What is Microsoft Dynamics 365?

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a platform that combines ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) apps with Extensions and AI (Artificial Intelligence) capabilities. It helps connect data, teams, and business processes with intelligent business applications, allowing insights and freedom to thrive. Read on to discover more about what is Dynamics 365 exactly.

The Role of Dynamics 365 in Digital Transformation

At its core, Dynamics 365 integrates customer relationship management (CRM) and enterprise resource planning (ERP) functionalities, offering a unified platform for managing and analyzing business processes. This integration is crucial for organizations aiming to streamline their operations, break down silos between departments, and gain a holistic view of their customers. By leveraging Dynamics 365, businesses can create a connected ecosystem that fosters collaboration, improves decision-making, and enhances overall efficiency.

One key aspect of Dynamics 365's impact on digital transformation lies in its ability to harness the power of data and analytics. The platform enables organizations to collect and analyze vast amounts of data, turning it into valuable insights. This data-driven approach facilitates informed decision-making, predictive analysis, and the identification of new business opportunities. Moreover, Dynamics 365's cloud-based architecture ensures accessibility and scalability, allowing businesses to adapt to evolving market demands and technology trends.

Did You Know? 

  • Connected operations helped businesses achieve improved engagement of customers by 62% that can be linked with CRM.
  • Using this, 49% of businesses have witnessed a significant and sudden improvement in employees’ productivity.
  • With digital transformation, the overall tasks have risen from 30% to 58%.
  • 45% of businesses found new revenue generation schemes, while those without digital transformation only found 24% of new schemes for generating revenue.

What are the Uses for Microsoft Dynamics 365?

Microsoft Dynamics 365 offers a wide range of uses and applications across various industries. Some common uses for Microsoft Dynamics 365 include:

  1. Customer Relationship Management (CRM): Dynamics 365 provides robust CRM capabilities, allowing businesses to manage customer data, track interactions, and enhance customer relationships.
  2. Sales and Marketing: Dynamics 365 helps organizations streamline sales processes, track leads, manage opportunities, and improve marketing campaigns through automation and data-driven insights.
  3. Customer Service: With Dynamics 365, businesses can deliver exceptional customer service by providing self-service portals, case management tools, and omnichannel support options.
  4. Finance and Operations: Dynamics 365 offers comprehensive financial management and enterprise resource planning (ERP) features, enabling organizations to manage accounting, inventory, procurement, project management, and more.
  5. Field Service Management: Dynamics 365 allows businesses to optimize field service operations by efficiently scheduling and dispatching resources, managing work orders, and tracking service performance.
  6. Human Resources: Dynamics 365 includes HR modules that help organizations manage employee data, streamline hiring processes, track performance, and facilitate talent management.
  7. Business Intelligence and Analytics: Dynamics 365 provides robust reporting and analytics capabilities, allowing businesses to gain valuable insights from their data and make data-driven decisions.
  8. Collaboration and Productivity: With integrated collaboration tools like SharePoint and Teams, Dynamics 365 promotes collaboration, knowledge sharing, and productivity among teams.

These are just a few examples of the many uses for Microsoft Dynamics 365, showcasing its versatility and value in supporting various aspects of modern business operations.


Which Dynamics 365 product is right for me? 

The list of Microsoft Dynamics 365 products is ever-evolving, yet the below-mentioned applications serve as its core products:

1. Dynamics 365 for Finance and Operation (also called SCM):

Dynamics 365 for finance and operation helps a business have better financial visibility to judge its financial health, bring better measures to check the financial flow, and even maximize operational efficiency by transforming supply chain operations. It deals in building a strong supply chain to ensure that no disruptions occur in the smooth flow of business operations. In addition, Dynamics 365 helps business continuity by exercising good distribution and manufacturing processes at the edge and in the cloud. 

It allows an organization to maximize its profitability and clarity of finances while optimizing logistics and stock to pave the way for smooth business activities. Moreover, it incorporates varied benefits like:

  • Minimizing and optimizing cost and spending.
  • Improving financial decisions through AI-driven insights.
  • Adopting intelligent manufacturing operations.
  • Predicting obstructions well in advance, followed by quick actions.

2. Dynamics 365 for Sales:

Dynamics 365 for sales is a collaborative sales engagement solution that uses artificial intelligence to accelerate revenue and predict and manage sales pipelines. It helps salespeople create strong relationships with their customers by tracking accounts and contacts. Using it to nurture leads to orders, take action based on insights, and close deals faster. It incorporates varied benefits like:

  • Winning customers through their preferred channel of communication.
  • Streamlining the sales cycle by focusing on high-priority activities.
  • Predicting fluctuations in revenue and marking areas of focus.
  • Gaining perspective of customers with real-time insights.

