{"id":3968,"date":"2026-02-23T11:54:26","date_gmt":"2026-02-23T10:54:26","guid":{"rendered":"https:\/\/nabsolutions.com\/us\/?p=3968"},"modified":"2026-03-17T09:41:46","modified_gmt":"2026-03-17T13:41:46","slug":"modern-crm-for-better-customer-relationships","status":"publish","type":"post","link":"https:\/\/nabsolutions.com\/us\/crm\/modern-crm-for-better-customer-relationships\/","title":{"rendered":"A modern CRM platform for companies that want to bring structure to their customer relationships."},"content":{"rendered":"\r\n<section class=\"nab-news-hero\">\r\n    <div class=\"nab-news-hero-inner\">\r\n        <header class=\"nab-news-hero-header\">\r\n            <p class=\"nab-news-hero-header-date is-ingress\">\r\n                February 23rd, 2026            <\/p>\r\n\r\n            <h1 class=\"nab-news-hero-header-title is-h2\">\r\n                A modern CRM platform for companies that want to bring structure to their customer relationships.            <\/h1>\r\n\r\n                                                <!-- <a href=\"\" class=\"nab-news-hero-header-button nab-button is-primary is-grey is-chips\">\r\n                                            <\/a> -->\r\n\r\n                    <p class=\"nab-news-hero-header-button-no-button\">\r\n                        CRM                    <\/p>\r\n                                    <\/header>\r\n\r\n        <div class=\"nab-news-hero-image\">\r\n            <img decoding=\"async\" \r\n                data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/Modern-CRM-for-battre-kundrelationer.webp\"\r\n                alt=\"\"\r\n                class=\"nab-news-hero-image-figure lazyload\"\r\n             src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1280px; --smush-placeholder-aspect-ratio: 1280\/720;\">\r\n        <\/div>\r\n\r\n        <header class=\"nab-news-hero-excerpt\">\r\n            <p class=\"nab-news-hero-excerpt-text is-ingress\">\r\n                Many organizations today manage customer relationships without a shared view of the customer. Information exists across different systems, in emails, in documents, and in people\u2019s heads \u2014 but rarely in one place. This creates uncertainty, duplicate work, and makes it difficult to follow up on deals and relationships over time.            <\/p>\r\n        <\/header>\r\n\r\n        <div class=\"nab-news-hero-content\">\r\n            <div class=\"nab-news-hero-content-inner\">\r\n                <h4 class=\"nab-news-hero-content-title is-bold is-grey\">\r\n                    Table of contents                <\/h4>\r\n\r\n                <ol class=\"nab-news-hero-content-list\">\r\n                                    <\/ol>\r\n            <\/div>\r\n        <\/div>\r\n\r\n    <\/div>\r\n<\/section>\n\n\r\n\r\n    <section class=\"nab-article has-offset  \" id=\"\">\r\n        <div class=\"nab-article-inner \">\r\n            <h4>When customer data is no longer enough<\/h4>\n<p>Many organizations today have large amounts of customer data \u2014 yet still lack a clear overview. Information exists in ERP systems, emails, Excel files, and various tools that don\u2019t communicate with each other. The result is that sales, marketing, and customer service work with different views of the same customer.<\/p>\n<p>This makes it difficult to follow the customer journey, prioritize the right opportunities, and create a consistent customer experience.<\/p>\n        <\/div>\r\n    <\/section>\r\n\n\n\n\n\n    <section class=\"nab-bento  \" id=\"\">\n        <div class=\"nab-bento-inner\">\n                            \n                                    <div class=\"nab-bento-items is-bento-one\">\n                                                    <div class=\"nab-bento-item link-box-wrapper is-bento-one\">\n                                <div class=\"nab-bento-item-inner is-dark-green   is-flex-end \">\n                                                                            <img decoding=\"async\"\n                                            class=\"nab-bento-item-image-figure lazyload\" \n                                            data-src=\"https:\/\/nabsolutions.com\/us\/wp-content\/uploads\/sites\/4\/2026\/02\/bentos-crm-erika.webp\" \n                                            alt=\"\"\n                                         src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1920px; --smush-placeholder-aspect-ratio: 1920\/1080;\">\n                                                                        \n                                    \n                                    <header class=\"nab-bento-item-header \">\n                                                                                    <p class=\"nab-bento-item-header-subtitle is-uppercase\">\n                                                CRM                                            <\/p>\n                                            <h3 class=\"nab-bento-item-header-title  \">\n                                                Microsoft Dynamics 365 brings sales, service, and customer data together in one unified platform.                                            <\/h3>\n                                        \n                                                                                    <a \n                                                href=\"https:\/\/nabsolutions.com\/us\/crm\/\" \n                                                class=\"nab-bento-item-header-button nab-button is-primary \"\n                                                aria-label=\"Explore CRM\"\n                                            >\n                                                <span class=\"nab-link-box\"><\/span>\n                                                                                                    <span class=\"nab-bento-item-header-button-text\">\n                                                        Explore CRM                                                    <\/span>\n                                                    <i class=\"nab-bento-item-header-title-icon material-symbols-outlined is-mobile \" aria-label=\"Arrow right\">arrow_right_alt<\/i>\n                                                                                            <\/a>\n                                                                            <\/header>\n\n                                    \n                                                                    <\/div>\n                            <\/div>\n                                            <\/div>\n                                \n                               \n                                    <\/div>\n    <\/section>\n\n\n\r\n\r\n    <section class=\"nab-article has-offset  \" id=\"\">\r\n        <div class=\"nab-article-inner \">\r\n            <h4>What is meant by Microsoft\u2019s CRM platform?<\/h4>\n<p>Microsoft\u2019s CRM platform is designed to bring customer information, processes, and insights together in a shared ecosystem. It\u2019s not a single system, but a platform that supports the entire customer lifecycle \u2014 from the first interaction to long-term relationships.<\/p>\n<p><strong>The platform combines:<\/strong><\/p>\n<ul>\n<li>structured customer data<\/li>\n<li>support for business processes<\/li>\n<li>analytics and insights<\/li>\n<li>automation and AI<\/li>\n<\/ul>\n<p>All with the goal of making customer engagement more connected and less dependent on individuals.<\/p>\n<h4>A shared foundation for the entire organization<\/h4>\n<p>When customer data is shared across teams, it creates better conditions for collaboration. Information is updated once and used by many. This leads to more efficient ways of working and better decision-making.<\/p>\n<p>For organizations that want to take control of their customer relationships, Microsoft\u2019s CRM platform is often a natural first step.<\/p>\n        <\/div>\r\n    <\/section>\r\n\n\n\n<section class=\"nab-faq   \" id=\"\">\n    <div class=\"nab-faq-inner\">\n                    <header class=\"nab-faq-header\">\n                                    <h2 class=\"nab-faq-header-heading is-grey\">\n                        FAQ                    <\/h2>\n                            <\/header>\n        \n                    <div class=\"nab-faq-items\">\n                <div class=\"nab-faq-item\">\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            What is a CRM system?\r\n                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>A CRM system (Customer Relationship Management) is a digital tool that helps businesses collect, organize, and manage all customer and lead information in one place. It makes it easier to follow up on sales, marketing, and customer service, keep track of contacts, history, and communication, and gain insights that improve customer relationships.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            Does my business need a CRM system?\r\n                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>If you want better control over customer relationships, sales, and service, save time, and make smarter decisions, a CRM system is often a good choice. It helps businesses bring all customer information into one place, gain visibility into activities, and build more structured and long\u2011term customer relationships \u2014 whether you\u2019re a small or mid\u2011sized business.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            Which components are included in Microsoft\u2019s CRM platform?                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>The platform consists of several apps, including Dynamics 365 Sales, Customer Service, Field Service, and Customer Insights. These apps can be used individually or together, depending on your needs.