Putting the Customer First

Putting the Customer First

11 April 2023 · By · Tagged as: Quick tips, Dynamics 365

In today's business world, building strong customer relationships is crucial for success. Microsoft Dynamics 365 Sales and PowerApps based on Dataverse provide amazing tools to manage these relationships effectively. This blog takes you through the customer functionality of these platforms, showing you how to put the customer at the centre of your processes.

 In today's business landscape, customer relationship management (CRM) is an essential aspect of any successful business. Microsoft Dynamics 365 Sales and PowerApps based on Dataverse provide organisations with the tools to effectively manage their customer relationships. In this blog, we will explore how to use the customer functionality with D365 Sales or PowerApps based on Dataverse, with a focus on putting the customer in the centre of the process.

At the heart of D365 Sales and PowerApps based on Dataverse is the concept of the account object. This object represents the company or organization that you are doing business with. Within the account object, there are various attributes that are used to store information about the company. One important attribute is the relationship type attribute, which describes the type of relationship that you have with the account. Examples of relationship types include prospect, customer, vendor, and partner.

To put the customer in the centre of the process, it's important to understand how the account object is related to other objects within the system. For example, you may have contacts within an account who are the primary point of contact for that organisation. You can create a relationship between the account and contact objects, allowing you to easily view all of the contacts associated with a particular account.

Additionally, you may have opportunities within an account that represent potential sales. You can create a relationship between the account and opportunity objects, allowing you to easily track all of the opportunities associated with a particular account. By putting the customer in the centre of the process, you can ensure that all interactions with the customer are tracked and managed effectively.

To use the customer functionality with D365 Sales or PowerApps based on Dataverse, you will need to first create an account record for the customer. You can then create related records for contacts, opportunities, and other related objects. By keeping all of these records related to the account, you can easily see a complete picture of your interactions with the customer.

One powerful feature of D365 Sales and PowerApps based on Dataverse is the ability to create custom entities. These entities can be used to store additional information about the customer that is not included in the standard account object. For example, you may want to create a custom entity to track customer feedback or to store information about the customer's preferences.

In conclusion, the customer functionality with D365 Sales or PowerApps based on Dataverse is a powerful tool for managing customer relationships. By putting the customer in the centre of the process and using the account object and relationship type attribute, you can ensure that all interactions with the customer are tracked and managed effectively. By creating related records for contacts, opportunities, and other objects, you can easily see a complete picture of your interactions with the customer. And by using custom entities, you can store additional information about the customer that is not included in the standard account object. With these tools at your disposal, you can build strong and lasting relationships with your customers, driving business success.

If you're looking to learn more about customer relationship management and how to make the most of Microsoft Dynamics 365 Sales and PowerApps based on Dataverse, get in touch with us today.