Microsoft Dynamics 365
Microsoft Dynamics 365 is a versatile cloud-based set of business applications that aim to improve and simplify different parts of operations for organisations of any size.
Dynamics 365 offers a unified platform with both CRM and ERP capabilities. This combination lets businesses handle their customer communications, sales activities, and service requests smoothly while also improving their internal processes for finance, operations, and supply chain management.
One of the key advantages of Dynamics 365 is its versatility across different business functions.
Organisations utilise Dynamics 365 CRM to efficiently track leads, manage opportunities, and analyse customer data to personalise interactions and improve engagement. This functionality extends to marketing efforts enabling organisations to create targeted campaigns, track marketing ROI, and nurture leads effectively.
Dynamics 365’s ERP capabilities provide robust abilities for managing financial operations, inventory, manufacturing, and other core business processes. It helps organisations streamline workflows, optimise resource allocation, and gain actionable insights through analytics and reporting features. By centralising data and automating routine tasks, Dynamics 365 empowers organisations to operate more efficiently and make informed decisions based on real-time information.
Dynamics 365 offers scalability, allowing adaption and growth without the constraints of traditional on-premises solutions. As a cloud-based platform, it provides flexibility in terms of deployment options and subscription models, enabling organisations to scale their usage according to their evolving needs and budget.
Enhance the employee journey with Copilot for Dynamics 365
Enable employees to automate activities, create ideas, and gain insights using natural language with the first artificial intelligence (AI) assistant for both CRM and ERP in the world.
Copilot for Sales is the first CRM to give sellers the benefit of advanced AI. It helps your sellers concentrate on ROI and build stronger customer relationships with AI support. Use AI to:
- Pre-meeting tips
- Smart agenda management and creation
- Triage and escalation
- Sector specific terminology
- Extract customer perception and sentiment
- Sales pipeline issue prediction
- Sales coaching
- Compose email responses
- Create meeting summaries
- Edit customer records
- Access relevant information from SharePoint, Outlook, and Microsoft Teams
Use AI to speed up problem-solving, manage cases more effectively, and save time on repetitive tasks:
- Seamless connection to CRM, email, and live chat functions for a complete picture of activity
- Prompt engine-based on previous successful customer engagements and interactions
- Chat with AI-powered Copilot to find out what’s wrong, ask additional questions, and learn how to fix it
- Write customised chat or email messages for customers with the appropriate tone
- Create content based on live conversation and reliable support resources
Help frontline teams solve problems faster and enhance customer experiences with advanced AI. Use Copilot to:
- Fill in related data from customer emails into work order drafts for managers to check in their workflow
- Simplify technician scheduling based on travel time, availability, skills, and other factors using data-based suggestions
- Write responses to customer messages by highlighting important details and next steps
- Keep frontline workers motivated with smart summaries that let them skip browsing whole work orders to find key information
With next-generation AI, you can use insights to provide more customised customer experiences in real time. Your team will be able to:
- Find insights using natural language queries
- Make customer segments for specific audiences using natural language
- Come up with new concepts for emails and campaigns
- Design new customer journeys based on business objectives, target audiences, and flows
- Define new customer segments based on data insight
- Build campaign content using internal and external datasets
Reduce the time you spend on collecting data and writing collection letters. Also, streamline repetitive processes and modify workflows according to changing business demands. With AI assistance, your team can:
- Easily assess customer conversations with a workspace that shows AI-generated summaries
- Rank and personalise customer communications
- Write project status reports, task plans, and risk assessments in seconds
With proactive insights that help your team match demand, lower risk, and simplify operations, you can manage supply chain disruptions. Use AI to:
- Find insights and forecast impact across suppliers, materials, and inventory
- Create AI-generated contextual emails to notify affected suppliers of disruptions, who can suitably modify estimated times of arrival, routes, and distribution methods
- Effectively deal with changes to purchase orders and other responses at scale and evaluate the impact and risk to improve sourcing choices
With AI-suggested product descriptions, you can save time and boost sales. Copilot helps you to:
- Write catchy marketing text that matches your brand
- Make your products stand out by asking Copilot to mention important features like colour, material, and size
- Upload to Shopify or other ecommerce stores easily and quickly
Gain an edge over your competition
Integrate your people, workflows, and information throughout your whole organisation to achieve outstanding customer satisfaction and operational flexibility:
- 60%: time savings in reporting on sales data1
- USD $1.5M: savings from improved supply chain efficiency2
- Up to 55%: increase in finance team productivity3
What can Microsoft Dynamics 365 do for you?
