Why

If your primary reason to change software is to improve the management of your financials and operations, but you also need some very basic capabilities to track and report on contacts and opportunities.

Integration with other Office 365 tools such as Outlook and Teams isn’t a priority and you don’t envisage your company needing more CRM functionality in the foreseeable future.

Why

Your primary reasons to consider a new CRM system is to consolidate and centralise your current sales processes, improve visibility and reporting and utilise your existing Office 365 tools to improve your sales conversions.

A strong integration with Outlook is required to help track emails, manage tasks and appointments and contact customers through email marketing.

Though you may not need it day one, you’d like some flexibility to customise the out-of-the-box process to further tailor the solution to your business needs.

You may also want the possibility to upgrade your CRM solution to a more comprehensive and customisable solution within the next few years.

Why

Your primary reason to consider a new CRM system is to develop a solution that meets all your business needs without compromise. As well as adopting standard sales processes, you’d like to create custom entities to control data around concepts that are unique to your business or industry.

Though you may not need it day one, you may be interested in utilising other Dynamics 365 applications such as Customer Service, Field Service or Project Operations so that all your systems are under one roof.