Microsoft Dynamics 365, Microsoft Dynamics Consultant, Microsoft Services

We’re excited to tell you that Microsoft has unleashed a suite of cloud-based business applications for sales, marketing, and operations known as Microsoft Dynamics 365. One of the biggest benefits of this platform is that it is highly flexible and customizable, allowing you to pick and choose the applications that best fit the needs of your individual business. And to make matters even easier, Dynamics 365 is intimately linked with other Microsoft applications and tools such as Outlook, Word, and Excel. What to know more? Let’s dive in.

Dynamics 365 is a cloud-based platform that allows you to conduct all your business operations from the web. This voids the need for on-premises infrastructure, which reduces costs and allows for increased flexibility. It also allows employees to access applications from wherever they are without having to set up VPNs and remote sessions.

Microsoft Dynamics 365, more agile than any of its predecessors, enables you to improve customer engagement and business workflows by making real-time, data-based decisions in the field. For example, 365 instantly populates dashboards and KPI (Key Performance Indicators) charts that show you your top five clients and even your top performing sales staff. Additionally, the Power BI module provides visual dashboards of pertinent financial information such as operating margins and cash cycles. This ability to deliver immediate, accurate information, as well as the ability to provide predictive analytics, is especially crucial in the fast-paced world of sales.

CUSTOMIZABLE MICROSOFT DYNAMICS 365 SOLUTIONS BUILT FOR YOUR BUSINESS

Microsoft Dynamics 365 is a super-platform that incorporates other Microsoft suites, including GP, CRM, NAV, and Office 365. Based on the data from these systems, you can customize your home screen to include only the information that is necessary for your business.

One of the most significant and remarkable aspects of Dynamics 365 for marketing and client management is its ability for you to pick and choose which applications you want based on the needs of your individual business. Because you can still add new applications later on, this makes Dynamics 365 CRM an immensely flexible platform that can easily grow and evolve with your business.

MICROSOFT DYNAMICS 365 CUSTOMIZABLE APPS:

Sales
Customer Service
Field Service
Project Service
Operations
Finance
Marketing

With the flexibility of Dynamics 365 apps, businesses can combine CRM and ERP capabilities within a single, unified Microsoft Dynamics 365 solution.

Eyal Lalo

President of Invicta Watch Company of America

Invicta strives on quality and precision. We have been using Dynamics GP for quite some time and also integrated the eCommerce Manager by IES. IES has shown that it can provide the kind of services we need to grow with our dynamic business and assist us at any time with accuracy.

John Harris

Managing Director, Coral Gables Trust

At Coral Gables Trust we strive to provide our customers the best possible care and attention as a wealth and investment management trust company. It is important for us to have a proven CRM technology and an experienced trusted solution partner to implement and render ongoing quality support.

Dan Grossman

CPA

We have been using Great Plains for almost 15 years since the DOS version. Now we manage over 350 plus companies in GP. We tried a few local partners but I can attest that we could not have grown our business without the consultative approach of IES.

The beauty of Dynamics 365 is that it allows for flexible licensing, meaning you don't have to pay to license users for an application they won't be using. Instead, you can mix and match your applications and licenses to meet the needs of different teams. For example, while your sales team will need to access CRM applications, they won’t necessarily require access to financial applications for billing and inventory. The ability to limit licensing based on job title can help your budget and the efficiency of your workflow.

Factors influencing Dynamics 365 cost include:

Number of users and roles
Required modules (Sales, Customer Service, Finance, etc.)
Level of customization and integration
Cloud hosting and storage needs

We help businesses minimize Microsoft Dynamics 365 cost by tailoring deployments to actual usage patterns — ensuring maximum return on investment.

This cross-functional platform can also help you track and estimate business outcomes through the power of Cortana Intelligence and Power BI, which are natively integrated in order to provide special predictive insights and guidance. With Cortana Intelligence, your sales team will be able to access business predictions and make smart decisions based on client buying patterns. And because Dynamics 365 is integrated with Microsoft Outlook, employees can directly deliver professional quotes to customers with real-time pricing updates with just one click. Dynamics 365 customer service is unparalleled in the CRM market.

One of the reasons Dynamics 365 is so innovative in comparison to other platforms is that it has the ability to evolve within our world of fast-paced technology. This allows you to stay up to date without breaking your budget or slowing down your work processes. You can start small, choosing only the applications you need, and build up from there without impeding your growth.

At IES, we understand that your business is not stagnant; we want to make sure you’re equipped with technology that will keep you moving forward. To make sure you’re ready to succeed, we’ll work with you to help you build a Microsoft Dynamics 365 solution that works best for your needs. Plus, we can even help you provide training to your employees so that they can get the best out of all the latest and greatest features.

If you want more information about Microsoft Dynamics 365 CRM, Dynamics 365 for marketing, or any other Dynamics 365 questions like how to migrate your data, contact IES today for help. We are an end-to-end enabler of Microsoft products and certified as experts in the best-in-class solutions that will help you grow your business.

Partnering with a trusted Dynamics 365 consultant like IES ensures your Microsoft Dynamics 365 implementation is aligned with your specific business goals. Our certified Dynamics 365 experts guide you from initial strategy through deployment, customization, and ongoing support. Whether you’re looking for tailored Dynamics 365 CRM features, Dynamics 365 for marketing automation, or deep integrations with other systems, our Dynamics 365 development services help you unlock the full potential of your investment.

IES offers:

Strategic planning with certified Dynamics 365 partners
Custom Microsoft Dynamics 365 solutions for every department
Proven deployment models with ongoing Dynamics 365 support
Expert guidance to manage Microsoft Dynamics 365 cost efficiently

Integrating Microsoft Dynamics 365 with your existing systems unlocks even greater value. From Outlook and Office 365 to third-party CRMs or ERP tools, we ensure your Microsoft Dynamics 365 solution fits seamlessly within your tech ecosystem. Through advanced APIs and middleware, we offer full data visibility across departments, eliminate silos, and enable automated workflows across tools.

As trusted Dynamics 365 partners, we also offer migration services to move data safely and securely from legacy systems into your new environment.