Microsoft Dynamics 365 — CRM and ERP solutions for business
Microsoft Dynamics 365
CRM and ERP solutions for business
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What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is a modern Microsoft ecosystem that combines CRM and ERP in a single solution. It helps companies automate sales, marketing, finance, and customer service.
Microsoft Dynamics 365 is a business applications platform that combines customer management and operational processes. The system is designed to improve efficiency, reduce costs, and provide transparent analytics.
Key capabilities:
- CRM for sales and marketing
- ERP for finance, logistics, and resource management
- Cloud security and integration with Microsoft 365
- Power BI-based analytics
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Main Modules of Dynamics 365
Advantages of Microsoft Dynamics 365
Unified Microsoft Ecosystem (CRM + ERP)
Dynamics 365 combines customer management (CRM) and operational processes (ERP) into a single platform. This allows companies to work more efficiently, avoid data duplication, and have a complete view of the business.
Cloud Solution with High-Level Security
The system runs on Microsoft Azure cloud, ensuring stability, scalability, and data protection. Built-in security mechanisms comply with international standards and local regulations.
Integration with Office 365, Teams, and Power BI
Dynamics 365 integrates seamlessly with the tools companies already use every day. Outlook, Teams, and Power BI ensure smooth workflows: from communication and collaboration to deep real-time analytics.
Scalability for Small and Large Businesses
The platform is suitable for companies of any size: from small businesses with basic modules to large corporations with comprehensive ERP solutions. You can start with a minimal set and scale up gradually.
Increased ROI and Cost Reduction
Process automation and AI-based analytics reduce manual work, minimize errors, and enable faster management decisions. This leads to higher profitability and lower operating costs.
Flexibility and Business Adaptation
Dynamics 365 can be easily customized to match a company’s specifics. You can configure processes, create custom apps via Power Apps, and automate workflows with Power Automate without high development costs.
Dynamics 365 Implementation in Ukraine
At Progresia, we help companies go through the entire Dynamics 365 implementation cycle
Needs Analysis
Planning
Configuration
Implementation
How much does Dynamics 365 cost?
The cost of Dynamics 365 depends on the modules and the number of users. Affordable packages are available for small and medium-sized businesses, while large companies can get a customized solution.
Leave a request and we will prepare a calculation for your company.
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Frequently Asked Questions about Microsoft Dynamics 365
Microsoft Dynamics 365 is a powerful suite of business applications that combines CRM and ERP capabilities for effective management of various aspects of your company’s operations: sales, customer service, finance, operations, and other business processes. Thanks to integration with other Microsoft products and a wide range of process automation features, Dynamics 365 helps organizations optimize workflows, increase productivity, and improve customer service. In this section, you will find answers to the most common questions about using Dynamics 365.
What is Microsoft Dynamics 365?
Dynamics 365 is a platform from Microsoft that combines tools for managing sales, marketing, customer service, finance, and other business processes in a single solution.
What are the main modules included in Dynamics 365?
Dynamics 365 includes the following key modules:
- Dynamics 365 Sales — sales automation, lead and opportunity management, AI-driven forecasting, integration with Outlook and Teams.
- Dynamics 365 Marketing (Customer Insights – Journeys) — marketing campaigns (email, SMS, social media), audience segmentation, personalized customer engagement, performance analytics.
- Dynamics 365 Customer Service — omnichannel customer support: call center, chatbots, knowledge base, SLA, reporting.
- Dynamics 365 Field Service — field service team coordination, scheduling and routing, mobile apps, IoT for preventive maintenance.
- Dynamics 365 Finance — accounting and financial management, reporting, budgeting, risk management and compliance.
- Dynamics 365 Supply Chain Management — supply chain, warehouse, and manufacturing management, procurement, AI and IoT-driven logistics optimization.
- Dynamics 365 Commerce — omnichannel solutions for retail and e-commerce, POS systems, pricing and assortment management, personalized shopping.
- Dynamics 365 Project Operations — project management, resource utilization, budgeting and expenses, integration with finance and sales.
- Dynamics 365 Human Resources (HR) — HR management, recruitment, learning and development, HR analytics, leave and absence tracking.
- Dynamics 365 Business Central — ERP for small and medium-sized businesses: finance, procurement, warehouse, sales, and basic CRM functionality.
- Dynamics 365 Customer Voice — surveys and feedback collection, customer satisfaction analysis, integration with Customer Service and Sales.
- Dynamics 365 Intelligent Order Management — real-time order fulfillment control, process optimization, integration with ERP and e-commerce.
