Raybiztech helps your organization’s digital transformation with Dynamics 365 to bring growth, velocity & transformation. We are one of the leading Microsoft Partners for you to capture new opportunities across your organization.
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Microsoft dynamics 365
1. What is Microsoft Dynamics 365?
Microsoft’s latest Dynamics 365 formerly called as Dynamics CRM Online is a combination of
enterprise resource planning (ERP) and unified customer relationship management (CRM). The
new offering is dedicated to capturing infinite opportunities across all the functional business
areas such as sales, field service, customer service, project service automation, marketing,
financials, and operations. The synergistic solutionis meant for redefining your business
processes while eliminating historical boundaries that exist between CRM and ERP. With
Dynamics 365, you can grab and grow your state of business affairs with the changing market
demands and unique expectations of your customers.
Is Dynamics 365 an output of Repackaging or a Whole New Product?
Dynamics 365 is a net new proposition amalgamated with brand new products, new features,
new packaging, and new pricing for meeting the competitive business scenarios. The gen-next
Dynamics 365 is bundled withMicrosoft PowerApps and Microsoft's premier ERP resource.
Microsoft has announced the solution in July 2016 and initialized it in November 1, 2016 for
customer preview.
What are the Three Different Offerings of Microsoft Dynamics 365?
1. Dynamics 365-Financials for SMB
From the first hour, Microsoft Dynamics 365 for Financials will bind the people, practices, and
financial procedures as never in the history. It makes ordering, selling, invoicing, and reporting
smooth just as the butter.
2. Dynamics 365-Sales for SMB & Enterprise
Microsoft's award-winning customer relationship management software bets to shoot your
business to the sky-wards. The staff can track the emails, generate custom reports, and
automate end-to-end business processes.
3. Dynamics 365-Operations for Enterprise
State-of-the-art ERP helps the med-sized enterprises in the manufacturing, retail, finance, and
IT sector.
What is Dynamics 365Customer Engagement Plan?
From July 1, 2017 onwards, the Dynamics 365 line was repackaged to be now called the
Customer Engagement Plan for Finance and Operations.
What is Dynamics 365Unified Operations Plan?
The standalone solution is only available as part of the Dynamics 365 Unified Operations Plan.
The plan is branched into two main parts as shown below:
2. Dynamics 365 for Talent
Dynamics 365 for Retail
What are the Twin Editions of Dynamics 365?
The Microsoft business application is available for sale in two different editions.
Let's check both of these here under:
1. Dynamics 365, Business Edition
The "Business" version has led to the evolution of "Project Madeira". The new cloud-
based ERP/CRM product focuses more on smaller to the mid-sized businesses (SMBs)
with more than 1 to 250 users. This is the milder version of the Dynamics CRM Online
that is modelled for steering finance, sales, marketing and customer services.
Classified Business Edition is collected with Three Modules:
Finance & Operations
The finance module based on Microsoft Dynamics NAV tilts its attention towards
manufacturing.
Sales
The sales module of Dynamics 365, Business Edition is based on Dynamics CRM for
optimizing SMB customers.
Marketing
The Marketing module of Dynamics 365, Business edition met with the inaugural release
back in spring 2017.
2. Dynamics 365, Enterprise Edition
The “Enterprise” version is an innovative assemblage of the former Microsoft Dynamics
CRM and Microsoft Dynamics AX. This edition is for the medium to large enterprises that
connects financial, retail, and supply chain functionality in one system. It streamlines the
supply chain while minimizing the carrying cost of inventory. The application includes
twin sandbox environments, one for development and another for standard acceptance
testing.
Classified Enterprise Edition is collected with Six Modules:
Finance & Operations
This finance and operations module earlier called as Microsoft Dynamics AX mimics all
the functionality of Dynamics AX.
3. Sales
This is the core functionality of Dynamics CRM that all the sales personnel look for. It
supports the lead management and sales process functionality.
Marketing
While at the launch, Microsoft has announced about the discontinuation of Microsoft
Dynamics Marketing.
Customer Service
This module integrates latest and existing CRM functionalities.
Project Service
Project Service module was earlier available as a Dynamics CRM extension. The
module allows the project-based businesses and professional services organizations to
make estimation for scheduling projects.
Field Service
The added module is crafted for business field workers allowing them to enjoy their
mobility using Microsoft cloud. In the past, Field Service module was available as a
Dynamics CRM extension.
Human Capital Diversity
The Human capital module helps the organizations in their talent acquisition
assignments.
Retail
The Retail module of Dynamics AX is developed on its own track and is purchasable
separately.
