MS Dynamics 365 is an end-to-end solution for businesses operating across various industries. Since each industry has its own requirements, the Microsoft team has created a set of modules that address the problems and challenges of a specific business. In this article, we will tell you more about what these MS Dynamics 365 modules are and what benefits they deliver to business owners and their teams. We also highly recommend reading our complete guide on Microsoft Dynamics 365.
What ERP and CRM Modules Are There?
MS Dynamics 365 modules’ list includes 8 modules that can be added to your CRM configuration depending on your business goals and needs. Let’s have a closer look at each module.
Finance
Dynamics 365 Finance is a module aimed to automate finance-related processes across the organization and give them full transparency and visibility. It offers a number of financial management tools, from accounting and budgeting to bank and asset management. And with those tools, it allows you to easily perform such vital business activities as revenue planning, forecasting as well as automated billing and reporting.
Project Operations
Dynamics 365 Project Operations is a classic project management module, helping you automate and streamline your business activities and decrease operational costs. It does that by providing features such as contract management, resource planning, task management and time tracking. Additionally, it offers in-built real-time reporting, which allows you to get valuable insights into your current state of business and make wise strategic decisions.
Supply Chain Management
Dynamics 365 Supply Chain Management is a module that is widely used by manufacturing businesses and that helps them to keep track of their entire business, from product and asset management to warehouse management and the final delivery process. It provides valuable centralized, real-time data on all monitored physical locations, enables efficient inventory and resource planning as well as coordinates and optimizes all the logistical processes connected with the supply chain.
Sales
MS Dynamics CRM sales module is applied to enable end-to-end sales management process all the way from lead generation and qualification to closing deals and final reporting. The module helps sales teams to collect and analyze sales data, automate repetitive tasks, and allows sales representatives to convert leads into sales more efficiently. MS Dynamics 365 sales module features include automation, AI-powered reporting, smart notification system, and much more. As a result, numerous repetitive tasks no longer need human interaction allowing salespeople to spend more time on reaching potential clients and increasing sales rates, as well as boosting their productivity.
Business Central
Dynamics 365 Business Central is a cloud-based ERP app that contains in itself numerous features from a few other modules and its main purpose is to provide a 360 view of all your business activities, hence its name. It combines characterics of project management, finance management, supply chain management and manufacturing management tools and plays a big role in process automation, budget tracking, resource optimization, analytics and many more.
Customer Service
MS Dynamics 365 customer service module helps your teams to resolve customers’ issues faster and more efficiently and to successfully nurture your relationships with clients. As a result, you save valuable time both for your employees and clients, as well as increase customer satisfaction rates and loyalty. With the help of this module, customer service teams can deliver high-quality personalized services via different channels. Since the module is integrated into the CRM system, your customer support staff can create cases that require help from a specific specialist within the organization to address the issue to the right team member. All of the records related to customers’ issues and your solutions will be kept in the system.
Field Service
This mobile-friendly solution works as a single communication channel between the customer, on-site workers, and contractors and is used to provide customers with high-quality field services. It helps to assign the right tech specialists to specific problems, manage inventory and maintenance schedules, keep track of support and repair history, and much more. The module also helps to predict and prevent any issues that your customers might meet in the future, thus allowing your field service team to deliver proactive services your clients await.
Marketing
MS Dynamics 365 marketing module is applied by companies to align their marketing strategy with key customers’ needs, thus giving your clients exactly what they want. The application helps to create and customize marketing campaigns across various channels and get valuable insights into their performance. It also automates repetitive tasks and reduces the risks of human error. Whether your company uses emails, cold-calling, or social media to reach out to your customers, the module has it all to help your marketing team to fulfill their task.
Commerce
Microsoft Dynamics 365 ERP modules for commerce (previously known as MS Dynamics for Retail) help brands deliver unique shopping experiences to their customers. At first, the module allows analyzing your clients’ behavior, habits, and needs. This data can be used to personalize your brand message and provide your customers only with relevant information. On the other hand, the module helps to keep control of inventory, view customer order history and order shipment records, and quickly respond to the changing clients’ preferences or market requirements. Whether your retail business has local shops or sells online, MS Dynamics has it all to help meet your customers’ demand.
Human Resources
HR and talent management modules help not only to find new talents and valuable staff members but also to keep them satisfied at their workplace. It streamline and optimize hiring processes, improve employee management, and support your team members’ professional growth within the organization. Some of its most important features are employee profile storage, tracking of vacation days, sick leaves and other absences as well as payroll management. One more selling feature is its integration with LinkedIn Talent Solutions, which makes the recruiting process more efficient.
Enable MS Dynamics 365 Solutions for Your Business!
If you want to integrate one of the market’s best CRM solutions into your organization, get in touch with our MS Dynamics service team. Our specialist will be happy to help you pick the right modules to cover your business challenges and needs.