Published on Wednesday, May 24, 2017
Microsoft Dynamics 365 customer relationship management is the next edition of Microsoft's rapidly evolving cloud software-as-a-service CRM offering. The Dynamics 365 Business edition is optimized for small and medium-sized businesses (SMBs) with 250 users or less. The system includes commonly desired CRM Sales, Marketing, and Customer Service functionality combined with new Dynamics 365 for Financials (based on Dynamics NAV Enterprise Resource Management (ERP)) to integrate CRM and ERP in one cloud-based, shared data model and scalable platform.
The Office 365-like interface enables users to manage sales, finance, service and operations data in one familiar application. From leads, contacts, accounts, and opportunities through to quotes-to-cash and case management, Dynamics 365 Business Edition offers end-to-end sales and business data management in one system. Users can enhance visibility, track trends and make better decisions with real-time views, filters, search, custom dashboards, and ad-hoc reporting for analysis on demand.
Screenshot of new Dynamics 365 UX/Form
Microsoft's acquisition of LinkedIn also plays into the Dynamics 365 Business Edition updates, including a direct connection to the LinkedIn Sales Navigator tool. The integration provides visibility into a salesperson's professional network and relationships to help them find the right prospects in target accounts and manage deals more insightfully. The functionality will also make it easier to track team connections between CRM leads and contacts and company colleagues and peers. Visibility to shares, news mentions, activities, and job changes will all be accessible on the CRM form. The information has always been there across the separate apps, but Dynamics 365 will bring the insights all together in one place.
Updated connectors for SharePoint, PowerBI, Skype for Business and other Office 365 tools extend the system's collaborative capabilities across roles and teams to leverage more value from your existing data and Microsoft ecosystem investment. Plus, it's easier than ever to connect to 3rd party applications, data sources, and services like industry-specific systems and databases, payroll, and banking with Microsoft PowerApps. And key functionality and access to data are fully mobile engaged and offer a consistent experience across iOS, Android and Windows devices in Dynamics 365 Business Edition.
The Dynamics 365 Enterprise Edition is ideal for 250+ users.
SMBs can expertly automate business process and apply rules with workflows to update data and files, route versions of documents, send notifications and generate reports through the updated workflow/process engine. Dynamics 365 Business Edition also includes full utilization of new Microsoft Flow, a cloud-based service introduced in Office 365 that provides workflow management to integrate and automate different tasks across nearly 100 popular applications. The interface allows business users to create and modify workflows that automate time-consuming tasks like approvals, send/receive notifications, collect/update data and synchronize files. Microsoft flow tightens the gap between various Microsoft and Non-Microsoft applications like SharePoint, Twitter, One Drive, and many others.
New to this Dynamics 365 Business Edition version is a simplified license scheme that classifies users as either 'light users" or "full users." The full users might include salespeople or customer service representatives and require utilization of more of the system's role-based functionality, data manipulation, reporting, and dashboards. A light user may consume CRM data more via views and reports or may need to complete light tasks in the system like capturing activities or updating certain fields in specific records. The new licensing plan helps provide a lower total cost structure, so costs are best aligned with roles and needs.
And all of the legacy and updated functionality comes with the piece-of-mind knowing Microsoft's trusted enterprise-level cloud security and capabilities are included to meet complex governance and compliance strategies, requirements, and industry standards.
The preview release of Dynamics 365 Business Edition is scheduled for July 1, 2017. Whether you are updating CRM or considering it for the first time, PSC can help you realize the benefits of the latest version with Microsoft’s architecture and security on the back end. We can help you expertly examine and navigate all of the new functionality available and deploy it thoughtfully to drive its value across the business.
Contact the PSC team for experienced insight into this latest version of the fastest growing cloud CRM solution available!
Categories: Dynamics 365,dynamics crm,SharePoint,CRM