Technology + People + Process

Microsoft Dynamics 365

Microsoft Dynamics 365

Microsoft’s Dynamics 365 is a combination of enterprise resource planning (ERP) and customer relationship management (CRM). The new offering is dedicated to capturing infinite opportunities across all the functional business areas such as sales, field service, customer service, project service automation, marketing, financials, and operations. The synergistic solution is for redefining your business processes while eliminating historical boundaries that exist between CRM and ERP. With Dynamics 365, you can grow your state of business affairs with the fast changing market demands.

Is Dynamics 365 an output of Repackaging or a Whole New Product?

Dynamics 365 is a net new proposition amalgamated with brand new products, new features, new packaging, and of course new price label for meeting the competitive business scenarios. The gen-next application is bundled with Microsoft PowerApps and Microsoft's premier ERP resource that was announced in July 2016 and initialized it in November 1, 2016 for customer preview. 

Three Different Offerings of Microsoft Dynamics 365

Dynamics 365-Financials for SMB

From the first hour of release, Microsoft Dynamics 365 for Financials has been able to bind with the people, practices, and financial procedures as never in the history. It makes ordering, selling, invoicing, and reporting smooth just as you expect it to be. 

Dynamics 365-Sales for SMB

Microsoft's award-winning customer relationship management software bets to take your business sky-ward. The staff can now track the emails, generate custom reports, and automate end-to-end business processes.

Dynamics 365-Operations for Enterprise

State-of-the-art ERP is helpful to many of the mid-sized enterprises in the manufacturing, retail, finance, and IT sector.

Dynamics 365 Customer Engagement Plan

From July 1, 2017 onwards, Dynamics 365 line was repackaged to be now called as the Customer Engagement Plan for Finance and Operations. 

Dynamics 365 Unified Operations Plan

The stand-alone solution is only available as part of the Dynamics 365 Unified Operations Plan.
The plan is branched into two main parts:

Dynamics 365 for Talent

Dynamics 365 for talent helps in the empowerment of your human resources.

Dynamics 365 for Retail

Dynamics 365 Retail can amplify your in-stores, backend, and other processes at the shop floor level drives rich customer engagement.

Dynamics 365 & its Editions

The Microsoft business application is available for sale in two different editions.
Let's check both of these here under:

Dynamics 365, Business Edition

The "Business" version has led to the evolution of "Project Madeira". The new cloud-based ERP/CRM product focuses on the SMBs with more than 1 to 250 users. This is the milder version of the Dynamics CRM Online that is designed for steering finance, sales, marketing and customer services.
Business Edition is collected with 3 Modules:

Dynamics 365 for Finance & Operations

The finance module based on Microsoft Dynamics NAV tilts its attention towards manufacturing.

Dynamics 365 for Sales

The sales module for Dynamics 365, Business Edition is based on Dynamics CRM for optimizing SMBs.

Dynamics 365 for Marketing

The Marketing module for Dynamics 365 Business edition that has met with the inaugural release back in spring 2017 is designed to oversee the marketing efficacies of the enterprises.

Dynamics 365, Enterprise Edition 

The “Enterprise” version is the assemblage of the former Microsoft Dynamics CRM and Microsoft Dynamics AX meant to address the financial, retail, and supply chain needs of the medium to large enterprises. The application is integrated with twin sandbox environments, one for development and the other for acceptance testing.

Classified Enterprise Edition is collected with Several Modules:

Dynamics 365 for Finance & Operations

This finance and operations module earlier called as Microsoft Dynamics AX mimics all the functionality of Dynamics AX.

Dynamics 365 for Sales

This is the core functionality of Dynamics CRM that all the sales personnel look for. It supports the lead management and sales processes.

Dynamics 365 for Marketing

While at the launch, Microsoft has announced about the discontinuation of Microsoft Dynamics Marketing.

Dynamics 365 for Customer Service

This module integrates latest and existing CRM functionalities.