Whether it’s managing customer relationships, optimising business processes, or leveraging data-driven insights, Dynamics 365 offers a versatile platform that can be tailored to meet the unique needs of any organisation:
Unified platform:
Dynamics 365 provides a unified platform that combines various business applications, such as Sales, Marketing, Customer Service, Field Service, Finance, Supply Chain Management, and Human Resources, into a single ecosystem
CRM functionality:
it offers robust CRM functionalities to manage customer interactions, sales pipelines, leads, opportunities, and customer service inquiries. Users can track customer interactions, analyse customer data, and improve engagement through personalised experiences
ERP capabilities:
Dynamics 365 includes ERP capabilities to streamline business processes related to finance, operations, manufacturing, supply chain, and inventory management. It helps organisations optimise resource utilisation, improve operational efficiency, and drive better decision-making through data-driven insights
Scalability:
as a cloud-based solution, Dynamics 365 offers scalability to accommodate the evolving needs of businesses of all sizes. Whether you’re a small startup or a large enterprise, you can scale your usage of Dynamics 365 as your business grows
Integration with Microsoft 365 and Power Platform:
Dynamics 365 seamlessly integrates with other Microsoft products and services, such as Microsoft 365, SharePoint, Power BI, and Power Automate. This integration enables users to leverage familiar tools and workflows, enhancing productivity and collaboration
AI-driven insights:
Dynamics 365 leverages AI and machine learning capabilities to provide predictive analytics, sentiment analysis, and recommendations. This enables businesses to anticipate customer needs, identify trends, and make data-driven decisions
Mobile accessibility:
with mobile apps available for iOS, Android, and Windows devices, Dynamics 365 allows users to access critical business data and perform tasks on the go. Field sales representatives, service technicians, and managers can stay connected and productive from anywhere
Customisation and extensibility:
organisations can customise and extend Dynamics 365 to meet their unique business requirements. Whether through configuration, custom development, or third-party extensions from Microsoft AppSource, businesses can tailor Dynamics 365 to fit their specific processes and industry verticals
Microsoft Dynamics 365 FAQs
Microsoft Dynamics 365 is a collection of cloud-based business applications that help organisations handle different parts of their activities. It includes a variety of solutions customised to different business functions, such as:
- Customer Relationship Management (CRM)
- Enterprise Resource Planning (ERP)
- Sales and Marketing
- Field Service
- Finance and Operations
- Business Central
- Customer Service
Microsoft Dynamics 365 for Finance and Operations is an Enterprise Resource Planning (ERP) solution that helps businesses handle their finances, supply chain, production, and operations. It provides features for financial management, stock management, buying, selling, and more. With features like enhanced analytics and AI-powered insights, it helps organisations to improve their processes, use data to make decisions, and adjust to changing business demands efficiently.
Engaging with a Microsoft Dynamics 365 partner offers numerous advantages for organisations seeking to implement or optimise their Dynamics 365 solution. Microsoft partners bring specialised expertise and experience in deploying, customising, and supporting Dynamics 365, ensuring successful implementations tailored to your specific business needs and industry requirements.
With streamlined deployment methodologies and access to Microsoft resources, partners can expedite implementation timelines and provide ongoing support and maintenance to optimise system performance. Additionally, partners offer strategic guidance and consultancy services to align Dynamics 365 deployments with overall business objectives, maximising return on investment and driving long-term success.
Phoenix has a wealth of knowledge, skills and capabilities that can be leveraged to support any element of your Microsoft Dynamics 365 journey whether that be deployment, enablement or technical support.
This is further supplemented by readily available content accessible through online resources, tutorials, training courses and community insights.
Make smarter decisions with Microsoft Dynamics 365 and Phoenix
Speak to our specialists today to discover how Microsoft Dynamics 365 can support you to adapt and innovate with intelligent CRM and ERP business applications.
You can also email us at [email protected] or call 01904 562200 – whatever works best for you.
[1] Results are over three years for a composite organisation based on interviewed customers. The Total Economic Impact™ of Microsoft Dynamics 365 Sales, a commissioned study conducted by Forrester Consulting, March 2022.
[2] Results are over three years for a composite organisation based on interviewed customers. The Total Economic Impact™ of Microsoft Dynamics 365 Supply Chain Management, a commissioned study conducted by Forrester Consulting, August 2021.
[3] Results are over three years for a composite organisation based on interviewed customers. The Total Economic Impact™ of Microsoft Dynamics 365 Finance, a commissioned study conducted by Forrester Consulting, July 2022.