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Everything You Need To Know About Microsoft Dynamics 365

What is Microsoft Dynamics / 365?

In the age of digitization, it is important to build connected and consistent experiences for your customers as well as your employees. More and more organizations are driving digitization to streamline their business processes and attain their core objectives in the best way possible. If your team already works on Microsoft 365 Suite, you can further enhance your processes with the help of Microsoft Dynamics 365.

Microsoft Dynamics 365 is a set of interconnected SaaS services and applications designed to streamline and automate your business processes. It combines the functionalities of CRM and ERP to provide end-to-end digital solutions to your customers and employees. From managing your day-to-day internal processes to catering to the specific needs of your customers, Microsoft Dynamics 365 provides you with tools and features that are holistic and data-driven.

With Dynamics 365, you can integrate your data between multiple platforms, get rid of issues like data siloes, sync your business logic based on your needs, and facilitate seamless collaboration across different teams.

The modern functionalities coupled with the trust of Microsoft have made Dynamics 365 popular around the world, encouraging businesses operating at all scales and belonging to all major industries to implement the seamless CRM and ERP solution. Built on Microsoft Azure, Dynamics 365 offers a vast ecosystem of services and a reliable platform for your teams to work on. Moreover, being natively integrated with all Microsoft 365 apps, the solution helps you optimize Microsoft 365 Suite as a whole and provide a connected digital environment to your employees.

Microsoft Dynamics / 365 Implementation Guide

Microsoft Dynamics 365 has been helping businesses across the board drive digitization by providing them with a set of holistic applications and services. The combination of CRM and ERP allows organizations to handle their daily business processes and reach out to their customers as well as employees from a centralized platform. From integrating data and generating reports to creating targeted marketing and sales processes, Dynamics offers sustainable and scalable solutions for everything.

However, implementing Microsoft Dynamics 365 the right way is important to ensure that you are able to achieve your objectives as desired. Instead of implementing the platform all by yourself, it is advisable to work with an implementation partner who would help you select the right tools and guide you every step of the way to ensure that the platform is implemented the right way.

Let us discuss the major steps involved in implementing Microsoft Dynamics 365 within your organization.

Clearly Define Your Business Requirements

Before doing anything else, it is important to address the “what” and “why” of the problem. Make sure what your business requirements are and why you are willing to drive digitization within your organization via Dynamics 365.

Microsoft Dynamics / 365 Implementation Services

Empower your business with Microsoft 365, a modern revolutionary solution that helps you streamline your business, drive growth and lead your employees to success. Microsoft Dynamics 365 is a set of intelligent business applications (CRM and ERP) that help you run your entire business, deliver more significant results and experiences through a catalog of solutions designed for your business growth.

Let our experts help you reap the benefits of an integrated platform that delivers industry-leading productivity apps, intelligent cloud services, and robust security. We offer end-to-end Microsoft Dynamics 365 services right from helping you jumpstart your digital transformation journey to migrating and managing solutions that span sales and marketing, intelligent customer service, connected field service, modern finance, and operations.

Accelerate Your Business with our end-to-end Dynamics 365 Services that set your business apart and for growth with intelligent solutions specifically designed for your business and industry from Microsoft Dynamics 365 CRM & ERP application suite.

Digitize your business, reimagine collaboration, communicate better, and nurture meaningful relationships with:

Microsoft Dynamics 365 For Sales

Find and build stronger relationships. Improve performance and productivity by bringing digital transformation and intelligence into every deal with a unified view of your customers.

Microsoft 365 Modules Complete Guide

Dynamics 365 For Sales

As the name suggests, Microsoft Dynamics 365 Sales is the module designed to help businesses streamline their sales processes. It is built to create and manage holistic sales processes within your organization. Whether you follow the B2B or B2C approach, the module helps your sales department to convert more leads and drive more revenue home.

Business Central

Business Central is a comprehensive ERP solution designed for small and medium enterprises. It is an adaptable and flexible solution that allows you to manage a plethora of different business processes using a centralized platform.

Dynamics 365 For Customer Service

The automated tools offered by the module make it easy for your service agents to handle customer cases and tailor solutions that are unique for every customer. Intelligent processes ensure that the agents do not make wrong decisions and provide adequate support whenever needed.

Dynamics 365 For Field Service

If you are looking for an ideal balance between onsite and online processes, you can get yourself Dynamics 365 For Field Service. The module provides you with built-in intelligence that reduces your operational costs, and service issues, and improves onsite performances.

Deepening Customer Relationships, Enhancing Overall Productivity & Performance With Microsoft Dynamics 365

The client is one of the most trusted standalone health insurance companies in the country, catering to the diverse medical requirements of 3 million consumers, supporting them to lead happier, healthy lives. The client offers a wide range of health insurance policies, such as individual health insurance, family floater insurance policy, and top-up insurance cover, catering to the consumers' diverse medical requirements.

