What is Dynamics 365?

What is Dynamics 365? It is a set of connected modular SaSS applications and services designed to transform and enable core customer, employee and business activities.

Overview:

  • Combination of CRM and ERP solutions in a cloud service, which allows a more modular approach to purchasing and using business applications.
  • Each area of Dynamics 365 is a module, i.e. Sales or Operations and can be mixed and matched
  • Allows a more unified and integrated experience with fluid UX at its core
  • Bringing your business together as a cohesive unit by connecting people, processes, and data across many applications, including Microsoft Dynamics 365, Office 365, LinkedIn, and Azure.
  • Adapting the application to your needs rather than changing your business methodology. You can integrate most applications with existing systems or even customise them with Microsoft Power Platform.
  • Modernise your approach by incorporating AI, mixed reality, social, and mobile capabilities for progressive business innovation.

Modules (Organisations can choose from the following Microsoft Dynamics 365 applications and features):

  1. Sales: Provides insight into prospective customer sources, personalisation of service and customer engagement data, sales productivity and performance metrics on many platforms.
  2. Marketing: Links up Dynamics CRM with Adobe Marketing Cloud to provide campaign management and targeted, personalised marketing tools that cater to the businesses unique needs.
  3. Customer Service: Offers multi-channel tools for engaging customers, tools for self-service / self-care portals as well as tools for community engagement and support agents.
  4. Field Service: Primarily used for planning and scheduling resources, managing contracts, inventory, insights into the internet of things-connected products and customer communications tools.
  5. Finance and Operations: Financial management with all the reporting and analytics tools. It also includes manufacturing tools for project management, production planning, scheduling, cost management; and warehouse and inventory control tools for supply chain management.
  6. Project Service Automation: Automate project planning, resources scheduling, time and cost management, and service analytics in an all-in-one package. Gets you what you need while making management seamless.
  7. Retail: Combined business tools, store and employee management, merchandise management and operational insights.
  8. Talent: Human resource cloud services connected with LinkedIn to manage all aspects of HR. This includes attracting, hiring, and onboarding new employees in managing HR programs.

current vs new UI at Dynamics 365 (D365)

There is a significant difference between current vs new UI at #D365, isn’t it ?I believe a following screenshot is showing the difference well.

New UI looks better, not so much white space like in current UI. I really hope it  will be a game changer and it won’t break anything in existing CRM’ systems. New unified concept is very interesting challenge which could improve user experience with this product.

Unified Interface in Dynamics 365 – great job

Unified Interface in Dynamics 365 looks great, not so much white space like in current UI. The thing is, I just hope it won’t break anything in existing UI.

The challenging plan behind Unified Client Interface/Infrastructure “UCI” is to bring a single client technology to cover all the different UI’ s across many devices, Outlook, Web Mobile, …. – fingers crossed!

  1. Post about it on Linkedin with interesting opinions from CRM community:  https://www.linkedin.com/feed/update/urn:li:activity:629750374259389235
  2. Brilliant Brian’ article describes all features:  https://community.dynamics.com/enterprise/b/dynamics365fordevelopers/archive/2017/06/20/dynamics-365-v9-0-summary-july-2017-update
  3. Great article posted byJukka: https://community.dynamics.com/crm/b/survivingcrm/archive/2017/07/03/the-long-road-to-unified-interface-in-dynamics-365

Please click on following screenshots to enlarge them.