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  • Christian Riechert

Is Dynamics 365 the Right Choice for Your Business?



Exploring Dynamics 365 with CBR Technology

In today's fast-paced business environment, having a unified solution that handles both CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) needs is a dream come true for many companies. Microsoft Dynamics 365 offers a comprehensive, cloud-based platform designed to streamline and enhance various business processes. In this guide, we’ll explore how Dynamics 365 can transform your business operations.


Why Choose Dynamics 365?


Comprehensive Cloud Solutions

Using cloud applications offers numerous benefits such as reduced costs, enhanced security, and greater mobility. Dynamics 365 allows businesses to manage operations through mobile apps, enabling you to update notes, tasks, and attachments on the go, ensuring that your team stays productive and informed.


Customizable and Flexible

Dynamics 365 applications are built to work seamlessly together, providing unmatched flexibility. You can choose the apps that fit your business needs and tailor them using the Microsoft Cloud, Power Platform, Microsoft Azure, and other familiar business tools. This ensures a customized solution that evolves with your business.


Dynamics 365 ERP Solutions

Dynamics 365 offers two main ERP solutions:

  • Dynamics 365 Business Central: Ideal for small to medium-sized businesses.

  • Dynamics 365 Finance and Operations: Best suited for larger enterprises.


Dynamics 365 CRM Solutions

Understanding CRM is essential. CRM stands for Customer Relationship Management and is a category of integrated, data-driven software solutions that improve how you interact and do business with customers. The three main focuses are sales, service, and marketing.


Key Components of Dynamics 365 CRM:

  • Dynamics 365 Sales: Enables sales teams to turn prospects into engaged customers.

  • Dynamics 365 Customer Service: Helps businesses provide excellent customer service and exceed expectations.

  • Dynamics 365 Marketing: Supports marketing efforts with apps and solutions that coordinate with sales.

  • Dynamics 365 Project Operations: Ensures outstanding project management experiences.

  • Dynamics 365 Field Service: Empowers service personnel to provide proactive and timely service.


Beyond CRM and ERP

Dynamics 365 includes additional offerings such as:

  • Dynamics 365 Human Resources

  • Dynamics 365 Commerce

  • Dynamics 365 Mixed Reality

  • Dynamics 365 AI: Includes sales insights, customer insights, and customer service insights.

  • Power BI: Adds powerful data visualizations and controls.


Microsoft Dataverse

Microsoft has simplified enterprise software with the Microsoft Dataverse, formerly known as the Common Data Service. This new model enhances data integration and management across various Microsoft applications.


Benefits of Dynamics 365

Dynamics 365 offers numerous benefits, including:

  • Seamless integration with Microsoft products.

  • Ease of use and deployment.

  • Remote work capabilities.

  • Reduced sales cycle and increased repeat sales.

  • Enhanced productivity and deal closure rates.

  • Customizability and rapid innovation.


Investment in Dynamics 365

Dynamics 365 allows you to pay only for the applications and capabilities you need. Subscription plans are flexible, starting as low as $65 per user per month, with additional apps starting at $20 per user per month.


How CBR Technology Can Help

Navigating the evolving landscape of Dynamics 365 requires expert guidance. CBR Technology can assist with selecting, implementing, and supporting Dynamics 365 solutions tailored to your business needs. From licensing to go-live and ongoing support, we ensure your solution is always up-to-date and running smoothly.


Summary

Discover how Dynamics 365 can revolutionize your business operations with its comprehensive suite of ERP and CRM solutions. Tailor your systems to enhance efficiency, productivity, and growth.


Need more help? Reach out to CBR Technology for a free demo today.


Phone: 855.227.0700

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