Dynamics 365 (often abbreviated as D365) is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications developed by Microsoft. It combines multiple business functions into one integrated platform, designed to streamline operations, improve decision-making, and enhance customer experiences. Dynamics 365 can be used by organizations of all sizes to manage their core business processes.
Key Features of Dynamics 365:
- ERP and CRM Integration: Dynamics 365 brings together both ERP and CRM capabilities, allowing businesses to manage operations, finances, sales, customer service, and marketing from a single platform.
- Modular and Scalable: The suite is modular, meaning businesses can choose and implement only the applications they need (e.g., finance, supply chain, sales, marketing, customer service). These applications can then be scaled as the business grows.
- Cloud-Based: As a cloud-based solution, Dynamics 365 allows businesses to access the platform from anywhere, offering scalability, security, and flexibility in deployment.
- Artificial Intelligence & Analytics: Dynamics 365 integrates AI and advanced analytics, providing data-driven insights that help businesses make smarter decisions and automate processes.
- Customization & Extensibility: The platform is highly customizable with the ability to add functionalities through extensions or use Microsoft Power Platform (Power BI, Power Apps, Power Automate) for further customization.
Key Modules in Dynamics 365:
- Dynamics 365 for Sales: Helps sales teams track customer relationships, manage sales opportunities, and close deals more effectively.
- Dynamics 365 for Customer Service: Provides a 360-degree view of customer interactions and helps businesses resolve customer issues quickly.
- Dynamics 365 for Finance and Operations (now split into Finance and Supply Chain): Manages financials, accounting, procurement, manufacturing, and logistics.
- Dynamics 365 for Marketing: Helps organizations automate marketing tasks and manage customer engagement.
- Dynamics 365 for Field Service: Focuses on managing and optimizing service delivery for technicians and field operations.
- Dynamics 365 for Commerce: Helps businesses manage retail operations, from in-store to online channels.
D365 Business Central:
For small to mid-sized businesses (SMBs), Dynamics 365 Business Central is a comprehensive ERP solution. It helps manage everything from financials and supply chain management to sales and operations, simplifying business processes and improving efficiency.
Benefits of Dynamics 365:
- Unified Data: Integrates data across departments, breaking down silos and providing a single source of truth.
- Improved Productivity: Automation and AI-powered tools help streamline operations, allowing employees to focus on high-value tasks.
- Flexibility: Being cloud-based, businesses can scale their usage of the platform according to their needs.
- Enhanced Customer Experience: With powerful CRM tools, businesses can provide a more personalized, responsive experience to customers.
In summary, Microsoft Dynamics 365 is a comprehensive platform that integrates business functions such as finance, sales, customer service, and supply chain into a unified, cloud-based system, enabling organizations to run more efficiently and make data-driven decisions.
D365 Finance & D365 SCM | AX Services by Actowis
Microsoft Dynamics 365 Finance, SCM, and AX stand out as the most comprehensive, multi-language, and multi-currency Enterprise Resource Planning (ERP) solution. With core strengths in manufacturing, e-business, and strong functionality for wholesale and services industries, Microsoft Dynamics Finance/SCM/AX ensures that your business is future-ready. This all-in-one solution helps mid-size and large companies globally gain a competitive edge and capitalize on opportunities.
With Microsoft Dynamics Finance/SCM/AX, you can be confident that your business management solution will remain relevant to the evolving needs of your people, industry, and market.
