A customer relationship management platform (CRM) for financial services provides a way for organizations working in the finance industry to manage financial services more effectively. Remember that most financial services are not limited to face-to-face interactions between customers and financial advisors. Today, people access financial services digitally, whether their insurance company, bank or investment advisor.

Investing in Microsoft Dynamics as your company’s CRM for financial advisors gives employees everything needed to provide high-quality customer service. They also have more tools and resources available to support organizational needs.

Dynamics 365 remains popular as an enterprise resource planning (ERP) and customer relationship management (CRM) platform. One primary reason for that is the ability of organizations to customize the solution to fit their business environment. The way one company uses its CRM may be completely different from another, even if they work in the same industry. Business users in various roles interact with the system differently. Below are some tips on customizing Microsoft Dynamics 365 to suit your organization.

Small and medium-sized companies are always looking for ways to access the latest technology to help them stay competitive against larger market rivals. QuickBooks and Dynamics 365 are two popular tools used for financial management and reporting. A Dynamics 365 integration with QuickBooks lets you access the strengths of both solutions within a single platform.

Most people don’t spare a second thought about how the food they purchase at a supermarket or restaurant makes its way in front of them. Moving items from farms and factories to someone’s table takes a lot of planning and logistics. Platforms like Microsoft Dynamics NAV help food manufacturers track each process step in an organized and efficient manner. The competitiveness of the food and beverage industry makes it essential that companies have software capable of handling issues like fluctuating profit margins, strict compliance regulations, and high demand for customer service.

Many new companies start out using entry-level accounting software to manage their operations. As they grow and expand, enterprises need something more robust to meet the challenges and demands of today’s business environment. Software platforms like Microsoft Dynamics GP, Oracle NetSuite, or Sage Intacct help promote efficiency and help companies streamline business operations. We’ll look at each to help you compare the benefits of Microsoft Dynamics GP vs. NetSuite or Sage vs. Microsoft Dynamics.

With supply chain constraints affecting everyone, it’s more important than ever for organizations to have a reliable ERP to maintain stability. Dynamics 365 Supply Chain Management helps companies stay abreast in a competitive marketplace where things can change instantly. You can figure out ways to lower costs and increase profitability while gaining a 360-degree view of your operations. In addition to traditional supply chain processes, you can use Dynamics 365 Supply Chain Management for sourcing and procurement functions.

One of the benefits of setting up a Dynamics GP instance is that you receive access to the SmartList Builder (SLB) reporting tool. Users receive out-of-the-box pre-made reports that pull from tables within Dynamics GP. Let’s look at how to set up Dynamics GP SmartList security for various SmartList functions.

The biggest question most companies have when they start considering investing in Dynamics 365 is which version works best for them. Microsoft offers Professional and Enterprise licensing options for the platform. How do you know whether you need Dynamics 365 Enterprise vs. Professional? Let’s look at the capabilities of each to help you with your decision.

Enterprise resource management (ERP) platforms offer a lot of benefits. They help you boost efficiency among your workforce and provide better customer experiences. Microsoft Dynamics GP (Great Plains) and Dynamics 365 Business Central are popular among small and medium-sized businesses looking to stay competitive with larger enterprises. It helps to understand what each platform offers as you consider whether to go with Dynamics 365 Business Central vs. GP.

Organizations currently running instances of Dynamics AX may be contemplating shifting to Dynamics 365. Changing your enterprise resource planning (ER) solution is a major business decision, so you want to ensure you understand the pros and cons of Dynamics 365 Finance and Operations vs. AX. Let’s look at what each platform offers and what your company can gain by moving to a cloud-based ERP Dynamics 365 Finance.