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How to Benefit from a Microsoft Dynamics 365 CRM for Manufacturing

Manufacturing is a process-heavy industry. However, manufacturers need to leverage these processes to better the customer experience. Therefore, the right CRM is a great step forward for manufacturing companies.

Dynamics 365 (D365) is a comprehensive, cloud-based collection of apps.  D365 helps manufacturers achieve unify operations, improve processes, and engage with customers.

The increasing accessibility of digital manufacturing tools, such as cloud storage, makes it easier than ever to create “smart factories”. That is to say, these smart factories’ devices, assets, and resources sync global operations and make the industry more productive.

Dynamics 365 helps manufacturers monitor CRM automation by processing and gleaning data in real-time. You can view the performance, usage, and machine lifecycle information anytime, anywhere. It is also possible to resolve any issues remotely to maximize uptime.

Dynamics 365 CRM for Manufacturing

For manufacturers, Microsoft Dynamics 365 bridges the gap between CRM and ERP systems to produce rich analytics, embedded intelligence, and easy-to-use applications.

Moreover, D365 unites every aspect of the manufacturing supply chain to ensure a smoother fit for all organizations.

Dynamics 365 offers greater insight into business operations, optimizing systems, shortening processes, and cutting costs. With real-time product, customer, and performance data, manufacturers also have more freedom to improve their operations and react to changes faster.

Dynamics 365’s centralized, intelligent platform allows manufacturers the agility to adapt to changes at any point in the business cycle. Users can:

  • Push through rush orders from the initial sales order
  • Update or edit orders throughout the production process
  • Utilize multi-level production orders to simplify make or buy decisions
  • Run “what-if” scenarios to better prepare for changes and predict their effects.

Custom-built Dynamics 365 CRM for Manufacturing examples:

  • You can Integrate many Microsoft tools with Dynamics CRM. For example, the Microsoft App Launcher provides you access to the entire Microsoft 365 suite of products.

Office 365 App Starter


  • You can access your custom entities and categories anytime in the left navigation menu:Dynamics 365 Manufacturing Navigation Menu
  • Also, create different views for entities and fields to access them directly in a single viewDynamics 365 Manufacturing Active Access Requests
  • Most importantly, you can create Multiple Dashboards, Charts, and Views based on custom entities and fields to view your organization’s performanceMicrosoft Dynamics 365 Manufacturing Dashboards

Custom-built Dynamics 365 CRM:

If your manufacturing company needs a custom-built Dynamics 365 Manufacturing CRM, contact us at Beyond Key Systems to build it for you.

Every manufacturing company has its own needs and workflows. Consequently, it is a good CRM does can be customized to fit your current processes.

A few more benefits include:

Robust Project Management

Imagine if you monitor your manufacturing operations’ performance (timely execution, quality, and cost) with production performance Power BI reports. Additionally, you can review, monitor, and approve all charges and time impacting projects through intuitive dashboards and respond quickly to scope changes and project risks by managing critical KPIs and ensuring profitable service delivery.

Get Visibility into Operations

  • Improving access to your supply chain data with Dynamics 365 will improve communication between the production, supply, service, and sales teams. Fostering collaboration across departments and connecting various business systems offer a better understanding of operations.

Improve Productivity

  • Manufacturing productivity comes from having a consolidated view of operations and access to mobile and virtual reality tools to monitor and resolve issues remotely through Dynamics CRM
  • Creating personalized sales documents with
    • Office 365 tools
    • Event-driven sales process
    • Workloads
    • Relevant and contextual documents
    • Offline on phones and tablets
  • Real-time updates offer greater visibility and an accurate view of the buying cycle to ensure procurement stays within the company’s preferred quantity and price levels.

Employee Productivity and Efficiency

  • Collect and analyze data from connected products and equipment
  • Empower employees to collaborate more efficiently
  • Automate processes
    • Across the manufacturing lifecycle
    • Accelerate production
    • Improve the cycle of innovation
  • Create a better vendor experience
  • Provide employees with a 360-degree view of customer assets and work order history to understand customers and their needs better
  • Enable instant feedback from machine learning algorithms for successful troubleshooting and maintenance

Customer Service and Engagement

  • Adopt a customer-centric approach while optimizing operations
  • Create and deliver personalized content that customers can access anywhere and anytime
  • Engage customers across the product lifecycle from production design to field service
  • Offer a range of value-added services that increase revenue and strengthen customer relationships.

Real-Time Insights

  • Simplify and accelerate business process changes by
    • Integrating legacy systems
    • Scaling globally at their own pace
  • Consolidate the process and institutionalize efficiency gains by monitoring issues remotely
  • Equip technicians with mobile and virtual reality tools that leverage existing expertise while minimizing costly engagements.

Boost profitability

The whole point of improving processes, streamlining workflows, and boosting customer loyalty is to make your manufacturing business more profitable. As a result, Dynamics 365 provides manufacturers with the tools and business intelligence solutions to make their services better, faster, and customer-focused.

  • Dynamics 365 accomplishes these goals by eliminating waste, reducing errors, and providing more value to their customers.

Dynamics 365 CRM for Manufacturing Conclusion:

In conclusion, we at Beyond Key Systems help manufacturing companies streamline their workflow, improve vendor management, promote a better supply chain management with Dynamics 365.

To learn more about how Beyond Key System can help your manufacturing company, please contact us at contact@beyondkey.com or visit our website www.beyondkey.com.