Microsoft Dynamics 365 for Sales: From a User to a Professional

How does a 20-something with a BA; majoring in Labour and minoring in Human Resources find themselves working on a Microsoft Dynamics 365 for Sales team at Encore? An even better question is why?

It all starts from the moment my CEO came to a staff meeting and told us he had found a way to increase productivity, reduce information seepage, and gain better relationships with our clients. He claimed we could do all that without increasing our workload beyond initial implementation, and we were going to do all of it through using a software program.

I watched his face wrinkle into a frown as some of my colleagues checked out mentally from the meeting, and then pure anger as more colleagues told him it couldn’t be done and that the way we had always done things were tried, tested and proven so he didn’t really need to spend the money or change things. It was then that he turned his attention to myself and the other newer employees, and you could see the realization on his face that we were the key to having this solution embraced in the organization.

We did the testing on new add-ons, we got to go to Microsoft conferences, we got to teach others how to use it, and we became the owners of Dynamics 365 for Sales for our office. We implemented the CEO’s vision, and because of that, our value in the office grew tremendously. But what does his vision have to do with me, beyond working with a CRM solution?

His vision wasn’t about the program itself but rather what he could achieve with it and the organization, how it was an effective tool, and how it could make his company the best competitor in the market. That was the reason I liked working with it, and ultimately chose to try and make a career out of it. I know that any business benefits from increased productivity, and that if you are a relationship-based organization, you must continue to successfully maintain relationships and grow new ones.

Ultimately though, you have to be competitive and profitable, and Dynamics 365 for Sales can help a business of any size with almost any budget achieve that. I wanted to work with it as a career because the doors you can open within the program and add-ons are limitless and each one adds a new opportunity for the user. It also gives me a challenge to piece together the client’s needs with their budget to give them the best experience possible.

Each project presents a unique challenge; matching a client with the products they need to help them and then watch the success of that company become more than what it was prior to implementation. Who wouldn’t want to do that every day?

If you have any questions about Microsoft Dynamics 365 for Sales, please feel free to contact us.

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26 Creative Ways Companies are Using Dynamics 365

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