Dynamics 365 Modules: Types, Capabilities, Functionality and More

Neha Mashruwala
7 min readAug 18, 2021

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It’s true that Microsoft Dynamics 365 is a one-stop solution to all sorts of business needs. It’s so extensive and comprehensive that nothing else is required for workflow optimization if you use Microsoft Dynamics 365 in its full capacity.

Dynamics 365 Modules

This cloud-based business application can handle anything from Enterprise CRM to ERP Implementation. However, one can reap benefits from this tool only when full details about available module types and there features & function is acquired. So, here we’re lending a helping hand on this matter. In this post, all the leading modules of Dynamics 365 are discussed extensively.

Also Read: Microsoft Dynamics 365 Business Central — Package Insights, Features and Benefits

Kinds of Modules in Dynamics 365

One of the key reasons behind such huge popularity of Microsoft Dynamics 365 is its offering for almost every key operational area. In total, there are eight modules offered for use. These modules are dedicated to the below-mentioned operational areas:

· Finance and Operations

· Human Resource

· Retail or Commerce

· Sales

· Customer Service

· Project Service Automation

· Field Service

· Marketing

Customers are allowed to make choices, regarding the modules, as per the business requirements.

Here is a quick overview of these modules:

1. Dynamics 365 for Finance & Operations

Designed to make things simple and automated for the supply chain system, this module can be called another version of the accounting division of Dynamics 365. It takes care of financial management of tasks related to reporting & analysis, scheduling, cost planning, project planning, manufacturing tools for production, and the like.

Also Read: Accelerating business transformation with Dynamics 365 and Microsoft Power Platform — How can you do that?

Features

This module offers everything that one might need to optimize workflow related to the supply chain. The key features are as quoted below:

· Demand prediction;

· Business logistics modernization;

· Customer response;

· Procurement updates.

Functions

When used in full capacity, this module can:

· Level-up the financial performance and close accounts quickly;

· Improve the quality and customer satisfaction;

· Help end-user to pick the right kind of manufacturing processes;

· Trim down the hassles included in resource management.

2. Dynamic 365 For Human Resource

Also known as Dynamics 365 for Talent, this module is here to ensure that an organization has held over quality human power and talent. By offering a wide range of tools and functionalities, his module empowers the hiring process of an organization from the ground level. Not only hiring can be simplified; employee training and retention can be attained to their maximum perfection with the help of this module.

Also Read: Managing Employee Lifecycle with D365 Human Resource for Enterprises: Learn why and how to do it?

Features

There are some of the special features, included in Dynamics 365 for human resources, which makes it different from other HR resources. Have a look at those features:

· LinkedIn integration

· 360° feedback

· View real-time performance dashboards

· Performance reviews

· Training & development

Functions

We’ve just mentioned that this module is here to streamline HR operations. But, what it does? Here is what it does:

· Generate transparent, accountable performance appraisal for employees

· Real-time performance analysis

· Set the optional bonus

· Comparison of required & actual skills

3. Dynamics 365 for Retail

A boon for retailers, this Dynamics 365 module is known to streamline both back-end and front-end retails operations in one go and. It is designed as an all-inclusive solution for retailers and aims to deliver highly optimized operations at inventory, customer-business relation management, invoicing, and various other fronts. It works with equal ease and perfection in both online & offline stores.

Also Read: Deliver better user experience to buyers through Dynamics 365 with Magento eCommerce Implementation

Features

The real power of this module lies in its ability to bring multiple retail operations to a centralized place, using multiple features. These are the key features of this module:

· Channel Management

· Monitoring and Diagnostic

· Store Operations & POS

· Workforce Management

Functions

Dynamics 365 for Retail module is capable to:

· Generate real-time and data-driven inventory reports;

· Schedule the employees’ shift as per the availability of the staff;

· Provide customer order history;

· Create centralized and feature-packed Point of Sale services.

4. Dynamics 365 for Sales

As it’s clear from the title, this module is here to support and empower the sales team of an organization. Suitable for all kinds of B2B or B2C, this module lets the sales professionals use the AI for predicting sales, optimize sales processes, and various other kinds of operations.

Also Read: An all-inclusive View of Dynamics 365 and how it helps in Boosting Digital Selling

Features

Sale is a tedious task to handle and Microsoft knew this fact well in advance. This is why it has offered some of the sales dedicated features in this module. There are they:

· Relationship Assistant

· Business Process Flow

· Reports & Analysis

· Advanced Finds

. Customer Insights

· Dashboards

· Sales Prediction

Functions

Using this module, any sales team can easily:

· Empower sellers and boost up productivity with AI-driven tools;

· Bring multiple kinds of marketing strategies at a centralized platform;

· Create some of the best-of-breed sales solutions to double-up the sales figure;

5. Dynamics 365 for Customer Service

Customers are King for any business and this module is designed to empower the existing customer service of an organization by offering a viable mix of assisted service management tools.