3. Dynamics 365 for Customer Service: 

Dynamics 365 for customer service improves customer communication through self-service portals and support agents. It works on the basic plan of winning customers for the entire life of a business. Its additional benefits include:

  • Automated self-service support systems.
  • Tailored customer interactions.
  • Enhanced productivity of agents through AI-driven tools.
  • Optimized customer experience using AI-driven insights.
  • Making use of IoT signals to deliver high-quality services.

4. Dynamics 365 for Field Service:

Dynamics 365 for field service covers the part that involves planning and allocating resources and managing on-site service contracts. It focuses on delivering exceptional services to its customers. Field service has evolved from reactive and proactive to predictive services with experience and data insights. It aims at delivering quality experiences to suit the customer’s ever-evolving needs. It incorporates varied benefits like:

  • Building loyalty and trust through tailored customer engagement.
  • Improved employee effectiveness by providing them with the right tools every time.
  • Boost in first-time fixed rates through AI-driven tools.
  • Getting better insights and remote expert support using IoT (Internet of Things).

5. Dynamics 365 for Marketing: 

Dynamics 365 for marketing links with Microsoft Dynamics 365 with Adobe Marketing Cloud to aid marketing. The marketing module strengthens customer relationships by providing them with quality experiences keeping the company’s loyalty intact. The customers are provided with the correct information at the proper channels to engage with them in real-time. Its benefits include:

  • Designing and delivering content via the proper channels.
  • Winning customers through loyalty
  • Improving customer experience through AI-driven insights.
  • Building a unified platform to protect customer data.

6. Dynamics 365 for Project Service Automation: 

Dynamics 365 for project service automation deals with project planning, resource allocation, and time and cost management. It helps in providing productive future insights and delivering good management experiences. It helps a business maintain and track its dealings compared to its value. This module aims at unifying the project-centric business in a single application. It incorporates varied benefits like:

  • Increasing the chances of project success.
  • Better utilization of resources.
  • Improved time and expense management.
  • Exceptional management experiences.

7. Dynamics 365 for Commerce:

Commercial purposes combined with business tools, operation management, employee, and store management form up this module of Dynamics 365 Commerce. It deals in delivering an integrated, seamless, and personalized experience in buying to benefit customers and partners. The commerce module brings in the option to purchase on all platforms. In addition, it incorporates varied benefits like:

  • Providing customers with the opportunity to purchase on any device.
  • Integrating customers and partners at a unified platform.
  • Dealing in unified solutions to scale up digital commerce.
  • Streamlining operations through user-friendly applications.

8. Dynamics 365 for Human Resources: 

Dynamics 365 for human resources deals with HR cloud services connected to LinkedIn to locate and hire actual talent on board. Hiring talent might need a close look on LinkedIn to select the best from the rest. It aims to create a healthy workplace that is productive for the business and the employees and considers easy-to-use services like Microsoft Teams and HR tools to help with the same. It incorporates varied benefits like:

  • Empowering employee experiences.
  • Optimizing compensation and compliance programs.
  • Improving organizational ability with better HR solutions.
  • Making better decisions using valuable workforce insights.

Dynamics 365 Integrations – What All Options are Available?

Microsoft Dynamics 365 is adaptable enough to integrate with third-party apps like Business Intelligence (BI), Web Portals, ERP, CRM Solutions, along with business apps within the Microsoft D365 platform. 

The significance of this integration is immense to build improved connections, improved technology, and improved operations by using Application Programming Interface (API), connectors, and OData. The following are the options available to fit in Dynamics 365 Integrations: 

  • Connections with third-party resources:

Dynamics 365 APIs help connect with third-party resources and provide a robust user interface to access their data to build connections.

  • Integration with ISV:

It integrates with the existing ISV (Independent Software Vendor) services to create a seamless API pool.

The advancement in the IT sector has helped immensely in providing varied platforms and options to integrate with Dynamics 365. It includes the APIs (Application Programming Interface) and different tools, which are listed below:

  • SOAP-based APIs:

It is a protocol system for covering standard communication. It can communicate via HTTP as well as XML data formats. Such APIs help you connect with business associates or third parties and keep custom objects and accounts records.

  • Online management API:

It is an app to allow better customer engagement among the tenants of Office 365. It includes field service, project automation, customer service, and others.

  • Connectors:

Connectors are like a wrapper around an Application Programming Interface (API) that enables the underlying service to communicate with the Microsoft cloud systems, Microsoft Power Apps, and Azure Logic Apps. These allow you to connect easily with your data, apps, and services. Dynamics 365 (deprecated) is an important connector in this regard.

