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Dynamics 365 – First Look

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Today we take a first look at Microsoft Dynamics 365, the Azure Cloud-hosted combo of Dynamics CRM and Dynamics ERP is due to launch in November.

Since the launch information in July of this year, we’ve been answering a multitude of questions from our clients who are keen to know more.

Here are our most frequently asked questions.

What makes Dynamics 365 more than just an upgrade?

Its aim is to stitch together silos of data and processes. It brings together customer service, sales, marketing, field service, finance and operations. And it brings it together at a task or role specific level with the business apps you need for that purpose rather than a suite of apps.

Ultimately, it creates one big feedback loop for businesses of every size, starting with what they need and entirely scalable. So business processes essentially start to become insight advantages.

What problem does this new system solve?

  • Currently, Dynamics ERP sits on a different platform and connects with an integration to Dynamics CRM Online. Dynamics 365 changes this from being two systems with replicated data that needs to be synchronized, to a single common data model that means all your applications reference the same customer record.
  • By combining Office, Cortana, Dynamics and advanced analytics, it will join business processes with productivity. It’s bringing your day together in seamless ways with a level of granularity that can only deliver successful adoption, massively improved productivity, better communication and ultimately, turnover.
  • Insights surface from the entire system that let you identify small glitches in a project before they damage profits or a relationship

Does this have anything to do with Microsoft’s introduction of UK data centers?Yes, we believe so. Cloud based technologies are transforming the way businesses operate at every level now. Yet, many companies have held back due to their need to keep data geographically closer, within the UK jurisdiction. With Microsoft leading the way with Cloud based business technology such as Dynamics 365, it makes sense to have UK Data Centres that will allow thousands of companies to take advantage of more cloud-based opportunities that will most likely elevate their business.

I’ve been considering Dynamics CRM and was about to give it the green light. What should I do now?

Dynamics CRM Online will automatically transform to Dynamics 365 as part of the next release of Dynamics CRM so there is no need to wait or worry about this, it will just happen in the background as per any of the Microsoft CRM updates. Dynamics CRM On-Premise will continue to be developed and supported by Microsoft. For companies who are not yet ready to move to the Cloud and continue to require an On-Premise or Hybrid solution, Dynamics CRM remains one of the most integrated, flexible and intelligent CRM systems available.

What versions of Dynamics CRM are there going to be?

  1. Enterprise: Based on Dynamics CRM Online, Office 365 and Dynamics AX, the Enterprise edition suits businesses with 250+ employees and has six available modules: Operations, Field Service, Project Service, Marketing, Sales and Customer Service.
  2. Business: Based on Dynamics NAV and Office 365, the Business Edition suits businesses with fewer than 250 Employees and with three available modules: financials, sales and marketing.

How would a business buy Dynamics 365?

Ultimately, it will be workload based pricing. Rather than an
‘all you can eat’ user license, a business will mix and match apps, plans and team members. Instead of thinking of it as CRM or Office or ERP, you can buy the services that fit your job titles.

Run me through the big benefits of Dynamics 365 again.

  • Its extendibility out to the whole business operation with the addition of ERP makes the whole business process visible to all users breaking silos down even more. Currently, Dynamics ERP sits on a different platform and doesn’t use the same data model meaning you have to setup, configure and support the connector with Dynamics CRM Online.
  • Start with what you need. Instead of buying a full system that you will phase in, Dynamics 365 business apps fit specific roles and tasks.
  • Reduced task/screen switching. It’s built on a common data model that means it’s easier to surface information across Office 365, Dynamics 365, Power BI etc.
  • Built –In Intelligence – the tools can proactively guide employees to optimal decision-making and outcomes.
  • With Appsuite and a scalable premise, your Dynamics 365 can be as small or as extensive as your business needs, at any time.

What are you still waiting to find out?

It’s always the case that Microsoft want to make sure everything is ready for launch. Whilst these final assessments are being made, we won’t get confirmation of licensing and pricing. With the launch date approaching, we expect to get that information any day.

We’ll also be in a better position to talk about when existing CRM online customers will be migrated as part of the upgrade process.

Why Should I Want to Know More?

Cloud is undoubtedly transformative and is gathering pace every day but the transformation around data and how we use it is what Dynamics 365 will raise the bar on. Purpose built, role specific, task specific micro services and business applications with modern interfaces that you can use everywhere. You can get Microsoft’s own explanation of Dynamics 365 on their community blog.

When Will Microsoft Partners and the Press Know More?

We’ll be back with more information as soon as it becomes available.

In the meantime, you might like to read out Ultimate Guide to Security in the Cloud or register with us to receive our step-by-step guide to Dynamics 365, which we’ll release as soon as we have confirmation of those last details.

 

Read more about Microsoft Dynamics 365  and get a first look at the official unveiling at the Microsoft website

 

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