Historically, the client managed their day-to-day activities with Dynamics CRM on-premise-2013, customized, and integrated with around 15+ applications. Catering to the 3 million+ B2C consumers' requirements in more than 28 states across the country originated a series of challenges for the team's productivity and performance.

Supercharge Your Business With Microsoft Dynamics 365

Microsoft Dynamics 365 is business process software launched in 2016 when Microsoft decided to combine the native ERP and CRM.

Microsoft built the software in two editions:

Business edition: It is the more expensive and advanced edition with more built-in features that can harness various domains and vernaculars of a business.

Enterprise edition: This edition is more compatible for the small businesses as it has comparatively fewer features though highly effective and can easily incorporate the CRM and ERP of a small-midsize business.

How does Dynamic 365 help you grow your business?

By combining Dynamics 365 CRM and ERP with Microsoft’s productivity applications, users get a integrated view of data intelligence on customer records, behaviors,transactions and preferences, along with information about orders, inventory and shipping in addition to predictive tools for decision-makers.

One of the great benefits of Dynamic 365 is its perfect integration with other Microsoft software, which saves a lot of time, efforts and resources for a business that relies on Microsoft office 365, outlook or Azure. Dynamic 365 provides more options for integration with other customization options than most CRM systems.

Microsoft Dynamics 365 Business Central

Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Highly adaptable and rich with features, Business Central enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries. Business Central is fast to implement, easy to configure, and simplicity guides innovations in product design, development, implementation, and usability.

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution which enables customers to upgrade from their entry-level accounting software or legacy ERP system to one single, comprehensive solution to manage finances, operations, sales and customer service. Helping organisations streamline their processes, improve customer relations and enable growth through:

Business without silos: connecting businesses and boosting efficiency with automated tasks and workflows, all within the familiar Microsoft interface of applications such as Word, Outlook and Excel.

Actionable insights: achieving more and gaining a complete view of the business with connected data, business analytics and guidance delivered by Microsoft’s leading intelligent technologies.

Solutions built to evolve: get started quickly, growing and adapting in real time with a flexible platform that makes it easy to extend beyond Business Central based on evolving business needs.

Dynamics 365 Business Central Features & Functionality:

With Dynamics 365 Business Central you can revolutionise how you do business; taking streamlining, automation and customer engagement to a new level! It gives you a single, end-to end solution for managing finances, operations, sales and customer service, and an opportunity to easily upgrade from entry-level accounting software and legacy ERP systems.

Dynamics 365 Business Central is great value because it integrates with other Microsoft cloud services including Office 365 and can be customised or extended for specific industry needs with Power Apps, Power Automate and Power BI. So, let’s take a look at what it can do:

Financial Management

Reporting and Analytics

Sales & Marketing


Microsoft Dynamics 365 is an ideal combination of CRM and ERP that helps you leverage your business processes and stay in sync with the latest tech trends in the market. From building business-specific applications to providing personalized services to your customers, the set of applications ensures that you attain your business goals and fulfil your objectives using modern solutions.

Talk to us now!

All About Salesforce

In the age of digitization, it is important to build connected and consistent experiences for your customers as well as your employees. More and more organizations are driving digitization to streamline their business processes and attain their core objectives in the best way possible. If your team already works on Microsoft 365 Suite, you can further enhance your processes with the help of Microsoft Dynamics 365.

Microsoft Dynamics 365 is a set of interconnected SaaS services and applications designed to streamline and automate your business processes. It combines the functionalities of CRM and ERP to provide end-to-end digital solutions to your customers and employees. From managing your day-to-day internal processes to catering to the specific needs of your customers, Microsoft Dynamics 365 provides you with tools and features that are holistic and data-driven.

With Dynamics 365, you can integrate your data between multiple platforms, get rid of issues like data siloes, sync your business logic based on your needs, and facilitate seamless collaboration across different teams.

The modern functionalities coupled with the trust of Microsoft have made Dynamics 365 popular around the world, encouraging businesses operating at all scales and belonging to all major industries to implement the seamless CRM and ERP solution. Built on Microsoft Azure, Dynamics 365 offers a vast ecosystem of services and a reliable platform for your teams to work on. Moreover, being natively integrated with all Microsoft 365 apps, the solution helps you optimize Microsoft 365 Suite as a whole and provide a connected digital environment to your employees.

Microsoft Dynamics 365 has been helping businesses across the board drive digitization by providing them with a set of holistic applications and services. The combination of CRM and ERP allows organizations to handle their daily business processes and reach out to their customers as well as employees from a centralized platform. From integrating data and generating reports to creating targeted marketing and sales processes, Dynamics offers sustainable and scalable solutions for everything.

However, implementing Microsoft Dynamics 365 the right way is important to ensure that you are able to achieve your objectives as desired. Instead of implementing the platform all by yourself, it is advisable to work with an implementation partner who would help you select the right tools and guide you every step of the way to ensure that the platform is implemented the right way.

