Dynamics 365 is the only cloud-based mostly resolution that provides all that you simply want for CRM and ERP, in a single place. It was built by Microsoft for maximum flexibility and extensibility. It basically unifies these capabilities into applications that work seamlessly collectively across:


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


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


At launch, Microsoft introduced a partnership with Adobe for the advertising 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 mostly businesses, the Project Service module allows for the estimation and scheduling of projects in Dynamics 365. Great for professional services organizations! This module was beforehand available as a Dynamics CRM extension.

Area Service:

For businesses with discipline agents or workers, this further module leverages the mobility of the Microsoft cloud and delivers additional options these organizations will find handy. This module was additionally previously available as a Dynamics CRM extension.

Why does an organization need Dynamics 365?

10 advantages in your firm:

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

Dynamics 365 is built to be simple. Use particular person apps that work both on their own or together — so you’ll be able to create the answer that matches your needs. When your situation changes and new wants are wanted, you find the applications that enable you to grow.

2. Perceive your prospects in a very new means

Dynamics 365 brings together any sort of buyer data so you get the complete image of the customers. You should utilize pre-built KPIs to actually understand the shopper journey with real-time updates. You get the ability to personalize the customer expertise and to simply measure and track the health of customer relationships.

3. Flexibility

Having a monthly operational price and a subscription mannequin is far more flexible than having capital costs. It has the potential to be less expensive as you only purchase what you need. Also, Dynamics 365 eliminates the necessity 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 need to subscribe folks to the work they actually do and not buy a single large license covering all roles.

5. Ease of Use

Dynamics 365 is predicated on Microsoft’s new app market, AppSource, the place you possibly can easily search and find the apps that you and your organization need. This makes the answer easy to know and use. When your wants change, you can easily search for an app that can assist you.

6. Scalability

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

7. Agility

Dynamics 365 will rework the way you manage buyer data and day by day situations. You’ll be able to dissolve limitations between crucial enterprise platforms and make your data begin working together. Core to this idea is the Microsoft Common Data Model that may be a shared enterprise database. It’s the glue that connects all data and processes collectively, so you may say good bye to silos of information.

8. Enhance 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 expertise on a standard data mannequin, you’ve a folks-centric platform that makes employees day by day work easier.

9. Clever

Dynamics 365 offers 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’ve got access to predictive insights, prescriptive advice and motionable subsequent steps.

10. Safe

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

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