How to select the right Dynamics 365 business application for your organization?

Selecting the right and the most appropriate Microsoft Dynamics 365 business application for any business is an art and science. It depends on multiple factors. Factors like the business requirements, size of the business, the goal in the upcoming years and the past experience that one has with any other CRM.

Microsoft Dynamics 365 has various important components under its umbrella that can play different roles in the success of a business. In general, Microsoft Dynamics 365 is a suite of intelligent business applications that helps to automate and streamline various business processes and operations, which further enable businesses to make smarter business calls and deliver ever-improving results with the help of Artificial Intelligence drive insights.

Microsoft Dynamics 365 covers the traditional scope of both CRM and ERP functionalities. It is a combination of both that helps businesses to cover every minor and major area that was not at all possible until a couple of years back.

There is Microsoft Dynamics 365 Business Central ERP suitable for small and mid-sized organizations, Microsoft Dynamics 365 Finance and Supply Chain Management for large business organizations, Field Service, Marketing, HR, Project Operations (formerly known as Project Service Automation - PSA), Customer Service and some others which are suitable for all types and size of business organizations.

Every component that lies under the D365 suite has special roles and benefits attached to itself:

Microsoft Dynamics 365 for Sales: Microsoft Dynamics 365 Sales automates and streamline all the functionalities needed to support the sales processes of the business, from the beginning, that means from the lead acquisition to the closure of the deal.

Microsoft Dynamics 365 for Finance: Microsoft Dynamics 365 Finance is suitable for all the midsize to large-sized business organizations. It helps in decreasing the global financial complexity and risk by unifying and streamlining all the various business financial processes. Further, it also helps in reducing the operational expenses that enable to drive strategic financial decisions with the help of Artificial Intelligence.

Microsoft Dynamics 365 for Marketing: Microsoft D365 Marketing helps in automating and streamlining the various marketing related business processes. With the help of D365 marketing, one can create and manage marketing lists, run marketing campaigns, and perform all other marketing-related tasks with ease.

Microsoft Dynamics 365 for Field Service: Microsoft Dynamics 365 Field Service allows you to deliver onsite services to different customer locations. This includes workflow automation, scheduling and powerful functions to help the mobile workforce. One can connect with different customers across diverse channels by still managing and maintaining a 360 degree of the customer view.

Microsoft Dynamics 365 for Customer Service: Microsoft Dynamics 365 for Customer Service helps businesses to manage incidental based customer support. Apart from the management it also helps in providing services, building a knowledge base, and maintaining Contracts.

Microsoft Dynamics 365 for Business Central: Microsoft D365 BC is a one in a whole ERP offered by Microsoft for the SMB segment. It is a part of the Microsoft Dynamics family and is the successor product to Microsoft Dynamics NAVISION (NAV).

Microsoft Dynamics 365 Supply Chain: Microsoft Dynamics 365 Supply Chain enables business organizations to streamline planning, production, stock, warehouse, and transportation-related operations. This further maximizes operational efficiency, ensuring product quality. D365 SCM also helps to move from reactive to proactive operations.

Microsoft Dynamics 365 PSA: Microsoft Dynamics 365 PSA helps businesses to deliver end-to-end solutions related to sales, planning, delivery, resourcing, and billing to the project-based enterprises/organizations. It helps organizations to efficiently estimate and track all the project related costs and revenue, project progress, and cost consumption.

Microsoft Dynamics 365 for HR: Microsoft Dynamics 365 for HR helps streamline many routine tasks for Human Resources like tasks related to record-keeping, it also automates a number of processes. It helps simplify leave & absence reporting, creates compensation programmes and benefits administration, performs functions to facilitate recruitment and help with payroll, budgets & tax filings.

Discuss with experienced D365 Implementation Partners before picking any random D365 application for your business!

All the above-mentioned components come under one single umbrella of Microsoft Dynamics 365. To select the best available component for any business one can connect to the D365 Implementation Partners. These partner firms are experienced and have deep domain knowledge. They work in a systematic way that starts with analyzing business needs. They further help in selecting the best possible solution for that particular business. After the implementation part is done, then these D365 Implementation Partners provide further related services to their clients like customer support and training.