{"id":8704,"date":"2017-02-02T08:36:14","date_gmt":"2017-02-02T13:36:14","guid":{"rendered":"http:\/\/www.sherweb.com\/blog\/?p=8704"},"modified":"2022-09-05T14:20:03","modified_gmt":"2022-09-05T18:20:03","slug":"what-is-microsoft-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/what-is-microsoft-dynamics-365\/","title":{"rendered":"What is Microsoft Dynamics 365?"},"content":{"rendered":"<p>We\u2019ve all heard of Dynamics 365 being Microsoft\u2019s next big step in customer service management software; but what is it and how will it help you run your business? Like the owner of any growing business, you\u2019re looking to maximize the efficiency of your employees and simplify how they work. Dynamics 365 puts all the business solutions you\u2019ve grown accustomed to into a single, uninterrupted experience that you customize to fit your business and needs.<br \/>\n&nbsp;<\/p>\n<h2>Microsoft Dynamics 365 combines two categories of solutions<\/h2>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/dynamics-365-crm-erp.png\" alt=\"Dynamics 365 CRM &amp; ERP\" \/><\/p>\n<p><strong>Customer relationship management (CRM)<\/strong> is what you need for your daily business operations. Customer information databases and sales team tools, along with service and marketing automation tools are all parts of a standard CRM solution. Any tool meant for\u00a0facilitating interactions with customers and growing sales\u00a0falls into this category.<\/p>\n<p><strong>Enterprise resource management (ERP)<\/strong> solutions are tools that help\u00a0you to\u00a0keep track of financial data, along with powerful tools for accounting, field service tracking, and project resource management. ERP tools allow established businesses and larger organizations to manage extensive networks of resources and information in real time.<\/p>\n<h3>Dynamics 365 unifies your CRM and ERP business solutions<\/h3>\n<p>Dynamics 365 gives your team the tools to take in new clients efficiently, to maintain existing relationships, and to cut down on time wasted jumping between different platforms to find the right information to empower every member of your team.<\/p>\n<h3>Breaking ground with the Dynamics 365 Business<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/business-pricing\/\">Dynamics 365 Business Plan<\/a><\/li>\n<li><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/financials\/\">Dynamics 365 Financials<\/a><\/li>\n<li>Dynamics 365 Sales (Spring 2018)*<\/li>\n<li>Dynamics 365 Marketing (Spring 2018)<\/li>\n<li>Dynamics 365 Customer Service (Spring 2018)<\/li>\n<\/ul>\n<h4>Made for small and medium sized businesses<\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-8718\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/D365-business-Plan-1024x684.png\" alt=\"Dynamics 365 Business Plan\" width=\"520\" height=\"348\" srcset=\"\/blog\/wp-content\/uploads\/D365-business-Plan-1024x684.png 1024w, \/blog\/wp-content\/uploads\/D365-business-Plan-300x200.png 300w, \/blog\/wp-content\/uploads\/D365-business-Plan-768x513.png 768w, \/blog\/wp-content\/uploads\/D365-business-Plan-600x401.png 600w, \/blog\/wp-content\/uploads\/D365-business-Plan-110x75.png 110w, \/blog\/wp-content\/uploads\/D365-business-Plan.png 1411w\" sizes=\"auto, (max-width: 520px) 100vw, 520px\" \/><\/p>\n<p>The Dynamics 365Business Plan offers a focused CRM solution with financial tools at an affordable price. You get all the great functionality of the Dynamics 365 Financials, Sales, and CRM solutions that you need to keep your business running smoothly. Do you run a business that needs\u00a0Dynamics 365 Field Services? With Dynamics 365 you\u2019re not locked into a year-long billing cycle, as you are with\u00a0traditional CRM solutions. That means that you can try out solutions you\u2019re interested in with the flexibility of a monthly billing cycle.<\/p>\n<p>*Until Spring 2017, the business plan gives you all the features of <a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/sales\/\">Dynamics 365 Sales<\/a> and Customer service enterprise at a price model that fits the budget of a growing SMB.<\/p>\n<h5><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/business-pricing\/\">Learn more about Dynamics 365 Pricing for SMB &gt;<\/a><\/h5>\n<p>&nbsp;<\/p>\n<h3>Setting your foundation with the Dynamics 365 Enterprise<\/h3>\n<ul>\n<li><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/enterprise-pricing\/\">Dynamics 365 Enterprise Plan<\/a><\/li>\n<li><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/sales\/\">Dynamics 365 Sales<\/a><\/li>\n<li><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/customer-service\/\">Dynamics 365 Customer Service<\/a><\/li>\n<li><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/field-service\/\">Dynamics 365 Field Service<\/a><\/li>\n<li><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/project-service-automation\/\">Dynamics 365 Project Service Automation<\/a><\/li>\n<li><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/operations\/\">Dynamics 365 Operation<\/a><\/li>\n<li>Dynamics 365 Marketing (2018)<\/li>\n<\/ul>\n<h4>Made for companies looking for advanced service solutions<\/h4>\n<p>The Enterprise Plan provides all of the most advanced business solutions Microsoft has to offer. With standard CRM software, full field service, and marketing tool integration, you can\u00a0take any client or lead and draw all the available information from the start of that customer relationship to the most up-to-date software.<\/p>\n<p>With all customer\u00a0information available to you in one seamless experience you\u2019ll be able to shorten down time among all your teams. Marketing can populate information about clients and provide a wide range of statistics, thus giving your sales team the focus to sell the right product to the right people without wasting time.