Dynamics 365

Whether used individually or connected across your organisation, Dynamics 365 provides the flexibility to scale and evolve with your business.

FormusPro, a trusted Microsoft Solutions Partner, deliver and support Microsoft Dynamics 365… the fully integrated suite of business applications that streamline operations, improve efficiency, and drive digital transformation.

In 2016 Microsoft changed the name of its platform from Dynamics CRM to Dynamics 365 (D365). It represented a change that saw the software combine CRM and ERP and integrated a whole host of other capabilities that far exceeded simple CRM.

Dynamics 365 Name Change

Microsoft Dynamics 365

In 2016 Microsoft changed the name of its platform from Dynamics CRM to Dynamics 365. It represented a change that saw the software combine CRM and ERP and integrated a whole host of other capabilities that far exceeded simple CRM.

It’s now very extensive, extremely versatile software. This software can do pretty much anything and it’s now becoming even easier to even do some of it in house with a bit of training, see PowerApps.

To make it even easier, there are already a set of specialised applications created from D365, making it even easier for you to identify, compare and choose the software most suitable for your situation.

Dynamics 365 Business Central

Business Central is an Enterprise Resource Planning system which connects your finance, manufacturing, and logistics together in a single, all-in-one environment. 

As part of the Microsoft stack, Business Central can provide deep and powerful integrations across multiple areas of your business. From Office 365 to Teams, Outlook and D365, this single integrated platform can provide your team with a streamlined workflow that doesn’t slow them down.

Business Central Microsoft Business Applications Partner
Dynamics 365 Charity & NFP

Dynamics 365 Charity & NFP

Improve donor relationships, handle, track and review budgets, manage events, control database activity whilst keeping everyone from donors to trustees up to date and connected.

Although some might mistake Microsoft D365 as being for big corporate businesses, in reality it is actually being used in all kinds of organisations, including one of our speciality areas – charity and not-for-profit.

We use Microsoft as the platform in the development of expandable, charity focused systems for many organisations who previously thought their only choice was to be locked into “specialised” bespoke software.

Specialised D365 Applications

Created from D365, a few tools can be set out as stand alone, making it even easier for you to identify, compare and choose the software most suitable for your situation.

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Sales

Go beyond sales force automation with Dynamics 365 Sales to better understand customer needs, engage more effectively, and win more deals.

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Field Service

Field Service is a calendar and location driven scheduling setup for D365 that allows information to be accessed live, in real time, from anywhere and on multiple devices.

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Human Resources

Attract, empower and retain top talent with D365 Human Resources a connected HR platform that streamlines workforce management and enhances every employee experience.

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Customer Insights - Journeys

These days we are not easily impressed by generalised marketing. People want applicable, timely and personalised communications, relevant to their needs.

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Project Operations

Project Service helps automate communication and flag important records where action is required. This increases productivity, ensuring a great experience.

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Finance

Streamline core financial operations, improve forecasting and accelerate decision-making with D365 Finance the enterprise-grade ERP that modernises every aspect of your finance function. 

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Customer Service

Customer service has become a further sophisticated and structured tool for implementing customer service management and strategy.

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Click

Click is an all encompassing marketing toolset to help customers attract more leads, close more sales and more effectively engage with customers.

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Supply Chain Management

Optimise inventory, improve visibility and build a more resilient operation with Dynamics 365 Supply Chain Management the modern ERP for connected, intelligent control.

Frequently Asked Questions

Microsoft Dynamics 365

  • Can AI be added to Dynamics 365 if it wasn’t part of our original project?

    Absolutely. AI features can be introduced gradually as part of continuous improvement, whether through Microsoft Copilot, Power Platform AI Builder or custom GPTs. 

  • Does Dynamics 365 include AI and Copilot features?

    Yes.Microsoft has embedded Copilot and AI tools across Dynamics 365 applications, helping automate tasks, surface insights and improve decision-making directly within everyday workflows. 

  • How do we get started with Dynamics 365?

    The first step is a discovery session where we understand your goals and challenges. From there, we’ll propose a roadmap tailored to your organisation. 

  • What if we already have Dynamics 365 but need help?

    We can provide consultancy, health checks, support and continuous improvement services, even if your system was built by another partner. 

  • How do you deliver Dynamics 365 projects?

    We follow our proven methodology of discovery, design, build, training, support and continuous improvement, adapting the approach to your needs. 

  • What sectors benefit most from Dynamics 365?

    We see particular value in NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution. 

  • How secure is Dynamics 365?

    Security is built in. It includes role-based access controls, data encryption and compliance with international standards such as GDPR. 

  • Can Dynamics 365 integrate with my existing systems?

    Yes. We regularly integrate Dynamics 365 with finance, membership, ERP and third-party platforms so data flows smoothly across your organisation. 

  • Do I need to buy the whole Dynamics 365 suite at once?

    No. You can start with a single application and add more modules later. Many organisations begin small and expand as their needs evolve. 

  • Which Dynamics 365 applications do you work with?

    FormusPro work across the full suite, including Sales, Customer Service, Marketing, Finance, Supply Chain, HR, Project Operations and Field Service. 

  • Why choose Dynamics 365 over other business applications?

    Dynamics 365 combines flexibility with integration. You can start with one module and add others as you grow, with shared data across the whole platform. 

  • What do we mean when we say Dynamics 365?

    Dynamics 365 is Microsoft’s suite of cloud-based business applications. It includes modules for sales, service, finance, supply chain, HR and more, all of which can work together on a common data platform. 

What Sectors Benefit Most From Dynamics 365?

We first embarked on a digital transformation journey with Anthony Nolan back in 2012. With a range of implementations and solutions over the years, this transformation is constantly evolving.

Anthony Nolan wanted to move their Dynamics 2016 On-Premise solution into D365 Online. This would mean less reliance on internal servers to maintain and run the platform. They would also benefit from the Microsoft Update process, continuously making new features available.

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Speak To An Expert

To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

Tel: 01432 345191

A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.

We travel all over the UK.

Just ask.

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