Dynamics 365 CRM ERP Applications

In today’s digital economy, customers are modernizing their applications to optimize processes and operations, increase customer engagement to gain competitive advantage and improve employee experience through innovative collaborative tools.

Dynamics 365 brings together CRM and ERP applications as a cloud-based solutions to streamline processes and elevate customer experience. D365 applications seamlessly integrates with Office 365, LinkedIn, and other third-party applications.

Dynamics 365 ERP Applications:

ERP systems help organizations efficiently manage their businesses by integrating finance, manufacturing, retail, supply chain, warehouse, and inventory.

Microsoft Dynamics 365 ERP Applications are standalone business applications that allow you to improve financial transactions, operational proficiency, and project management. It includes following modules.

Microsoft Dynamics 365—intelligent business solutions that seamlessly integrate ERP capabilities can help you transform your business. Dynamics 365 apps, which are hosted in the cloud, assist in breaking down silos within your organization by providing your team with a unified view of operations.

Dynamics 365 ERP Applications

Features of Dynamics 365 ERP Applications

  • Routine tasks should be automated
    Spend your time on what is most important by automating tasks that previously required time, effort, and resources. Set trigger and alerts for reports and assign tasks to the appropriate team members.

    Enterprise resource planning systems are an important tool for unifying operations across the numerous departments that businesses must manage. Enterprise resource planning systems provide insight and visibility across your business, replacing disparate processes, communication challenges between departments, and outdated systems.

  • Provide a centralized intelligence source Regardless of your customers' or partners' needs, enterprise resource planning systems help you stay aligned across your assets, employees, and goals, allowing your team to work more effectively.

  • Combine operations Connect your warehouses, suppliers, subsidiaries, and teams through a unified system to gain global visibility of your supply chain.

  • Determine which areas require assistance Complete visibility into your business operations allows you to quickly identify trends, downturns, or operational challenges that require your attention, assisting you in keeping your business running at peak efficiency.

Benefits of Dynamics 365 ERP Applications

In addition to improving visibility and insight, enterprise resource planning systems can provide your company with the following additional benefits:

  • Improved operational efficiency Real-time insights and predictive intelligence work together to help you quickly identify and resolve that are impeding optimal operations.

  • Lower costs Improved efficiencies, budget control, and financial process automation enable you to keep a close eye on costs and identify areas for improvement.

  • Best practices Connected departments make knowledge sharing easier than ever, allowing all departments to perform at their peak.

  • Increased team output Smoother operations and a centralized source of information increase productivity by bringing people, data, and processes together.

  • Better strategies Connected data takes you beyond outdated spreadsheets, allowing you to plan future strategic opportunities using dynamic views of the future.

Dynamics 365 CRM Applications

Dynamics 365 CRM applications cover all aspects of the customer relationship management process - Sales, Marketing, Customer Service, Field Service, and Project operations. These applications help your business to drive more qualified leads, optimize marketing campaigns, increase revenue, and build stronger customer relationships.

Dynamics 365 CRM Applications

  • Dynamics 365 Sales:
    Dynamics 365 Sales provides a 360-degree view of your interactions with prospects and customers, allowing your team to plan and forecast future interactions. It gives your sales, marketing, and account management teams a single source of truth.

  • Dynamics 365 Marketing:
    To acquire and retain customers, boost your marketing efforts by creating nurture campaigns, calculating lead scores, and providing insights for the next steps.

  • Dynamics 365 Customer Service:
    Increase the effectiveness of your customer service team by tracking customer complaints, returns, warranty claims, SLAs, and entitlements, as well as how your team handles each of these transactions.

  • Dynamics 365 Project Service Automation:
    Ideal for organizations that offer professional services at a fixed price or on a time and material basis (e.g., engineering, consultative services). Resource scheduling, time entry, and expense submissions are all available. These licenses also include sales capabilities.

  • Dynamics 365 Field Service:
    Excellent for any organization where your team performs services offsite (for example, at a customer's location or on your field equipment). Customer service functionality is also included in these licenses.

You can use any combination of these apps with your ERP and Office 365. Your Microsoft Dynamics partner can assist you in matching your business processes and strategy to the appropriate licenses.

Implement Dynamics 365 in Collaboration with a Partner

Because these apps are constantly evolving and connect to your entire business, you need expert advice to determine which apps best suit your needs and strategy.

You will also require expert assistance to configure them properly for your business processes and to support you as your business and technology evolve.

Cambay Consulting Project Solutions, a Microsoft Dynamics Partner, is helping customers from consulting to implementation to support.

As a business leader, you must decide which Dynamics 365 apps to use. But who you partner with is an even more important consideration. Your Partner can assist you in assessing your business needs and then implementing, training, and supporting the best apps to meet your business needs.


Microsoft Dynamics 365 has added significant new capabilities to the business applications. However, there are so many new options each year that it can be challenging to keep up.

Schedule consultation to explore our Dynamics 365 ERP and CRM services.

Aaron Caipen

Aaron Caipen

Vice President - Microsoft Project Solutions

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