A business faces a range of challenges. For a business to thrive, it must overcome the challenges, grab opportunities, and make changes. Even tools utilized by organizations need to experience changes as new technology and invention come into place. Therefore, what works for a business a year ago won’t work today. Change is inevitable, and one must take a chance on it to get the best outcome.
Businesses that recognize the need to update the tools they use to reach their full potential are more likely to succeed.
Implementing new Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solutions are beneficial for businesses. These management tools save time, improved collaboration, and helps employees with their day-to-day tasks if they work together in the cloud.
One of the most common CRM and ERP that’s flexible enough to help businesses of varying sizes is Microsoft Dynamics 365.
What is Microsoft Dynamics 365?
Dynamics 365 is a cloud-based enterprise software platform released in 2016. It streamlines business products such as ERP and CRM tools.
ERP and CRP have multiple apps designed for users to cater to their business’s needs. These apps or add-ons are also flexible and help organizations grow as they move forward to their business.
Microsoft Dynamics 365 is a solution based in Azure. It functions as a Software as a Service. Hence, tools are accessed through a web browser. There is no need to install applications or software on your computer. Instead, users can access them anytime and anywhere, so as long as there is an internet connection.
Furthermore, since it runs online, Microsoft manages all the updates required. So, there is no need to update each software.
D365 can be integrated with other Microsoft products such as Office 365 and Outlook. Also, it can connect to third-party programs.
It is often preferred by businesses of any size due to its scalable and flexible nature. It can compete with other CRM software and ERP tools in the market.
How Businesses Benefit from Dynamics 365?
If you are looking for a solution to streamline all your ERP and CRM tools, we recommend Dynamics 365. Get to know the benefits your business will get when investing in another Microsoft product. It is predicted that Dynamics is the future of enterprise software.
Flexible and Customizable
You can work anywhere and access your tools anytime with an internet connection. Furthermore, it also works on any device. You can select any extensions or applications to add depending on what your business needs. It requires minimum technical development support from experts.
Part of its flexibility is the ability to be scalable. You can grow without worrying much as your business expands.
Secure and Compliant
Security is crucial for all businesses. As cyber-attacks increase, organizations should be alert enough to keep their data safe. With Dynamics, all your data is backed up and secured on the cloud. Only you have control over your data. Furthermore, you have the option to adjust the settings based on what you need.
Dynamics also includes intelligent business tools such as Power BI. You’ll get limitless reporting and analytical insights in real-time. Therefore, you can access data or insights and create a report.
Share and Easily Access Data
With a centralized system or database, you can access your data and share the information with your team. Furthermore, it supports the breaking down of data silos to make access to data easier for others.
Enhances Productivity by Automation
Save time and effort for your employees by utilizing Dynamics’ Artificial Intelligence technology. It helps automate repetitive tasks to increase efficiency and help employees focus on critical work within the organization.
One good example is the use of Dynamics 365 on managing social media accounts. With multiple social media platforms available, it is difficult to post, comment, and monitor everything at once. However, with Dynamics, you can integrate all platforms or accounts in a central system or database. Here you can view, schedule a post, and reply to comments. Hence, you improve your team’s productivity and efficiency. Enhancing your team’s productivity gives them more time to create marketing content for your business.
Improved Customer Experience
When you improve your customers’ experiences, it helps in driving in more sales for your business. Dynamics 365 helps by creating effective customer relations management system. It will collect customers’ data, streamline it, and make it accessible to your sales team. It can track possible leads in real-time and create personalized messages.
Furthermore, it improves the marketing and sales team by creating a better communication system for different departments. It streamlines the sales process by taking off redundant steps and procedures to make it easy to meet customers’ requirements.
Never overlook valuable information that can disappoint your customers. Dynamics 365 brings together all data, including your inventory. You’ll get automated reminders on your stock so you can replenish on products that you need.
Works with Various Microsoft Tools
Since Dynamics 365 is owned by Microsoft, it’s only valid that Microsoft allows integrating some of their tools. You can add Skype, Microsoft 365, SharePoint, Outlook, Teams, OneDrive, and Yammer. Bringing your tools all together in one place makes it easy to communicate. It also lets you and your team experience uninterrupted experience by being more productive to provide effective results.
Is Microsoft Dynamics Free?
No, Dynamics 365 is not free, but they offer a 30-day trial for free. If you are planning to get started with it, prices vary from the type of business. You can check out the pricing on Microsoft’s page.
How Dynamics 365 and Microsoft 365 Work Together?
If you are working with Microsoft 365 (formerly Office 365), you would want to make it work with Dynamics 365. It would be better to make both solutions work hand-in-hand. Don’t worry as it is possible to keep the two together.
Both Microsoft products are created to complement one another. When you use them both, it accomplishes plenty of things. It can improve how you interact with your customers with cloud services, your employees become more productive as repetitive tasks are automated, and get better collaboration.
Excel and D365
You can edit your records all at once in Dynamics 365. No matter how large the number of files you have to edit. The integration of Office 365 Excel and Microsoft Dynamics made it possible to simplify the work process.
Furthermore, you don’t need to leave the application to access other data. Using Microsoft Excel Online within the Dynamics 365 has all the data you need to analyze. All changes will be saved in Dynamics 365.
Reporting complex data on Excel can be possible. View all your reports using your Excel in Dynamics 365, and get to update your reports with automatic or real-time changes.
Outlook and Dynamics 365
Outlook and Dynamics 365 integration can bring plenty of boost to your workplace. Together, it can fast track email browsing to lessen the time going through unwanted emails. Also, you can view your Outlook calendar to keep track of meetings, appointments, sales activities, and more with just a single click. You can also create a list of email responses, and it automatically set them as tasks and includes your customers’ record.
OneNote and Dynamics 365
OneNote is an application that works like a digital notebook. When integrated into Dynamics 365, you can create and edit notes in the activity wall, whether using the web application or the mobile app. Furthermore, it makes it easy to capture, organize, and store notes on any device. However, OneNote is only applicable to Dynamics 365 Online deployments and works when integrated with SharePoint.
SharePoint and Dynamics 365
SharePoint is a web-based collaboration tool that helps improve an organization’s effectiveness and productivity by streamlining the ability to access and manage data. However, when integrated with Dynamics 365, it saves more space and data storage.
All your customers’ records are in one place. Therefore, it is easy to access them. Also, any changes to your records will automatically reflect on Dynamics.
Using SharePoint inside Dynamics 365 lets you collaborate with other organizations and share documents with them.
Word and D365
When you integrate Word and D365, you can access various Word templates. You can choose a professional or fun template to create your document layout. It is similar to how you use your Microsoft Word when not integrated.
The benefit you get when Word is in Dynamics is that it saves more time when creating documents with similar content. You can also merge your customers’ data into your Word document.
Skype for Business and D365
Together with Dynamics, collaboration and communication with your team and colleagues become easier than ever. In a single click, you can call a number of your team or a customer. Furthermore, send invites or records of events to participants to join your webinars or meetings. You can also see the information of users when you signed in to the same email domain.
Power BI and Dynamics 365
Power BI is a business tool that brings data from multiple sources to create a dashboard geared toward actionable insights and results. When connected with Dynamics 365, it refreshes data displayed on the database or dashboard. You can gain access to the data of customers, inventory, sales, and more. It’s also possible for you to access them easily to analyze and create visuals to see your business’s overall performance.
Microsoft Dynamics 365 brings every application you use in your business in one place. It streamlines all your business needs, from apps to data. With everything in one place, you can enhance productivity, reduce repetitive work, get more results faster, and provide better customer service.