DynaTech Renders Custom-Made Connectors like: 
1. E-commerce Connector 
2. Payment Gateway
3. Shipping Carrier Connector
4. BI for D365

  • OData:

OData is the abbreviated form for the term Open Data Protocol. It is a standard protocol for forming and consuming data. In addition, it provides a protocol for CRUD (Create, Read, Update, and Delete) operations. Representational State Transfer, or REST, is the basis of this protocol.

  • Dynamics web API

Web API contains the feature of requesting access to the information of the libraries of the third parties. Based on HTTP requests, it can extract information from the CRM software.

  • REST-based APIs:

These APIs are the latest, more adaptable, and flexible as they follow custom integration. Unfortunately, they consist of the default implementation, yet web developers still need patience and work to understand its architecture and coding to perform a seamless integration.

Dynamics 365 Verticals – How do they help grow your business?

Microsoft Dynamics 365 incorporates various modules and applications of CRM and ERP combined to help businesses benefit from the various enriching services provided. Verticals here imply the industries that serve as the target audience for Dynamics 365. These include sectors like healthcare, manufacturing, and others described below.

  • Healthcare Industry:

Through Dynamics 365, the healthcare industry helps deliver excellent services and has the flexibility to roll out solutions. It can perform the following functions:

  1. Arranging for and coordinating visits to your home.
  2. Making individualized care available to patients.
  3. Supporting patients with patient insights at the patient service center.
  4. Providing administrative context regarding patients to care teams as a health assistant.
  • Automotive Industry:

The automotive data model and connected field service of Dynamics 365 are prominent pillars behind the growth of automotive industries. It can perform the following functions:

1. Extensions to the Common Data Model help incorporate a data model that supports customer experiences, including entity definitions and relationships.

2. The accelerator helps you jumpstart your digital transformation by making better use of your data, i.e., by bringing separate systems together to provide a single view of student data. In a hybrid setting, increasing the personalization and effectiveness of engagement, teaching, and learning is possible.

  • Education:

Portals to view student progress, advisor dashboards, and additional canvas apps (elements of D365) have immensely assisted the Educational sector. It can perform the following functions:

1. The education accelerator is used to improve the allocation of resources for student performance.

2. The accelerator helps you jumpstart your digital transformation by making better use of your data, i.e., by bringing separate systems together to provide a single view of student data. In a hybrid setting, increasing the personalization and effectiveness of engagement, teaching, and learning is possible.

  • Financial Services:

Process automation and intelligent insights of customers have built great experiences for financial services with Microsoft Dynamics 365. It can perform the following functions:

1. Adaptive AI continuously analyses emerging fraud patterns can help safeguard online accounts from fraud.

2. Robotic Process Automation (RPA) can help you increase productivity and employee happiness by automating operations (RPA).

  • Manufacturing Industries:

Dynamics 365 helps strengthen the supply chain in manufacturing industries and improves the domains of planning and costing. Some solutions it provides:

1. In design and training, Microsoft 365 provides manufacturing-specific solutions to improve safety, overall performance, and productivity with hands-free work instructions.

2. In planning and sourcing, it is to plan manufacture and distribution in near-real-time using in-memory services. 

3. It also effectively addresses the needs of production and distribution, asset management, and sales.

4. Finally, by delivering outstanding service, you may increase client loyalty.

  • Nonprofit Industry:

Dynamics 365 has helped the non-profit organizations build powerful insights by providing partners with solutions such as:

1. Industry-standard definitions of constituent management, fundraising, awards, program delivery, and impact tracking data have been added to the Common Data Model for nonprofits.

2. Support for adding custom entities, forms, and relationships to the model to satisfy the needs of nonprofits.

  • Telecommunications Industry:

Microsoft Dynamics 365 offers varied advantages like building new subscriber management, model-driven apps, and network operations solutions to assist the uninterrupted workflow of the Telecommunications Industry. It can perform the following functions:

1. The telecoms accelerator provides a quick path to developing new subscriber management, program management, or network operations applications utilizing Microsoft Power Platform.

2. Reduce operating expenses, monitor corporate performance, forecast outcomes, and make data-driven judgments to fuel growth. Using telecommunications business intelligence, you can foster a data-driven workplace.

  • E-Commerce Industry:

Microsoft Dynamics 365 helps to pave the way for the growth of your business by providing a solution based upon unified digital commerce to meet customers’ demands that ultimately act as the needs of the business. Vendors could now manage their businesses online and use it to grow customer sales. Microsoft Dynamics 365 helps:

1. Streamline your operations with an end-to-end commerce solution that scales to your demands across traditional and new channels.

