As with most SaaS based solution, Dynamics for Finance and Operations needs to be customized a bit to get the most out of the software. Putting in the time up front to set up these modules will improve the speed of adoption and overall ROI.

CRM, or customer relationship management software is a title that actually does a nice job describing the core functionality of the technology. Microsoft Dynamics 365 CRM is a data warehouse where every customer relationship can be tracked and managed. When a CRM like Dynamics is optimized, it means that your entire organization can have an accurate idea how well you’re managing existing customers and the prospecting sales pipeline.

Microsoft is trying a new strategy this summer, offering specialized applications for specific industry categories. They’ve offered Dynamics 365 for Finance, Operations, Talent, and now for Retail applications. It’s a smart way to offer these products by tying the software into the areas where businesses need them the most.

Few software solutions have been around as long or evolved as much as Microsoft Outlook. Originally released for MS-DOS back in 1992, Outlook has since gone through countless iterations and been integrated with a dizzying number of apps. In recent years, Microsoft has developed an Outlook integration with its ERP solution, Dynamics 365.

Change is hard. That’s why deploying technology makes for a challenging environment in any company. New technology helps companies improve – but only if employees are properly trained in how to optimize it. That’s why the installation of new software or hardware is often met with a collective sigh; providing training takes skill and attention to best practices – or the rollout may cause a lot of frustration.

Deploying any new technology requires expertise in best practices that will facilitate learning across a diverse set of employees. Those best practices must accommodate all learning styles with a variety of techniques designed to reach every user in the company.

The U.S. is facing a talent shortage. CNN Money reports the unemployed labor pool is still at 4.1%, a 17-year low. While this is good news for employees, it’s bad news for employers struggling to find the help they need to get the job done.

Looking closely at Dynamics 365 vs. NAV 2017 yields some similarities and some differences.

Both software platforms provide excellent business solutions that Microsoft tailored to the small-to-midsized business market. The goal of both programs has been to streamline the efficiencies of business, allowing employees in any company to leverage the software to do more with less work.

But Dynamics 365 is a financial application that can be housed within Microsoft ERP Navision (NAV) - an ERP is enterprise resource planning software that holds multiple software applications under one business umbrella. There are differences in how you use both types of software. So the question isn’t really about Dynamics 265 vs. NAV 2017, because actually, it’s likely that your business could probably use both.

Dynamics 365 is the perfect tool to help organizations improve their customer relationships. Most companies still believe that customers are the center of the universe. That’s exactly why Microsoft calls Dynamics the “customer service hub.” They designed Dynamics 365 CRM as a way to improve relationships, increase sales, and keep businesses in the black.

“The promise of customer relationship management is captivating, but in practice it can be perilous.”
Avoid the Four Perils of CRM
Harvard Business Review

Choosing any partnership can be a tricky decision. Choosing a Microsoft Dynamics partner is certainly no exception to the rule. There are dozens of potential partners clamoring for your attention -- but only a few with the top skills to help you maximize Dynamics 365 for sales. Since deploying any ERP is a major investment of time and energy, it’s crucial to find the Microsoft Dynamics partner that can lay the groundwork for a successful deployment of this robust and effective software.