The Definitive Cheat Sheet To Every Application In Microsoft Dynamics 365

Get a quick overview of each of the business applications under the Dynamics 365 brand name, including Business Central, the ERP software for SMEs

What Exactly Is Dynamics 365?

Microsoft Dynamics has been a household name in the enterprise solutions industry for over a decade. It's also known for being one of the most comprehensive stable of enterprise software in the market.

But as with all things marketed as comprehensive, Microsoft's offerings can sometimes be a bit... confusing. People often ask us:

  • Do you sell Microsoft accounting software?
  • I want to see a demo of Dynamics 365. Wait, you mean there's more than one Dynamics 365 software?
  • Is Dynamics 365 the same as Microsoft Dynamics Finance?

Officially speaking, Dynamics 365 is its proper name. Yet Dynamics 365 isn't a singular product or a system on its own.

To put it simply, Dynamics 365 is a brand of business solutions offered by Microsoft.

(Note: Dynamics 365 is not the same as Microsoft 365 — the latter is Microsoft's brand of office applications e.g. Word, SharePoint etc.)

Within this 'brand', you'll find a range of applications ranging from enterprise resource planning (ERP) to customer relationship management (CRM) that cater to the needs of SMEs and large enterprises. 

These are:

  • Dynamics 365 Business Central
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Human Resources
  • Dynamics 365 Marketing
  • Dynamics 365 Finance
  • Dynamics 365 Commerce
  • Dynamics 365 Project Service Automation
  • Dynamics 365 Supply Chain Management


Although Microsoft has described the above on their website as:

... a set of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights.

You don't need to purchase all of them to make it work for your business.

Dynamics 365 applications were designed so that they could be independently deployed to manage specific business functions, while also being able to integrate with each other to provide the full capabilities of the Dynamics suite in a cloud-based environment.

This means you could customise your Dynamics 365 implementation to include only the specific applications you choose, adapting the suite to help manage specific business functions, at an affordable price point for your budget.

 

And If You Need More Than What Dynamics 365 Can Offer, Get Add-ons In Microsoft AppSource - the 'iTunes / Google Play Store' for Business Apps

 

To help you gain a better understanding of Microsoft Dynamics 365, we’ve put together a cheat sheet listing its core business applications, along with relevant information such as the business functions each application is designed to help manage. 

But First: A Brief History Of Microsoft Dynamics 365

If you've been researching your options when it comes to ERP software for your business, you've probably come across products with brand names such as Navision and Axapta at some point.

These two brand names may sound similar to Microsoft Dynamics software products that you may have also come across during your research; specifically, Dynamics NAV and Dynamics AX respectively.

But you may have also have noticed that none of the aforementioned ERP software products appear to be available anymore, whether from Microsoft or from any other source.

Even so, you'd have noticed that these products appear to have a connection to Microsoft Dynamics 365 in some way. But it's not clear how exactly they're related to each other.

If you're confused, don't worry too much about it! We've put in the time and effort to figure out the details, so that you don't have to.

To make a long story short, the aforementioned brand names actually refer to different versions of the same software products.

To be more specific, Axapta is the original version of Dynamics AX, which has evolved to become part of the cloud-based Microsoft Dynamics 365 enterprise ERP software.

Similarly, Navision is the original version of Dynamics NAV, which in turn is the on-premises version of the cloud-based Microsoft Dynamics 365 Business Central.

 

To Learn More About What Has Changed From Dynamics NAV To Business Central, Click Here To Find Out More.

 

Here's an infographic that will show you how the names of both lineages of ERP software have changed over the years:

Microsoft Dynamics Timeline

Now that we've cleared up the confusion, let's answer the burning question in your mind: why did Microsoft make so many changes to the names of what are essentially the same software products?

The answer: Because they're not the same old products marketed under different brand names over the years., not exactly.

To be sure, some of the modules in Dynamics 365 uses the same codebase as Dynamics AX and Axapta, while Business Central also uses the same codebase as Dynamics NAV and Navision

But it's more than just changes in the branding; each successive version of the products in both lineages have received numerous updates over the years, thanks to the work of the massive R&D efforts at Microsoft.

These updates were significant enough that the more recent iterations of the original Navision and Axapta were distinct products in their own right, justifying the rebrandings both lineages of ERP software received over the years.

And this is most obvious with Microsoft Dynamics 365 and Business Central, which utilises the Axapta and Navision codebases onto cloud-based platforms, and incorporates the updated features and functionalities over the years.

This means that Microsoft Dynamics 365, as well as Business Central, are the results of a clear roadmap implemented by Microsoft to enable the controlled evolution of both product lineages.

With every update and rebranding, Microsoft has incorporated the lessons learned over the years to provide their customers two ERP software products that have been fine-tuned to best meet their business needs.

Now that you have a better idea of the evolutionary roadmap that led to Microsoft Dynamics 365 and Business Central, let's take a look at each of these software products and what they have to offer.

 

For More Information About Microsoft Dynamics 365, Click Here To See More Details About The Suite And Its History.

