What is Microsoft Dynamics 365?

It’s frustrating when every department in your business uses different systems to do their job. Data is siloed, and collaborative work can become a nightmare of inconsistent processes and clashing information. For every customer, there may be data about them locked within multiple disparate systems – details of interactions in your CRM software, and purchase history separately stored in your ERP software.

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a modern approach to business systems as an intelligently combined CRM and ERP solution. It is a cloud-based productivity tool perfect for the needs of every department including sales, HR, marketing, customer service and beyond. Staff have access to insights that allow them to make data-backed decisions, and the tools they require to do their job effectively.

Begin your digital transformation

Microsoft’s technology makes digital transformation easily achievable for any organisation. Digital transformation means removing barriers between the systems that each department uses to empower employees and boost efficiency. This reduces the time staff take to do their job. It improves the quality and value of operations, processes and data because all systems are seamlessly connected.

That’s what really sets Microsoft Dynamics 365 apart from other traditional CRM systems; it helps teams to work more closely together by eradicating the siloes you traditionally have to find stopgaps for, or that you have to work around. With Dynamics 365, your departments, systems, people, operations, processes and data are all connected.

Microsoft Dynamics 365 applications: Pick-and-choose

Microsoft Dynamics 365 is made up of modular, pick-and-choose applications, using a common data model to unify the data from all of your apps and systems (more on that later). It gives you the freedom to choose the exact solution that your business requires – you pay for what you need, when you need it. With Dynamics 365, you can achieve digital transformation in your own time, app by app.

As an example, you could begin with the Dynamics 365 for Sales app. Then you could also bring in Dynamics 365 for Customer Service and then later also add on Dynamics 365 for Marketing. The apps seamlessly work together, data is centralised and governed, staff work more efficiently, and your customers receive a far more valuable experience.



What apps does Dynamics 365 have and what do they do?

SalesPersonalise relationships and increase sales.

Marketing Run multi-channel campaigns, nurture leads, and increase demand.

Customer Service – Empower agents and exceed customer expectations.

Field Service – Optimise resources and make technicians more efficient.

Finance and Operations – Optimise finance, manufacturing, and supply chain management.

Project Service Automation – Deliver projects on time and within budget.

Talent – Win top talent, enable employee success and drive operational excellence.

Retail – Create personalised shopping experiences that unify digital, in-store, and back-office operations.

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Microsoft’s Full End-to-End Solutions

Effortlessly integrate Dynamics 365 with other systems

Dynamics 365 is highly flexible and adaptable. It can be natively integrated with other performance-boosting Microsoft tools, such as Microsoft Dynamics GP (ERP software), Power BI, Office 365, SharePoint and much more. Uniquely, it can also be seamlessly integrated with many other third-party systems, such as ClickDimensions (marketing software), telephone systems, bespoke customer-facing web portals, and much more.


What Microsoft products can be integrated with Dynamics 365?

Power Platform – Build the apps your business needs, automate them, and discover new insights using PowerApps, Power BI & Flow.

Office 365 – Includes the Word, Excel, Outlook etc. programmes we’re all familiar with, combined with collaboration and productivity tools such as Teams, SharePoint, and so much more.

Power BI – Understand the “why” behind your data by effortlessly turning complicated information into stunning visualisations.

Cortana Intelligence Suite – Fully managed cloud-based services (such as advanced analytics, machine learning, information management etc.) that transform data into intelligence.

Azure IoT Suite – Build fully customisable Internet of Things (IoT) solutions that are fast to deploy, secure, and provide a wealth of data that you can use for better-informed business decisions.

Common Data Model – Your data is unified from all processes, apps, and systems to provide consistency and for a single source of truth.

Azure Cloud Infrastructure – To host your data, services and applications securely and efficiently on the cloud so you only pay for what you use.


Benefits of Microsoft Dynamics 365

  • Work from anywhere, on any device
  • Unlock deeper insights by using all your data
  • Free biannual updates of feature improvements and bug fixes
  • Stronger, long-lasting relationships with customers
  • A unified, consistent source of information you can rely on
  • Easy to tailor, adapt and integrate
  • Protected and secure centralised source of data


Discover how healthcare rm benefits from Dynamics 365

Since implementing and tailoring their Dynamics 365 CRM solution, healthcare rm’s employees and customers both enjoy a smoother, more satisfying experience. Staff are 60% more efficient, and customers are 53% happier. Even better – they now save £221 per year as a result of improved efficiencies. Read the full case study.


Why choose Perfect Image?

Microsoft Dynamics 365 is an end-to-end solution – so to get the most out of it, you need to partner with an end-to-end solutions provider. We’re a Microsoft Gold Partner with dedicated teams of experts for IT infrastructure, CRM, ERP and Business Intelligence systems, and for any customisations or additional custom software you may need, we also have an in-house team of software developers.


Want to learn more?

Download the “Everything You Need to Know About Choosing Microsoft Dynamics 365 as Your CRM Solution in 2019” eBook

Download our free ebook to learn more about how your business can boost its productivity and delight customers with Dynamics 365.

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Discuss your requirements and needs with one of our friendly experts who will help you to take the first step towards digital transformation.

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