Moving away from the multiple to the all in one solution, D365 makes it easier for business to integrate and upgrade as they grow.
The heart of many businesses are continually improving through the use of good systems and processes. It makes sense to have systems that work seamlessly with applications that can do it all, or at least as much as possible, for you.
Dynamics 365 works as a collection of powerful applications built to work seamlessly together. You choose how you want it to work, we do the rest.
The most common application configurations are listed below but really, the world is your oyster.
Microsoft Dynamics365 Customer Relationship Management (D365 CRM) is a structured tool for implementing customer management strategy.
Manage who, what, where, when and how all contacts and customers are all looked after. D365 CRM handles contact management, workflow and productivity with a focus on strengthening your organisations valuable relationships – whether that be with clients, customers, investors, service users, stake holders or suppliers.
Utilising Microsoft Dynamics365 CRM you can consolidate your most important customer data in a central system.
The system will store and present only the most pertinent information to each user based on their individual needs.
Replace unwanted spreadsheets and unregulated address books.
Track all important phone calls, emails and appointments directly in D365 CRM enables your business to get a 360 degree view of the customer and your developing relationship.
Enterprise resource planning software (ERP) is the perfect solution for improving, streamlining and managing internal business processes.
Whether you are implementing software for your operations department or for finance, ERP is the widely accepted industry solution. Dynamics 365 puts a new spin on this concept by creating one piece of software for everything you may need whether it be Operations, Finance, Sales, Marketing or others, Microsoft Dynamics 365 can support you and your business.
There is no longer a need for multiple different systems all talking to each other, Dynamics CRM comes in “Apps” which can be easily added together making system integration a thing of the past.
Dynamics 365 for Operations brings a global view of your data allowing you and your colleagues to make informed decisions using up to the minute information. The solution allows you to grow at your own pace and will scale and adapt as your needs change or increase.
Dynamics 365 for Finance works with the rest of Dynamics 365 and enables you to build streamlined processes, create accurate and easily consumable reporting and analytics, and ensure regulatory compliance.
These apps can be added to the core product at any time and with the help of Formus Pro, your teams can be up and running with new, modern software in the blink of an eye.
Microsoft Dynamics 365 for sales is designed to manage workflow from lead generation, opportunity and conversions through to quoting orders and generating invoices.
At its heart, CRM is about engaging with customers, new and old alike. D365 has the tools for automating segmentation of customer data and efficient targeted marketing.
Subscribing to the ClickDimensions add on for Dynamics 365 can further enhance the marketing toolset with a HTML editor, email opens and click through statistics, A/B market testing and survey capabilities.
Extend the product further with PowerBI offering real time reporting available for an instant snapshot of your data. Instantly available to the management team for an interactive view of the CRM data.
Microsoft stack integration allows Microsoft Word templates to be used with CRM data and exports to Excel.
Project Service helps automate communications and flag important records where action is required. This automation increases productivity, ensuring that the team are focusing on the priorities and ensures a proactive customer experience.
Inventory management utilises the product features from D365 and can generate stock request and purchase orders for warehouses or directly to customers. Tracking stock across warehouses or remote assets can ensure as stock is used across jobs the relevant items are reordered based on levels set within the application.
The flexibility of D365 and the ability to customise the forms and workflow mean it can be tailored to work specifically for your business model. Empowering users with the right tool to support them in delivery.
Field services is a calendar and location driven scheduling setup for D365 that allows information to be accessed in real time, anywhere in the world from multiple devices.
This Microsoft developed app extends the out of the box CRM entities seamlessly and introduces resource, workforce and asset management features. Complete with a real time mobile experience for remote workers and job assignments. Management capabilities of these via the schedule board.
Scheduling and routing can display routes based on mapping software integrated within Dynamics 365 showing distances to and between accounts and field-based resources. Availability, start and end times and locations are all used for efficient routing of or assignment of resources to service requests.
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.
Working like this gives you the freedom and power to direct the set up and development of your system because you are using such a universal brand as Microsoft.
There are pros and cons to both of course, of which you can explore further HERE.
When it comes to improving fund raising visibility or engagement through digital marketing, the inclusion of ClickDimensions gives you huge marketing capabilities. The beauty is it directly feeds to and from your D365 system giving you the ability to work seamlessly and accurately with other teams, even if they’re out of the office.
We offer ERP and CRM for charity and not-for-profit organisations at a reduced price too! Call us to find out more.