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Microsoft Dynamics 365 is a cloud based CRM platform which Focuses on customer relationships of different organizations. It unifies the capabilities of CRM Business Software & ERP Systems and works seamlessly across multiple business modules including Sales, Marketing & Service Modules.

Dynamics 365 is a cloud enabled project which combines previous versions of Microsoft Dynamics with additional features including Microsoft Flow and Microsoft Power Apps. It is a perfect fit for any role, business or industry and you pay only for what you require. Dynamics 365 is simple to use. It also enables you to grow with additional capabilities and ease to run your business more efficiently. Microsoft Dynamics 365 makes it possible to adapt and innovate in real time with simple interface to compose, modify and extend processes.

Microsoft Dynamics 365 has two editions

Dynamics 365, Enterprise Edition :

This version is a combination of Microsoft Dynamics AX and Microsoft Dynamics CRM. It is suggested for companies having more than 250 employees. A minimum of 20 users is required when AX is included. It has the following Six modules.

Operations (AX)
Sales (CRM)
Marketing (CRM)
Customer Service (CRM)
Project Service Automation (CRM)
Field Service (CRM)

Dynamics 365, Business Edition :

This edition is the evolution of Project Madeira, the cloud based ERP/CRM. The Business Edition of Dynamics 365 has a maximum of 300 seats. It is suggested for companies with 10-250 employees. It has the following three modules.

Financials (Dynamics NAV)
Sales (CRM)
Marketing (CRM)

Licenses are available on the basis of per user or per device. That is further divided into Full Users and Light (Limited) Users. Full Users have access to all features in their plan, such as Operation, Sales and Customer Service as well as complete benefits of read and write on all modes. Light Users get access to reading reports and business data, as well as performing updates in some records such as HR forms and time tracking but are limited to write.

Dynamics 365 has a smooth Integration with Office 365. For instance, its integration with Outlook is useful as when an email comes in from a customer, you can directly send documents, including price quotations and invoices. Documents can also be updated, modified and customized without leaving your email client. Also when emailing multiple clients, we can easily view related documents, opportunities and account status for all recipients in the sidebar.

Capabilities of Microsoft Dynamics 365

Microsoft Dynamics 365 is applicable in the following industries

Real Estate and Property Management

Financial Services

Health & Social Services




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