Product overview
Flexible and scalable, Microsoft Dynamics 365 can be run on the cloud, on-premises, or through a hybrid deployment. Dynamics 365 apps are designed to be easily and independently deployed so you can start small and pay only for what you need. With flexible subscriptions and scalable capacity, the system can keep pace with your organisation’s growth.
Dynamics 365 overview
Dynamics 365 applications
- Customer Engagement
- Sales
- Customer Service
- Field Service
- Project Service Automation
- Marketing
Dynamics 365 Unified Operations
Dynamics 365 Unified Operations is a complete business management solution for medium to large organisations. Microsoft’s flagship enterprise resource planning (ERP) suite comprises four applications: Finance, Supply Chain Management (formerly Dynamics AX), Retail, and , together with Power Apps.
Operations applications now benefit from seamless integration with Dynamics CRM apps and Office 365, enabling faster business processes, enhanced visibility and smarter decision making. Dynamics 365 Unified Operations fuels business growth with cutting-edge artificial intelligence capabilities. Azure Machine Learning and Cortana Intelligence enables the transformation from simple descriptive analytics to pre-emptive actionable recommendations, delivering businesses a competitive edge, from supply chain execution to personalised customer experiences.
Dynamics 365 Customer Engagement
Dynamics 365 Customer Engagement is a comprehensive customer relationship management solution built on a single, unified platform. The suite of adaptable modules can be used as standalone applications to effectively manage the sales process, customer service, field service, project service and marketing campaigns or as a seamlessly integrated whole to manage all customer interactions.
Customer Engagement applications increase productivity with the intelligent automation of tasks and guided processes, while offering AI-driven insights and a single customer view. Built-in integrations with Office, Outlook, Power BI and LinkedIn and full mobile functionality boosts productivity both in and out of the office.
Microsoft Dynamics 365 Ecosystem
Microsoft App Source
Microsoft's destination for business users to easily find and evaluate line of business SaaS apps, add-ins and content packs from Microsoft and its global partners, including those built on top of Dynamics 365, Office 365, the Power Platform and Azure.
Microsoft Power BI
Power BI is a suite of business analytics tools that unifies all your organisation’s data, whether in the cloud or on-premises. Monitor your business, analyse data and share insights. Get answers quickly with rich dashboards available on every device.
Natively embedded in Dynamics 365, Power BI dashboards provide a holistic view for users with their most important metrics in one place. Powerful tools allow you to create stunning interactive reports, to transform, analyse, and visualise data. With SQL Server Analysis Services you can easily build robust, reusable models over your data to provide consistency across reporting and analysis in your organisation. Using intuitive tools that fix data quality and formatting issues automatically, and dozens of pre-set visualisations, users can explore with a single click the data behind their dashboard. Publish your reports securely, and with the Power BI service, set up automatic data refresh to make real-time updated information available on everyone’s devices.
Microsoft Azure Internet of Things
The Azure Internet of Things (IoT) Suite is an open and flexible platform enabling the connection of a broad range of devices and operating systems.
Azure IoT advanced analytics and machine learning services enable you to collect previously untapped data from devices and sensors, and to visualise – and act on – that data. Evolve from a manual, costly procedure to one that is dynamic and automated using IoT remote monitoring solutions to collect live data from assets, and use that data to trigger automatic alerts and operational actions.
Microsoft Office 365
Office 365, the class-leading suite of productivity tools, is now seamlessly integrated with Microsoft’s powerful CRM and ERP solutions.
Deep integration between Dynamics 365 and Office 365 connects the structured workflow of business applications and processes with the unstructured work of collaboration and productivity. Employees are empowered with productivity tools surfaced in the context of their business processes. A sales person can respond directly to an email in Office with a quote that is created based on information from both Finance and Sales apps, stored back to the right app, with right pricing and discounting. All without the user having to leave Outlook.
Dynamics 365 for Sales
Microsoft Dynamics 365 for Sales automates your sales processes to increase revenue, boost productivity, gain key insights, and reduce costs.
