Hesam Seyed Mousavi, September 15, 2019
Microsoft Dynamics 365 offers unmatched flexibility by componentizing key business process areas into workloads, also known as applications. Each of these applications are based on proven, best-in-class Microsoft Dynamics ERP and Microsoft Dynamics CRM functionality deployed by thousands of leading organizations around the world.
Microsoft Dynamics AX ERP is now the Dynamics 365 Finance and Operations solution, which includes Financials, Projects, Supply Chain, and Human Capital Management capabilities.
Microsoft Dynamics CRM has been componentized into the following solutions: Sales, Marketing, and Customer Service, along with the acquired Field Service solution (FieldOne acquisition) and newly developed Project Service Automation solution.
PowerApps and Flow are new Microsoft tools that leverage the common data model to enable unique opportunities to deploy apps, workflows, and automated processes across your customer engagement, operations, productivity, and collaboration tools (Office 365).
Microsoft Dynamics 365 for Finance and Operations (Formerly known as Dynamics AX)
Microsoft Dynamics 365 for Finance and Operations helps project-driven organizations drive digital transformation by providing the tools they need to connect and manage their clients, finances, projects, and people in a unified, integrated environment.
Leveraging best-in-class ERP features used by over 23,000 organizations around the world, Dynamics 365 for Finance & Operations helps services organizations streamline key finance and project-related business processes, optimize the management of their human capital, and gain the visibility they need to maximize their revenue and profitability levels.
Microsoft Dynamics 365 for Project Service Automation (PSA)
For organizations that aren’t looking for a fully integrated Professional Services ERP solution (Dynamics 365 for Finance and Operations), Dynamics 365 Project Service Automation (PSA) is an end-to-end project and resource management solution for firms delivering customer-facing, project-based services. Dynamics 365 PSA empowers sales and delivery teams to successfully engage customers and deliver billable projects on time and within budget, by helping you plan, estimate, and quote projects, schedule resources to optimize utilization, track and approve project tasks, time and expenses, enable internal and external team collaboration, and monitor key project and resource related performance metrics.
Microsoft Dynamics 365 Project Service can help your organization manage the entire lifecycle of your projects, serving as a single system of engagement for sales, project delivery, resourcing, and billing activities. A typical project lifecycle as managed in Dynamics 365 Project Service is represented in the diagram.
Microsoft Dynamics 365 for Sales
For professional services organizations looking to improve the effectiveness of their business development activities, the Microsoft Dynamics 365 for Sales solution provides a best-in-class sales automation platform capable of managing your entire business development process.
Available in a web browser interface, embedded directly in Microsoft Outlook, or via purpose-built mobile apps, Microsoft Dynamics 365 for Sales can help your organization gain a 360-degree view of critical business development processes, maximize revenue opportunities, and more effectively collaborate across pursuit teams.
Microsoft Dynamics 365 for Marketing
Professional services organizations looking to improve the effectiveness of their marketing activities, the Dynamics 365 Marketing solution provides an integrated marketing platform for planning, executing, and analyzing your marketing campaigns.
Leverage Dynamics 365 Marketing to drive brand awareness and create new business development opportunities, ensuring that you make the most out of your firm’s marketing investments.
Microsoft Dynamics 365 for Customer Service
Every customer interaction matters in customer service. The Dynamics 365 Customer Service solution helps organizations respond faster to customer service issues by empowering employees to deliver consistent, efficient customer care.
Dynamics 365 Customer Service can help your firm maximize brand loyalty and improve the value you’re providing to clients by allowing them to engage on their terms, whether it’s through self-help, employee assisted, or on-site service.
Microsoft Dynamics 365 for Customer Insights
To build customer loyalty and increase sales, today’s organizations are faced with sorting through an endless amount of data to understand customer behavior and deliver relevant and differentiated products and services. In today’s highly competitive environment, identifying and disseminating critical customer insights to key stakeholders within your organization can be the difference between success and failure.
Microsoft Dynamics 365 for Talent
In today’s professional services organizations, talent and intellectual capital are a primary source of competitive advantage. With talent playing such a critical role, services firms require a holistic approach towards attracting, engaging and growing their human capital. Unfortunately, most HR departments use disconnected systems with limited reporting and analytics capabilities, preventing HR leaders from gaining the insights they need to strategically attain, empower, and optimize their talent.
Microsoft Dynamics 365 for Talent helps organizations digitally transform their HR function by placing people at the centre of a mobile, cloud-based HCM solution that enables you to:
- Attract and hire the right people through a collaborative hiring process
- Create unique and personalized Onboarding experiences that accelerate productivity
- Drive HR excellence by strengthening Core HR operations