Dynamics 365 modules: an overview of Microsoft’s ERP and CRM solutions
Nov 26, 2020 (Last updated: Jan 14, 2021)

Microsoft Dynamics 365 has united different modules for Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) in one comprehensive, cloud-based solution for businesses since 2016.

For each important part of your business, Dynamics 365 provides one or several modules. All modules are compatible with each other and can still be easily adjusted – that is what makes Dynamics 365 special and a comprehensive, unique solution.

Dynamics 365 is suited for small and medium-sized companies as well as big businesses that strife to work in a single comprehensive, individual and scalable environment.

Why Dynamics 365?

All business and customer data stored in just one solution for efficient process planning, a comprehensive understanding of your customers and for making data-driven decisions: that is the thought behind Dynamics 365. Another goal is to push digital transformation: the transformation of processes in order to achieve higher efficiency and productivity – solely made possible by new technologies.

What are the benefits of Dynamics 365?

  • Modularity
    Dynamics 365 unites your many business area in one software solution that grows with your company: Mix and match the exact modules you need and prevent constantly switching between systems, simplify processes and increase overall efficiency.

  • Flexibility
    Extend all available Dynamics 365 modules with additional apps and customize your module to meet the challenges of your company and industry. Use Power Apps based on Microsoft Power Platform to develop the apps you need.

  • Common data base
    Microsoft Dataverse is a service that stores, secures and synchronizes your business’ core data from all Dynamics 365 modules and apps and prevents data silos.

Microsoft Dataverse: Dynamics 365’s data base

Microsoft Dataverse (formely Common Data Service) is the base of Dynamics 365 (and Microsoft 365) that stores and secures data from one or several modules. Data is sorted into so-called Tables (formerly Entities) that are constantly being synchronized in order to prevent data silos.

Microsoft Dataverse uses several tables to store standard data. With Power Query, it is possible to extend your standard data by individual tables and use that data on Microsoft Power Platform to create analyses in Power BI or to develop new apps.

All data in Microsoft Dataverse is stored safe and secure.

By constantly synchronizing your Dynamics 365 and your app data, your data is more consistent and an additional integration (API) that communicates between your modules and your additional apps is not required.

The benefits of Microsoft Dataverse

  • A single data source instead of data from many different devices, apps, services and more
  • Base for analyses and reports, e. g. in Power BI
  • Base for developing new Dynamics 365 apps
  • Consistent data due to your individual core business data in your Dynamics 365 modules and your apps synchronizing
  • No need for integrations
  • Available worldwide

How much does Dynamics 365 cost?

Dynamics 365 is a cloud-computing service (Software as a Service, SaaS). That means there is no need to buy any software, which means there are no purchasing costs for software. Rather, Dynamics 365 is based on a monthly subscription model, which in turn means you only pay for the number of licenses you need.

Most of the Dynamics 365 modules follow a base-attach model:

  • For using any of the Dynamics 365 modules, you require a base license which needs to be purchased at full price.
  • Additional licenses are called Attach Licenses which can be purchased for a reduced price.
  • There are team member licenses that entail basic Dynamics 365 functions which can be purchased for a lower price, too.

Please contact our proMX experts if you want to know more about prices and licenses – we are happy to help!

Overview of all Dynamics 365 modules

Dynamics 365 Marketing

Dynamics 365 Marketing covers all marketing processes in your business and forwards all relevant information to your sales team. Continue to automize your marketing, manage events, emails and social media – and more.

  • Email marketing
  • Interactive customer journeys
  • Creating landing pages and forms
  • Manage events
  • Lead scoring
  • LinkedIn LeadGen Forms

Dynamics 365 Sales

Dynamics 365 Sales helps you keep track of all sales processes across your business: maintain dashboards and make analyses for more transparency, easily and quickly score leads and opportunities and use prognoses to plan ahead.

  • Lead and opportunity scoring
  • Manage sales processes
  • AI assistance
  • Automatic check lists
  • Email tracking
  • Sales prognoses

Dynamics 365 Customer Service

Provide excellent service – and people will know. Use Dynamics 365 Customer Service to keep up-to-date with your customers’ needs and offer them fast, easy and reliable support. Artificial intelligence will take preventive care of problems in the background and many more automations help you focus on complex support issues.

  • Chat bots
  • Customer insights
  • Self-service portals
  • Omnichannel service
  • Customer polls
  • Service Level Agreements (SLAs)

Dynamics 365 Field Service

Tackle the challenge that is organizing and coordinating your technicians’ appointments and routes by using Microsoft’s Dynamics 365 Field Service module. It makes exchanging information between companies, technicians and customers easier, on-site visits more productive and your customers even happier.

  • IoT technology
  • Service Level Agreements (SLAs)
  • AI assistance
  • Interactive maps
  • Manage bookings and orders
  • Mixed-reality tools

Dynamics 365 Finance

Dynamics 365 Finance is Microsoft’s ERP solution for global medium-sized to large businesses. Optimize and automate processes, plan your budget and much more in several languages and with country-specific options.

  • Plan cashflows
  • Prognoses
  • Automatic billing
  • Budget planning and controlling
  • Create reports
  • Country-specific options

Dynamics 365 Supply Chain Management

How is your inventory doing? Are your customers satisfied with your product? Well-running processes will make your assembly line more productive and efficient. Dynamics 365 Supply Chain Management helps optimize processes with technologies like IoT, machine-based learning and more.

  • Centralized information for all locations and sites
  • Inventory, sales and resource planning
  • Coordinate and optimize stocks and logistics
  • Set up smart processes

Dynamics 365 Project Operations

Plan and visualize your projects with Dynamics 365 Project Operations, execute them, keep track of tasks, resources and project changes – and make sure to finish them on time and budget.

  • Contract management
  • Project management
  • Resource planning and allocation
  • Time tracking and tasks management
  • Optimize project financials

Dynamics 365 Commerce

Dynamics 365 Commerce is Microsoft’s retail module. Maintain your online and offline shops with it, turn your customers into fans by providing them with an excellent and reliable service – and more.

  • Omnichannel communication
  • Create customer experiences
  • E-commerce functionalities
  • AI assistance
  • Available worldwide

Dynamics 365 Business Central

Enterprise Resource Planning (ERP) is just as important for small and medium-sized companies as it is for big, global businesses. Dynamics 365 Business Central offers you a comprehensive view of your organization, efficient planning of processes and supply chains as well as ways to manage your business’ finances.

  • Manage finances
  • Optimize supply chains
  • Accelerate sales processes
  • Project management
  • Manage stocks and inventory
  • Customer service

Dynamics 365 Human Resources

Finding and hiring new talents, welcoming them into your business and more: You can manage your entire recruiting and onboarding processes in Dynamics 365 Human Resources, automize routine tasks that will come up later and manage your employee’s learning pursuits.

  • Create employee profiles
  • Self service for managing seminars, holidays and more
  • Holiday and absence tracking
  • Payroll, budget and tax return management
  • LinkedIn Talent Solutions integration

Did you know?

Microsoft’s software solutions for businesses were released under one umbrella in 2006: Microsoft Business Solutions including four ERP apps (Navision, Axapta, Great Plains and Solomon) and one CRM app (Microsoft CRM).

Microsoft later rebranded its business solutions to “Dynamics” renamed them to NAV, AX, GP, SL and Dynamics CRM.

Then, in 2016, the last hurdle towards offering cloud-based business solutions was taken: Dynamic became Dynamics 365. And the rest is history.

Do you want to learn more?

If you are interested in one or more Dynamics 365 modules, here is what you can do now:

We are looking forward to hearing from you!

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