Business Applications
Microsoft's integrated service provides customers purpose-built apps to help manage specific business functions - sales, customer services, field service, finance and operations, and talent.
D365 Business Central
Microsoft Sales Hub is a comprehensive platform designed to manage opportunities, quotes, and campaigns effectively. It integrates with Business Central to streamline invoicing and automate updates, enhancing overall sales efficiency.
Additionally, it can be integrated with other Dynamics 365 apps, such as Dynamics 365 Sales, Marketing, and Customer Service, to provide a comprehensive solution for managing customer relationships and sales processes
When used as a standalone solution, Microsoft Sales Hub offers several core and premium features to help you quickly get started with Dynamics 365 Sales. These features include sales accelerator, conversation intelligence, and predictive scoring. The app has a modern and intuitive user interface that adapts to different devices, making it accessible and easy to use. It also includes built-in mobile app capabilities, allowing you to complete tasks on the go.
Microsoft Dynamics 365 Business Central Offers the following but not limited to:
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Sales
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Finance
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Planning
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Assembly
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Inventory
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Workflows
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Purchasing
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Fixed Assets
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Management
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Manufacturing
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Human Resources
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Project Management
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Service Management
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Incoming Documents
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Warehouse Management
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Customer Relationship Management
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Exchange Data Electronically
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Financial Business Intelligence
What tools offer integration with the Microsoft ecosystem? (not limited to)
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Excel (data imports and exports)
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Azure
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Teams
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Power BI – business intelligence and analytics
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Power Apps – for building custom applications
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Power Automate – for automating workflows
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Fabric
How can we customize for your needs?
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API’s
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Extensions
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AppSource
D365 Finance & Supply
Microsoft Dynamics 365 Finance & Supply Chain (operations) offers the following but not limited to:
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Sales
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Finance
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Budgeting & Forecasting
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Planning
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Assembly
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Inventory
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Workflows
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Purchasing
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Fixed Assets
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Asset Management
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Manufacturing – Discrete, Lean and Process
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Master Planning
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Quality Management
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Shop Floor Control
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Product Configuration
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Transportation Management
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Human Resources
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Project Accounting
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Service Management
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Expense Management
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Incoming Documents
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Warehouse & Advanced Warehouse Management
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​Trade Agreements
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Customer Relationship Management
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Exchange Data Electronically
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Financial Business Intelligence
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Task Recorder – excellent resource for ISO certification documentation
What tools offer integration with the Microsoft ecosystem? (not limited to)
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Excel (data imports and exports)
-
Azure
-
Teams​
-
Power BI
-
Power Apps
-
Power Automate
How can we customize for your needs?
-
API’s
-
Extensions
-
AppSource
D365 Sales
Microsoft Sales Hub is a comprehensive platform designed to manage opportunities, quotes, and campaigns effectively. It integrates with Business Central to streamline invoicing and automate updates, enhancing overall sales efficiency.
Additionally, it can be integrated with other Dynamics 365 apps, such as Dynamics 365 Sales, Marketing, and Customer Service, to provide a comprehensive solution for managing customer relationships and sales processes
When used as a standalone solution, Microsoft Sales Hub offers several core and premium features to help you quickly get started with Dynamics 365 Sales. These features include sales accelerator, conversation intelligence, and predictive scoring. The app has a modern and intuitive user interface that adapts to different devices, making it accessible and easy to use. It also includes built-in mobile app capabilities, allowing you to complete tasks on the go.
D365 Marketing
Dynamics 365 Marketing is a powerful tool designed to help businesses create and manage marketing campaigns, nurture leads and engage customers. It offers features such as email marketing, customer journey orchestration, and event management, all of which can be tailored to meet specific business needs.
When used in conjunction with Dynamics 365 Sales, the benefits are amplified. The integration allows for seamless data sharing between marketing and sales teams, ensuring that both teams have access to the same customer information. This leads to more personalized and effective marketing campaigns, as well as more informed sales strategies. Additionally, the combined use of these tools can help streamline workflows, improve customer engagement, and ultimately drive more sales.
D365 Field Service
Dynamics 365 Field Service is a comprehensive solution designed to help organizations manage their field service operations. It provides tools to optimize service schedules, manage work orders, and equip field technicians with the information they need to deliver exceptional service.
Best Use Cases
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Manufacturing: A medical device manufacturer uses the application to manage maintenance services over the lifetime of the machines.
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Utilities: A fiber optic cable utility company uses the application to respond to outages by dispatching technicians to problem areas.
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Health Care: An in-home health care service provider uses the application to schedule and dispatch healthcare workers to administer medicine and other care to multiple patients.
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Equipment Maintenance: A facilities manager uses the application to deliver maintenance and repair services for heating and cooling equipment.
How It Helps the Service Industry
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Intelligent Scheduling: By leveraging AI and machine learning, it optimizes technician assignments based on skill sets, availability, and proximity to the job site, minimizing travel time and reducing costs.
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Real-Time Monitoring and Communication: Field service teams can track job statuses, receive updates, and make informed decisions, reducing delays and increasing transparency between technicians, dispatchers, and customers.
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Mobile Access: Technicians can access work orders, customer information, and equipment details through a mobile app, providing the flexibility to update job statuses, capture photos, and request parts or approvals while on-site.
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Predictive Maintenance: Integrates with IoT sensors to enable predictive maintenance, allowing businesses to forecast equipment failures before they happen and take proactive measures
D365 Customer Service
Dynamics 365 Customer Service is a robust solution designed to help businesses deliver exceptional customer service experiences. It offers a suite of capabilities to ensure your business can provide the best service possible to your customers.