<\/p>\n<p>This plan\u00a0lets you view and control your resources as you would with\u00a0a traditional ERP solution, and it\u00a0also gives you powerful CRM tools to keep your team up-to-date.<\/p>\n<h3>Dynamics 365 Sales aka the New Dynamics CRM Online<\/h3>\n<p>Your customers are increasingly educated about the products and services they need. <strong>Because they have\u00a0nearly 57% of the decision-making process done\u00a0before they ever talk to a provider<\/strong>, you need to cut down on the time your sales team spends getting the relevant info for the next deal.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-8722\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/Dynamics-365-Relationship-Insights-1024x629.png\" alt=\"Dynamics 365 Sales Customer Relationship\" width=\"640\" height=\"393\" srcset=\"\/blog\/wp-content\/uploads\/Dynamics-365-Relationship-Insights-1024x629.png 1024w, \/blog\/wp-content\/uploads\/Dynamics-365-Relationship-Insights-300x184.png 300w, \/blog\/wp-content\/uploads\/Dynamics-365-Relationship-Insights-768x472.png 768w, \/blog\/wp-content\/uploads\/Dynamics-365-Relationship-Insights-600x368.png 600w, \/blog\/wp-content\/uploads\/Dynamics-365-Relationship-Insights.png 1917w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>This allows\u00a0you to manage and prioritize your leads\u00a0so you can push the right cases to your sales team. They\u00a0will be able to view important details, such as the strength of your relationship with each\u00a0customer and how they interact with you. Sales will be able to take this info and tailor their interactions to\u00a0your customer base.<\/p>\n<p>Your sales team\u2019s job is to sell, not waste time dealing with a cumbersome service platform. Give them Dynamics 365 and they\u2019ll have the tools to build meaningful profiles and real relationships with your customers.<\/p>\n<div class=\"iframe-container\"><iframe src=\"https:\/\/www.youtube.com\/embed\/ApqjFnR8_IY\"><\/iframe><\/div>\n<h3>Dynamics 365 Field Service<\/h3>\n<p>A single bad experience can push a customer away from your brand, not only hurting your image but also creating the\u00a0risk of losing that customer. That\u2019s why it\u2019s important to empower your team to be flexible at every step of the client\u2019s relationship. Dynamics 365 Field Services give them the tools to control every aspect of that relationship.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/dynamics-365-field-service-mobility.png\" alt=\"Dynamics 365 Field Service Connectivity and Mobility\" \/><\/p>\n<p>You\u2019ll be able to schedule meetings manually or set up systems to do it automatically for your field agents and track them in real time as they go through\u00a0their day. Have a client with an urgent case? You\u2019ll be able to track down the closest field agent and get them to that\u00a0client.<\/p>\n<p>Because Dynamics 365 Field Services integrates your inventory and agreements, your agent won\u2019t be going in a\u00a0meeting blind. You and your agents will see in real time whether they have the right parts and whether they\u2019re covered under your agreements.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/dynamics-365-field-service.png\" alt=\"Dynamics 365 Field Service Resources Management\" width=\"801\" height=\"451\" \/><\/p>\n<h3>Dynamics 365 Customer Service<\/h3>\n<p>Dynamics 365 Customer Service is your agent\u2019s portal to a 360-degree view of your client\u2019s information. You\u2019ll be able to empower agents with a unified service platform so they can know,\u00a0quickly and efficiently, the \u00a0exact needs of every client.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/dynamics-365-customer-support.png\" alt=\"Dynamics 365 Customer Support Center\" \/><\/p>\n<p>When interacting with your customers, context is everything; it\u00a0sets the foundation for a great service experience. Customer service unifies your knowledge base and lets you pick the relevant data to display to your agents, while also giving them an easy way to add and contribute information themselves.<br \/>\nAs customer information comes in, you\u2019ll be able to use powerful, interactive visual tools to analyze trends in customer behavior, your client interaction, and your marketing presence.<\/p>\n<h3>Seamless integration between Dynamics 365 &amp; Office 365<\/h3>\n<p>Dynamics 365\u00a0connects to and seamlessly integrates with all other Microsoft Office 365 software, cutting through downtime and the hassle of integration. It\u00a0integrates with Excel, Word, Outlook and more to instantly provide your team with the most relevant data.<\/p>\n<p>Whether you\u2019re in the office or out on a call, accessing Dynamics 365 from your mobile device is just as easy as using the desktop app. Dynamics 365\u00a0and most other 365 programs are available in both the iOS and Android app stores or they can simply be accessed through your web browser.<\/p>\n<p>Dynamics represents the evolution of CRM and ERP: In the cloud, on demand, customizable and flexible.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019ve all heard of Dynamics 365 being Microsoft\u2019s next big step in customer service managemen","protected":false},"author":177,"featured_media":7815,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[652],"tags":[404,598],"class_list":["post-8704","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","tag-crm","tag-dynamics-365"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What Is Microsoft Dynamics 365? 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