The base of Dynamics 365
The foundation of Dynamics covers two major areas: ERP and CRM. Enterprise Resource Planning (ERP) is handled in D365 Finance & Operations, which supports the financial processes in an organisation ranging from budgeting and handling invoices to accounting and operations, which supports the Supply chain i.e. production, inventory management and logistics. Customer Relationship Management (CRM) is handled in Customer Engagement, which consists of several modules within sales, marketing, field services etc. Here you can manage your sales and marketing activities towards your customers. In addition to ERP and CRM, there are a wide range of basic components that are essential to make Dynamics 365 the best possible foundation for your digital transformation.
Each component of D365 can be used individually. However, D365 is a case of the total being more important than the sum of its components.
D365 FO - Cover all your ERP-needs with Dynamics 365 Finance & Operations
The ERP-system is the backbone in most companies. Therefore, it is important to ensure that the system can keep up with the continuous development of the company. Otherwise, it can limit the company’s efficiency and progress. Dynamics 365 FO is Microsoft’s top product when it comes to cloud-based ERP products. The business application includes all features relating to economics, logistics, project management, expense handling, and HR in one system, which utilizes data across the various functions.
D365 CRM - Get a 360-degree overview of every single customer
To create a strong sales organization, it is necessary to be thoroughly versed in your customers’ entire engagement ranging from first point of contact, to sales, subscriptions, invoices, claims, logistics and so on.
With Dynamics 365 CRM you get a system, which is easy to work in and where both your sales team and the rest of your organization has the full overview of all data related to each customer.
Microsoft Power BI is the native Business Intelligence component of D365. Both ERP and CRM solutions are great data collection tools, but their true value lies in analyzing, interpreting and presenting the captured data in order to facilitate better business decisions. Power BI allows you to do just that – it even has pre-built dashboards and KPIs for many business areas and processes.
Microsoft Flow is a no-code/low-code tool to automate otherwise manual processes. It allows superusers to create flows without any developer skills. This includes triggers to start the flow, and the steps and tasks to be completed. A flow can, for example, be triggered by an email arriving, which leads to a new contact creation in D365 for Sales, and many other events across D365, Office 365 and beyond.
Power Apps allows superusers to create data viewing, entry forms and small apps without the need for developer skills, and without making customizations to the ERP or CRM solution. Power Apps can access data from D365 as well as the Common Data Model, allowing Power Apps to be seamlessly integrated into the D365 platform and data.
Common Data Service
The Common Data Service is the glue that allows D365 to be a single coherent solution, and to avoid unmaintained data silos across the business. The Common Data Model is also the foundation of integrated end-to-end processes. For example, D365 for Sales and Operations extends from the sales opportunity all the way to to the cash process.
So, to sum it all up
D365 will enable you to: start with what you need for your business, and develop at your own pace in the cloud gain better insight with built-in, powerful business intelligence stay agile and adapt to changing market demands with scalable applications and platforms.