Microsoft Dynamics 365 is an enterprise business suite with ERP and CRM functionalities. The ERP functionality covers finance and operations. ERP and CRM are integrated with a Common Data Model (CDM), which synchronizes contacts, accounts, sales orders, quotations, invoices, and product information. This ERP system integrates all the different business units of the organization. You can manage accounts, orders, employee information, payroll, and benefits.
Dynamics 365 is a Microsoft Azure cloud-based ERP system. We can combine different finance and operations business units with Microsoft Dynamics 365 ERP implementation, unifying project management, service module, sales, marketing, supply chain, inventory, financial, and accounting management functions, efficiently boosting business operations and finances.
All the data is in one central repository in this ERP system, so the users across the organization get better business insights for actionable results. In the end, users can create their reports and dashboards to make data-driven decisions. For example, your team can view dashboards of social media channels such as LinkedIn and Twitter from the marketing module. You can also shift between ERP and CRM and different marketing applications.
Dynamics 365 ERP provides wide-ranging business solution components according to your business requirements. You have business solutions such as sales, marketing, customer insights, human resources, supply chain, field service, and remote service. Apart from the built-in solutions, we can also integrate Power BI., Power Automate, and Teams in ERP solutions.
Dynamics 365 also allows for the integration of third-party applications. For example, it has an SAP Microsoft Dynamics adapter. Other third-party applications like Shopify, an E-commerce application, and Mailchimp, an email marketing application, can also be integrated with Application Programming Interface (API)s.
Dynamics 365 can connect to the SAS data warehouse through an application called Pipes for combined access to data analysis. We can also integrate Dynamics 365 with Salesforce to analyze combined data.
We can integrate Business Central with Dynamics 365 ERP. Microsoft Dynamics 365 Business Central is used for business management solutions for small and medium organizations to automate and streamline your business processes. It is a cloud-based business solution to manage customer service, finance, sales, and operations. It is available in cloud deployment, on-premises, and hybrid.
Business Central has CRM, financial management, warehouse management, human resources management, sales, purchase, manufacturing, and projects.
Business rules are conditions you can set up to take action, such as regulation or restriction actions of workflows in your organization. Here are some examples of the business rules you can set up in Dynamics 365.
You can set up auto-populating fields in a form, routing customer service tickets, perform automatic calculations, validate data fields, conditionally route documents, applying customer discounts.
Web Synergies will help you with the implementation of Microsoft Dynamics 365 ERP to transform your business and create value, change how people work, and boost the ultimate business bottom line. We are a Microsoft-managed Gold Cloud Platform partner.