Return to site

Which Dynamics 365 services is better for your business?

· Dynamics 365

Dynamics 365 is a cloud-enabled ERP and CRM enterprise system which was built for maximum flexibility and extensibility and is neither an ERP or CRM product but a combination of both of the services. Developer’s vision while building this system was to find the customization one needs in the app source.

broken image

Types of services Dynamics 365 provide

There is various kind of services Dynamics 365 provides to a user. These services include:-

• Deployment and configuration services

When collaboration and communication increase, it leads to an increase in efficiency, better productivity and reduced cost. Dynamics 365 has provided tools and technologies to the user which allows the user to manage the data, business processes and reports and dashboards in one collaborative platform. Configuring the system to one’s organizations need, and processes are one of the key ingredients in Dynamics CRM deployment and are one of the critical components in the organization’s CRM efforts.

The services provided by deployment and configuration service include:-

• Dynamics 365 online setup

• Dynamics CRM on-premise deployment

• Entity View and Forum Setup

• Entry of the latest entities along with the configuration of the existing entities.

• Dashboards and Charts

• Templates for Email Marketing

• Workflows of the team

• Business Protocols

• SLAs

Dynamics 365 custom development services

The module provided by dynamics 365 can highly customize for one’s need or one can create custom modules from scratch. Before, customization on any module one needs to know the small warning, the customization options, and results. Often time’s customization needs can be solved using Out Of the Box (OOTB) options or with a third party product. The services provided by these kinds of services are:-

• Plug in deployment

• Custom workflow activities

• JavaScript Customization using Client SDK

• Custom HTML web resources

• Integration with other applications or data sources

• SSRS reports and dashboards

• Power BI dashboards

• Data Warehousing

• Dynamics 365 management services

Often someone is unable to use his CRM application or started using a specific CRM application and needs additional support to understand how the application works. It is where Dynamics 365 has an advantage over other types of CRM applications. The CRM applications made using dynamics 365 have an inbuilt management manual which contains all the data on how the services are working and where to find something when someone is looking for it and all the configuration details etc.

These services include:-

• Level 1 support that enables the configuration part

• Level 2 support that provides the advanced customization

• Importing the data from other CRM software

• Complete integration with different apps and packages

Dynamics 365 Migration and Upgrades

Dynamics 365 has been adding new features per release which might cause issues to the user as to find what the particular upgrade has brought and if upgraded have no idea how to implement them on their already existing CRM application. Developers have full service to cope with this problem faced by users, who have provided them with the system so that users can easily find a solution to their problem. These services also include an active link in the system for the users to be easily able to find the new upgrades and a possible date for next upgrade and a manual for what upgrade has brought to the system. The services have also made it possible for the user to migrate non-dynamic 365 CRM applications into the system and integrate them successfully on the system so that these applications could successfully run these applications on their system.

Dynamics 365 comes with a powerful platform and SDK which can be used to bring data from or push data to other systems. This allows all the users to give his/her sales and marketing team a 360-degree view of their customer, real-time visibility into inventory and automated process to push the order to the ERP systems etc. in earlier upgrades of the system it took multiple touch points and switching between applications to make the application reach the client they want to send the file but the recent upgrades have made it possible for this to happen in reduced number of touch points and switching between the applications so that the overall team productivity would increase as well as total time is taken to do the process would reduce. The services include:

• SSIS packages

• Dynamics 365 Plugins

• Microsoft Flow

• Azure Service Bus

• Scribe Packages

What service is best for someone to use

Each Dynamics 365 service has a lot of advantages to them and brings a lot of services with them for the user to use while making a CRM application, but it all depends on what kind of business one is doing to determine which service would be the best suit for his/her business. For new users services like Dynamics 365 management services and Dynamics 365, Migration and Upgrades are the best for service for them to use as they would help them greatly while making the application while for someone who is using the system for some time it is tough to determine which would be the best.

Dynamics 365 has a lot of services which they provide to a user and using even one of these services can greatly help them in creating a good CRM application and which service is best for them depends on what kind of business they are working for while making the CRM application.