Microsoft Dynamics CRM 365

What is Dynamics 365?

Dynamics 365 was first launched in 2016 as a result of Microsoft combining its enterprise relationship planning (ERP) system Dynamics AX with its Dynamics customer relationship management (CRM) application. Microsoft was one of the first major vendors to merge ERP and CRM functions in this way. The new product has been further expanded by the addition of productivity applications and artificial intelligence tools.

Recognising that all businesses have different needs and methodologies, Microsoft has developed Dynamics 365 to be flexible, with a wide range of purpose-built, modular apps which are highly configurable but, importantly, also optional. The main apps reflect typical departmental functions that exist within companies, namely Sales, Marketing, Customer Service, Project Service Automation, Finance, Retail, Supply Chain Management and Human Resources. This modular approach enables customers to configure their individual implementation to exactly match their requirements and to mirror the way in which they operate.

All the apps use a shared data model which facilitates easy data management and the integration of business processes, thus enabling businesses to eliminate artificial departmental silos that may have arisen within their company over the years. As a result, people, data and processes are brought together in one unified and synergistic system, which will help to massively boost efficiency and significantly reduce financial overheads, allowing businesses to devote more of their effort and resource into turning relationships into revenue and creating new opportunities.

Each Dynamics 365 module is available on a subscription basis, which incorporates software licences and technical support. This means that the system is ideally placed to scale to suit your business, with new elements able to be introduced as required at a pace that works for you. You only buy what you need, thereby avoiding unnecessary overheads and complexity. The licensing mechanism offers further flexibility, with individual users only needing to be given access to the apps that they need to use in their day-to-day work. Team Member licences are also available for users who only need to perform basic tasks within Dynamics 365.

The Dynamics 365 apps have been implemented for iOS, Android and Windows, enabling users to access the system wherever they may be and offering them a consistent user interface across any browser, device and screen size. Productivity is maximised and your staff can engage with your customers whenever and wherever they need to. Dynamics 365 also integrates seamlessly with other products in Microsoft’s portfolio, such as Office 365, SharePoint, OneNote and Linked In.

The Dynamics 365 platform is truly an awesome application and something which with the right partner, will completely transform your organisation.

How Dynamics 365 can help your business

Microsoft Dynamics 365 provides tools, including informative real-time reporting, to help you to improve business processes so as to transform productivity and success. With Dynamics 365, you’ve got the strength of the Microsoft brand and a solution that has been extensively developed to support business growth. Dynamics 365 can help you to optimise and grow your company in these key ways:

• Introduce a consistent and focussed way of working, customised to reflect the way your business works and any bespoke terms it uses, on a system that interfaces seamlessly with widely used existing applications.
• Do business anywhere and access your vital data immediately on multiple operating platforms and devices.
• Home in on key data for monitoring KPI’s and unearthing new insights.
• Stay on top of GDPR and ensure your data security - your customer data is safe and secure in the Microsoft Cloud within UK datacentres.
• Create a platform for expansion - Microsoft Dynamics can grow with you by design, so can help you no matter where your business is along the path.

The power, versatility and configurability of Dynamics 365 allows the system to reflect the way in which your business works, with the system able to be configured so that you only see and enter the data that you need, with the interface able to be modified as required to use descriptive terms and prompts that are specific to you. Dynamics 365 enables your business to evolve its processes at a pace that works for you, underpinned by a modern, scalable platform that is regularly enhanced. You will never feel that your business is being held back by out-of-date technology.

Choosing Three Grey Monkeys as your Microsoft Partner

TGM are expert Microsoft Dynamics 365 consultants / developers with years of experience creating and maintaining Dynamics CRM systems for a wide variety of customers across the UK, and several other countries.

We can create a great CRM system that will help you:

• Increase sales
• Streamline business processes
• Improve communication and visibility within your business and with your customer

TGM can make Microsoft Dynamics 365 work for you, how you want to work, not how the system thinks you should work. The power of Microsoft Dynamics CRM is its versatility and its extensibility. Every part of the system can be customised to fit your business and to link seamlessly into other lines of business applications that you already have. We are here to help support you with the initial setup, further customisation and development, ongoing support and training including custom user guides, through to on call engineers able to help you in an emergency.