Dynamics 365: One stop solution to your business’ digital transformation

Welcome to my blog in Dynamics 365! In this blog post, we will learn about what Microsoft Dynamics 365 is and how it brings together CRM and ERP capabilities into a single dashboard that unifies people, data and business processes in your organization to become one stop solution to your business efficiency which you always want to achieve.

To begin with, let’s understand what Dynamics 365 is.

Dynamics 365: One stop solution to your business’s digital transformation

Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications announced by Microsoft in July 2016 and on general release November 1, 2016, as a part of the Microsoft Dynamics product line.

  • One of the great features of Dynamics 365 is that you can easily configure the system to meet your needs. Creating new entities, fields, and views can be done through the current interface and without getting your hands dirty with codes.
  • With tools to enhance any business process, insightful real-time reporting and seamless Outlook integration, Microsoft Dynamics 365 helps organizations of all sizes transform productivity.
  • With Dynamics 365, you can bring together a comprehensive end-to-end solution that spans across sales, marketing, finance, project services and much more.
  • Dynamics 365 combines powerful servicing, sales and marketing tools to give you a clear view of all your customers: from initial contact to post-sale support.
  • Available as a cloud service, or deployed on-premise, Dynamics 365- in short D365 fits each unique customer engagement requirement and adapts as your priorities change.

Microsoft Dynamics 365 contains 11 core modules that includes:

  • Sales – Sales Leaders, Sales Operations
  • Customer Service – Customer Service Leaders, Customer Service Operations
  • Field Service – Field Service Leaders, Field Service Operations
  • Talent – Attract, Onboard, Core HR
  • Finance and Operation – Finance Leaders, Operation Leaders
  • Retail
  • Project Service Automation – Operation Leaders, Project Leaders
  • Marketing – Adobe Marketing Cloud, Dynamics 365 for Marketing
  • Artificial Intelligence- AI for Sales, AI for Customer Service, Market Insights, Customer Insights
  • Mixed reality – Remote Assist, Layout
  • Business Central – ERP for Small to Medium sized businesses

Now, let’s understand how Dynamics 365 can specifically bring value to your business by turning your business processes almost paperless.

1. Own your customers

Integrated sales, marketing and customer service apps connect everyone to a single source of customer information that creates consistency and unifies how clients experience your business across all channels including social, integrated web chat and self-service portals.

2. Transform Process Efficiency

Replace repetitive manual tasks with automated processes. Follow guided processes for lead qualification, service issues and other processes that reflect your rules and methodology to consistently reach successful outcomes.

3. Do Business Anywhere Any device

Work using the device you love. Free mobile apps are available with every license (Android, iOS & Windows) empowering you to increase productivity and make every second count!

4. Get Real time Business Insights

Zero in on the data that matters with real-time reporting across key performance indicators using Power BI dashboards and visualizations. Discover new insights for informed, data-driven decision making.

5. Deep Integration with Office 365

Deep integration between D365 and Office 365 brings together business processes and personal productivity. Leverage Outlook, Excel, Word and other familiar tools for an unrivalled connected experience.

6. Manage Any Relationship & Process

Dynamics easily adapts to your business and industry to manage all your relationships and processes through connected applications to provide scalability that will fuel your growth.

7. Adaptive CRM Engine

Respond quickly to customer and market changes within an agile, cloud-based environment that has digital intelligence built in.

9. Connects Your Data

Dynamics centralizes your data into a single interface by integrating with other applications, cloud services and external data sources. This includes: accounting databases, email marketing, websites, surveys and many more…

10. Regular Updates

No organization invests more in research and development than Microsoft. The result is regular updates to extend the capabilities of D365, and more than 50 consecutive quarters of double-digit customer growth.

In my upcoming blogs, I will be diving deeper into different modules in Dynamics 365 primarily by starting with Sales and Customer Service in Dynamics 365.

Thanks for your visit, I hope to hear from you for any questions in the comment section below. Happy learning!

Public Cloud Consultant | Microsoft MVP | Solutions Specialist (Azure) | Azure Certified | Microsoft Certified Trainer A decade more experience working across various Microsoft products, programs, projects & technologies. Experience leading CoE (Centers of Excellence) for Azure, Microsoft 365, Dynamics 365 & Power Platform among others. Enabler in customer's hybrid cloud, cloud assessment, migration and modernization journey.

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