Solution-Building & Implementation Services
- AX / Finance / SCM end-to-end solution building, mapping, and implementation (Requirement study, System design/development, Technical & functional training, Deployment)
- Implementation of vertical solutions for Discrete Manufacturing, Process Manufacturing, Trade & Distribution, Hi-Tech, Projects, and Services
- Reimplementation of troubled implementations to optimize performance and system capabilities
- Implementation of Business Intelligence (BI) and Cubes for better insights and decision-making
- Layer Merging (AX 2012) for system consolidation and optimization
Helpdesk and Support Services
- Helpdesk service via support portal, email, chat, or phone
- Dedicated offshore support – A team of technical and functional consultants provide centralized support to a globally distributed network of customers
- Dedicated onsite support – Technical and functional consultants deployed at customer sites when required
- Need-based onsite and offsite support (T&M basis)
- L1 & L2 support to handle various technical and functional issues
- Data Archiving and optimizations to ensure smooth system operation
- Regular system management and performance reporting
- Functional & Technical System Health Audits to maintain system integrity
- Access to Actowis 24×7 online helpdesk support portal
- Remote Assistance (via VPN, Remote Desktop)
Version Upgrades
- Upgrades to the latest Dynamics 365 suite
- Data Migration to seamlessly transition to the new system
- Integration with 3rd-party products to extend system functionality
Industry Solution Development & Functionality Extensions
- Development of vertical/horizontal solutions for partners and industries
- Version upgrades of vertical solutions to stay up-to-date
- Enhancements to existing Add-ons for additional functionality
Specialized Services
- Specialized Training for end-users and administrators
- Integration with Microsoft Dynamics 365 CRM and other Business Apps for a unified solution
- Global Templates development and international roll-out for consistent implementation across geographies
- Bespoke integration solutions tailored to your unique business needs
System Integration
- Development of web services-based integrated solutions between D365 and other 3rd-party solutions
- Creating “Connect Apps” using standard REST APIs for seamless data interchange
- Connectors-based integration with other Microsoft applications for greater system synergy
Case Studies
AX to D365 FSCM Upgrade for an IT and Consulting Services Company
SPECTRAFORCE, established in 2004 in the US, is one of the fastest-growing global staffing companies with close to 1,000 employees. Offering a comprehensive suite of IT and consulting services, SPECTRAFORCE helps businesses embrace IT challenges while ensuring cost-effective, high-quality delivery. The company sought an upgrade from AX to D365 Finance and Supply Chain Management (FSCM) to enhance operational efficiency across their global staffing operations.
The collaboration with Actowis enabled SPECTRAFORCE to seamlessly migrate to Dynamics 365 FSCM, optimizing their staffing and project outsourcing services, ensuring scalable, cost-effective solutions for global clients.
D365 Customer Engagement Services by Actowis
With numerous successful D365 Customer Engagement implementations, Actowis has a proven track record of delivering complex and large-scale projects across diverse geographies, across the globe. We have demonstrated deep functional and technical expertise across various industries and developed industry-specific solutions for Dealer Management, Healthcare, Professional Services, Field Service, and Real Estate.
Solution-Building & Implementation Services
- End-to-end solution building, mapping, and implementation for all modules covered under D365 – Sales, Customer Service, Marketing, Field Service, PSA, Talent (Requirement study, Prototyping, System design/development, Technical & functional training, Deployment)
- Microsoft Dynamics CRM setup, customization, and tailored security definitions for each role
- Solution Implementation, including data migration, user training, and 3rd party product integrations
- Reimplementation of suboptimal implementations
Helpdesk and Support Services
- Helpdesk service through support portal, email, chat, or phone
- Dedicated offshore support – A team of technical and functional consultants provides centralized support to a globally distributed network of customers
- Dedicated onsite support – Technical and functional consultants deployed at the customer site as and when needed
- Need-based onsite and offsite support
- Regular reporting on system management and performance
- Functional & Technical System Health Audit
- Access to Actowis 24×7 online helpdesk support portal
Version Upgrades
- Upgrades to the latest version of D365
- Upgrade of partner add-on solutions/verticals to the latest version
- Installation of new service packs
Industry Solution Development & Functionality Extensions
- Development of vertical solutions for partners
- Version upgrades of vertical solutions
- Enhancements and localization of verticals for specific countries
Add-Ons Development
- Development of customized customer/dealer portals
- Tailored Add-Ons for enterprises
- PowerApps development
Specialized Services
- Specialized Training for your team
- Bespoke integration solutions
- Reporting solutions based on SSRS
- ERP Change Management
- Test automation
- Staff augmentation to extend your team’s capabilities
System Integration
- Integration of CRM with ERP solutions like AX/D365 Finance with other 3rd-party solutions via database, web services, API as needed:
- Integration via database
- Integration via web services
- Integration via API
Case Studies
Sales Force Automation & Lead Management for an Industrial Component Distributor A renowned market leader in the distribution of industrial products across 32 nations, the company selected Microsoft Dynamics CRM with Actowis as its implementation partner to automate sales processes, streamline enquiry handling, and improve order fulfillment. With a diverse portfolio of over 3,50,000 products from over 2,000 top global brands, the solution helped enhance sales force efficiency globally.
Dynamics CRM Deployment for a Software Licensing Company This European software licensing company, operating in over 50 countries with over 3,000 technology partners, needed a centralized CRM solution that integrated with its various country-specific Dynamics ERP implementations. After evaluating potential partners, the company entrusted Actowis with the project to roll out Dynamics CRM to over 50 countries, ensuring a consistent customer experience and seamless international pricing.