- Dynamics 365 Fraud Protection — AI-powered fraud protection for financial operations and e-commerce, risk and transaction analysis.
- Dynamics 365 Remote Assist — AR/VR solutions for technicians: remote support, video instructions, compatibility with HoloLens and mobile devices.
- Dynamics 365 Guides — AR-based instructions for training and onboarding employees, step-by-step workflows, HoloLens integration.
- Dynamics 365 Connected Store — offline store analytics: IoT sensors, traffic analysis, customer behavior, product placement insights.
How does Dynamics 365 differ from other CRM systems?
Dynamics 365 integrates CRM and ERP functionalities, allowing businesses to manage not only customer interactions but also financial, logistics, and other operational processes on a single platform, providing a complete view of the business.
What automation capabilities does Dynamics 365 offer?
Dynamics 365 offers business process automation through Microsoft Power Automate, which allows you to create workflows for automatically performing routine tasks, notifications, data updates, and much more.
Does Dynamics 365 support integration with other systems?
Yes, Dynamics 365 easily integrates with other Microsoft products such as Office 365, SharePoint, Power BI, as well as with external systems through APIs and connectors.
Is Dynamics 365 suitable for small businesses?
Yes, Dynamics 365 offers solutions for organizations of any size. There are different plans and modules that can be adapted to the needs of small businesses to improve efficiency and process management.
What is the cost of Dynamics 365?
The cost of Dynamics 365 depends on the selected modules and the number of users. You can choose the appropriate pricing plan based on your business needs and scale of operations.
How is data security ensured in Dynamics 365?
Microsoft Dynamics 365 uses the most advanced security standards, including data encryption, multi-factor authentication, and access control, to ensure the protection of your customers’ and business information.
How to start implementing Dynamics 365 in a company?
To start using Dynamics 365, you need to select the appropriate modules, configure the system according to your business processes, and integrate it with the other tools you already use. The Progresia team can help with system setup and implementation.
Is a mobile version of Dynamics 365 available?
Yes, Dynamics 365 has a mobile app that allows you to access information, manage processes, and interact with customers anytime and anywhere.
Can Dynamics 365 be customized to fit my business needs?
Yes, Dynamics 365 is a flexible solution that allows you to customize workflows, fields, forms, and reports according to the specific requirements of your business. You can also build your own applications using the Power Platform.
What reporting tools are available in Dynamics 365?
Dynamics 365 integrates with Power BI, providing powerful analytical capabilities. This allows you to create custom reports and dashboards to track your business’s key metrics in real time.
Does Dynamics 365 support cloud and on-premises solutions?
Yes, Dynamics 365 is available both as a cloud version (Microsoft Cloud) and an on-premises version, allowing you to choose the option that best fits your business.
How often is Dynamics 365 updated?
Microsoft regularly releases updates for Dynamics 365, including new features, performance improvements, and security enhancements. Updates in the cloud version are applied automatically.
Is it possible to migrate data from legacy systems to Dynamics 365?
Yes, Microsoft Dynamics 365 supports data import from legacy CRM and ERP systems, allowing you to smoothly transfer information to the new platform without losing important data.
How does data migration to Microsoft Dynamics 365 work?
Data migration to Microsoft Dynamics 365 can be carried out using several methods, including data import via CSV files, the Data Migration Framework, or specialized migration tools that allow transferring data from legacy systems to Dynamics 365. The Progresia team can assist with analysis, planning, and execution of this process to avoid data loss.
What data can be migrated to Dynamics 365?
In Dynamics 365, you can migrate data such as customer information, contracts, sales history, customer interaction records, documents, reports, and other important data stored in your current CRM or ERP system.
Can data be migrated from other CRM systems such as Salesforce or SAP?
Yes, migration from other CRM systems such as Salesforce or SAP is possible using specialized connectors or integration tools. These tools ensure data transfer with minimal disruptions and information loss.
How long does data migration to Dynamics 365 take?
The migration time depends on the volume of data and the complexity of the structure to be transferred. For small organizations, it may take a few days, while large companies with extensive data volumes may require more time for a full migration.
Is there a risk of data loss during migration?
With proper planning and the use of reliable migration tools, the risk of data loss is minimal. Before migration, data backup is performed, and testing along with quality checks ensures a safe transfer process.
Is it necessary to stop business processes during migration?
Data migration can usually be performed with minimal impact on company operations. It is often carried out during off-hours or in phases to avoid interrupting business processes.
How is data security ensured during migration?
During migration, data encryption technologies are used along with access control to ensure a high level of security. Microsoft and partners such as Progresia adhere to the most advanced data protection standards.