Sales, Service and a whole lot more.
Dynamics 365 is the bringing together of Microsoft's Customer Relationship Management platform (Dynamics CRM) and
their ERP systems (Dynamics AX and Dynamics NAV). These components sit side-by-side and are accessed via a single consistent User Interface.
Data can be sync'd betwen the CRM and ERP systems. Dynamics 365 licensing is modular; you can license your users for just the Apps they
need, or via bundled Plans.
You can purchase Dynamics 365 in a number of ways, including:
Via the Microsoft Dynamics 365 cloud service
As on-premise software installed on your own server
As a Managed Service from a Microsoft Partner
High level features within Sales include:
Sales Pipeline Management
Quoting, ordering and invoicing
Dashboards & Reports
Customer Service features provide:
Contracts, entitlements and SLAs
Service Scheduling & Calendar
Field Service includes:
Optimized resource scheduling
Service agreement capabilities
Native mobile field service apps
In addition to the out-of-the-box features Dynamics 365 CRM is a highly customizable and extensible platform,
that can be integrated with practically anything.
Capture custom business information with additional fields and record types.
Automate business processes via workflows, dialogs and business process flows.
Present and analyse your Dynamics 365 data using custom dashboards and reports, including in Microsoft Power BI.
SharePoint integration can be enabled for Document Management. This could be further extended with the implementation of
SharePoint folder and permission management plug-ins.
Many Third Party add-ons are available, for example, for Computer-Telephony Integration (CTI),
Document Generation and advanced Marketing Automation.
Dynamics 365 CRM is great on its own, but it really shines when it is integrated with your Line-of-Business
applications and website(s). These integrations can be implemented using a range of modern, supportable techniques.
Once integrated, Dynamics 365 CRM can essentially become the "Command & Control" system for your business.
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