Dynamics 365 for Project Service Automation

Project Service module was earlier available as the Dynamics CRM extension. The module allows the project-based businesses and professional services organizations to make estimation for scheduling projects. 

Dynamics 365 for Field Service

The added module is crafted for business field workers allowing them to enjoy their mobility using Microsoft cloud. In the past, Field Service module was available as a Dynamics CRM extension.

Dynamics 365 for Talent, Enterprise Edition

The Human capital diversity module helps the organizations in their talent acquisition assignments. 

Dynamics 365 for Retail, Enterprise Edition

The Retail module for Dynamics AX is developed on its own track and is purchasable separately.

License Schemes for Microsoft Dynamics 365

The license categories designed in three major forms are as follows:

Full User Plan

The heavy users are attracted to gain access to all features in their plan such as operation, sales and customer service. 

Light User Plan

This pattern is created for a minimum of 20 users who can scoop out the advantage of reading reports, business data, time tracking, as well as performing updates in HR forms. The Business Edition and Enterprise Edition users are waived off with limited usage requirements.

Per Device Plan

This licensing option is available only for the Enterprise Edition. It is a good when multiple people are using it to achieve 24/7 complementary supervision.

Is Dynamics 365 Available On-premises?

Dynamics 365 is a cloud service and is not present on-premise or in private cloud. Microsoft is likely to offer its customers with a few Connectors that will enable them to establish a hybrid environment added with on-premises/cloud options. Optionally, it will be laying future migration path for its patrons who are willing to walk towards the cloud.

Compatible with the User Devices

Dynamics 365 is available for iOS, Android and Windows Phone. The remote users can run into the field service data with an iPad. Additionally, an offline mode is created for those in the warehouse where connectivity is iced with issues.

Role of Dynamics 365 Common Data Model (CDM)

Common data model or extensibility model is a cloud-resident database that comes with hundreds of business entities. It helps to combine the existing customization tools with Microsoft PowerApps and Microsoft Flow. The standardization of schema enables the partners to build innovative applications with confidence. Microsoft offers its customers/partner ecosystem with a chance to leverage their potentialities using the common data platform for integrating legacy/3rd party solutions with Dynamics 365.

Is the Enterprise Software Customizable?

The corporate software rests over the bed of complicated databases that are customized for different organizations. Microsoft has been struggling to drift away from the complexities of customizations. Necessity is the mother of invention, this phraseology gels well with Microsoft that has forced CDM to tightly integrate with Office 365 and other apps with a standardized API.

Is Dynamics 365 built on the Azure Platform?

Microsoft Azure is the focal point that drives creative innovation in Dynamics 365.  Presently, Microsoft continues to leverage all the existing apps outside of Azure.

Dynamics 365 integration with Office 365

There is a new Outlook integration that looks promising and adds new features and improvements over the current Outlook client.

Purpose for the “Relationship Insights”

This is an email engagement tool that is inserted with relationship assistant, email engagement and auto-capture for amplifying your business strengths. It generates instant-reminder alerts about your upcoming activities, phone calls, meetings and trace relevant messages from your exchange server.

Creating Custom Learning Path using Dynamics 365

‘Microsoft Dynamics CRM Online 2016 Update allows you to create contextually-rich Learning Path for the enrichment of your employees. Learning Path provides great ways to help people become familiar with business forms. This helps in reducing the training time, costs and enable team productivity.

Connected Field Service Model  

Connected field service is the highly regarded released feature that remotely monitors the customers’ equipment. It assists the service organizations to navigate from the expensive break-fix model to a friendly one that combines monitoring/support elements with IoT and machine learning.

Universal Resource Scheduling (URS)

Resource scheduling optimization enables the system to schedule several items on a recurring basis. The schedulable resource optimizer takes account of the constraints while optimizing schedules such as the presence of the resource, skills, task priority, and time windows. 

Common Scheduling Solution (CSS)

With CSS, you can schedule just about anything such as scheduling your prospective marketing visits, booking time to work on a particular case, work orders, and more. Those organizations that use Field Service capabilities will enjoy fully integrated scheduling experience.

