Microsoft Dynamics 365 is a cloud-based platform that combines Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) features and capabilities into several applications that work synergistically. Users benefit from the platform twofold, which involves increasing productivity, engaging with customers more efficiently, and optimizing enterprise operations on-premise and in the digital space.
For implementations, customizations, upgrades, training, and support, consult with Dynamics 365 experts to help you decide which solution is right for your business needs. Knowledgeable Microsoft Dynamics 365 specialists can assist you in developing a strategy and roadmap that fits your current business processes. They will also ensure a smooth transition into either a CRM or ERP solution for optimal integration.
Microsoft Dynamics 365 as a CRM
Customer Relationship Management (CRM) technology is the most common solution businesses use to manage relationships and interactions with customers, leads, and referrals. The benefits of Microsoft Dynamics 365 as a CRM are that it helps companies stay connected to customers, streamline processes, and improves profitability. It’s a tool used industry-wide that assists with contact management, sales management, and agent productivity. It’s a desirable platform tailored around the entire customer lifecycle that includes marketing, sales, e-commerce, and customer service.
Key Features of Dynamics 365 CRM
Regarding some of the key features of the CRM component of Microsoft Dynamics 365, corporations can benefit from the on-premise and cloud versions of the system.
Some of the highlights:
Support & Configuration
- Supports multiple languages and is GDPR-compliant
- Has an easy-to-use interface
- Fosters better onboarding and user-adoption processes
- Integrates with all Microsoft products
- Configurable to build custom apps and customize the platform
Functionality & Applications
- Advanced searching and reporting solutions for sales, marketing, customer support, procurement, finance, and enterprise operations
- Integrates with Microsoft Outlook, Office 365, LinkedIn, Power BI, PowerApps
- Utilizes advanced artificial intelligence (AI) and machine learning
- Offers pricing flexibility and is more cost-effective and accessible for smaller businesses
Microsoft Dynamics 365 as an ERP
For a modern enterprise or business to manage its finances, supply chain, logistics, commerce, reporting, manufacturing, and human resource operations, it’s essential to invest in enterprise resource planning (ERP). This type of software is designed to automate processes, systems, and data while connecting to drive system intelligence, accelerating business growth, and increasing adaptability when optimizing operations.
Key Features of Dynamics 365 ERP
Microsoft Dynamics 365 as an ERP solution provides a gamut of advanced, easy-to-use business management features and tools. ERP software is a key element in making business decisions that involve streamlining processes and adapting to the modern digital landscape. According to Microsoft, the ERP component of Dynamics 365 is designed for small and medium-sized companies and organizations, as well as large international corporations.
Over several years, Microsoft has developed multiple ERP software solutions dedicated to supporting and enhancing enterprise functions and processes for better strategic operations and profitability. The previous version of Microsoft’s ERP solutions that are still in use or are available include:
| Dynamics AX | Dynamics CRM | Dynamics GP |
| Dynamics NAV | Dynamics SL | Point of Sales (POS) |
| Retail Management System (RMS) | Microsoft FRx | Dynamics Forecaster |
The latest offering of Dynamics 365 ERP Solutions from Microsoft comprises:
- Sales
- Marketing
- Customer Service
- Field Service
- Finance
- Operations
- Commerce
- Human Resource
- Supply Chain Management
- Project Operations
- Business Central