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MICROSOFT DYNAMICS 365

Microsoft Dynamics 365 is a combination of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) software, with the added edge of the Power Platform (Power BI, Power Apps, Power Automate) for reporting and process functions. While CRM focuses on engaging customers and building relationships, ERP focuses on optimizing operations, empowering employees, and transforming products & services. Both systems allow for the company-wide sharing of information and work together on a single platform.

Across various sectors, and around the world, organizations are now transforming digitally by using the power of Microsoft Dynamics 365 applications & tools to adapt to an increasingly dynamic market environment and add a touch of innovation into their business.

The Common Data Model

Enterprise software solutions often require the use of specific data handling techniques and database format which is unique to the software with which it is intended to be used. This restricts its compatibility with other external third-party apps. It can also be quite a challenge to integrate and upgrade customised databases. To address this problem, Microsoft developed standardised and consistent database schematics, where one can easily integrate any new solution that Microsoft introduces under the scope of Dynamics 365. This is how the Common Data Model (CDM) allows for the integration with all Microsoft applications, and also any other applications using a standard API.

The Microsoft Dynamics 365 portal offers applications across many verticals

Finance & Operations
(Supply Chain & Project Management)

Business Central

Sales (CRM)

Marketing

Customer Service

Human Resource

Commerce
(Point of Sales, Loyalty, and B2B specific functions)

Finance & Operations

Microsoft Dynamics 365 for Finance and Operations helps organizations achieve intelligent digital transformation, by enabling them to manage their finances, projects, clients and talent in an integrated environment.

Features & Functions (Finance)

  • Financial Management
  • Budget & Forecast
  • Invoice Automation and Billing
  • Human Resource
  • Accounts Receivable
  • Accounts Payable
  • General Ledger
  • Cash & Bank Management
  • Credit management
  • Project Management & Accounting
  • Fixed Assets
  • Expenses & Claims

Features & Functions (Operations)

  • Procurement & Sourcing
  • Inventory Management
  • Production Control & Planning
  • Distribution & Transportation Management
  • Cost Management
  • Product Management
  • Warehouse Management

Business Central

Microsoft Dynamics 365 Business Central is a smart business management solution for small and mid-sized organizations. Modelled on Microsoft’s popular ERP for SMBs and Dynamics NAV, it integrates all aspects of finance, sales, services, and operations.

Features & Functions

  • Finance Management
  • Sales & Procurement Management
  • Customer Relationship Management
  • Supply Chain Management
  • Project Management
  • Service Management
  • Warehouse Management
  • Manufacturing

Sales (CRM)

The Microsoft Dynamics 365 for Sales solution comes with best-in-class CRM capabilities to optimize business development processes and produce more sales. It provides sellers with insights into customer relationships, and helps predict customer needs.

Features & Functions

  • Drive up sales using insights
  • Manage Accounts efficiently
  • Improvise Sales Cycle
  • Collaborate more efficiently
  • Ramp up communications
 

Marketing

Microsoft Dynamics 365 for Marketing helps in aligning sales and marketing with common data, connected processes, and Office 365 collaboration tools. Convert leads into valued business relationships, and identify and nurture qualified leads using multi-channel campaigns.

Features & Functions

  • Design and optimise Customer Journeys
  • Increase Customer engagement
  • Generate Demand
  • Lead Nurturing
  • Target the right audience
  • Leverage AI for 360° Marketing Activities
  • Optimise MarkComm. Development and Distribution

Customer Service

Dynamics 365 for Customer Service is a customer service automation that streamlines case and knowledge management, with 360-degree customer view, it gives customer direct access to the knowledge base, track service levels through service-level agreements (SLAs), service terms through entitlements, manage performance, and productivity through reports and dashboards, allow to build customer trust, loyalty, and insight.

Features & Functions

  • Automated Customer Self Service
  • Access to communities
  • Unified Information portals – Agent Enablement
  • Agent Workflow/Collaboration Automation
  • AI to Anticipate Customer Needs
  • Monitor KPIs
  • Monitor Service
 

Human Resource

Dynamics 365 for Human Resource is an integrated platform that enables businesses to attract, engage, develop professional relationships and retain experiences, giving you the power to transform operations, and improve engagement with employees and customers.

Features & Functions

  • Seamless integration with Microsoft Teams
  • Claim Processing & Management
  • Workflow/Process Automation
  • HR Administration
  • Compensation & Benefit Management
  • Organizational Management
  • Employee Experience
  • Leaves, Time & Attendance Management

Commerce

Microsoft Dynamics 365 for Commerce helps businesses create exceptional shopping experiences by offering comprehensive and integrated omni-channel commerce across e-Commerce, in-store and call centers.

Features & Functions

  • Built in Web Development tools
  • Optimise Customer Engagement
  • Build Brand Loyalty
  • Omni-channel engagement and Management
  • Inventory Management
  • Supply chain Management
  • Create and optimise customer journeys
  • Business process automation

Success Stories

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