How to choose the right Microsoft Dynamics 365 Solution that suits your Business?

by Scarlett Jonathon Head of Marketing at DynamicsSmartz

Dynamics 365 is a business application suite from Microsoft that includes a range of solutions. Its goal is to streamline business processes for companies and industries. The primary question that arises is, what exactly is Microsoft Dynamics 365, and which solution is the best fit for your organization? 

As a Microsoft Gold Partner, our mission is to assist customers to select the right platform for their business needs. In this article, we'll go over the different Dynamics 365 offerings and discuss how to get started with them.

Microsoft Dynamics 365 Solution

Dynamics 365 is a comprehensive, all-in-one business management solution that combines ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), and BI (business intelligence) capabilities. 

You can add other applications and add-ons to get access to enhanced capabilities. You can license the apps that are most advantageous and important to your organization. 

The Dynamics 365 family as a whole offers the most flexibility and extensibility. Dynamics 365 can adapt to and integrate with practically any business type because of its flexibility and innovation.

Let's take a look at Dynamics 365 in its entirety:

Dynamics 365 ERP Solutions 

Accounting, manufacturing, and distribution are just a few of the critical areas where Dynamics 365 ERP solutions can help. Overall, they improve productivity, control, automation, and scalability, which adds more value to your organization. 

The two major Dynamics 365 ERP solutions that you can choose from are Dynamics 365 Business Central and Finance & Operations. 

  • Dynamics 365 Business Central:

Dynamics 365 Business Central is the ideal ERP solution for small and mid-sized businesses. Business Central can help organizations manage their finances, jobs, and sales, among other things. Business Central is a significant upgrade for small businesses that believe they have outgrown standard accounting software like QuickBooks.

  • Finance & Operations:

Dynamics 365 Finance & Operations is an ERP solution designed for businesses that are larger and more diverse. It's primarily employed by businesses with several business chains, multi-currency needs, global operations, or complex manufacturing processes.

Despite the fact that most customers still refer to it as Finance & Operations, Microsoft currently licenses it as two separate apps:

  • Large, international firms can use Dynamics 365 Finance for budgeting, project management, financials, and accounting.

  • Engineering, production, warehousing, and distribution are all part of Dynamics 365 Supply Chain Management. Multi-level warehousing and complex discrete and process manufacturing are its strengths. 

It's a single implementation, but based on your business processes, you can choose whether your users will have access to one or both apps.

Dynamics 365 CRM Applications

Dynamics 365 consists of five different CRM applications. They are well-suited to the CRM requirements of every firm, regardless of size. These apps integrate numerous functions and provide data to your team. You can simply integrate sales, customer support, and marketing teams with Dynamics 365 CRM apps.

  • Dynamics 365 Sales:

D365 for Sales is the most prevalent CRM module, often used interchangeably for Dynamics CRM. It provides a 360-degree view of your interactions, connections, and engagements with current and potential consumers. It assists your team in planning and anticipating your subsequent interactions with them. For your sales, marketing, and accounting teams, the Sales app also serves as a single source of information and reference.

  • Dynamics 365 Marketing: 

D365 Marketing enables you to create long-term, goal-oriented campaigns, determine lead scores, and provide insights on new ways to attract and retain customers to boost marketing initiatives.

  • Dynamics 365 Customer Service:

D365 Customer Service is a complete customer interaction suite to assist your support team in providing outstanding customer care. Through omnichannel, customer analytics, and tailored customer experiences, D365 Customer Service improves agent efficiency and customer satisfaction.

  • Dynamics 365 Project Operations:

A crucial component in completing successful projects, D365 Project Operations aids in resource optimization, project tracking, project financials, and overall deal administration. 

  • Dynamics 365 Field Service:

Bring your field team into the fold of customer service. D365 Field Service offers improved scheduling options as well as an integrated IoT experience.

You can use any combination of these apps and integrate them with both your ERP and Office 365. A Microsoft DynamicsPartner can assist you in aligning your company processes and strategy with the right solutions and apps.  


How Dynamics 365 can Improve Your Business 

  1. Rich Out-of-the-Box Function and Capabilities

Microsoft Dynamics 365 solutions come with a native interface that boosts user productivity right out of the box. Your team will quickly adopt the CRM as is, thanks to pre-defined sales and customer service processes.

Out-of-the-box (OOB) features in Dynamics 365 include:

  • Enhanced Customer Management Tools 

  • Pre-defined sales and opportunity management processes

  • Role-based dashboards 

  • Management system for quotes and orders

  • Pre-build entity forms and views

  • Excel and SharePoint integration and enhanced data management capabilities. 

2. Insights Powered by AI

With the power of AI, Dynamics can assist everyone involved in your organization double their performance and productivity, helping you accelerate your business.

Using AI throughout your business can help you achieve your goals, whether it's to speed up a particular business process or to transform the way you work. 

Your team can obtain deeper insights with Dynamics 365 by making every touchpoint more relevant and effective with data-driven ideas that align with consumer behaviors and demands.

3. Flexible Licensing Model

Dynamics 365 is a SaaS offering on a monthly subscription-based service. Many SMBs are interested in Dynamics 365 because of its ability to license depending on user role and function. 

Users who simply need read access to the system, for example, can be licensed as Team Members rather than full licenses. You can also license based on the applications that you require.

  1. Rapid Planning and Implementation 

The Microsoft partner ecosystem is vast, which benefits organizations that are interested in CRM implementation. It's never been easier or more cost-effective to hire Dynamics 365 Experts.

Organizations can choose a pre-built app or module that meets their sector or operational needs. This shortens the implementation process and lowers the cost of implementation.

5. Seamless Integration with Microsoft Ecosystem

Dynamics 365 stands out because of its native integration with Microsoft products such as Outlook, SharePoint, OneNote, Power BI, and others. This integration, when combined with AI, allows your users to work together more effectively.

You can track emails and meetings with a simple click in Outlook. You can have a consolidated data repository linked to any CRM record in SharePoint.

There's also a Teams interface that lets your team make calls directly from the CRM window and interact via dedicated channels.

The Cloud Advantage

The availability of Microsoft Dynamics 365 solution in the cloud comes as no surprise given Microsoft's growing commitment to the cloud. Because of the shared data model, the cloud also provides Microsoft additional control and consistency over Dynamics 365 development.

In general, deploying Dynamics 365 in the cloud lowers costs, improves security, and expands workplace mobility.

On-premise versions of Dynamics 365 apps are also available. These are ideal options for businesses dealing with unique regulatory environments or limited Internet access in their warehouse and workshops.

Winding Up!

Since Dynamics 365 apps are always evolving and connect to your entire organization, you'll need expert advice to figure out which solutions are the best fit for your business needs and strategy. You'll also need professional assistance to properly configure them for your business processes and to provide ongoing support as your business and technology evolve.

We can provide you the guidance and assistance and help you implement Dynamics 365 solutions without a hitch. 

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About Scarlett Jonathon Advanced   Head of Marketing at DynamicsSmartz

38 connections, 2 recommendations, 137 honor points.
Joined APSense since, February 12th, 2021, From Pittsford, United States.

Created on Aug 19th 2021 08:52. Viewed 101 times.


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