An overview of the different modules of Microsoft Dynamics 365 - Gestisoft (2023)

One of the best things about Dynamics 365 is how you can choose modules to tailor the software to your needs. Other more popular business applications don't necessarily offer their customers the option to only pay for the items they need. But how do you know which modules your company REALLY needs? First you need to know what is available and understand what each module does. That's exactly what we're going to look at today.

Dynamics 365-Module

Here are the different modules available.

  • business headquarters
  • sale
  • Customer service
  • External sales
  • Marketing
  • project automation
  • finance and operations
  • supply chain management
  • Handel
  • human resources

If you have specific needs and want to know which modules better suit your situation,Please contact us so we can help find the best solution for you.

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Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an all-in-one ERP solution for small and medium-sized businesses. This flexible and adaptable solution meets all your needs such as financial management, supply chain management, manufacturing management, project and service management. Microsoft Dynamics 365 Business Central offers a powerful system that unifies your business, improves its efficiency and automates tasks and processes, while giving you privileged access to all your data within the same interface.

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Here is an overview of what Business Central can help you with:

  • Control and reduce costs
  • Define everyone's role and increase productivity
  • Improve sales and customer service
  • Keep an eye on your budgets and deadlines
  • Optimize your supply chain
  • Manage your business from anywhere (thanks cloud)
  • Scale your system as your business grows
  • Keep your data safe
  • Access to an always up-to-date solution
  • Easily integrate all your business solutions (no more annoying .csv uploads!)

Not sure if you need all of this? If you are looking for oneFinancial solution that can be implemented quickly with rapid ROI, check out our GoFinancials solution. Need some extra sprinkles on your Sunday? We have one tooGoDistribution solution, which includes everything from GoFinancials, plus inventory management, order management, inventory period closes and more!

Are you wondering if Business Central can cover all your needs?Go to our article to learn more.

Microsoft Dynamics 365 for Sales

There is no hidden agenda here,This module is for your sales team. Whether your business is B2B or B2C focused, this module is designed to make selling easier. Use it to manage and establish a cohesive sales process in your business. The sales module has all the resources you need to turn your relationships into tangible sales.

The sales module allows you to:

  • Enable smarter selling with embedded insights;
  • Empower sellers to build relationships with authentic and personal engagement;
  • Boost seller productivity with seamless tools;
  • improving sales performance;
  • Get additional AI-driven insights to increase sales;
  • Innovate with sales solutions designed to evolve.

At Gestisoft we have created an application calledSale at level 1, which gives you a fast and out-of-the-box sales solution to get your team up and running in no time. To learn more, watch the video below orContact us to learn if Level 1 Sales is right for you.

Dynamics 365 for customer service

This module is for every company dealing with itsCustomer service. Built-in intelligence provides faster, more personalized service and increases the value of every interaction, even on the go.

TheCustomer Service Moduleenables you to:

  • Interact with customers on any channel or device;
  • Make it easy for agents to meet rising customer expectations;
  • Make it easy for agents with intelligent processes to take the right action every time.
  • Continuously improve while lowering service costs by using data and intelligence to transform the way you deliver services.
  • Drive innovation with an application that can be easily customized, extended, and connected to other applications and services your business already uses.

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Access and deliver consistent answers across channels using a searchable knowledge base

We all know how frustrating it is to get mixed responses from different Customer Success Agents when contacting a customer service department. Help your agents connect with the subject matter experts by enabling cross-company collaboration that would help them resolve cases quickly and consistently!

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To learn more about Microsoft Dynamics 365 Customer Service and how it can help youOffer your customers THEBESTSERVICES, while empowering your teams,contact us, or read on :

  • Dynamics 365 for Customer Service: How to win customer loyalty?
  • Support your customer managers by using Dynamics 365 Customer Service Insights
  • Use the Dynamics 365 Customer Service Portal to better engage with your customers
  • Increase customer retention with Dynamics 365 Customer Service Chat

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Dynamics 365 for field service

Innovate with proactive service! Provide a seamless end-to-end service experience withDynamics 365 for field service. Built-in intelligence helps you resolve service issues before they arise, reduce operational costs, and provide positive onsite experiences. This module was developed for each company with afield service team. Not sure why you should use Field Service?Read our article to find out.

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Dynamics 365 for Field Service enables you to:

  • Increase your operational efficiency withInternet of Things;
  • Improve your service experience by proactively identifying, troubleshooting, and resolving issues so a technician is only dispatched when needed;
  • Automate and improve scheduling to dispatch the right technician and make the most of your resources;
  • Give technicians a 360-degree view of your customers and real-time guidance to reduce resolution time and gain customer trust;
  • Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience every step of the way;
  • Resolve issues in context and assist technicians with hands-free video calls and mixed reality annotations on Microsoft HoloLens.

Dynamics 365 for Marketing

Whether big or smallmarketing department,This module helps convert prospects into business relationshipswhether you are a physical store, an online business or a mix of both.