Let us discuss the major steps involved in implementing Microsoft Dynamics 365 within your organization.

Clearly Define Your Business Requirements

Before doing anything else, it is important to address the “what” and “why” of the problem. Make sure what your business requirements are and why you are willing to drive digitization within your organization via Dynamics 365.

Empower your business with Microsoft 365, a modern revolutionary solution that helps you streamline your business, drive growth and lead your employees to success. Microsoft Dynamics 365 is a set of intelligent business applications (CRM and ERP) that help you run your entire business, deliver more significant results and experiences through a catalog of solutions designed for your business growth.

Let our experts help you reap the benefits of an integrated platform that delivers industry-leading productivity apps, intelligent cloud services, and robust security. We offer end-to-end Microsoft Dynamics 365 services right from helping you jumpstart your digital transformation journey to migrating and managing solutions that span sales and marketing, intelligent customer service, connected field service, modern finance, and operations.

Accelerate Your Business with our end-to-end Dynamics 365 Services that set your business apart and for growth with intelligent solutions specifically designed for your business and industry from Microsoft Dynamics 365 CRM & ERP application suite.

Digitize your business, reimagine collaboration, communicate better, and nurture meaningful relationships with:

Microsoft Dynamics 365 For Sales

Find and build stronger relationships. Improve performance and productivity by bringing digital transformation and intelligence into every deal with a unified view of your customers.

Dynamics 365 For Sales

As the name suggests, Microsoft Dynamics 365 Sales is the module designed to help businesses streamline their sales processes. It is built to create and manage holistic sales processes within your organization. Whether you follow the B2B or B2C approach, the module helps your sales department to convert more leads and drive more revenue home.

Business Central

Business Central is a comprehensive ERP solution designed for small and medium enterprises. It is an adaptable and flexible solution that allows you to manage a plethora of different business processes using a centralized platform.

Dynamics 365 For Customer Service

The automated tools offered by the module make it easy for your service agents to handle customer cases and tailor solutions that are unique for every customer. Intelligent processes ensure that the agents do not make wrong decisions and provide adequate support whenever needed.

Dynamics 365 For Field Service

If you are looking for an ideal balance between onsite and online processes, you can get yourself Dynamics 365 For Field Service. The module provides you with built-in intelligence that reduces your operational costs, and service issues, and improves onsite performances.

The client is one of the most trusted standalone health insurance companies in the country, catering to the diverse medical requirements of 3 million consumers, supporting them to lead happier, healthy lives. The client offers a wide range of health insurance policies, such as individual health insurance, family floater insurance policy, and top-up insurance cover, catering to the consumers' diverse medical requirements.

Historically, the client managed their day-to-day activities with Dynamics CRM on-premise-2013, customized, and integrated with around 15+ applications. Catering to the 3 million+ B2C consumers' requirements in more than 28 states across the country originated a series of challenges for the team's productivity and performance.

Microsoft Dynamics 365 is business process software launched in 2016 when Microsoft decided to combine the native ERP and CRM.

Microsoft built the software in two editions:

Business edition: It is the more expensive and advanced edition with more built-in features that can harness various domains and vernaculars of a business.

Enterprise edition: This edition is more compatible for the small businesses as it has comparatively fewer features though highly effective and can easily incorporate the CRM and ERP of a small-midsize business.

How does Dynamic 365 help you grow your business?

By combining Dynamics 365 CRM and ERP with Microsoft’s productivity applications, users get a integrated view of data intelligence on customer records, behaviors,transactions and preferences, along with information about orders, inventory and shipping in addition to predictive tools for decision-makers.

One of the great benefits of Dynamic 365 is its perfect integration with other Microsoft software, which saves a lot of time, efforts and resources for a business that relies on Microsoft office 365, outlook or Azure. Dynamic 365 provides more options for integration with other customization options than most CRM systems.

Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Highly adaptable and rich with features, Business Central enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries. Business Central is fast to implement, easy to configure, and simplicity guides innovations in product design, development, implementation, and usability.

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution which enables customers to upgrade from their entry-level accounting software or legacy ERP system to one single, comprehensive solution to manage finances, operations, sales and customer service. Helping organisations streamline their processes, improve customer relations and enable growth through:

Business without silos: connecting businesses and boosting efficiency with automated tasks and workflows, all within the familiar Microsoft interface of applications such as Word, Outlook and Excel.

Actionable insights: achieving more and gaining a complete view of the business with connected data, business analytics and guidance delivered by Microsoft’s leading intelligent technologies.

Solutions built to evolve: get started quickly, growing and adapting in real time with a flexible platform that makes it easy to extend beyond Business Central based on evolving business needs.


Microsoft Dynamics 365 is an ideal combination of CRM and ERP that helps you leverage your business processes and stay in sync with the latest tech trends in the market. From building business-specific applications to providing personalized services to your customers, the set of applications ensures that you attain your business goals and fulfil your objectives using modern solutions.

Talk to us now!