What is Microsoft Dynamics 365 ?

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is the next generation of intelligent business applications in the Cloud. Microsoft
Dynamics 365 is a unification of the current CRM and ERP Cloud solutions into one Cloud service, delivered by
purpose-built applications. It enables end-to-end business processes driven by unified navigation, has a core
user experience in how they look and feel, and also allows seamless integration with each other. Microsoft
Dynamics 365 further extends Microsoft’s commitment of being a cloud-committed company bringing in world-
class business apps together in their overall cloud offering. The Dynamics 365 applications can be
independently deployed. A customer can start with what they need, and as the business demands, the customer
can adopt additional applications.

Many of you may be new to Microsoft Dynamics 365, and it would be a good idea to register the logo/brand
image of this solution from Microsoft. The following is a common symbol that you should expect to gain a lot of
traction among organizations embracing business applications in Microsoft Cloud.

To understand Microsoft Dynamics 365, first we have to understand about Microsoft Cloud competencies and
the overall cloud vision. Microsoft Cloud has numerous offerings and services,Microsoft categorises all these
services and offerings into four broad categories they are

Modern Workplace : Modern Workplace combines Office 365, Windows 10, and Enterprise Mobility and
Security, and it is offered as Microsoft 365.
Business Applications : The Business Applications category is a combination of ERP and CRM business
applications and is offered as Dynamics 365.
Application and Infrastructure : The third category is Cloud Application and Infrastructure, which is
powered by Azure.
Data & AI : Data & AI, deals with data, AI, and analytics.

Each of these categories comprises of multiple applications and services as shown below.
Benefits of Microsoft Dynamics 365

Any business application and its platform decision is often based on benefits, return on investment, and the
commitment of product principal with an assured road map. We would like to share the top three among several
benefits of leveraging Dynamics 365 as your business solution platform:

Productivity like never before with purpose-built applications

A powerful and highly adaptable platform to enable business transformation effectively
Integrated applications to eliminate data silos
Insightful intelligence to drive informed decision making.

Microsoft Dynamics 365 salient features.

What makes Microsoft Dynamics 365 stand apart from its competition and an enabler for organizations lies in
its features, capabilities, and offerings.

Here’s a quick glance at the salient features of Dynamics 365:

Cloud-driven, browser-based application

Generally made available on November 01, 2016 to a number of markets
Seamlessly integrated with Office 365, all out of the box, to increase productivity and stand apart from others
Intelligence built in for predictive analysis and decision making support
Releveled and revolutionized the traditional approach towards business solutions

Dynamics 365 is the next generation of intelligent business applications in the Cloud (public and private) as well
as on premises, expected to transform how businesses use technological solutions to achieve their goals.

Microsoft Dynamics 365 Apps

The Microsoft Dynamics 365 approach to business applications unifies Microsoft’s current CRM(Customer
Relationship Management) and ERP(Enterprise Resource Planning) cloud solutions into one cloud service with
new purpose-built business applications that work together seamlessly to help you manage specific business
functions. Let’s now get an insight at a high level into the various apps available in Dynamics 365. The following
visual shows the apps and their association to ERP/CRM.

Microsoft Dynamics 365 for Sales.

Dynamics 365 for Sales has a built-in digital intelligence and automated business processes to increase
revenue while controlling acquisition costs. It allows you to win new and repeat business using a personalized
sales process, allowing your sales team to quickly and easily use it day in and day out. By measuring the past
and identifying leading indicators for future sales, it helps in maximizing your sales team’s performance by
reducing distractions and helping them focus on the priorities.

Microsoft Dynamics 365 for Marketing.

Dynamics 365 for Marketing is a comprehensive marketing service that can be leveraged to delight customers
and personalize their experiences of your company/brand.
Microsoft Dynamics 365 for Customer Service.

Dynamics 365 for Customer Service is an omni-channel solution to unify the way customers and prospects
experience your business. One can create consistency and loyalty at all touch points across various experience
channels such as self-service, peer-to-peer service, and assisted service. It also proactively addresses the
issues by detecting the customers’ intent and social sentiment. Expect an increase in CSAT (customer
satisfaction) and retention by providing personalized and consistent engagements and proactive addressing of
service issues.

Microsoft Dynamics 365 for Field Service.

Dynamics 365 for Field Service is the new Microsoft Field Service application which drastically reduces your
service costs and improves customer satisfaction

Microsoft Dynamics 365 for Project Service.

Dynamics 365 for Project Service Automation (PSA) lets you run your project-based business more
productively and profitably. You can create and execute more profitable projects and customer relationships
and satisfy your clients.
Microsoft Dynamics 365 for Finance and Operations.

Dynamics 365 for Finance and Operations, Enterprise edition (AX) offers a wide variety of role-specific
dashboards and work spaces to make work life easier for folks using day in and day out.

Microsoft Dynamics 365 for Talent.

Dynamics 365 for Talent brings your human capital management to the cloud for a mobile, employee-focused,
strategic HR approach that helps you find and hire the right people, nurture success, and deliver high-impact,
sustainable results.

Microsoft Dynamics 365 for Retail.

It provides an intelligent platform to enable retailers to combine the best of digital and in-store to deliver
personal, seamless, and differentiated customer experiences by empowering people and capturing insights to
drive growth.

Microsoft Dynamics 365 for Customer Insights.

Dynamics 365 Customer insights is built on top of Azure and Cortana Intelligent. It leverages data services and
connects your Dynamics 365 data with any other data source. This enables you to have a 360 view of your
customer and to better understand and engage with them

Microsoft Dynamcics 365 Basics

➩ What is Microsoft Dynamics 365?

✦ Microsoft Dynamcics CRM Modules.

✦ Navigation and User Interface

✦ What is an Entity?

✦ What is Solution?

✦ What are Web Resources?

✦ What are Web Resources?

✦ What is a site map Designer?

Microsoft Dynamcics 365 for Sales

✦ Dynamcics 365 for Sales Basics

✦ How to create an Entity in Dynamics CRM?.

✦ Creating Entity Form in Dynamics CRM

✦ Different Sales Module Entities

✦ How to create a lead.

✦ How to create an opportunity?

✦ How to add a Lead Source?

✦ How to convert a lead to an Opportunity.

✦ Relationships in Dynamics CRM : 1:N, N:1, N:N

Microsoft Dynamcics 365 for Service.

✦ Service Dashboards.

✦ Service Reports

Microsoft Dynamcics 365 for Marketing.

✦ Marketing Module Entities

✦ Marketing Dashboards.

✦ Marketing Reports