Add-ons for Dynamics 365 Microsoft Project

With the collaboration of new Project Service Automation, you can perform project planning in Microsoft Project, and publish the same into Dynamics 365.

Consolidated Calendar View

Office 365 Exchange Calendar provides consolidated snapshots of your forthcoming appointments, assignments, bookings, field service work orders for you to cope with your time and agenda. 

Dynamics 365 Copy Functionality

Users can copy information from the opportunity, quotes, project contracts, and forms with the clicking of the Copy button on the command bar.

Estimated Tax Amount Field

With this, you can have an edge over the accurate project pricing information. This field can be spotted on the Contract line, Contract line detail records, Quote line, Quote line details records.

Editable Grids

The versatile grids provide inline editing, clustering, grouping, filtering, and sorting of the columns. They are located at the entity level within sub-grids inside a form/dashboard.

“Live Assist” for Dynamics 365

Live Assistant is powered by CaféX third-party solution. The administrators configure Live Assist from within Microsoft Dynamics 365 or Unified Service Desk. It provides an immersive experience of the presence control, chat indicators, and visual engagement of the agents with customers while browsing.

Benefits of Dynamics 365

Dynamics 365 can undoubtedly turn your complex business processes into advantages. Few of the benefits of Dynamics 365 are:

  • Runs your business operations using cloud applications integrated with CRM business software & ERP systems
  • Offers reduced downtime while addressing issues with the thunder speed 
  • Shrinks maintenance expenditures by delivering an expert technician to fit your IT issues
  • Connect structured workflows & processes with the unstructured workflow for optimal productivity
  • Built-in intelligence with the strength of Azure allows the infusion of the application with big data, advanced analytics, PowerBI and IoT
  • Determinant UI, task-specific features result in ultimate user experience
  • Solution can bear the expected load without slowing of the processes
  • The SaaS enabled platform is highly scalable to accommodate millions of customers database
  • As Dynamics 365/CRM is seamlessly integrated with website, ERP, loyalty program, and customer chat support, clients can get access to abundant customer data stored in Marketing/IT infrastructure  
  • Turn relationships into revenue by taking every fair deal & customers for life
  • Makes data-driven decisions using world-class manufacturing, retail, & financial enterprise solutions
  • Unifies sales & marketing efforts using Adobe marketing cloud
  • Migrates to Dynamics 365/CRM for safeguarding your system’s downtime

Raybiztech’s Forte in Dynamics 365 Techno-Functional Consulting Services:

Raybiztech is a Microsoft Silver Competency Partner that keeps vertical knowledge on Dynamics 365. If you wish to be an ‘Industrial leader,’ be prepared to bring about the change with Dynamics 365. We have accomplished dozens of Dynamics 365/CRM assignments summing thousands of practice hours. If you desire to transport your fleet of data from Dynamics 365/CRM to other corporate software, ERP, web portals, POS and others we’re here to back you with the best Microsoft solutions. Raybiztech’s bottom line mission statement is to empower every individual, every enterprise at every interval. Our Dynamics 365 specialists are here to help you attend to your CRM ventures.   

Microsoft Dynamics 365 for all the Industries mentioned below:

Dynamics 365 has the ability to cater to the expansive industries of the world. Tailoring of the solution in accordance with the clear-cut requirements of the B2B/B2C companies will help meet CRM challenges.
Focused below are the Classified Industries that embrace Dynamics 365:

  • Consumer Packaged Goods/FMCG
  • Healthcare & Pharmaceuticals
  • Telecommunications
  • Apparels & Textiles
  • Banking & Finance
  • Oil &Natural Gas
  • Manufacturing
  • Footwear
  • Retail
  • Media

App Stores for Microsoft Dynamics 365

The App Store called as AppSource for Microsoft Dynamics 365 takes you to analyze, compare, evaluate, and finally purchase the product. The provision extensions are similar to the Office Store or Google Play in Office 365.


Microsoft Dynamics 365

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