Customer Engagement (CRM) Dynamics 365 includes applications like Sales, Customer Service, Marketing, and Field Service, all geared towards enhancing customer interactions. These applications allow businesses to manage leads, opportunities, customer service requests, marketing campaigns, and field service operations in an integrated manner.
Finance and Operations (ERP) This set of applications covers financial management, supply chain, manufacturing, and other operational aspects. Dynamics 365 for Finance and Operations streamlines financial processes, inventory management, and manufacturing operations, providing a holistic view of an organisation's resource utilisation.
Common Data Model (CDM) The Common Data Model serves as the foundation for Microsoft Dynamics, providing a standardised and extensible data schema. It allows seamless data integration across different applications within the suite, promoting consistency and facilitating the flow of information between modules.
Power Platform Integration Microsoft's Power Platform, consisting of Power BI, Power Apps, and Power Automate, is tightly integrated with Dynamics. Power BI enables advanced analytics and reporting, Power Apps allows for custom app development, and Power Automate automates workflows, enhancing overall efficiency and productivity.
Azure Integration As Dynamics is part of the Microsoft ecosystem, it integrates with Azure services for additional capabilities. Azure AI and machine learning services can be leveraged within Dynamics for advanced analytics, predictive insights, and automation.
Cloud-Based Infrastructure Microsoft Dynamics is built on a cloud-based architecture, utilising Microsoft Azure as its underlying cloud platform. This enables scalability, flexibility, and accessibility from any device with an internet connection, promoting remote work and collaboration
Modular Design The modular design of Dynamics allows organisations to adopt specific applications based on their needs. For instance, a company might start with Dynamics 365 for Sales and later integrate other modules like Marketing or Finance and Operations as its requirements evolve.
Common Data Service (CDS) The Common Data Service is a crucial component that facilitates data sharing and integration across various applications within Dynamics 365. It ensures a unified data model, making it easier for different modules to work seamlessly together.
Security and Compliance Dynamics incorporates robust security measures, including role-based access control and encryption, to safeguard sensitive data. Compliance with industry standards and regulations is also a priority, ensuring that organisations can meet legal requirements in their respective domains.
Microsoft Dynamics Microsoft Dynamics is a comprehensive suite of business applications designed to help organizations streamline their processes, improve customer engagement, and make data-driven decisions. This integrated platform encompasses a wide range of software solutions, including customer relationship management (CRM) and enterprise resource planning (ERP).
Customization and Extensibility Another notable aspect of Microsoft Dynamics is its extensibility and customization capabilities. Organizations can tailor the software to meet their specific needs and industry requirements, ensuring it evolves alongside the business.
Security and Compliance Security and compliance are prioritized in Microsoft Dynamics, with features such as role-based security, audit trails, and adherence to industry-specific regulatory requirements.
CRM Capabilities in Microsoft Dynamics In the realm of CRM, Microsoft Dynamics offers powerful tools for managing customer interactions and relationships. Dynamics 365 for Sales, for example, provides features for tracking leads, managing opportunities, and analyzing sales data. This enables sales teams to make informed decisions and prioritize efforts to maximize revenue.
ERP Capabilities in Microsoft Dynamics On the ERP side, Dynamics 365 for Finance and Operations assists organizations in managing their financial processes, supply chain, and manufacturing operations. It enables better planning, resource management, and optimization of business operations and enhancing overall productivity.
Cloud-Based Collaboration and Accessibility The cloud-based nature of Microsoft Dynamics 365 brings additional advantages, allowing real-time collaboration and access to information from anywhere with an internet connection. This is particularly beneficial in today's business landscape with the rise of remote work and decentralized teams.
Artificial Intelligence and Analytics in Microsoft Dynamics Microsoft Dynamics includes built-in artificial intelligence (AI) and analytics capabilities. These features empower organizations to derive valuable insights from their data, enabling data-driven decision-making.
Centralizing Business Functions with Microsoft Dynamics At its core, Microsoft Dynamics aims to integrate and centralize critical business functions, providing a unified platform for managing various aspects of an organization's operations. The suite includes applications such as Dynamics 365 for Sales and more.
Integration with Microsoft Products and Services Microsoft Dynamics benefits from integration with other Microsoft products and services, including seamless integration with Microsoft 365 for enhanced collaboration and Power BI for advanced business analytics and reporting.
Dynamics 365: Bridging the Gap Between ERP and CRM One of the key components of Microsoft Dynamics is Dynamics 365, a cloud-based suite that seamlessly combines ERP and CRM capabilities. This integration breaks down silos between different departments and functions, fostering collaboration and improving overall efficiency.
Unified Platform Microsoft Dynamics brings together CRM and ERP functionalities in a unified platform. This integration is crucial for businesses looking to break down silos between different departments. With a centralised system, organisations can seamlessly manage customer interactions
Customer Relationship Management (CRM) Dynamics includes robust CRM applications such as Dynamics 365 for Sales and Customer Service. These tools empower organisations to build and nurture strong customer relationships. Features like lead management, opportunity tracking, and customer service automation contribute to improved customer satisfaction and loyalty.
Enterprise Resource Planning (ERP): For organisations seeking comprehensive control over their business processes, Dynamics offers ERP functionalities through applications like Dynamics 365 for Finance and Operations. This covers financial management, supply chain optimization, and manufacturing operations, providing a holistic view of an organisation's resources.
Cloud-Based Accessibility Microsoft Dynamics operates on a cloud-based infrastructure, leveraging Microsoft Azure. This not only ensures scalability and flexibility but also facilitates remote access. In a world where remote work is increasingly prevalent, the cloud-based nature of Dynamics allows teams to collaborate and access critical business information from anywhere with an internet connection.
