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Microsoft Dynamics 365 Overview

Cloud-based ERP and CRM applications to boost profits and reduce costs

Microsoft Dynamics 365 overview

Microsoft Dynamics 365 is an innovative cloud-based enterprise software solution that brings ERPCRM, and supporting business applications together as one streamlined product for a modern, simple, and unified experience. By applying intelligence to all forms of data, it enables organizations to:

Build personalized experiences across all client touchpoints – from consideration to purchase, by harnessing data and drawing actionable insights.

Hire the best talent by leveraging intelligent data and provide them with familiar productivity tools, actionable insights, and mobile work options to get them to give their best.

Anticipate and manage business needs better with processes made more intelligent thanks to artificial intelligence, machine learning, and predictive analytics.

Use data as a strategic asset to identify new market opportunities, innovate new business models, automate processes, and shift from hindsight to foresight.

Microsoft Dynamics 365 applications

Microsoft Dynamics 365 breaks down its various ERP and CRM functionalities into applications, which can be used individually or in seamless integration with others. It further provides various tools that help you do more with these applications. You have the flexibility to purchase these as and when you need them, either as individual business “solutions”, or as a bundle of apps known as a “plan”. Find below the various applications on offer:

Microsoft Dynamics 365: Enterprises versus SMEs

While there is no one size fits all for ERP or CRM solutions, the requirements of companies can be broadly classified by their size. For instance, a SME (small and medium enterprise) would generally require lesser functionalities than a larger enterprise and have a comparatively smaller budget.

Therefore, SMEs may not purchase an expensive ERP/CRM solution, where a majority of the features would not be utilized. Similarly, large enterprises may not opt for a solution which lacks functionalities for the business.

Understanding these broad differences in requirements, the solutions have been categorized by SMEs and large enterprises.

sa.global services

Our services portfolio enhances the value of your investments in Microsoft solutions, helping you realize process efficiencies, improve workforce collaboration with custom applications, and manage routine business operations at scale through the expertise of our consultants. Our Dynamics 365 Consultants offer a spectrum of services ranging from consulting and design customization to implementation and support.

Consulting Services

Migration Services

Implementation Services

Development Services

Managed Services

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Frequently asked questions

Microsoft Dynamics 365 is a cloud-based solution comprising enterprise resource planning (ERP) and customer relationship management (CRM) capabilities along with other productivity applications (Microsoft 365) and AI tools. Each of these solutions integrate your data, business processes, and logic to offer a single, connected system. The ERP solutions focus on core accounting, manufacturing, and distribution needs while the CRM system has modules that address the sales, marketing, customer and field service areas. The greatest value of Dynamics 365 solutions is the automation, efficiency, control, and scalability that they offer.

Microsoft Dynamics 365 offers both ERP and CRM solutions. While both help you store and analyze data from a unified database, the applications differ in their extensive functionalities and benefits. The applications are specific to departmental needs – an ERP solution manages financial aspects of your business – accounting, budgets, financial management, etc.; a CRM system manages your customer data that can be used by sales and marketing teams.

Dynamics 365 has solutions for both small and mid-sized businesses as well as large enterprises. The ERP solutions that focus on financial data and functionalities comprise:

  1. Microsoft Dynamics 365 Business Central. This solution is suited for small and medium sized businesses, where you can start small and scale up and add functionality as you grow.
  2. Microsoft Dynamics 365 Finance: This solution works for large organizations with multiple lines of businesses, or managing multiple entities, multi-countries, multi-currency, etc.

The CRM suite has five modules – Sales, Marketing, Customer Service, Field Service, and Project Operations, and these work for any sized organization.