Microsoft Dynamics 365

Microsoft Dynamics 365 is a combination of Enterprise resource planning (ERP) and Customer relationship management (CRM). The new offering is dedicated to capturing infinite opportunities across all the functional business areas such as sales, field service, customer service, project service automation, marketing, financials, and operations.

The synergistic solution is for redefining your business processes while eliminating historical boundaries that exist between CRM and ERP. With Dynamics 365, you can grow your state of business affairs with the fast changing market demands.

Is Dynamics 365 an output of Repackaging or a Whole New Product?

Dynamics 365 is a net new proposition amalgamated with brand new products, new features, new packaging, and of course new price label for meeting the competitive business scenarios.


The gen-next application is bundled with Microsoft PowerApps and Microsoft's premier ERP resource that was announced in July 2016 and initialized it in November 1, 2016 for customer preview.

Three Different Offerings of Microsoft Dynamics 365

Financials for SMB

From the first hour of release, Microsoft Dynamics 365 for Financials is able to bind people, practices, and financial procedures as never in the history. It makes ordering, selling, invoicing, and reporting easy as you expect it to be.

Sales for SMB

Microsoft's award-winning customer relationship management software bets to take your business sky-ward. The staff can now track emails, generate custom reports, and automate end-to-end business processes on any day.

Operations for Enterprise

Microsoft Dynamics 365, the State-of-the-art business-oriented ERP is helpful to thousands of mid-sized enterprise entities operating in different industries including manufacturing, retail, finance, and Information Technology.

Is Dynamics 365 Available On-premise?

Dynamics 365 is a cloud service and is not present on-premise or in private cloud. Microsoft is likely to offer its customers with a few Connectors that will enable them to establish a hybrid environment added with on-premises/cloud options. Optionally, it will be laying future migration path for its patrons who are willing to walk towards the cloud.

Dynamics 365 Customer Engagement Plan

From July 1, 2017 onwards, Dynamics 365 line was repackaged to be now called as the Customer Engagement Plan for Finance and Operations.

Dynamics 365 Unified Operations Plan.

The standalone solution is only available as part of the Dynamics 365 Unified Operations Plan.

Dynamics 365 for Talent

Dynamics 365 for Retail

Dynamics 365 & its Editions

The Microsoft business application is available for sale in two different editions

The "Business" version has led to the evolution of "Project Madeira". The new cloud-based ERP/CRM product focuses on the SMBs with more than 1 to 250 users. This is the milder version of the Dynamics CRM Online that is designed for steering finance, sales, marketing and customer services.

Finance & Operations

The finance module based on Microsoft Dynamics NAV tilts its attention towards manufacturing.


The sales module for Dynamics 365, Business Edition is based on Dynamics CRM for optimizing SMBs.


The Marketing module for Dynamics 365 Business edition that has met with the inaugural release back in spring 2017 is designed to oversee the marketing efficacies of the enterprises.

The “Enterprise” version is the assemblage of the former Microsoft Dynamics CRM and Microsoft Dynamics AX meant to address the financial, retail, and supply chain needs of the medium to large enterprises. The application is integrated with twin sandbox environments, one for development and the other for acceptance testing.

Finance & Operations

This finance and operations module earlier called as Microsoft Dynamics AX mimics all the functionality of Dynamics AX.


This is the core functionality of Dynamics CRM that all the sales personnel look for. It supports the lead management and sales processes.


While at the launch, Microsoft has announced about the discontinuation of Microsoft Dynamics Marketing.

Project Service

Project Service module was earlier available as the Dynamics CRM extension. The module allows the project-based businesses and professional services organizations to make estimation for scheduling projects.

Field Service

The added module is crafted for business field workers allowing them to enjoy their mobility using Microsoft cloud. In the past, Field Service module was available as a Dynamics CRM extension.


The Human capital diversity module helps the organizations in their talent acquisition assignments.


The Retail module for Dynamics AX is developed on its own track and is purchasable separately.

Customer Service

This module integrates latest and existing CRM functionalities.

Compatible with the User Devices

Dynamics 365 is available for iOS, Android and Windows Phone. The remote users can run into the field service data with an iPad. Additionally, an offline mode is created for those in the warehouse where connectivity is iced with issues.

Role of Dynamics 365 Common Data Model (CDM)

Common data model or extensibility model is a cloud-resident database that comes with hundreds of business entities. It helps to combine the existing customization tools with Microsoft PowerApps and Microsoft Flow. The standardization of schema enables the partners to build innovative applications with confidence.


Microsoft offers its customers/partner ecosystem with a chance to leverage their potentialities using the common data platform for integrating legacy/3rd party solutions with Dynamics 365.

License Schemes for Microsoft Dynamics 365

Full User Plan

The heavy users are attracted to gain access to all features using Full User Plan covering all the aspects of operation, sales and customer service.

Light User Plan

This pattern is created for a minimum of 20 Business or Enterprise Edition users who can utilize business data, reports, and perform updates in HR forms.

Per Device Plan

This type of licensing option is available only for the Enterprise Edition and is good when multiple people are using it to achieve 24/7 complementary supervision.

