Dynamics 365 Apps 

Dynamics 365 is at its core a CRM system (Customer Relationship Management) that has evolved far beyond the boundaries of traditional CRM systems to provide a wide range functionality that has the hallmarks of being Easy to use, Affordable, and Flexible. 
 

 These applications include:  

Sales & Lead Management 
Marketing 
Helpdesk 
Field Service 
Project Management 

Cloud Based   

As a cloud-based application Dynamics 365 is easy and fast to deploy freeing organisations from the shackles and costs associated with legacy on-premise systems. 
 
The application can be accessed on a variety of devices including phones and tablets (Android and iOS) as well as a PC browser interface supporting the major browsers i.e. Edge, Chrome, Safari and Firefox. As a result, comprehensive business information is available on any device, anywhere at any time. 
 
The Dynamics security model ensures that access on all the devices respect the security scheme implemented for a site. 
 
 

Unified Interface  

All the applications in Dynamics now use a “unified interface” enabling a consistent user experience irrespective of the device that is used to access the data.  
 
For example, the same input form can be accessed on a phone or a web browser and the application will present the data in the most effective format for the selected device. The information presented includes charts and dashboards as well as text-based views and forms. 
 
 

Common Data Model (CDM)  

The Common Data Model (CDM) sits behinds the scenes and provides a common definition for various business data objects such as entities and attributes. The consequences of this approach are far reaching; vastly simplifying and extending the options to integrate what would otherwise be standalone data silos.  
 
The integration options are not restricted to the Microsoft stack of products but also allow enable integration with third party applications. 
 
 

Integration  

The Dynamics 365 stack provides an ever-evolving scope of integration options breaking down the barriers between applications within and external to the Microsoft stack. Notable amongst these are 
 
Power Automate which provides the ability to run workflows across application boundaries 
Power BI which allows reporting to use data from multiple sources 
Links to the Office 365 products including Teams 
Follow the links below for more detail, call us or complete the enquiry form to discuss any consultancy or training  
requirements you have and find out how CRM365 Solutions can help you and your business. 
 
 

Dynamics 365 

With Dynamics 365 you get a flexible solution that's customizable to suit your business requirements. Choose a stand-alone application to meet the needs of a specific line of business, or use multiple CRM tools that work together as a powerful integrated solution. 
 
 

Sales 

Win more deals 
 
Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. 
 

Marketing 

Increase customer demand 
 
Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. 
 
 

Customer Service 

Exceed customer expectations 
 
Deliver positive customer experiences—faster. Optimise resources and help technicians be more effective. Reduce operational costs. 

Dynamics 365 

With Dynamics 365 you get a flexible solution that's customizable to suit your business requirements. Choose a stand-alone application to meet the needs of a specific line of business, or use multiple CRM tools that work together as a powerful integrated solution. 

Sales 

Win more deals 
 
Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. 

Marketing 

Increase customer demand 
 
Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. 

Customer Service 

Exceed customer expectations 
 
Deliver positive customer experiences—faster. Optimise resources and help technicians be more effective. Reduce operational costs. 
 
 
 
 
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