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Everything You Need to Know About Microsoft Dynamics 365

Posted by Indusa Admin on November 10, 2016 9:59 am

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The next generation of intelligent business applications is here – Dynamics 365.

Dynamics 365 joins the power of customer relationship management and enterprise resource planning capabilities into applications that work together across business departments and operations, including sales, marketing, customer service, field service, and more.

Dynamics 365 aims to help businesses increase customer engagement, give employees the tools they need to successfully, boost efficiency across operations, and rethink traditional business models.

With the introduction of this new Microsoft product, many questions arise. For this reason, we’ll be addressing key considerations, benefits, features, and more. Here’s everything you need to know about Dynamics 365.

Microsoft Dynamics 365

Major Benefits of Dynamics 365

What if your business already has a CRM solution? What if your business already has an ERP solution? What if your business puts everything in an Excel spreadsheet and hopes for the best?

Investing in intelligent business applications is an organization-altering decision and shouldn’t be taken lightly. You need to evaluate the risks and rewards of upgrading or changing to a new software and how that impacts your customers, your users, and, most importantly, your business!

With Dynamics 365, there’s no need for multiple vendors. There’s no need to upgrade every few years. There’s no more silos. It’s everything your business needs, in the cloud, and future proof.

When to Invest In Dynamics 365

Whether your business currently has a CRM, an ERP, or both, there are unique features and advantages that Dynamics 365 possesses. If you’re in the market for a new intelligent business application right now, or planning your budget for 2017, here are three essential reasons you should invest in Dynamics 365:

If you have an ERP, but not a CRM

Okay, so your core business processes are in good hands! Hopefully, your books are balanced, your HR practices are ironclad, and your supply chain is providing a healthy cash flow. But what about the people who make your business run? The customers!

CRM software allows you to form a highly-personalized relationship with your customers that encourages customer loyalty. Dynamics 365’s CRM is all about turning relationships into revenue. Your salesperson can access the entire database from your CRM without ever leaving Outlook.

With Customer Insights – a new feature found exclusively in Dynamics 365 – you can monitor sales communications and sentiment, diagnose the relationship’s health, and prioritize which relationships need immediate attention. Highly intelligent, predictive analytics can tell you what items a customer wants exactly when they want it.

Dynamics 365 takes your core business processes and analytics to give you a complete 360-degree view of your customers and your business’ health. Also, you’re probably still on-premises, right? Dynamics 365 presents the perfect opportunity to put your business applications in the cloud.

If you have a CRM, but not an ERP

You have a database full of prospects. You have tons of marketing tools to help nurture a sale, and you’re forming genuine relationships with your customers. That’s great! You are truly utilizing the power of your CRM.

But, what happens before or after a sale? With the Operations app, you can see if the item is in stock. With the Field Service app, you can manage the logistics of how the item is shipped. When your salesperson is in the field, they can easily pull up marketing touches, financial statements, and warehouse inventory all on their smartphone. Dynamics 365 takes all of the information from your CRM and powers each area of your business, making it easier than ever to make intelligent, well-informed decisions.

If you have an ERP and a CRM

Fantastic! You are intelligently managing your business and keeping your customers happy. But wouldn’t it be a lot easier if these two very different, very complex business tools were integrated? Well, not only integrated, but supercharged with Power BI, Azure, Machine Learning, and Cortana Intelligence with a common data model that is familiar, easy-to-use, and integrates with all of Office 365’s Cloud apps. Oh, and you only pay for what you need, when you need it. You may be happy with your two current systems, but break down those silos! Imagine the power of one uniform business application customized based on your business needs.

Key Features of Dynamics 365

This next generation app powers digital transformation across an organization. Here are some of the new features that enable businesses to grow and evolve.

Built-In Apps

You can choose which apps you need with a built-in selection for sales, marketing, customer service, operations, financials, field service, and project service automation. This way, you’re paying for what you really need.

Customer Data

Combine data from Dynamics 365, Office 365, and BI to enable your sales representatives to interact and engage with customers. Management can better monitor and prioritize customer relationships with access to sales communication information.

PowerApps and Microsoft Flow

Easily create more intelligent business processes with PowerApps and Microsoft Flow. Compose apps and extend and modify existing processes to adapt to new business models, changing customer needs, or industry trends.

Additional Resources

If you’re interested in learning more about Dynamics 365, be sure to check out these resources from Indusa:

Final Thoughts

From the C-level executive looking to pull up quarterly financial reports, to the forklift driver moving inventory, Dynamics 365 will transform the way you do business. Dynamics 365 takes your business and runs it on one single, uniform system. The days of tediously switching between applications, monotonously entering data, and tirelessly searching for files is over. It’s one application in the cloud that integrates with every aspect of your business.

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