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                            <div class=\"nab-faq-item-question\" itemscope itemprop=\"mainEntity\" itemtype=\"https:\/\/schema.org\/Question\">\n                            <div class=\"nab-faq-item-question-content\">\n                                <a href=\"\" class=\"nab-faq-item-question-content-link \">\n                                                                            <h3 class=\"nab-faq-item-question-content-link-label is-grey\" itemprop=\"name\">\n                                            What\u2019s the difference between a CRM system and an ERP system?\r\n                                        <\/h3>\n                                        <i class=\"nab-faq-item-question-content-link-icon material-symbols-outlined\" style=\"font-variation-settings: 'FILL' 1;\">arrow_circle_down<\/i>\n                                                                    <\/a>\n\n                                                                    <div class=\"nab-faq-item-question-content-answer \" itemscope itemprop=\"acceptedAnswer\" itemtype=\"https:\/\/schema.org\/Answer\">\n                                        <span itemprop=\"text\">\n                                            <p>A CRM system (Customer Relationship Management) focuses on customers, sales, and relationships \u2014 helping you keep track of contacts, leads, deals, marketing, and customer service.<\/p>\n<p>An ERP system (Enterprise Resource Planning) focuses on internal business processes \u2014 such as finance, inventory, purchasing, production, and project management \u2014 bringing everything together in one system for better control and efficiency.<\/p>\n                                        <\/span>\n                                    <\/div>\n                                                            <\/div>\n                        <\/div>\n                                    <\/div>\n            <\/div>\n            <\/div>\n<\/section>\n\n\n\n<section class=\"nab-cta-island   \" id=\"\">\n    <div class=\"nab-cta-island-inner\">\n        <header class=\"nab-cta-island-header\">\n                            <h2 class=\"nab-cta-island-header-title \">\n                    Curious how a CRM platform can bring customer data, deals, and insights together in one system?                <\/h2>\n                        \n                            <p class=\"nab-cta-island-header-text is-ingress\">\n                    Discover the possibilities with Dynamics 365.                <\/p>\n                        \n                            <a href=\"https:\/\/nabsolutions.com\/us\/crm\/\" class=\"nab-cta-island-header-button nab-button is-primary \" aria-label=\"Explore CRM\">\n                    Explore CRM                <\/a>\n                \n                            <a href=\"\" class=\"nab-cta-island-header-button nab-button is-secondary is-info-form-popup\" aria-label=\"Contact us\">\n                    Contact us                <\/a>\n                    <\/header>\n\n    <\/div>\n<\/section>\n\n\r\n<section class=\"nab-form-popup nab-form\">\r\n    <div class=\"nab-form-popup-inner\">\r\n        <a href=\"#\" class=\"nab-form-popup-close\">\r\n            <i class=\"nab-form-popup-close-icon material-symbols-outlined\">close<\/i>\r\n        <\/a>\r\n        <header class=\"nab-form-popup-header\">\r\n            <h3 class=\"nab-form-popup-header-title is-large\">\r\n                Get in touch! 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Information exists across different systems, in emails, in documents, and in people\u2019s heads \u2014 but rarely in one place. This creates uncertainty, duplicate work, and makes it difficult to follow up on deals and relationships over time.<\/p>\n","protected":false},"author":8,"featured_media":5450,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[10],"tags":[],"post_folder":[24],"class_list":["post-3968","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Modern CRM for better customer relationships - NAB Solutions<\/title>\n<meta name=\"description\" content=\"This is how Microsoft\u2019s CRM platform works in practice. An overview of the components and how they work together. Many organizations today\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/nabsolutions.com\/us\/crm\/modern-crm-for-better-customer-relationships\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Modern CRM for better customer relationships - NAB Solutions\" \/>\n<meta property=\"og:description\" content=\"This is how Microsoft\u2019s CRM platform works in practice. An overview of the components and how they work together. 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