Find and nurture more sales-ready leads throughgo beyond simple email marketing. Connect sales and marketing, automate processes and make smarter decisions to maximize your marketing ROI.

The Dynamics 365 for Marketing module allows you to:

  • to generatemore leads across multiple channels and nurture sell-ready leadswith personalized experiences;
  • prioritize leads,Automate handoff to marketing teams, and track progress with shared information and connected processes;
  • Improve marketing ROI with embedded intelligence and analytics that track marketing performance;
  • Launch multi-channel campaigns;
  • personalize shopping experiences;
  • Find leads with LinkedIn;
  • Simplify event management.

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Dynamics 365 project automation

This module was created forproject management teams.It enables you to accelerate growth by streamlining project management and profitability of ongoing projects while staying on budget and increasing employee productivity.

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Theproject automationModule enables you to:

  • Manage projects with confidence;
  • Optimize your resources;
  • Forecast the profitability of the project;
  • increase productivity;
  • Innovate with a modern and adaptable platform.

Dynamics 365 for finance and operations

Finance and Operations apps are Enterprise Resource Planning (ERP) Software as a Service (SaaS) offerings built on and forMicrosoft Azure. The Finance and Operations service provides organizations with ERP functionality that supports their unique needs and helps them adapt to ever-changing business environments without having to manage the infrastructure.

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Microsoft Dynamics 365 Finance and Operations is an ERP for companies with more than 500 employees.The opposite,Business Central prefers SMBs.You can read more about the difference in the following blog article.

Microsoft Dynamics 365 Finance pricing

Again, Microsoft Dynamics 365 Finance is intended for large companies and offers a comprehensive ERP solution. For details on Microsoft Dynamics 365 Finance, see$230.40 CAD ($180 USD) per user per month.This was the price at the time of writing this article (fall 2021),please make sure to check Microsoft's website for the latest information.

Dynamics 365 supply chain management

Dynamics 365 supply chain managementmanages the lifecycle of production, beginning with the creation of the production order, batch order, or kanban. It ends with a finished, manufactured item, ready for either a customer or another stage of production. Each step in the lifecycle requires different types of information to complete the process. As each step is completed, the production order, batch order, or kanban shows a change in production status. Different types of products require different manufacturing processes.

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Dynamics 365 Supply Chain Management is all you need to automate and streamline your supply chain. The application also allows you to:

  • modernize company logistics;
  • Deliver timely customer responses;
  • predict demand;
  • streamline procurement;
  • Standardize processes from sales to settlement.

Dynamics 365 Commerce

This module is ideal forretailers. The application allows you to unify the operations in the store and in the back office of your company.Dynamics 365 for Retail customizes the in-store customer experience and improves employee productivity. It enables retailers to create exceptional and innovative shopping experiences.

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In summary, Dynamics 365 for Retail enables retailers to:

  • Increase sales, customer satisfaction and brand loyalty through consistent shopping experiences;
  • Efficiently manage multiple stores, increase sales and instantly adapt to the ever-changing needs of your customers.
  • Improve ROI and product demand by centrally managing merchandising – including product information, categories, assortment and pricing;
  • Reduce fulfillment costs, improve inventory utilization, and efficiently manage your business using customer and operational insights.
  • Drive innovation with an application that can be easily customized, extended, and connected to other applications and services your business already uses.

Dynamics 365 Human Resources

Hire, develop and retain people who can deliver impactful results. Microsoft Dynamics 365 for Talent strengthens yourHR team and HR managerwith the tools they need to hire the best candidates and accelerate their success.

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Transform the employee experience from hire to inspire. Dynamics 365 for Talent leverages the power of Office 365 and LinkedIn to quickly find and onboard the right people for your organization. Make the most of our comprehensive set of applications to meet your human capital management needs or easily integrate our modern platform with your existing HR needs.

The application can also be used to efficiently onboard new employees from the day they are hired by giving them access to a portal with all the information they need in one place. Stop wasting time looking for information and finding the right person who can help you. Everything your new employees need is right at your fingertips.

The Dynamics 365 for Talent module includes a tool that manages payroll, vacation, training, and everything else related to employee management.

Find out which module is right for your company

This article was a fairly detailed overview of the different modules of Dynamics 365, although each module deserves its own article (and we wrote them)! You may have noticed that we haven't covered muchfinance&The operation,supply chain management,HandelAndhuman resourcesmodules. To be completely transparent, we are not experts in this field. Rather than trying to sound like us, we'd rather let Microsoft do the talking.Visit the Dynamics 365 website to learn more.

As mentioned at the beginning of this article, one of the great things about Microsoft Dynamic 365 is that you can choose which module you really need. Don't bite off more than you can chew. It's always better to start small, let your teams get used to their new solution, and then build on that high user adoption rate to scale your Dynamics 365 solution.

Would you like to implement Dynamics 365 in your company? Or not yet convinced that it's worth it?Feel free to contact usand use our 25 years of experience to find the best tools for your business!

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