Deep integration with Office 365 enables real-time collaboration and enables your sales professionals to be as productive as possible. With Microsoft Social Engagement, Dynamics 365 provides powerful tools to help you be strategic in the social media world. Gain deep insights with intelligent analytics, text mining and tag cloud visualisation. Identify buying signals, monitor key developments and share of voice, and track competitors.
Dynamics 365 for Customer Service
Microsoft Dynamics 365 for Customer Service empowers your agents to provide seamless end-to-end service and amazing customer experiences.
Stay agile with a single, unified customer experience that minimises customer effort with personalised service. Deep analytics and advanced visualisations empower organisations with actionable insights to continuously improve service metrics, earn loyalty and increase brand advocacy.
Dynamics 365 for Field Service
Microsoft Dynamics 365 for Field Service provides a complete field service management solution.
Field Service is a comprehensive field service management solution, including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.
Dynamics 365 for Project Service Automation
Project Service Automation is an end-to-end solution that provides project-based organisations a single system of engagement for project sales, resourcing, delivery, and billing.
An integrated sales dashboard provides visibility to project-based opportunities, and key metrics to help forecast profitability and feasibility. Standard project templates make it easy to estimate cost, effort and sales value. Use Azure Machine Learning to recommend appropriate resources for the work based on updated skills and availability. Simplify the engagement model between Sales, Project managers and Resource managers to forecast demand and resource allocation. The deep integration between Dynamics 365 and Office 365 makes powerful productivity tools available to project teams and customers for communication and collaboration. On any device, it is easy to access documents and monitor status on project deliverables, and Project managers can review, override, track overruns and approve all costs and time impacting their projects.
Dynamics 365 for Marketing
Dynamics 365 for Marketing is a powerful, comprehensive marketing solution for Microsoft’s new generation of intelligent business applications. Marketing leverages Azure's artificial intelligence, machine lear and advanced analytics capabilities, enabling the creation of new data-driven sales and marketing solutions. Harness data for critical insights and predictions, connect customer touchpoints and drive brand loyalty and growth.
Dynamics 365 Unified Operations
The Finance and Supply Chain Management applications for Dynamics 365 (formerly called Dynamics AX) is Microsoft’s flagship enterprise resource planning (ERP) suite. Unified Operations now benefits from seamless integration with Dynamics Customer Engagement apps and Office 365, enabling faster business processes, enhanced visibility and smarter decision making.
Dynamics 365 for Talent
Microsoft Dynamics 365 for Talent is a powerful HR solution that leverages LinkedIn resources. The Talent app enables HR professionals to automate and manage workforce administration for both full-time employees and contractors. Built-in integration with LinkedIn recruiting solutions and with Office 365 streamlines the hiring process from interview scheduling to employee onboarding.
Dynamics 365 for Retail
Microsoft Dynamics 365 for Retail is a complete retail management solution unifying channels, customer experience and operations. The Retail app enables retail organisations to implement business processes and systems that are seamless, cost effective, fast, flexible and 100% customer orientated, for all channels to market.
Microsoft Power Apps
Microsoft Power Apps allows you to quickly create custom web and mobile apps for your team or organisation without writing any code.
UsePower Apps visual designer to build a fully functional app that can connect to your existing APIs and data sources and even control device hardware such as cameras, GPS and pen input. Using the Microsoft Common Data Service, capture and organise business data in a central cloud location, and combine the automation of Microsoft Flow and the analytics from Power BI to make sophisticated business apps.
Microsoft Flow
Microsoft Flow enables the automation of almost any time-consuming task or process. Create automated workflows between your favourite apps and services to get notifications, synchronise files, collect data, and more.
Using simple ‘If this, then that’ logic, a flow connects your web services, files, and cloud-based data to save time and effort. Set up a simple one-step flow that notifies the whole team whenever a work item is updated, or a complex multistep flow that automatically captures, tracks, and follows up new sales leads. Whether it's a complex multistep process or a simple one-step task, flows work in the background to boost your team's effectiveness, productivity, and performance.
