ERP system for operations, a CRM solution for sales and marketing, Outlook for email, Excel for your spreadsheets, Skype for communication, are some of the separate software you use daily—that’s a lot of individual-detached applications where your data is isolated and being stored.

If you are currently using Office 365, Power BI, and any Dynamics product on your computer, they are all separate entities. You have to leave one application to go to the other. For years, we have all lost hours of efficiency and patience switching between Excel and an ERP system but not anymore. Microsoft is closing that gap with Dynamics 365.

Dynamics 365 is available in multiple versions in order to fully service both small to midsized businesses (SMBs) and enterprise customers.

 

Dynamics 365 Business Central offers SMB companies a single, comprehensive solution to manage their finances, supply chain, customers, employees, and projects. Formerly known as Dynamics 365 for Finance and Operations, Business Edition, it is optimized for companies with minimal financial requirements.

All applications are available independently, giving you a truly customizable solution bespoke to your business. Its ERP application, Finance and Operations, is targeted at customers with advanced financial and ERP needs. It is based on Microsoft’s leading ERP solution, Dynamics AX, available both on-premise and in the cloud.

 

Dynamics 365 Business Central

Small business solution providing core accounting needs.

  • Financial Management (NAV 2018)
  • CRM
  • Supply Chain Management
  • Human Resources
  • Project Management
  • Service Order Management (available in Premium)
  • Manufacturing (available in Premium)

Dynamics 365 Finance & Operations

Full ERP and CRM solution for companies with more advanced requirements or customization.

  • Finance and Operations (Dynamics AX)
  • Sales
  • Marketing
  • Customer Service
  • Field Service
  • Project Service Automation
  • Retail
  • Talent

 

Dynamics 365 CRM

Full ERP and CRM solution for companies with more advanced requirements or customization.

  • Microsoft Dynamics CRM Sales Module includes:

    • Opportunity Management
    • Sales process management
    • Pipeline optimization
    • Quotes
    • Order management
    • Sales force management
    • Sales literature
    • Direct Email

    Microsoft Dynamics CRM Customer Service Module includes:

    • Case Management
    • Complete 360 degree view of customer information
    • Automated routing and queuing
    • Auto-response
    • Email
    • Email management
    • Service scheduling
    • Searchable knowledge base
    • Service contracts

    Microsoft Dynamics CRM Marketing Module includes:

    • Campaign Management
    • Marketing list management
    • List segmentation
    • Campaign execution
    • Marketing reporting (track marketing information from response through the sales cycle)