Benefits of Dynamics 365

Dynamics 365 can undoubtedly turn your complex business processes into advantages. Few of the benefits of Dynamics 365 are:

  • Runs your business operations using cloud applications integrated with CRM business software & ERP systems
  • Offers reduced downtime while addressing issues within the stipulated timelines
  • Shrinks maintenance costs by dedicating an expert technician to fit your IT issues
  • Connect structured workflows & processes with the unstructured workflows for optimal productivity
  • Built-in intelligence with Azure capabilities allows sync with Big Data, Advanced Analytics, PowerBI and IoT
  • Purpose-built UI, along with task-specific features result in ultimate user experience
  • The Dynamics solution can handle the expected load without any process slowdown
  • The SaaS enabled platform is highly scalable to accommodate millions of customers databases
  • Dynamics 365/CRM is seamlessly integrated with website, ERP, loyalty program, and customer chat support.
  • Authorized access for clients to abundant customer data stored in Marketing/IT infrastructure
  • Turn relationships into revenue by maneuvering every prospect through the Customer Service life-cycle
  • Makes data-driven decisions using world-class manufacturing, retail, & financial enterprise solutions
  • Unifies and integrates sales & marketing efforts using Adobe marketing cloud
  • Migrate to Dynamics 365/CRM for minimizing your system’s downtime

Raybiztech’s Forte in Dynamics 365 Techno-Functional Consulting Services:

Raybiztech is a Microsoft Gold Partner that keeps vertical knowledge on Dynamics 365. If you wish to be an ‘Industrial leader,’ be prepared to bring about the change with Dynamics 365.


We have accomplished dozens of Dynamics 365/CRM assignments summing thousands of practice hours. If you desire to transport your fleet of data from Dynamics 365/CRM to other corporate software, ERP, web portals, POS and others we’re here to back you with the best Microsoft solutions.


Raybiztech’s bottom line mission statement is to empower every individual, every enterprise at every interval. Our Dynamics 365 specialists are here to help you attend to your CRM ventures.

Microsoft Dynamics 365 Development

Our fast and easy for all Dynamics 365 Development processes are effortlessly handled by our focused Microsoft Dynamics 365 Developers who utilize best-in-class Developer Toolkit, plug-ins, workflow assemblies, VS environment, and web resources for delivering superior Dynamics 365 applications to the global clients.

Microsoft Dynamics 365 for all the Industries mentioned below:

Dynamics 365 has the ability to cater to the expansive industries of the world. Tailoring of the solution in accordance with the clear-cut requirements of the B2B/B2C companies will help meet CRM challenges.

Focused below are the Classified Industries that embrace Dynamics 365

  • Healthcare & Pharmaceuticals
  • Banking & Finance
  • Media
  • Oil & Natural Gas
  • Telecommunications
  • Retail
  • Apparels & Textiles
  • Footwear
  • Manufacturing
  • Consumer Packaged Goods/FMCG

There is a new Outlook integration that looks promising and adds new features and improvements over the current Outlook client.

This is an email engagement tool that is inserted with relationship assistant, email engagement and auto-capture for amplifying your business strengths. It generates instant-reminder alerts about your upcoming activities, phone calls, meetings and trace relevant messages from your exchange server.

‘Microsoft Dynamics CRM Online 2016 Update allows you to create contextually-rich Learning Path for the enrichment of your employees. Learning Path provides great ways to help people become familiar with business forms. This helps in reducing the training time, costs and enable team productivity.

Connected field service is the highly regarded released feature that remotely monitors the customers’ equipment. It assists the service organizations to navigate from the expensive break-fix model to a friendly one that combines monitoring/support elements with IoT and machine learning.

Resource scheduling optimization enables the system to schedule several items on a recurring basis. The schedulable resource optimizer takes account of the constraints while optimizing schedules such as the presence of the resource, skills, task priority, and time windows.

With CSS, you can schedule just about anything such as scheduling your prospective marketing visits, booking time to work on a particular case, work orders, and more. Those organizations that use Field Service capabilities will enjoy fully integrated scheduling experience.

With the collaboration of new Project Service Automation, you can perform project planning in Microsoft Project, and publish the same into Dynamics 365.

Office 365 Exchange Calendar provides consolidated snapshots of your forthcoming appointments, assignments, bookings, field service work orders for you to cope with your time and agenda.

Users can copy information from the opportunity, quotes, project contracts, and forms with the clicking of the Copy button on the command bar.

With this, you can have an edge over the accurate project pricing information. This field can be spotted on the Contract line, Contract line detail records, Quote line, Quote line details records.

The versatile grids provide inline editing, clustering, grouping, filtering, and sorting of the columns. They are located at the entity level within sub-grids inside a form/dashboard.

Live Assistant is powered by CaféX third-party solution. The administrators configure Live Assist from within Microsoft Dynamics 365 or Unified Service Desk. It provides an immersive experience of the presence control, chat indicators, and visual engagement of the agents with customers while browsing.

The App Store called as AppSource for Microsoft Dynamics 365 takes you to analyze, compare, evaluate, and finally purchase the product. The provision extensions are similar to the Office Store or Google Play in Office 365.

The corporate software rests over the bed of complicated databases that are customized for different organizations. Microsoft has been struggling to drift away from the complexities of customizations. Necessity is the mother of invention, this phraseology gels well with Microsoft that has forced CDM to tightly integrate with Office 365 and other apps with a standardized API.

Microsoft Azure is the focal point that drives creative innovation in Dynamics 365. Presently, Microsoft continues to leverage all the existing apps outside of Azure.


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