Microsoft Common Data Service
The Common Data Service (CDS) is a secure business database that simplifies data management and integration across Dynamics 365 apps and business processes.
The Microsoft Common Data Service is an out-of-box business database for storing and managing business entities. As well as standard business entities, custom entities can be built to extend or relate to standard entities. The CDS can increase an organisation’s operational efficiency by providing a unified view of business data, avoiding the problems of legacy information silos.
Microsoft Azure
No upfront costs. No hardware investment. No maintenance overheads. With Microsoft Azure cloud services you pay for what you use, when you need it.
Not all cloud services are equal. Azure is used by 90% of Fortune 500 companies, a testament to its industry-leading security, privacy and transparency. With the largest global footprint of any cloud provider, available in 54 regions across 140 countries, you always have complete control over where your data is stored and how it is securely accessed.
Microsoft Dynamics 365 is the solution for forward-thinking business leaders
Easy to learn and use
Microsoft Dynamics 365 deploys quickly and starts delivering results right away. It is easier and more intuitive to learn and use as most of its end-users are familiar with the interface which resembles other popular Microsoft products. Dynamics 365 users need less training and achieve significantly higher levels of software functionality than users of other ERP systems.
Simple to adapt and customise
Dynamics 365 customers require significantly less customisation to their ERP implementations than other systems. With prebuilt industry-specific capabilities for manufacturing, distribution, services, public sector, retail and other key sectors, Dynamics 365 delivers greater out-of-the-box functionality and versatility.
But when customisation is required, such as the need to track a key performance indicator that isn’t part of the standard implementation, then the flexible Dynamics architecture makes it easy.
Seamless experience on-premises or in the cloud
Deployment models can easily be adjusted to meet changing business demands: on-premises or in the cloud. Microsoft Dynamics 365 leverages the power of the cloud to allow users to work anytime, anywhere, across all devices. Users benefit from the same seamless experience and enterprise-grade security to protect their business and customers regardless of how their systems are accessed and used.
With cloud technology, businesses can analyse far more data than before, delivering insights that can dramatically improve decision making.
Commitment to research, development and innovation
Microsoft is committed to providing continued long-term support and a clear upgrade path to future technologies. The ecosystem of specialised partners, spanning the globe, provides tailored solutions and ensures a constant and agile evolution of industry-specific expertise to meet the exclusive needs of all businesses.
Apps that talk to each other
If your everyday business tools fail to communicate, you will need to spend more of your valuable time switching applications and looking for information. Using a Common Data Service (CDS), Microsoft’s business and productivity applications are ready to talk to each other. Insights can easily be shared between sales and finance and operations, and because the data doesn’t need to be extracted from one system and re-entered in another, it is up to date and error free.
Future-proofed
Seamless integration
The seamless integration Microsoft Dynamics 365 to productivity and business applications delivers an effortless user experience.
With the interoperability of Dynamics CRM apps, Finance and Operations and Office 365, business processes no longer require jumping from app to app, from window to window. Using Microsoft’s
fresh yet familiar interface you can create and send an invoice without leaving Outlook or initiate a CRM opportunity directly from an email.
Intelligent business applications
With the amount of data businesses collect growing exponentially, static reports and simple descriptive analytics become more of a hindrance than help.
Microsoft Dynamics 365 has intelligence at its core. Exploring data with Azure Machine Learning algorithms can deliver real-time insights and predict future trends. Visualise, interrogate and share critical information with rich interactive reports created with the embedded Power BI.
Artificial intelligence
Dynamics 365 running on Microsoft Azure cloud places at the fingertips of each user the power of the world’s fastest supercomputer.
Microsoft’s multibillion-dollar investment to upgrade its cloud infrastructure to a 25Gbps backbone reduces latency ten-fold and allows Azure to run AI, cognitive computing and neural networking-based applications.
Selected functions
Add-ons
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