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Dynamics 365

At its core, Microsoft Dynamics 365 is a fully integrated suite of tools to add value, improve efficiency and allow you to get the best out of your business. A majority of these tools can work as standalone systems, however when you harness all their power together, that’s when you see the full strength of 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.

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.

Business Central ERP 

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

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.

Sales

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

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.

Customer Insights - Journeys

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

Project Service

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

Customer Service

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

Click Dimensions

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

Glossary

PowerApp

A Microsoft product that allows the easy creation of simple business applications.

PowerPlatform

A group of applications used for the development of business solutions. It encompasses Power BI, Power Apps, Dynamics 365, Power Automate, and Power Virtual Agents).

Front End Configuration

Sometimes known as just Configuration or Config. The adaption of existing components to better suit a user’s needs without the requirement for full development or advanced custom code.

Anthony Nolan

For 12 years we have had an ongoing relationship with Anthony Nolan since we first embarked on a digital transformation journey together. 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 Dynamics 365 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

OLDEST CLIENT RELATIONSHIP

12

YEARS

FormusPro Have

3

Offices Globally

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: +1 (727) 231 6096

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.

Just ask.

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