
THE WORLD OF SOLUTIONS IN DYNAMICS 365
Simplified
From SME to Enterprise, which products are the right fit for you?
We've simplified the Dynamics landscape so you can understand where to go.
The Range
Dynamics 365 is an umbrella term for a range of software solutions maintained by Microsoft.
It is a diverse range that integrates with and fits specific business sizes and types.
They all have one aim; to help you build a better business.
A measurably more productive one.
The Choice
We don't think it is easy to understand which of these solutions form the right fit for your business.
That is where a conversation with one of our helpful & honest team will help and take the mystery out of the selection process.
We trust the below is a good start to understanding this wonderful world of Dynamics.
DYNAMCIS 365 FOR SMALL TO LARGE BUSINESSES
CRM
Sales Professional
Sales is the flexible and very customisable Customer Relationship Management (CRM) solution for your business.
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Process Driven Pipeline
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Drives Customer Engagement
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Configurable
It is integrated to Business Central – plus other Dynamics 365 solutions – and can be tailored to work the way you want.
It is targeted at small to medium sized businesses (SMBs).
Yet many larger companies use it as it provides an adaptable way to meet changing business needs.
While it can be deployed on your servers, it is best used as a cloud / SaaS (Software-as-a-Service) deployment.
It appeals to people that want a solution that has the inherent ability to be extended to meet specific needs. Especially as sales processes are often very company specific.
Find out more by calling us on 03300 882 515 and ask to talk to our team how our honest advice will help you choose the right solution.
We will be happy to hear from you and promise that you will not be hounded by pushy salespeople.
We don't like those kinds of tactics and we don't believe others do either.
THE POWER PLATFORM
SOFTWARE
Who is it for?
Who is it for?
Workflows
Power Automate
Power Automate is dedicated to automating your processes.
It puts the power of creating and maintaining workflows in your hands.
Create workflows to speed up data entry (even from legacy systems).
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Notify key people to changes
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Seek Authorisations
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Connect Systems together
This is for any company that wants to send notifications (for changes, things to do, etc.), connect separate systems and allow your team to maintain an integrated solution.
SOFTWARE
Who is it for?
Who is it for?
The do-it-all
Business Central
Business Central is the modular, customisable, all in one solution that covers any or all of the below.
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Finance
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CRM, Sales Order Process & Accounts Receivable
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Stock, Warehousing & Assembly
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Purchase Order Processing & Accounts Payable
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Manufacturing & Services
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Jobs & People
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Analysis
It is fully integrated and readily tailored to provide a seamless fit to your business.
It is targeted at small to medium sized businesses (SMBs).
Yet many larger companies use it as well, due it scalable and adaptable way it meets changing business needs.
It can be for those who want a SaaS (Cloud) solution or those that want it on their own servers / data centre.
It appeals to people that want a solution that meets common business needs and has the inherent ability to be extended to meet specific ones.
Data Driven Apps
Power Apps
There are times when you want a fast and agile solution to replace the data gathered on paper, in spreadsheets or SharePoint lists, etc.
Power Apps lets you build mobile Apps around your data, so your team have secure, easy access mobile /tablet driven forms that are easy to use Microsoft have taken care of the complexities of creating Mobile Apps so you can focus on building the solution you need.
This is aimed at businesses with a technology partner, or medium sized companies with varied and complex processes that existing solutions do not match.
It does need an IT team, Power User or Partner to create & maintain. But once created they will transform your business agility and remove paper-based systems and manual processes.
They can quickly reduce paperwork and remove 'work around' solutions with easy to use - and integrated - Apps.
Enterprise
The enterprise suite of products is wide ranging and consists of several separate solutions that work together.
SALES
Sales
Microsoft Relationship
Product Visualise
COMMERCE
Commerce
Connected Store
Fraud Protection
PROJECT MANAGEMENT
Service
Customer Service
Field Service
Remote Assist
Project Operations
Supply Chain
Supply Chain Management
Guides
Intelligent Order Management
HUMAN RESOURCES
Human Resources
Finance
Finance
CUSTOMER DATA
Customer Data Platform
Customer Insights
Customer Voice
Marketing
Marketing
Customer Service
Customer Service Professional
Customer Service Professional is the flexible way to build customer engagement through effective use of information held within your teams. It includes:
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Self-service portals
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Knowledge driven Customer Service
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Actionable insights
It is flexible, powerful and designed to get the most
from busy customer service teams.
So you can delight more customers with greater ease.
It Is targeted at small to medium sized businesses (SMBs) with customer service teams.
It provides an adaptable way to meet changing business needs. Predominantly deployed as a
SaaS (Cloud) solution, so users can easily work from anywhere.
It appeals to people that want a solution that meets common business needs yet has the inherent ability to be extended to meet specific customer service needs.
Dashboards
Power BI
Business relies on crucial information to make timely decisions.
Power BI puts that information into the palm of your hands, so it is with you and your team wherever you are.
By bringing data across multiple places into one Analysis tool, you can look at your business as a whole again and make well informed decisions on trusted data.
This is for any business that needs to pull data together and see what is going on inside their business.
It is fast, cloud based and can handle millions (& millions) of rows of data.
This takes you beyond reporting and provides insight so you can spot trends and act fast.