What is Dynamics 365? 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. Purchasing Options 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
Via the Microsoft Dynamics 365 cloud service As on-premise software installed on your own server As a Managed Service from a Microsoft Partner
Dynamics 365 Apps Dynamics 365 Sales High level features within Sales include: Lead Management Sales Pipeline Management Relationship Management Product Catalogue Quoting, ordering and invoicing Dashboards & Reports Dynamics 365 Customer Service Customer Service features provide: Case/Incident Management Contracts, entitlements and SLAs Service Scheduling & Calendar Dashboards & Reports Dynamics 365 Field Service Field Service includes: Optimized resource scheduling Service agreement capabilities Native mobile field service apps Dashboards & Reports
Customizations 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.
Extensions & Add-ons 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.
Integrations 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.