What are the License Schemes for Microsoft Dynamics 365?
The license categories designed in three major forms are as follows:
Full User Plan
The heavy users are attracted to gain access to all features in their plan such as operation,
sales and customer service.
4. Light User Plan
This pattern is created for a minimum of 20 users who can scoop out the advantage of reading
reports, business data, time tracking, as well as performing updates in HR forms. The Business
Edition and Enterprise Edition users are waived off with limited usage requirements.
Per Device Plan
This licensing optionis available only for the Enterprise Edition. It is a good when multiple people
use a machine such as a 24/7 supervision desk.
Is Dynamics 365 Available On-premises?
Dynamics 365 is a cloud service and is not present on-premise or in private cloud. Microsoft is
likely to offer its customers with a few Connectors that will enable them to establish a hybrid
environment added with on-premises/cloud. Optionally, it will be laying future migration path for
its patrons willing to walk towards the cloud.
Is Microsoft Dynamics 365 Compatible with other User Devices?
Dynamics 365 is available for iOS, Android and Windows Phone. The remote users can raid into
the field service data with an iPad. Additionally, an offline mode is created for those in the
warehouse where connectivity is iced with issues.
Define the Role of Dynamics 365 Common Data Model (CDM)?
Common data model or extensibility model is a cloud-resident database that comes with
hundreds of business entities. It helps to combine the existing customization tools with Microsoft
PowerApps and Microsoft Flow.The standardization of schema enables partners to build
innovative applications with confidence.Microsoft offers its customers/partner ecosystem witha
chance to leverage their potentialities using the common data platform for integrating legacy/3rd
party solutions with Dynamics 365.
Is the Enterprise Software Customizable?
The corporate software rests over the bed of complicated databases that are customized for
different organizations. Microsoft has been struggling to drift away from the complexities of
customizations. Necessity is the mother of invention, this phraseology gels well with Microsoft
that has coiled Common data model to facilitate solution customization to be readily used by
one and all. CDM results in tight integrations with Office 365 and other apps with a standardized
API.
Is Dynamics 365 built on the Azure Platform?
Microsoft Azure is the focal point that drives creative innovation in Dynamics 365. Presently,
Microsoft continues to leverage all the existing apps outside of Azure.
5. Does Dynamics 365 integrate with Office 365?
Yes. As Dynamics 365 is mostly a rebranding, Integration with Office 365 is mostly the same as
before. There is a new Outlook integration that looks promising and adds new features and
improvements over the current Outlook client.
What is the Purpose of Relationship Insights Suite?
This is an email engagement tool that is inserted with relationship assistant, email engagement
and auto-capture for amplifying the individual business strengths. It generates instant-reminder
alerts about your upcoming activities, phone calls, meetings and traces relevant messages from
your exchange server.
Is creating Custom Learning Path possible with Dynamics 365
‘Microsoft Dynamics CRM Online 2016 Update 1’ allows the users to create contextually-rich
Learning Path for the enrichment of the employees. Learning Path provides a great way to help
people become familiar with business forms. This helps in reducing the training time, costs and
enable team productivity.
What changes are brought in the Interactive Service Hub?
Administratorsand customizers can locate records in grids/sub-grids, explore fields by searching
in the quick-find columns. They can copy texts/images to the clipboardand paste anywhere.
They can add email links to records/views and send them to others for their ready reference.
How does Connected Field Service Model works?
Connected field service is the high-level released feature that remotely monitors and service
customer equipment. It assists the service organizations to navigate from the expensive break-
fix model to a friendly model that combines monitoring/support elements with IoT and machine
learning.
What is Universal Resource Scheduling (URS)?
Resource scheduling optimization enables the system to schedule several items on a recurring
basis. The schedulable resource optimizer takes account of the constraints when optimizing
schedules, such as presence of resource, skills, task priority, and time windows.
What is Common Scheduling Solution (CSS)?
With CSS, you can schedule just about anything such as scheduling your prospective marketing
visits, booking time to work on a particular case, work orders, and more. Those organizations
that use Field Service capabilities will enjoy fully integrated scheduling experience.
What is the Add-in for Dynamics 365 Microsoft Project?
With the collaboration of new Project Service Automation, you can perform project planning in
Microsoft Project, and publish the same into Dynamics 365.
6. What does Consolidated Calendar View Stands for?
Office 365 Exchange calendar will provide consolidated snapshots of your forthcoming
appointments, assignments, bookings, field service work orders allowing you to cope with your
time and daily agendas.
What is your understanding on Dynamics 365 Copy Functionality?
