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Dynamics 365 - What is it?


December 21st. 2016

It’s a new kid on the block – Dynamics 365 has just launched November 15th, 2016. The simplest way to describe it is as a solution that unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations (warehousing, point of sale, manufacturing), financials, marketing, and project service automation.

 

The concept is similar to the system of apps that everybody is so used to accessing on the phone. All the apps can be purchased bundled together or individually.

 

All these apps use the same data model which allows for a seamless integration between them.



 

The offerings from Microsoft can be expended by apps that are developed by Microsoft partners. These apps are available through AppSource – an App Store for Microsoft Dynamics 365 that lets you evaluate, purchase and provision apps and extensions, similar to the Office Store available in Office 365.



 

Dynamics 365 is a cloud, subscription based solution that seamlessly integrates with other Microsoft products – Office, SharePoint etc. Integration with Office 365 is smooth, especially with Outlook. For instance, when an email comes in from a customer, you can send documents, including price quotes and invoices, directly from Outlook without opening different application. Updating a document to modify quantities or apply a discount can also be done without leaving your email client.

 

Another example - a sales person receives an email and can respond directly in Office with a quote that is created based on information from both finance and sales apps, stored back to the right app, with right pricing, discounting etc. All without the user having to leave Outlook and when emailing multiple clients, you can easily see related documents, opportunities and account status for all recipients in the sidebar.



 

The apps are also available for iOS, Android and Windows Phone so that users can easily enter in “Field Service” data, while on the job with a mobile device. Additionally, the apps have offline mode so if the user enters data in the field or in a remote part of the warehouse where connectivity is an issue they won’t lose their data.
Microsoft is also working to natively embed its Power BI and Cortana Intelligence technologies to provide analytics insights and prescriptive advice to users. For example, Cortana Intelligence will enable cross-sell recommendations to help sales reps predict which products and services a customer will need.



 

The apps are also available for iOS, Android and Windows Phone so that users can easily enter in “Field Service” data, while on the job with a mobile device. Additionally, the apps have offline mode so if the user enters data in the field or in a remote part of the warehouse where connectivity is an issue they won’t lose their data.

Microsoft is also working to natively embed its Power BI and Cortana Intelligence technologies to provide analytics insights and prescriptive advice to users. For example, Cortana Intelligence will enable cross-sell recommendations to help sales reps predict which products and services a customer will need.

 

Beyond enabling new ways to work, dynamics 365 brings numerous tangible benefits:

 

 

  1. Dynamics 365 (in conjunction with office 365) offers the opportunity to move all your business operations online. It removes all infrastructure needs that tie people to single locations and instead allows your business to be conducted from the places that matter, some of the examples is people working in the back office, salespeople, consultants and field service technicians
  2. Speed of deployment – hardware software planning and purchasing can be skipped with online provisioning. It doesn’t reduce other onboarding work such as data migration, configuration and development, but it doesn’t mean you can get to them faster.
  3. Flexible licensing
    1. flexible cost – this has a potential for the solution to be much cheaper. Simply by moving to the subscription model, the business removes a non-insignificant capital expense and turns it not monthly operational cost. Further, you can just purchase the right modules for the right role and you don’t need to 1 license that covers all the roles as it applies to the existing on premise solutions.
      For marketing people you need only Marketing module and so on. This option also allows flexible monthly cost based on your current employee numbers. If you want to remove or add licenses you can do it on monthly basis.
    2. Choices for any type of user
      1. Full use—For those whose work requires them to use much of the functionality in the applications
      2. Light use—For those who consume information and complete small tasks in the apps.
    3. Editions for businesses of any size
      1. Enterprise edition—Plans and applications for businesses with hundreds to thousands of users
      2. Business edition—Applications for small and medium-sized organizations with up to a few hundred users

If you are interested in obtaining more information about Dynamics 365, call our sales at 905-821-9476 ext. 209 or email us it-sales@scpllp.com.

 

 

 

 

 

 

 

 

 

 


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