Microsoft Dynamics 365… Inside-Out

Microsoft Dynamics 365 (also known as D365) is the Cloud-based Platform for Business Applications from Microsoft, which is suitable for all business, be it micro, small, medium, or large enterprises catering to different needs of B-2-B, B-2-C, and C-2-C models. Originally launched in 2009 (named Dynamics CRM 4.0 which was an on-premises web application), The New Dynamics 365 has evolved both vertically and horizontally in terms of features and capabilities taking advantage of the latest cloud-platform with advanced-tech like Analytics, AI, etc.

Starting as a Sickle… Dynamics 365 has evolved to become the “Swiss-Knife” for managing Business Services and Processes

While the diverse range of modules available in its catalogue makes Dynamics a fully functional ERP, but here I would like to highlight its CRM capabilities mainly because Microsoft facilitates choosing Dynamics features as and when needed (meaning that you can use it purely for CRM functions or can choose to extend it to be used in other business processes like Finance, Project Operations, etc.)
Customer Relationship Management (CRM) is an essential function for all organizations to ensure businesses continuity and growth through refined personalize-able services to its clientele.
Using Dynamics, companies can choose to use specific services like Marketing, Sales, etc. and as the business and requirements grow, extend the same platform to accommodate additional ERP capabilities without needing to switch between or use multiple platforms.

Key Modules of Dynamics 365 CRM

Dynamics 365 Sales

Microsoft Dynamics 365 Sales is an intelligent market-leading CRM software that helps Microsoft Dynamics 365 Sales is an intelligent market-leading CRM software that assists MSMEs in the end-to-end management of their entire business development and continuity process, providing the sales team with all of the necessary tools and a 360-degree view required to increase productivity, foster relationships, and, most importantly, win more deals.

Dynamics 365 Sales Enterprise can assist your organisation in critical business development processes, maximising revenue opportunities, and collaborating more effectively across teams.
Dynamics 365 is the CRM of choice.
  • Enhance Sales Insight Using Dynamics 365 For Sales
  • Dynamics CRM Sales Escalate Your Sales Performance
  • Increase Sales Productivity Through Sales Automation
  • Leads Nurturing With Sales Management Software
  • Manage Your Products Through Microsoft CRM

Dynamics 365 Customer Service

Microsoft Dynamics 365 Customer Service is a customer service automation module that streamlines case and knowledge management, enables personalised customer service with a 360-degree customer view, and provides dashboards and reports to provide visibility into customer service performance.
The Microsoft CRM customer care module includes a wide range of advanced, yet user-friendly case management tools. This allows organisations to provide exceptional services to their clients. It is a built-in intelligent client tracking system that provides consumers with faster and more customised services.
  • Fast and efficient customer services through Dynamics 365
  • Multi-Channel engagement with the client management system
  • Proficiently Manage Cases in the Customer Service Hub

Dynamics 365 Marketing

Microsoft Marketing Automation for Dynamics CRM is designed as a closed-loop marketing system that allows you to create and track all campaign activities. It also collects data for better analysis. There are interactive dashboards for a comprehensive view with liability to connect with all social media channels. Including Facebook, LinkedIn, Instagram and other.
Dynamics 365 for marketing in the cloud combines intelligent applications that work seamlessly together to transform your business processes. D365 CRM can tightly integrate marketing, sales, and other modules thanks to advanced tools and built-in analytics. To orchestrate customer journeys across marketing, sales, commerce, and service teams, from Prospect to Customer.
Key Features for A Successful Marketing Strategy:
1.Campaign management
2.Marketing list
3.Customer response tracking
  • Easy Email Through CRM Marketing
  • Strengthen Social Media reach
  • Consistent Management Between Sales And Marketing

Dynamics 365 Project Service operations

Dynamics 365 Project Service Automation a.k.a. Dynamics 365 Project Operations helps business a lot in the planning and management of the entire project life cycle. It goes from initial sales stages, known to a lead and opportunity to Billing, Invoicing, and Support.
Managing anything and everything to improve process automation and customer relationships by using D365 CRM Work Breakdown Structure (WBS), to plan and schedule tasks. “It includes the entire project cycle, from creating a planning opportunity to tracking and managing resources, to easily quoting and approving time and expenses for project-based services in real time.”

