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It stores and secures data from connected modules and sorts it into Tables that sync back to all connected apps, preventing silos and ensuring everyone has access to accurate, up-to-date information.Įmpower citizen developers & data scientists. Microsoft Dynamics ensures that everyone in your organization is working from the same set of data. Use D365 insights can also inform the sales strategy–which territories are worth focusing on, is it time to raise sales quotas? You can also use the platform for operational decisions like inventory planning or managing remote teams. Use it to make financial decisions like whether it makes sense to discount a particular product or raise the credit limit on key accounts. Dynamics 365 enables users to level up their decision-making capabilities with real-time insights, built-in intelligence, and an intuitive, easy-to-learn UI. Here’s a look at some of the ways that D365 can be used to drive meaningful improvements:Įnhance decision-making. These include things like complex customizations, poor visibility, an inability to operationalize data, and lots of silos.Īll which prevents organizations from responding to changing circumstances, understanding their customers, and making decisions based on good information. See, at its core, digital transformation is about connecting data and systems–enabling faster, smarter decisions that reliably deliver the desired outcome.ĭynamics 365’s modular, customizable applications eliminate many of the transformation barriers caused by on-prem legacy solutions. Zoom out and you’ll see that embracing a cloud-based ERP like D365 is a big step toward true digital transformation. Or, they might need features for the HR staff that helps them navigate the legalities of running a big company. Perhaps, that means scaling the platform to support a growing customer service team or an expanding stable of marketers. But, as that organization grows, they might add more modules. Organizations can opt for one standalone module early on–say, Dynamics 365 for Sales to manage sales activities. Each module offers a robust feature suite for individual functions like sales, customer service, marketing, or HR. Later, you can add CRM modules to fill in any gaps. But, individual modules unlock more features that can help you grow. For example, they connect with all business data and keep track of things like inventory, sales, and customer interactions. Supply Chain Management (for distributors or manufacturers)ĭynamics 365 ERPs do include some general CRM features.Finance (for multi-location enterprises/companies with complex accounting or project management needs).Business Central (for SMBs, single location businesses).Microsoft offers the following three ERP solutions: In most cases, you’ll choose an ERP first, as it functions like a central hub for all data, apps, integrations, and processes needed to run your business. Users can tailor the platform around their unique business needs by customizing individual features and integrating with their existing cloud-based tech stack and any external data sources they use–directly or not–to effectively do their job. So, Is Dynamics 365 an ERP or CRM?ĭ365 combines both ERP and CRM solutions, though elements of each are chosen separately, due to the platform’s modularity. Instead of offering a single all-in-one solution, Microsoft takes the capabilities found in traditional enterprise resource planning (ERP) and customer relationship management (CRM) tools and breaks them into individual apps.Įach app is designed to support a different part of the business. It actually refers to a family of modular, interconnected Microsoft applications. Okay, Dynamics 365 isn’t a single, all-in-one platform. We’ll explain features, benefits, and use cases to give you a better sense of what D365 is all about.
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In these next few sections, we’ll break down the basics of Dynamics 365. All key ingredients of a successful digital transformation. It’s designed to adapt to the unique needs of any business–without the enormous expense of building custom apps from scratch.īusinesses gain operational agility, actionable insights, and end-to-end visibility. Its modular SaaS apps unite the entire business, link processes to data, and streamline business activities.
WHAT IS MICROSOFT DYNAMICS SOFTWARE
Microsoft Dynamics 365 tackles challenges caused by aging legacy software and disparate systems. This made it difficult (not to mention expensive and risky) to keep pace with change–or even make minor improvements to their workflows. Think– inventory planning without access to real-time sales data.Įnterprises would drop significant sums customizing internal systems to meet business requirements.