Why a Company Should Use Dynamics 365 Customer Service
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Unified Customer Experience: It gathers customer data from various touchpoints and channels, creating a single view of each customer’s journey. This helps customer service representatives provide more personalized and informed service.
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AI-Powered Insights: By leveraging AI technologies, it delivers powerful insights that can drive better decision-making based on facts rather than feelings. It can identify trends, highlight potential issues, and even suggest solutions, leading to improved customer service.
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Omnichannel Coverage: It excels with its omnichannel capabilities, allowing seamless integration of various channels – email, chat, social media, and phone – providing consistent and efficient service regardless of the customer’s chosen communication method.
How It Helps Day-to-Day Operations
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Track Customer Issues: It allows businesses to track customer issues through cases, record all interactions related to a case, and share information in the knowledge base.
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Efficient Routing: Use unified routing to efficiently route work items and manage conversations across channels, including voice.
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Service Level Management: Create and track service levels through service-level agreements (SLAs) and define service terms through entitlements
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Collaboration: Collaborate with experts in Microsoft Teams and manage performance and productivity through reports and dashboards.
D365 Project Operations
Dynamics 365 Project Operations is designed to connect sales, resourcing, project management, and finance teams in a single application. This integration allows businesses to win more deals, accelerate project delivery, and maximize profitability.
Why a Company Should Use Dynamics 365 Project Operations
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Unified Platform: It consolidates various project-centric functions into one platform, reducing the need for multiple disparate systems and improving overall efficiency.
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AI-Powered Insights: The solution leverages AI to generate status reports, identify risk assessments, and build project task plans, providing actionable insights that drive better decision-making.
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Enhanced Collaboration: It brings teams together around project plans, scope, and budget while capturing conversations, sharing content, and using apps.
How It Helps Day-to-Day Operations
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Optimized Resource Utilization: The platform helps in optimizing resource utilization by maintaining resource profiles and matching skill sets with project requirements.
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Streamlined Scheduling: It offers intelligent scheduling and visibility into resource availability, ensuring that projects are delivered on time and within budget.
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Real-Time Monitoring: Teams can track job statuses, receive updates, and make informed decisions, reducing delays and increasing transparency.
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Expense Management: The solution provides easy-to-use time and expense tracking tools, supporting policy compliance and simplifying the approval process
D365 Commerce - Retail
Dynamics 365 Commerce is a comprehensive omnichannel solution that unifies back-office, in-store, call center, and digital experiences. It is built on the proven Dynamics 365 Retail capabilities and enables businesses to build brand loyalty through personalized customer engagements, increase revenue with improved employee productivity, and optimize operations to reduce costs and drive supply chain efficiencies.
Dynamics 365 Commerce is ideal for businesses that operate across multiple channels, including physical stores, online stores, and call centers. It is particularly beneficial for retailers, distributors, and service providers who need to manage complex operations and provide a seamless customer experience across all touchpoints.
How It Helps Grow a Business
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Unified Customer Experience: By providing a consistent experience across all channels, businesses can build stronger relationships with their customers and increase brand loyalty.
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Enhanced Employee Productivity: The platform offers tools to improve employee productivity, such as AI-driven recommendations and customer insights.
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Optimized Operations: Dynamics 365 Commerce helps businesses streamline their operations, reduce costs, and drive supply chain efficiencies.
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Data-Driven Insights: The platform leverages AI and analytics to provide actionable insights, helping businesses make informed decisions and optimize their strategies.
Ease of Order Processing
Dynamics 365 Commerce simplifies the order processing experience by providing a unified platform for managing orders across all channels. This integration allows for seamless order entry, inventory management, and fulfillment, making it easier to process orders compared to traditional order entry systems
Microsoft Navision
Microsoft Navision, also known as Dynamics NAV, was an on-premise ERP solution designed to assist small and medium-sized businesses with their financial operations, inventory management, and other back-end processes. In 2018, Microsoft replaced Navision with Dynamics 365 Business Central, a more modern and user-friendly ERP solution that can be deployed both on-premise and in the cloud.
Comparison:
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User Interface: Business Central offers a more intuitive and web-based interface compared to the older Navision system, which relied on C/AL coding.
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Cloud Capabilities: Business Central is a SaaS (Software as a Service) solution, allowing access from anywhere with the same security as Microsoft 365.
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Integration: Business Central integrates seamlessly with other Dynamics 365 apps and Microsoft products, enhancing overall functionality and user experience.
Which is Better and Why
Dynamics 365 Business Central is generally considered superior due to its modern interface, cloud capabilities, and better integration with other Microsoft products. It provides the same core functionalities as Navision but with enhanced features and greater flexibility.
Cost and Worth of Moving
While there is a cost associated with moving from Navision to Business Central, the benefits often outweigh the expenses. The transition to Business Central can lead to improved efficiency, better data accessibility, and enhanced collaboration across teams.
Great Plains
Microsoft Great Plains, also known as Dynamics GP, is an ERP solution designed to help small and medium-sized businesses manage their financial operations, inventory, and other back-end processes. However, Microsoft has announced that support and updates for Dynamics GP will end on December 31, 2029, with security patches continuing until April 30, 2031. This means that while existing customers can continue using the solution for a few more years, it is not advisable for new customers to invest in it today.
For businesses looking to transition from Dynamics GP, Microsoft recommends moving to Dynamics 365 Business Central. Business Central is a modern, cloud-based ERP solution that offers enhanced functionality, real-time analytics, AI-driven insights, and advanced automation capabilities. It integrates seamlessly with other Microsoft products and provides a more scalable and future-proof solution compared to Dynamics GP
