The reality of business today is that it costs more to attract new customers than it does to retain the old ones. Fortunately, there are tools like Dynamics 365 Customer Insights to help you achieve both of these goals. Here’s how Dynamics 365 Customer Insights could help your organization better understand the perception of your products and services in the marketplace.

Planning a data migration is a tricky process, but it’s vital to keeping up with the latest updates to CRM software that can improve the productivity of your team. However, there are a tremendous number of pitfalls that can be incredibly stressful if you’re not prepared. Making sure your team’s workflows are in sync with the new software is just as important as migrating the data. But that’s not all; cleaning up the data and mapping the features are just as important as using a test environment before deploying the software.

The old Dynamics CRM received an upgrade in 2016 to the new rebranded Dynamics 365. The new platform combined the existing customer relationship management (CRM) software with Microsoft’s enterprise resource planning (ERP) platform and a full suite of tools covering finance, marketing, sales, operations, and more. The goal of the upgrade was to eliminate the silos between these departments in a repacking of some of the Dynamic suite of products into one integrated whole.

You might be surprised by the high number of customizations that can be done in the new Dynamics 365 Business Central application. There are a lot of sophisticated SaaS platforms on the market today that allows very little customization. But Microsoft knows that one size does not fit all, especially in ERP software that is so highly sophisticated and all-inclusive.

As a business development tool, you can’t get much better than Dynamics 365 Business Central. Released in October, Dynamics 365 Business Central is NAV reimagined as a software-as-a-service tool. At its core, Business Central is primarily an enterprise resource planning (ERP) tool, which took the old NAV product for the small to mid-sized company, improved it, and renamed it for all companies.

Dynamics 365 Business Central is a sophisticated and robust enterprise resource planning (ERP) tool that houses finance, operations, sales, customer relationship management, and business analytics. It’s a one-stop-shop for all the things your business needs to succeed in today’s competitive markets.

Software changes. It’s the cardinal rule, whether you’re Oracle, Microsoft, or Apple. As a Microsoft partner, we know that the organization is constantly iterating to make their products better for the end user. While it’s important to embrace the spirit of continuous improvement in the digital era, we also recognize that Microsoft has been changing their products a lot lately, including renaming and rebranding these new and improved tools.

Here’s the hard truth about even the best software; it cannot fix broken processes. This is especially true in the area of sales and customer service, where the best practices your team adopts can have a real impact on the corporate bottom line.

The newest member of Microsoft Dynamics 365 family is called Dynamics 365 Business Central, which is an enterprise resource planning (ERP) platform designed for the small to mid-sized business. It can get confusing because Dynamics Business Central is essentially the successor of Dynamics NAV. Microsoft has also rebranded, tweaked, and issued new versions for their middle-market ERP platform, including:

Rolling out any new software requires planning and finesse. Dynamics 365 implementation is a tricky process no matter the size of your business. That’s because this sophisticated software could impact many areas of your business. Dynamics 365 migrations are particularly tricky at the enterprise-level, as the rollout could encompass dozens of corporate departments. But having a process in place for Dynamics 365 implementation is important even for a small business.