, and powerful data visualization capabilities.

Marketing analytics

Measure pipeline and revenue across every marketing investment to get a true view of your ROI. Empower your marketers with access to data through visual dashboards, and get a clear overview of campaign results so you can quickly judge performance. Make reporting easy by giving marketers familiar tools, including Excel and Power BI, for real-time reporting.

Agent enablement

Empower agents with a single, unified experience to deliver fast, amazing customer service from desktop or mobile. Agents can access every source of information they need, across diverse environments, so they can provide a more personalized, effective standard of service.

Self-service

Make it easy for customers to solve issues on their own. Provide a customizable online support portal that leverages an organized, searchable knowledgebase to deliver real-time updates, consistent answers to service questions, and product and service information and documentation.

Social CRM

You can add social data in Microsoft Dynamics CRM or Microsoft Dynamics Marketing—on dashboards or on any forms, like Accounts or Campaigns. Help your front-line sales, marketing, and service teams deliver amazing customer experiences. Social Listening doesn't have to be limited to a few individuals in your marketing organization.