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What is Microsoft Dynamics 365?

What is Microsoft Dynamics 365

Microsoft Dynamics 365 is a customer relationship management ( CRM ) software package developed by Microsoft focused on improving the customer relationship for any organization. This tool primarily focuses on the sales, marketing , and customer service sectors.

The CRM solution can be used to drive sales productivity and marketing effectiveness for an organization, handle the full chain of customer support. And provide social insights, business intelligence, and many other out-of-the-box functionalities and features.

What is Dynamics 365 for?

Dynamics 365 has been designed to connect all business processes with different productivity tools . It is a platform that allows even small tasks that each worker must do.

And easy-to-deploy platform; focused on the needs of each company.

Here are the capabilities of Microsoft Dynamics 365:

  • -ERP (Enterprise Resource Planner).
  • -CRM (customer relationship manager).
  • -Office Suite (email, spreadsheets, word processor, etc.).
  • -BI (dashboards, data analysis and business intelligence).
  • -Cloud (storage, accessibility).
  • -Applications (possibility of integrating solutions for each specific process or task).

Microsoft Dynamics 365 features

There are many functions offered by this tool.

  • -Accounts payable
  • -Accounts receivable
  • -Activity tracking
  • -Asset Management
  • -Bank reconciliation
  • -Billing
  • -Budget / Forecast
  • -Calendar/reminder system
  • -Cash management
  • -Compliance Management
  • -Consolidation / Roll-Up
  • -Contact database
  • -Contact management
  • -Content management
  • -Conversion tracking
  • -Customer segmentation
  • -Data display
  • -Dispatch management
  • -Document storage
  • -Junk mail
  • -forecast
  • -Ledger
  • -Income and balance
  • -Internal chat integration
  • -Inventory management
  • – Lead capture
  • -Leading generation
  • -Lead breeding
  • -Qualification of potential customers
  • -Marketing automation

Dynamics 365 apps and modules

There are currently eight core Dynamics 365 apps , with several more scheduled for release in the near future.

Each application references an area of ​​CRM or ERP functionality. And can be used in conjunction with a broader suite of applications, or on its own.

Originally delivered through one of two plans, depending on the size of your business, Microsoft decided in 2017 to rethink how 365 is licensed . It chose to offer the apps as stand-alone entities.

Below are details of each of the applications:

1. Dynamics 365 Business Central

Business Central is a cloud-based, end-to-end business management solution aimed at SMBs. Business Central includes functionality for financial management, warehousing and supply chain management, sales and customer service, and project and budget management.

2. Dynamics 365 for sales

The app features capabilities from opportunity management to sales planning and performance management, and aims to optimize sales processes and productivity for businesses.

3. Dynamics 365 for Customer Service

Microsoft Dynamics 365 for Customer Service aims to help users deliver excellent, personalized customer service, at any time and on any channel.

4. Dynamics 365 for field service

It gives users the tools they need to operate and deliver exceptional service in the field. It allows users to automate resource scheduling and allocation, and optimize routes to maximize efficiency.

5. Dynamics 365 para Talent

The app is designed to bring everything you need to streamline your human resource management into one app. It helps users manage and interact with their employees throughout their professional lives.

6. Dynamics 365 para Retail

7. D365 para Project Service Automation

It’s an application designed to help project-based organizations deliver on time and on budget with a suite of tools to plan, resource, and execute billable work, and help keep all those pieces running.

8. Dynamics 365 para Marketing

Dynamics 365 for Marketing aims to give businesses the tools they need to generate and nurture more leads by aligning their sales and marketing strategies and automating many of their core marketing processes.

Features of Microsoft Dynamics 365

A CRM is a tool that allows you to track all the interactions of your business with your customers, offering added value to your relationship with them and improving the sales and service experiences you offer. The main features offered by this tool are mentioned below:

1. 360 customer view

Obtain a complete profile of your client from the first interaction through the point of sale.

2. Omnicanal

3. Quick build

Capture key customer information without interrupting the customer conversation.

4. Integration with Outlook

You can create leads and contacts directly from your email. Tagging related email conversations to send key information and customer data to the CRM database.

5. Meeting management

You can organize and manage your client meetings in Outlook and have them recorded in CRM to get a complete view of client activity.

6. Call in one click

Dynamics 365 is fully integrated with Skype for Business allowing you to have real-time conversations with your customers from within the CRM application.

7. Send an email in one click

It is easy to send emails directly from Dynamics 365, just by clicking on the customer details, a new email will be opened for the customer.

8. Marketing lists

You can quickly create marketing lists from sales and service information, and choose which marketing can be used to manage and target communications with your customers.

9. Export to Excel

10. Customer data on any device

The CRM mobile app offers a consistent experience on computer, phone and tablet, allowing you to update activities, contacts and opportunities and obtain information in real time.

11. Document Collaboration

You can attach documents, notes and images to your customer records. And automatically create shared workspaces where you can co-edit documents in real time.

12 Dashboards, Charts, and Views

The dashboards are very easy to use, which will help you to be up to date with the situation of your business.


John is a Marketing Manager for an UK & USA leading Microsoft Dynamics Partner, Dynamics Square. I have a passion for writing and have been published on several sites, including Microsoft Dynamics and Entrepreneur. The company help enterprises seamlessly manage, and drive their operations with Microsoft NAV to Business Central Migration, Power BI Services, Dynamics 365 Finance, Supply Chain, Sales, Microsoft Dynamics AX, Dynamics NAV, Microsoft Power Apps, and Microsoft Dynamics GP. I am also an avid reader. I am a hard worker and have a strong work ethic. I am always looking for new opportunities to learn and grow. I am also a team player and enjoy working with others to achieve common goals.

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