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.

Tracking down record changes in a complicated CRM can be a complex process. You’ve got to keep up with various business roles, workflow updates, and scripts that affect field values. Microsoft Dynamics GP audit trails make it easier for users to track what’s happening within CRMs and other Dynamics modules. Audit trails make it easier to manage issues that affect customers and clients. There is also a Dynamics 365 audit log export feature, helpful for organizations wanting a deeper look into potential issues within their CRM.

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.

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.

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.

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.

Artificial Intelligence (AI) has become essential to companies looking to transform how they do business. Microsoft Dynamics AI for Sales helps organizations overcome business problems keeping them from achieving a higher success rate in closing deals with customers. The service makes it easier for salespeople to forge more personal connections with potential customers.

Dynamics 365 Sales Enterprise helps salespeople foster stronger relationships with clients. The software also provides users with insights to guide their actions, which leads to faster deal closings. It’s also excellent for helping sales teams track accounts and contacts. In addition, you can use the platform to nurture sales, set up detailed marketing lists, and keep up with services associated with specific customer accounts.

Supply chain management comes with challenges even under the best of circumstances. When you’re dealing with inventory shortages because of factors beyond your company’s control, things can escalate quickly. If you want to stay in control and meet the demands of your customers, it pays to have a solution like the Dynamics 365 Supply Chain Management platform in place to help you overcome various roadblocks.

Companies must maintain a certain level of consistency and predictability to sustain themselves over the long term. That’s not easy in a world constantly shifting and changing because of technology and evolving consumer needs. It’s one reason that many companies map out a business process flow for their most essential functions. Dynamics 365 simplifies the development of a business process flow diagram for any critical work within an organization.