Automate the manual work in Microsoft Dynamics 365 CRM

FullSpec maps how Microsoft Dynamics 365 CRM fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Microsoft Dynamics 365 CRM by the numbers

Insights from real process mapping sessions that involve Microsoft Dynamics 365 CRM.

Processes mapped using Microsoft Dynamics 365 CRM

Manual hours identified using Microsoft Dynamics 365 CRM

73%

of Microsoft Dynamics 365 CRM steps fully automated

Top 5 Microsoft Dynamics 365 CRM friction points when done manually

Syncing customer data across Microsoft Dynamics 365 CRM

When new customer information arrives via email or spreadsheet, manually entering it into Microsoft Dynamics 365 CRM creates duplicate records and outdated contact details.

78% report this

Updating deal stages in Microsoft Dynamics 365 CRM

Sales reps forget to move opportunities through pipeline stages in Microsoft Dynamics 365 CRM, leaving leadership with stale forecasts and no visibility into actual deal progress.

71% report this

Pulling reports from Microsoft Dynamics 365 CRM

Creating monthly sales reports requires manually extracting data from Microsoft Dynamics 365 CRM, reformatting it in Excel, and sending it to stakeholders who need current numbers.

62% report this

Tracking customer interactions in Microsoft Dynamics 365 CRM

Phone calls, emails, and meetings happen outside Microsoft Dynamics 365 CRM, so team members must remember to log each interaction manually or the customer history stays incomplete.

51% report this

Assigning leads in Microsoft Dynamics 365 CRM

New leads sit in Microsoft Dynamics 365 CRM until someone manually reviews them and assigns them to the right sales rep, causing delays and lost follow-up time.

27% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Microsoft Dynamics 365 CRM

Browse popular Microsoft Dynamics 365 CRM automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.