Integration with Microsoft Ecosystem As part of the larger Microsoft ecosystem, Dynamics seamlessly integrates with other Microsoft products and services. This includes integration with Microsoft 365 for enhanced collaboration, Power BI for advanced analytics, and Azure for additional cloud services.
Customization and Flexibility Microsoft Dynamics is highly customizable, allowing organisations to tailor the system to their specific needs. Businesses can modify forms, workflows, and reports to align with their unique processes. The use of Power Apps further extends the customization capabilities, enabling the creation of custom applications that integrate seamlessly with Dynamics.
Data-Driven Decision-Making With built-in artificial intelligence (AI) and analytics capabilities, Dynamics empowers organisations to make data-driven decisions. Predictive analytics can forecast sales trends, AI-driven insights can offer recommendations for improving customer engagement, and advanced reporting through Power BI provides a comprehensive view of business performance.
Automation and Workflow Efficiency The Power Platform, comprising Power Automate, allows organisations to automate workflows and processes within Dynamics. This not only reduces manual effort but also enhances overall workflow efficiency. Automation can be applied to approval processes, notifications, and data validation, ensuring smooth operations.
Security and Compliance Microsoft Dynamics places a strong emphasis on security and compliance. With features like role-based access control, encryption, and adherence to industry-specific regulations, organisations can trust that their sensitive data is protected. This is especially important in industries with stringent compliance requirements.
Scalability for Growth Microsoft Dynamics is designed to scale alongside the growth of an organisation. Whether a small business or a large enterprise, companies can start with specific applications and expand their usage as their needs evolve. This scalability makes Dynamics a suitable solution for businesses of varying sizes.
Data Entry and Collection Users start by entering and collecting data within the Dynamics applications. This can include information related to customers, sales opportunities, service requests, financial transactions, and more.
Integration and Data Flow The Common Data Service plays a pivotal role in ensuring that data seamlessly flows between different applications. For instance, information entered in the Sales module can be automatically integrated with Finance and Operations, providing a unified view of customer interactions and financial transactions.
Automation and Workflows Power Automate allows organisations to automate workflows and processes within Dynamics. This can include approval processes, notification systems, and data validation, reducing manual effort and minimising errors.
Analytics and Reporting Power BI enables users to generate advanced analytics and reports based on the data stored in Dynamics. This empowers organisations to gain valuable insights into their operations, customer behaviour, and overall performance.
Customer Engagement In the CRM components, such as Dynamics 365 for Sales, the system supports customer engagement by tracking interactions, managing leads, and providing tools for sales teams to nurture and convert opportunities.
Operational Management For ERP functionalities, Dynamics 365 for Finance and Operations allows organisations to manage financial transactions, optimise supply chain processes, and oversee manufacturing operations. This contributes to efficient resource utilisation and cost management.
Customization and Extensibility Organisations can customise Dynamics to align with their specific needs. This involves tailoring forms, workflows, and reports to match unique business processes. Power Apps can be employed for creating custom applications that seamlessly integrate with Dynamics.
Collaboration and Communication Integration with Microsoft 365 tools, such as Microsoft Teams, enhances collaboration and communication. This is particularly crucial in today's dynamic work environments where teams may be distributed geographically.
Continuous Improvement Microsoft Dynamics supports organisations in their pursuit of continuous improvement. Through the use of AI and machine learning capabilities, the system can provide predictive insights, helping businesses anticipate trends, identify areas for improvement, and make data-driven decisions.
Origins in Acquisition Microsoft Dynamics did not originate as a standalone product but rather through a series of acquisitions. The initial foundation was laid with the acquisition of Great Plains Software in 2000, followed by the acquisition of Navision A/S in 2002. These formed the basis for what eventually became Dynamics GP and Dynamics NAV, respectively.
Dynamics AX Rebranding Dynamics AX, an ERP solution, underwent a rebranding in 2016. It was renamed Dynamics 365 for Operations, aligning it with Microsoft's strategy of integrating ERP and CRM capabilities under the broader Dynamics 365 umbrella.
Role-Tailored Design Dynamics NAV, now part of Dynamics 365 Business Central, was known for its innovative role-tailored design. It allowed users to personalise their workspaces based on their roles, optimising efficiency and user experience.
Connection to SharePoint Microsoft Dynamics CRM has deep integration with SharePoint, Microsoft's collaboration platform. This integration allows users to seamlessly access and manage documents within SharePoint directly from Dynamics, fostering better collaboration and document management.
Power BI Integration Dynamics 365 integrates seamlessly with Power BI, Microsoft's business analytics tool. This integration enables users to create visually compelling reports and dashboards, gaining insights into their business data in real-time.
Retail Capabilities Dynamics 365 Commerce, part of the Dynamics 365 suite, provides advanced retail capabilities. It covers areas such as point of sale, inventory management, and customer engagement, making it a comprehensive solution for businesses in the retail sector.
Nonprofit Accelerator Microsoft has developed a Nonprofit Accelerator for Dynamics 365. This industry-specific solution assists nonprofit organisations in managing donor relationships, fundraising activities, and program delivery, addressing the unique needs of the nonprofit sector.
Integration with LinkedIn Dynamics 365 Sales is integrated with LinkedIn, allowing users to leverage LinkedIn Sales Navigator data directly within the CRM system. This integration enhances the sales process by providing valuable insights into prospects and customer relationships.
Dual-Use Rights Customers with Dynamics 365 licences have "dual-use rights," meaning they can access both the online (cloud) and on-premises (local server) versions of the software. This flexibility accommodates varying business preferences and compliance requirements.
Adaptive Cards in Dynamics 365 Virtual Agent Dynamics 365 Virtual Agent for Customer Service supports Adaptive Cards, a technology that allows the creation of interactive and dynamic cards within chat interfaces. This enhances the chatbot experience, providing users with more engaging and personalised interactions.
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