Key features Dynamics 365 Project operations

1. D365 PO helps teams to stay productive while effectively managing all the project deliverables on time and within budget.
2. Project Managers and teams can use advanced scheduling tools to plan a project according to the delivery timelines and take calls on assigning resources for client tasks to manage the complete project life cycle.
3. MS PO brings a remarkable improvement in project planning, resource management, and other phases of the Project Lifecycle, streamlining the overall process with refinement in end-to-end visibility, improved productivity, and more.

Dynamics 365 Field Service

Field service management entails more than simply having the appropriate tools on hand wherever you are. It involves building relationships with your most valuable asset, your clients.
You can develop a customer service narrative using Dynamics 365 for Field Service Management that spans multiple channels, maximises personnel productivity, and outperforms customer expectations. With it, technicians can see the requirements and information of the customer through a panoramic view. It is accessible through multiple devices and can be accessed in real time or offline and deliver the best services to your customer and assist with on-site experience.
Key Benefits:
  • Optimize Your Business Through Scheduling Management
  • Utilize Inventory Management for Dynamics 365 Field Service
  • Field Service CRM is Customer Centric
  • Bridging The Gap Between Teams

Dynamics 365 Portals

Portal is a single platform for Customer Engagement integrated into Dynamics 365 that provides a complete, extendable, and configurable personalised experience to your customers, partners, or internal employees, with specific CRM data and functionality visible in their customised Dynamics 365 portals.
Using the Dynamics 365 application, you can create a dedicated portal for your business partners to place orders directly through your website. Orders will be entered into Dynamics 365 without your intervention. Although it may not appear to be much, this can help you stand out from the crowd.

Key features in Dynamics 365 Portals

Gives more engagement: Dynamics CRM Web Portals give more access to the user may be the customer, employee, partner, or community member which gives engagement and satisfaction to the user.
Self-Service Access: D365 portals allow users to self-serve access the content needed from Dynamics 365 data using advanced customization capabilities.
Provides Multilingual Support: Dynamics CRM Portals support 48 languages and out of those 48 languages the user can choose their language and can access multiple languages.
Dynamics CRM Customer Portal Offers
  • Dynamics CRM Portals Knowledge Base articles.
  • Customer self-support system where customers create their support tickets.
  • Discussion forum.
Various Portals can be developed using Dynamics 365
  • Employee Self-Service Portal
  • Partner Portal Offers
  • Community Portal Offers
  • Custom Portal
At last,   If your company already uses or is familiar with other Microsoft products, Dynamics 365 is the tool for you. Dynamics 365 can be integrated with other Microsoft solutions such as Office 365, Outlook, and SharePoint. Furthermore, Dynamics 365 can be easily integrated with third-party solutions.

Getting Started with Dynamics 365

Dynamics 365 is a Microsoft business utility feature and service powerhouse that allows companies to manage most (if not all) of their business processes… whether B2B, B2C, or C2C, as well as internal processes like HR, Finance, and so on. In general, this is the description of an ERP… which is “in a way” correct for Dynamics. “In a way,” because, unlike other ERPs, Dynamics allows businesses to pick and choose only the features and modules that they want or need rather than committing to a large ERP.

You can easily find dynamics 365 development and implementation services tailored to your specific information, performance, and business needs @SoluzioneITservices

Pricing of Dynamics 365 CRM

Despite what some people may say, cost is still a crucial consideration for businesses when selecting software. Dynamics 365 CRM has plans and licencing options that are adaptable, allowing customers to purchase only the apps they require. You can get advanced features and functionality at a lower cost with Dynamics 365.
Among the services you can choose are:

Dynamics 365 Migration

  • To upgrade Dynamics CRM 4.0, 2011, 2013, 2015, or 2016 to Latest D365
  • Migrate Dynamics On-premises to Dynamics 365
  • Migrate ZOHO to Dynamics 365
  • Migrate-from\Integrate to Dynamics
  • Migrate from Dynamics 365 to PowerApps

Dynamics 365 Customization

  • Form Customization
  • BI Dashboard & MIS reporting using SSRS/SSAS
  • System Workflow, Plugins & Reports
  • Ribbon & Sitemaps
  • System Entity, View & Attributes

Installation & Administration

  • Assign user base roles & definitions CRM configuration
  • Ongoing Maintenance, Troubleshooting, Support, and Enhancements
  • Performance Optimization & Health Checks
  • AZURE portal support
The future of CRM is on the cloud. Find the best deals or swiftly upgrade your CRM to the latest dynamics 365.For more information visit
Write a comment