Users can copy information from the opportunity, quotes, project contracts, and forms by simply
clicking the Copy button on the command bar.
What does ‘Estimated Tax Amount Field’Feature Convey?
With this, you can have an edge over the accurate project pricing information. This field can be
spotted on Contract line, Contract line details records, Quote line, Quote line details records.
What are the Versatile Capabilities of Editable Grids?
These grids provide inline editing, clustering, grouping, filtering, and sorting on columns. These
grids are located at the entity level within sub-grids inside a form/dashboard.
Explain Live Assist for Dynamics 365?
Live Assistant is powered by CaféX third-party solution. The administratorsconfigure Live Assist
from within Microsoft Dynamics 365 or Unified Service Desk. It provide an immersive
experience of presence control, chat indicators, and visual engagement of the agents with
customers while browsing.
What are Task-specific PowerApps?
These apps provide a no-code approach to building mobile apps. You can fabricate a time and
expense app that works on mobile devices and updates data in CRM. Similarly, Microsoft Flow
is the Microsoft’s version of IFTTT or Zapierthat jogs across all Dynamics 365 apps and third
party services.
What are the Hosts of Benefits Dynamics 365 is loaded with?
Dynamics 365 turns business process into business advantage. Few of the benefits of
Dynamics 365 are:
Run your complex business using intelligent cloud applications plaited with CRM
business software & ERP systems.
Reduce downtime while addressing issues with the thunder speed
Shrink maintenance expenditures by delivering an expert technician to perform fixtures &
fittings in the IT fissures
IoT facilitates ISVs & partners to use new IoT scenarios on all the Dynamics 365 entity
Connect structured workflow of business applications & processes with the unstructured
workflow for optimal productivity
7. Built-in Intelligence with the strength of Azure allow infusion of the apps with big data,
advanced analytics, PowerBI and IoT
Nimble & adaptable applications permits the users to compose, modify & extend the
business model
Determinant UI, task-specific features results in ultimate user experience
Solution can bear the expected load without slowing down the processes
The SaaS enabled platform is highly scalable to accommodate millions of customer’s
database without extra tweaks
As Dynamics 365/CRM is seamlessly integrated with website, ERP, loyalty program, and
customer chat support, clients can get access to abundant customer data stored in
Marketing/IT infrastructure
Gift your employees an actionable insights &easy tool-gears for work progress
Turn relationships into revenue by raiding every fair deal & grabbing customers for life
Win over the field services by applying predictive supervision
Make data-driven decisions using world-class manufacturing, retail, & financial
enterprise solutions
Unify your sales & marketing efforts using Adobe marketing cloud
Migrate to Dynamics 365/CRM for safeguarding your system downtime or data
inconsistencies
Raybiztech’sForte in Dynamics 365 Techno-Functional Consulting Services:
You got to now take an About-turn for reviewing our vertical knowledge on Dynamics 365.
Raybiztech is Microsoft Gold Competency Partner that has the faculty of Dynamics 365 with
Microsoft knowledge excellence. If you wish to be an ‘Industrial leader’, be prepared to change
over with Dynamics 365. We have accomplished dozens of Dynamics 365/CRM assignments
summing thousands of practice hours. If you desire to transport your fleet of data from
Dynamics 365/CRM to other corporate software, ERP, web portals, POS or so, we are here to
back you with the preventive solution. Raybiztech’sbottom line mission statement is to empower
every individual, every enterprise, and at every interval. Our Dynamics 365 specialists will help
in ventilating your wobbling CRM ventures for good.
Microsoft Dynamics 365 Ideal for all the Industries mentioned below:
Dynamics 365 can serve to the expansive industries of the world. Tailoring of the solution in
accordance with the clear-cut expressions/requirements of the B2B/ B2C companies will help
meet CRM challenges.
Focused below are the Classified Industries that embrace Dynamics 365:
Consumer Packaged Goods/FMCG
Healthcare & Pharmaceuticals
Telecommunications
Apparels & Textiles
Banking & Finance
Oil &Natural Gas
Manufacturing
Footwear
Retail
8. Media
Are there any App Stores for Microsoft Dynamics 365?
The App Store called as AppSource for Microsoft Dynamics 365 take you to analyze, compare,
evaluate, and finally purchase the product. The provision extensions are similar to the Office
Store or Google Play in Office 365.
Rent your CRM Maturity Projects to Ray Business Solutions Today!
For Microsoft Dynamics 365 Superlative Series, be sure to attend Raybiztech's Webcast
wedged with wonderment.
Source: www.raybiztech.com/solutions/microsoft-dynamics-365