2. Increase customer loyalty by exceeding their expectations, Omnichannel experience that is both flexible and intelligent, Using AI in the cloud to streamline operations

  • Project Service:

Dynamics 365 aids in performing project operations to deliver the best services to perform resource scheduling, real-time analytics, and on-time project delivery. It helps a business to deliver on a budget project every time. It can perform the following functions:

1. Streamline the sales management experience and easily build project contracts, track labor rates, and generate SOWs.

2. Make it simple for Sales Managers to visualize cost, effort, and sales value while defining work using standard project templates.

3. Enable real-time and relevant communication and collaboration, incorporating Social, Mobile, Analytics, and Cloud (SMAC) experiences and technology.

  • FMCG Industry:

Dynamics 365 has a vital role in the Fast Moving Consumer Goods (FMCG) Industry by improving the efficiency of supply chain structures. It has also enabled credit control cog to enhance the efficiency of FMCG. It can perform the following functions:

1. Streamlined operations: D365 is designed to automate all time-consuming tasks, minimize errors, and streamline your everyday operations.

2. Business Intelligence: Business intelligence technologies can convert all of these numbers into valuable data and insights so that management may make informed decisions without relying exclusively on their intuition.

  • Public Sector:

Microsoft Dynamics 365 has led to increased service speeds with the virtue of Microsoft Cloud. Now Government or public sector services can upgrade to a speedy and user-friendly experience with D365 without undertaking any costly infrastructure investments. Some benefits and functions of D365 are:

1. Accounts receivable and general ledger posting definitions are among the business operations affected.

2. Budgets, apportionments, and promises are preliminary, as is the general ledger’s year-end processing. 

What Makes DynaTech your Trusted Dynamics 365 Partner?

With all the details mentioned, the significance of Microsoft Dynamics 365 is relatively easy to observe. It requires no more validation that Dynamics 365 is an exceptionally well-built platform that always has something to help you with your business. In addition, the focus on customers through CRM and business enterprises through ERP helps secure a thoughtful perspective of customer data and productivity in operations. But whom to trust to bring in this dynamic change in your business?

Here, the role of DynaTech Systems comes into play. If you want an expert to aid your business in witnessing the desired transformation, then you have landed at the right place. DynaTech Systems is a Microsoft Gold Partner with an accuracy of CMMI Level 3 certification for delivering great value services to customers and achieving the ultimate goal of excellence.

Being a certified partner of Microsoft, we believe in providing quality services to our clients by assisting them in leveraging the benefit of our industry-specific offerings. For example, Microsoft Dynamics 365 helps a business make smart decisions, and we at DynaTech help make these decisions even smarter by accelerating your business with Dynamics 365.

If you are looking for a trusted Dynamics 365 Partner or have any inquiries regarding the same, feel free to reach out to us at sales@dynatechconsultancy.com

FAQs on Dynamics 365: Everything That You Must Know

Here are some most asked questions that might come to your mind— the answers state where to look, to fade in your confusion.

  • What is Dynamics 365? How does it work?

Dynamics 365 is a cloud-based suite with Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) components. It is a platform that provides a product line for various business apps in liaison with Microsoft Dynamics 365 CRM and Microsoft Dynamics 365 ERP. It works via its different modules detailed in the 4th section.

  • What are the salient new attributes and features in Dynamics 365?

Simplified duplicate detection, enhancement in email templates and email experience, a preview of new sales mobile application, redesigned and updated automation designer, intelligent global search, inspections of the field service, and new mobile app for field service are the salient new features in the domain of Dynamics 365.

  • What are the various licensing options available in Dynamics 365?

The licensing options vary based upon the level of access needed by the customers. For example, the Subscription Licence (SL) has three different types: User SL, Organizational SL, and Device SL. It further varies for a full user, a team member, and a tenant-based SL. Therefore, it is advisable to identify your level of need first, then go in for licensing.

  • How to choose the right Microsoft Dynamics partner?

It must be your own decision by tracking out partner competency, industry experience, transparency, and proper record of implementation of projects. It is good to analyze these details and choose the partner that fits your expectations. 

  • Is Dynamics 365 available on-premise?

Yes, Dynamics 365 can be deployed on-premises.

  • Can I switch from the existing Dynamics ERP/CRM product to Dynamics 365?

Yes, migration to Dynamics 365 is possible. A sequence of processes can perform it (the migration process): data mapping, selecting streamlined features, selecting migration tools, creating scripts for migration, integration, testing, fixing any data queries, and finally deploying it to your environment.  If you are looking for assistance, get immediate support at DynaTech Systems.

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