Should You Upgrade to Microsoft Dynamics 365? Here’s What You Need to Know

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With the merger of ERP and CRM systems, we have seen technology make significant moves utilizing an app-centric model. Microsoft Dynamics 365 is the pinnacle of high-functioning technology required for businesses to succeed with the user-friendly and highly customizable apps employees desire. The birth of the newest ERP and CRM is here and you just might be contemplating whether or not your business should upgrade to Dynamics 365.

Before considering any change or upgrade in outdated technology with recent, cutting-edge solutions, it’s important to educate yourself on all of your options. All business technology is not the same and Dynamics 365 encompasses features that distinguish it from other popular technology. We have created a webinar series that delivers a deep dive into Dynamics 365 functions, features, costs and benefits. You will be exposed to information that you need to know and be able to see its capabilities in action as you compare your options to decide if upgrading to Microsoft Dynamics 365 is the right decision at this time for your company.

Microsoft Dynamics 365 Deep Dive Series – Part 1

In Part 1, we will give an overview of the main features within Microsoft Dynamics 365 that make it so different. The cloud-based management solution utilizes an app-centric model creating unique licensing and pricing options. it allows you to pick and choose from key features, providing you the foundation for your business management solution. These include the following: Sales, Marketing, Operations, Customer Service, Field Service, and Project-based Services. Acquire all of the functionality your business needs, without purchasing additional features you will not need.

One thing that makes this app model unique is the licensing options offered within Microsoft Dynamics 365. Employees may only need access to certain apps and particular sets of data. You have three options for licensing Microsoft Dynamics 365:

1. By the app: License individual apps to be used by key staff. Purchase only what your business needs now and add as your business grows.

2. By the plan: Provide full access to all apps for less than purchasing each app individually.

3. Team Members: Take advantage of Team Member licensing at a significantly reduced cost. Great for ‘light’ users who simply need access for light tasks

Microsoft Dynamics 365 Deep Dive Series – Part 2

Watch Part 2 to see highlights of a few of the game-changing options available in Microsoft Dynamics 365. Some of the newly added features include:

  • Relationship insights
  • Outlook enhancements
  • Editable Grids
  • Mobile Improvements
  • App Modules
  • Learning Paths
  • Power BI
  • Azure
  • Machine Learning, AML, and Artificial Intelligence


These, along with other options, deliver a competitive advantage taking you from mere information gathering to powerful data analysis. You will look at the data being generated through operations and customer interactions through new eyes. You will be able to transform that data into new understanding so that you work more efficiently, anticipate customer’s changing needs and project future operational or customer trends.

Microsoft Dynamics 365 Deep Dive Series – Part 3

Lastly, in Part 3, we delve further into new Microsoft services: PowerApps and Power Flow. As reviewed in the first webinar, the app model allows for great flexibility with functionality and with pricing. Users are able to truly customize Microsoft Dynamics 365 using additional apps through AppSource, PowerApps and Power Flow. The additional applications allow you to take full advantage of and expand or enhance the capabilities of Microsoft Dynamics 365, creating your own web and mobile apps with tailored functionality that meets your own unique business needs.

Connect to a growing network of data sources and services utilizing PowerApps. This includes Office 365, OneDrive, SharePoint and more. Utilize visual designer to create mobile apps that use cameras, bar code reader, GPS, and pen capabilities. Make it easier to create automatic workflows across applications and services using Microsoft Flow. Establish workflows for notifications, synchronize your files, capture key data or other common tasks. There are endless possibilities and, at the end of the day, your people will have an easier way to do their jobs, which increases productivity across your organization.

Microsoft Dynamics 365: Is it right for your business?

Check out this multi-part webinar series to get to know your options with Dynamics 365. And stay tuned for more: Part 4: It’s All About Insights, Insights, Insights is scheduled for April 20th, 2017 and Part 5: The Voice of the Customer is scheduled for May 25th, 2017.

Want to discuss your upgrade options? Our team of experts is here to answer any of your questions. Together, we can help you determine the right fit for your business needs and goals.

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