What is Dynamics 365?

Laura Brewer
dynamicconsultantsgroup
5 min readJul 5, 2017

Dynamics 365 is the only cloud-based solution that offers all that you need for CRM and ERP, in one place. It was built by Microsoft for maximum flexibility and extensibility. It basically unifies these capabilities into applications that work seamlessly together across:

Operations:

Previously known as Microsoft Dynamics AX, the operations module contains all the financials and operations functionality of Dynamics AX.

Sales:

This is the core functionality of Dynamics CRM; with all the lead management and sales process functionality you could ever need as a salesperson.

Marketing:

At launch, Microsoft announced a partnership with Adobe for the marketing portion of Dynamics 365; given their discontinuation of Microsoft Dynamics Marketing.

Customer Service:

The Customer Service module integrates CRM functionality, new functionality, existing Parature functionality, and more Microsoft partnerships.

Project Service:

For project-based businesses, the Project Service module allows for the estimation and scheduling of projects in Dynamics 365. Great for professional services organizations! This module was previously available as a Dynamics CRM extension.

Field Service:

For businesses with field agents or workers, this extra module leverages the mobility of the Microsoft cloud and delivers extra features these organizations will find handy. This module was also previously available as a Dynamics CRM extension.

These applications are integrated with the tools you already use, like Outlook and Excel; and it brings the power of digital intelligence to every decision you make.

Why does a company need Dynamics 365?

10 benefits for your company:

1. Start with what you need and add apps as your needs change

Dynamics 365 is built to be simple. Use individual apps that work both on their own or together — so you can create the solution that fits your needs. When your situation changes and new needs are needed, you find the applications that help you grow.

2. Understand your customers in a completely new way

Dynamics 365 brings together any kind of customer data so you get the complete picture of the customers. You can use pre-built KPIs to truly understand the customer journey with real-time updates. You get the ability to personalize the customer experience and to easily measure and track the health of customer relationships.

3. Flexibility

Having a monthly operational cost and a subscription model is far more flexible than having capital costs. It has the potential to be much cheaper as you only buy what you need. Also, Dynamics 365 eliminates the need to manage your own data center and servers, which can lead to significant savings.

4. Simplicity

Dynamics 365 is based on purchase subscriptions by role. You only have to subscribe people to the work they actually do and not buy a single large license covering all roles.

5. Ease of Use

Dynamics 365 is based on Microsoft’s new app market, AppSource, where you can easily search and find the apps that you and your company need. This makes the solution easy to understand and use. When your needs change, you can easily search for an app that can help you.

6. Scalability

Dynamics 365 comes with a monthly subscription, giving you the ability to scale up and down when your needs change, for example in relation to Christmas or vacations. Only pay for what you need, when you need it.

7. Agility

Dynamics 365 will transform the way you manage customer data and daily situations. You can dissolve barriers between critical business platforms and make your data start working together. Core to this concept is the Microsoft Common Data Model that is a shared business database. It is the glue that connects all data and processes together, so you can say good bye to silos of information.

8. Increase productivity

Dynamics 365 makes employees more productive, because they have access to both the insights they need to make the best decisions and the tools they need to do their work. By combining ERP, CRM, Office, and additional apps into one, cloud-based experience on a common data model, you have a people-centric platform that makes employees daily work easier.

9. Intelligent

Dynamics 365 gives you access to Real-Time Insights with Built-In Predictive Analytics. Power BI, Cortana Intelligence and Azure Machine Learning are all natively embedded, so you have access to predictive insights, prescriptive advice and actionable next steps.

10. Secure

Dynamics 365 is a cloud-based solution that features robust security and access controls for apps and data that are built into the cloud services, including the physical datacentre, network connectivity, service hosting platform, and user and administrator access.

All in all, Microsoft Dynamics 365 provides great potential to streamline line-of-business, and allow increasing agility for companies, and reducing costs.

Would you like to know more? Contact us and we would be happy to give you a demonstration to how Microsoft Dynamics 365 gives you competitive advantage.

Benefits over others?

One of the greatest strengths of Microsoft Dynamics CRM is that when it comes to development, they employ common, universal web standards such as Java, .Net and HTML. This means that businesses have the advantage of developing their own customizations based on their individual needs without having to rely on a single or specific type of programming language. If they don’t have the capabilities in-house to handle these customizations, there is an extensive network of trusted, experienced partners at Dynamic Consultants Group that can effectively handle their needs.

Some other benefits are: Integration, Lower price, & flexibility to only pay for what you need, as you need it.

Integration Options?

Microsoft Dynamics 365 is Microsoft’s SaaS business solution. It unifies ERP and CRM capabilities into a single application that addresses various business processes and functions.

Here are five different ways Microsoft Dynamics 365 can be integrated with other solutions or have its functionality enhanced.

1. Add More Modules of Dynamics 365

2. Microsoft-developed Integrations

3. Custom-developed Solutions

4. Microsoft AppSource

5. Self-serve Customization

Integrating Microsoft Office 365 with Microsoft Dynamics 365 is a great way to enhance your customer relationship management with the power of cloud services: easier maintenance, broader availability, and better coordination across multiple devices. Learn how to integrate Exchange Online, SharePoint Online, and Skype for Business into Dynamics 365.

Get started today!

Find a Microsoft Dynamics 365 partner at:

www.dynamicconsultantsgroup.com

Request a free demo of Microsoft Dynamics 365 at:

www.dyanmicconsultantsgroup.com/contact

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