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Microsoft Dynamics 365 Process automation

The Process Automation functionality of the Microsoft Dynamics 365 Sales module provides businesses with a powerful tool to automate their most tedious sales tasks. By leveraging the power of workflows, users are able to automate mundane yet critical processes such as lead assignment or follow-up emails. This reduces manual input and waste of resources, allowing them to focus on higher priority tasks and objectives.

 

The Process Automation Solution is offered to customers for a price of $65/user/month through an Enterprise Agreement or Cloud Solution Provider (CSP). With this solution, businesses can easily create custom workflows for various business process scenarios and assign them automatically across the organization.

 

Some of the major benefits associated with using the Process Automation functionality include:

 

  1. Streamlined Sales Cycle – The ability to create automated workflows eliminates manual processes that can slow down the sales cycle. This makes it easier for teams to find opportunities, contact leads, follow-up on tasks, and close deals more quickly.
  2. Increased Efficiency & Accurate Data – By automating processes such as data entry, user accuracy is improved while also freeing up time for other tasks resulting in overall increased efficiency!
  3. Reduced Risk & Improved Compliance – By ensuring that key activities are performed correctly in accordance with established policies & procedures, organizations reduce their risk exposure while also improving compliance standards!
  4. Accessible from Anywhere – Teams can access pre-configured workflows regardless of their location enabling them to stay connected while on-the-go!
  5. Real-Time Insights – Automated dashboards providing real-time insight into customer activities allowing personnel track progress without having manually analyse collected data points which requires extra processing!
  6. Cross Platform Integration – Teams are able integrate multiple platforms together via API making related operational areas streamlined again reducing manual input thus resulting improved productivity across board!
  7. Customizable Settings – Administrators have ability define parameters when creating new workflows tailoring whole process according needs & desires specific department/individuals helping achieve desired outcomes faster than ever before!
  8. Enhanced Security Protocols – Improved security protocols implemented within platform make sure data transmitted between integrated systems remains secure ensuring companies abide regulatory requirements all times!.

Overall, the Process Automation functionality provided by Microsoft Dynamics 365 is an incredibly useful tool for businesses looking to streamline their sales processes and improve efficiency across the board!

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