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What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud ERP solution that combines Microsoft’s best technology all into one system. It is designed to break down the traditional silos of ERP and CRM and bring all of your information together into one platform, incorporating the familiarity of productivity tools like Excel, Word, PowerPoint and Outlook. You have the option to start with what you need and add applications as your business grows but at the end of the day, you only have to open one system – with a unified experience across all apps.

Microsoft Dynamics 365 Apps

Dynamics 365 takes a new approach to business applications to help manage specific functions.

Sales & Marketing

  • Lead Management
  • Opportunity Manager
  • Pipeline Forecasting
  • Sales Automation
  • Quote Management
  • Marketing Lists
  • Email Marketing

Customer Service

  • Case Management
  • SLA Support
  • Account Management
  • Service Automation
  • Customer Web Portals
  • Contract Management
  • Service Analytics

Project Service

  • Resource Management
  • Project Contracts
  • Project Planning
  • Resource Scheduling
  • Manage Work Hours
  • Customer Billing

Field Service

  • Work Orders
  • Service Agreements
  • Schedule Board
  • Inventory Management
  • Mobile Productivity
  • Connected Devices

Financials

  • General Ledger
  • Purchase Order
  • Sales Invoicing
  • Bank Reconciliation
  • Pricing & Discounting
  • Job Management
  • Returns & Cancellations

Operations

  • Warehousing
  • Transportation
  • Budget
  • Planning
  • POS system
  • Demand forecasting
  • E-commerce

Start with what you need – add more capability as you grow

These apps are designed to be easily and independently deployed, while fitting seamlessly together with your existing Microsoft system. This means that you can start small with apps that are the right fit for your role, industry, and business – and pay only for what you need. As you grow, you can continue to add apps and adjust to your requirements, with the end goal that you run your entire business, from Office 365 to Dynamics CRM, in the trusted Microsoft cloud.

Microsoft Dynamics 365: Licensing

The primary licensing is by named user subscription. The Dynamics 365 user subscriptions classify users into two types:

Light users

Are often large number of users in an organization that may consume data or reports from line of business systems and who complete light tasks like time/expense entry and HR record updates. In the Dynamics 365 model “light users” are licensed with the Dynamics 365 for Team Members subscription.

Full users

Are the users whose work requires use of the feature rich business apps functionality. Examples of full users are sales people, customer service representatives, finance employees, controllers, supply chain managers, etc. These users have also been referred to in the past as Pro users or Power Users. In the Dynamics 365 license model, full users are licensed with either a Dynamics 365 Plan or Dynamics 365 application subscription.

Why Microsoft Dynamics 365?

When it comes to your business processes, Microsoft Dynamics 365 delivers the capabilities and intelligence you need to transform backed by decades of research and investment.

Purpose Built

  • Built for your business and works with existing systems
  • Implement connected processes across applications
  • Start, with what you need and expand at your own pace
  • Connected structure of apps that fit roles, industries and businesses

Increases Productivity

  • Gives you productivity where you want to work
  • Immersive user experience with Office 365
  • Available on iOS, Android, Windows and Web

In Built Intelligence

  • Out-of-the-box data visualizations and business intelligence across all your data
  • Infuses big data and advanced analytics guiding users to optimal outcomes
  • Transforms data and insights into action

Trust MetaOption With Your Dynamics 365 Project

The primary licensing is by named user subscription. The Dynamics 365 user subscriptions classify users into two types:

CRM Expertise

  • CRM is our core business. We have been implementing and supporting Microsoft Dynamics for ten years.

We Know The Cloud

  • MetaOption were early cloud adopters and we hold Microsoft’s highest accreditation for cloud customer relationship management solutions.

Proven Implementation Methodology

  • We offer a choice of implementation packages to fit requirements of all complexities and budgets. Each reflects our rapid, best practice deployments designed to deliver early success

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