The after-sales experience plays a crucial role in customer retention and this module is designed to strengthen out this aspect only, using the built-in innovation and AI. It is a great way to enjoy high-end add-ons and omnichannel engagement for a better customer-business experience.

Also Read: Dynamics 365 Customer Voice — What it is and what makes it good for your Organization?

Features

Here are features that are used for leveraged customer service:

. Agent experiences

. Agent Productivity

. Case Mangement

. Knowledge Management

. Omnichannel Chat

. Service-level agreements

Functions

Customer service management is now an effortless job with this module as:

· It lets you create a self-serve portal for customers;

· Customers will be able to get timely and peer-to-peer support

· Omnichannel communication is now possible;

· Make data-driven decisions is possible.

6. Dynamics 365 For Project Service Automation

Companies or professionals involved in project management can be highly benefitted from this module. It is laced with every industry-required feature required for the optimization of projects and their processing leading to leveraged productivity and reduced project cost.

Features

Industry experts call it a standalone solution for project management as all the leading features are included:

· Time tracking

· Workflow tracking

· Resource planning

Functions

Effective usage of this module has helped organizations to:

· Manage projects in a way that they meet the deadline;

· Optimize the available resources and effective distribution of workforce;

· Predict the real-time project profitability;

· Increase the team’s productivity.

7. Dynamics 365 For Field Service

Wondering how to deliver a seamless and value-added field service experience?

Try Dynamics 365 for the Field service module. A great way to keep track of the on-site team, this module allows organizations to keep tabs on unwanted operational costs and wastage of resources.

Watch Webinar: Microsoft Dynamics 365 For Field Service

Features

Here are some of the key features to use while expecting proper workflow management on site:

· Track my technician

· Customer satisfaction survey integrated with Field Service customer experience portal

· Additional Field Service enhancements

· Improved service account address usability

· Scheduling

· Technician Success

Functions

Keeping tabs on the productivity of the on-field workforce is now effortless as this module:

· Can improve field service by detecting, troubleshooting, and resolving issues proactively;

· Ensure timely availability of the technician at the site;

· Get the highest value from the available resources by automating the operations.

8. Dynamics 365 For Marketing

Ensuring the success of marketing efforts is no longer a tedious task as Dynamics 365 for Marketing module is here to do early detection of loopholes and take remedial actions instantly. Using this module, one can easily discover and sustain the sales leads to generate more revenue. Taking data-driven decisions and ensuring continual communication between different marketing channels and portals is easy than before with this module.

Also Read: How and Why to Create Rich Social Media Posts using Dynamics 365 Marketing?

Features

No matter how complex your market strategy seems, this module has something to offer. Some of the key features of this module are as mentioned below:

· Multi-channel campaigns

· Email management

· Custom templates

· Customer profile

· Data management

  • Email management
  • Custom templates
  • Customer profile
  • Data management
  • Lead management
  • Customer segmentation
  • Customer journey management
  • Event management
  • Analytics

Functions

Growth-driven organizations swear by functionality of this module as:

  • Generating more leads across the various channel is possible;
  • One can easily prioritize leads and track the progress;
  • Spot the sales-worthy leads from LinkedIn;
  • Streamline the event management;
  • Create a personalized marketing strategy;
  • Conduct multi-channel marketing campaigns and manage them at a centralized platform.

Doing Things Is So Easy

By now, it must be clear that Microsoft Dynamics 365 is everything that one is needed to gain an edge over others and streamline every operational aspect. However, not everything seems as easy as the success or perks of Dynamics 365 depends on effective implementation.

To churn out maximum output or make most of the used Dynamics 365 module, the implementation and adoption must be done as asked or required by the organization. This is where a reliable Dynamics 365 partner comes to the rescue. Using its year’s long expertise and excellence, one can ensure maximum benefits from the hired Dynamic 365 module.

Wrapping Up

Various types of Microsoft Dynamics 365 modules, when used correctly, hold the power to change the picture of an organization in the least possible efforts and expenses. The use of high-end tools and AI have made each of its modules the best in the market.

While you’re thinking of pump-up the productivity and utility of the team, don’t forget to hire a Microsoft Dynamics 365 partner. It will help you create a comprehensive roadmap of success for effective Microsoft Dynamics 365 adoption. Finding a suitable kind of module and making it work for you is an assured thing afterward.

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Neha Mashruwala
Neha Mashruwala

Written by Neha Mashruwala

A dynamic and result-driven Vice President of Marketing with close to 18 years of experience leading comprehensive marketing strategies & driving brand growth.

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