What is Microsoft Dynamics 365?

Dynamics 365 is a progressive product that opens a way towards modern and innovative way of doing business. It is a combination of CRM system and ERP solution that together creates a new platform for sales, service, project management, finance and other components of corporate business. This cloud solution simplifies data management and with integration with Office 365 and by connecting to the platform Microsoft Azure, it is, thus, possible to manage all the business processes and business activities in one place.

Microsoft Dynamics 365 od CCV Informační systémy

Why Microsoft Dynamics 365?

Dynamics 365 was created by merging two basic products on the Microsoft platform. On the one hand, it is an enterprise information system, either in the variant Financials (features are based on Microsoft Dynamics NAV) or Operations (this is a cloud solution AX 7). On the other hand, it is a CRM system (former Microsoft Dynamics CRM) which is divided into individual applications for sales, marketing, service, project management and customer service.

Within Dynamics 365 it is, then, possible to use an analytical tool Power BI, a tool for complex monitoring of social networks Microsoft Social Engagement. Using Flow, it is possible to create analytical and other processes and PowerApps is then a tool for developing mobile and web applications.

Dynamics 365 is one of few products on the market that interconnects corporate data, analytical tools, IoT and artificial intelligence (the so-called machine learning) and thus becomes an indispensable helper in corporate, business and marketing processes.

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Applications that collaborate

Dynamics 365 is designed so that it is possible to select individual applications of your choice and pay only for what you use in your company. Additionally, each user can have a different combination of applications and can change it according to the current needs.

Dynamics 365 for Sales - The sales application is primarily intended for salespersons, however, it can also be used by marketing specialists. It contains basic functions similarly to Microsoft Dynamics CRM online except for the service model. This application enables management and access to candidates, opportunities, price lists, marketing lists, campaigns or fast campaigns.

Dynamics 365 for Customer Service – This application is intended for those working in the field of customer service. Dynamics 365 helps to unify the way of looking at company and work with customer, whether it concerns self-service or providing services in the true sense of the word.

Dynamics 365 for Field Service – The application is intended for service technicians working in the field which offers them everything from automated planning of routes to predictive customer service. All the data is available on mobile devices, so the workers have updated information about the route and the order at hand. More information can be found here.

Dynamics 365 for Project Service Automation - The application is intended for project management which helps to increase customer trust owing to a comprehensive view of the customer and automated processes.

Dynamics 365 for Marketing - Enterprise Edition covers marketing services in a comprehensive way through Adobe Marketing Cloud that serves as a basis for creating strong customer experience. It is a tool that allows you to use various marketing ways of personalizing addressing of customer. This leads to customer loyalty and increases the overall value of your customers.

Dynamics 365 for Operations – The complete ERP tool Dynamics for Operations can accelerate your business. The enterprise information system is built on the latest cloud solution AX 7 and can provide full support from the design to manufacturing and sales. It provides relevant data and its representation for strategic decisions in individual company departments. More information can be found here.

Dynamics 365 for Financials - With Dynamics 365 for Financials, small and medium-sized companies get a complete solution for accounting that easily handles orders, invoicing, automatic payment processing (easy to identify invoices after maturity). An important part is the ability to report the selected data.