ERP Software for SMEs:

Dynamics 365 Business Central

 

Microsoft Dynamics 365 Business Central is a self-contained ERP software, and is the only product in the Dynamics 365 brand designed for small and medium-sized enterprises (SMEs). 

It comes with all the features and functionalities required to manage business operations at the scale of an SME, and is priced to be affordable for an SME's budget.

As such, if your business is an SME, you will find Business Central to be a more suitable option compared to the enterprise-level Dynamics 365 applications.

To get started with implementing and using Business Central in your business, you may begin by purchasing either an Essentials or Premium License.

Under the Essentials license which costs USD70/user per month, you’ll get the following functionalities:

  • Financial Management
  • Relationship Management
  • Project Management
  • Supply Chain Management
  • Human Resource Management
  • Warehouse Management

With a Premium license which costs USD100/user per month, these are the functionalities you’ll get:

  • All functionalities included in the Essentials license
  • Service Management
  • Manufacturing

If you have users in your business which don’t require full access rights to most of the functionalities in Business Central, you may also purchase a Team Member license for them at USD8/user per month.

 

Click Here To Read About Some Tips And Tricks Your End Users can Use With NAV Or Business Central.

 


AFON is one of the leading Microsoft partners for Business Central, and we've been helping businesses get the most out of Dynamics NAV and Business Central for more than a decade.

 

In Fact, AFON Won The Microsoft Dynamics 365 Unified Operations Partner Of The Year Award At The Microsoft Singapore Partners Awards 2019.

 

So if you'd like to know how we can help you with the deployment of Business Central in your business, do contact us and we'll get in touch with you.

For more information about Business Central, go to the link below to find out more about the Dynamics 365 ERP solution for SMEs.

 

To Get More Information About Business Central And What It Offers For Your Business, Click This Link To Learn More.

Closing Deals By Selling Smarter:

Dynamics 365 Sales

 

Dynamics 365 Sales provides sales force automation capabilities for your business, and helps your sales personnel build customer relationships and close deals much more effectively..

With the application, your sales personnel can follow guided business processes to close deals faster, manage their customers and deals anywhere, anytime with any device, and get actionable insights and suggestions based on how they work.

Your sales managers will also be able to monitor their sales teams' performance with real-time analytics, and provide coaching and feedback on the spot with the application.

Dynamics 365 Sales comes in the following versions:

Dynamics 365 Sales Professional

Sales Professional is the basic version, and provides core sales force automation (SFA) capabilities. If your business does not require management of complex sales organisation, this version is for you.

Dynamics 365 Sales Enterprise

On top of SFA, Sales Enterprise offers additional features to manage more complex sales processes. If you have a larger sales force that requires features such as embedded intelligence and manual forecasting, Sale Enterprise offers these on top of what's already available with Sales Professional.

Microsoft Relationship Sales (MRSs)

Microsoft Relationship Sales (MRS) combines Dynamics 365 Sales with LinkedIn Sales Navigator to help your sales personnel build strong relationships with your customers.

It comes in two versions:

  • Microsoft Relationship Sales Solution: Sales Enterprise + LinkedIn Sales Navigator Team
  • Microsoft Relationship Sales Solution Plus: Sales Enterprise and LinkedIn Sales Navigator Enterprise

Since MRSs includes a Sales Enterprise license, they qualify as Base licenses and can have Attach licenses assigned to them.

Dynamics 365 Sales Insights

Sales Insights offers pre-built and embedded insights that will help your sales managers enhance the performance of their teams.

It’s included with Sales Enterprise licenses, and some of the features it offers includes predictive scoring and forecasting, as well as business card scanning.

Each Sales Insights license has a capacity limit for business card scanning, up to 200/user per month. If you’re a Sales Enterprise user who needs more capacity, you can purchase additional Sales Insights licenses.

Creating Effective Marketing Campaigns:

Dynamics 365 Marketing

 

Dynamics 365 Marketing is a marketing automation platform that supports the marketing functions of medium to large enterprises.

It features robust tools that helps your marketing personnel create and deliver campaigns across multiple channels, and comes complete with templates that can be easily customised to suit the needs of a particular marketing campaign.

Dynamics 365 Marketing is licensed per tenant, and your administrator will need to assign user licenses to those of your employees who need access to the application.

Dynamics 365 Marketing comes in two versions:

Dynamics 365 Marketing (standalone)

If your business has less than 10 users of Dynamics 365 applications, you get the option of purchasing the standalone Marketing license. This gives you an entitlement of 10,000 contacts, along with several Customer Engagement Applications including Microsoft Forms Pro.

Dynamics 365 Marketing Attach

If your business has more than 10 users of Dynamics 365 applications, you may purchase the Marketing Attach license, which will also give you an entitlement of 10,000 contacts. Since Customer Engagement Applications are provided at the tenant level, they will not be included with this version of the license.

Providing Great Customer Service:

Dynamics 365 Customer Service

 

Dynamics 365 Customer Service is a business application which gives your customer service agents the tools they need to deliver fast, personalised customer service which leads to maximum customer satisfaction.

It offers a 360-degree view of your customers that enables your agents to provide personalised service, empowers their job performance with enhanced productivity tools, and provides a single source of truth into your customers' preferences.

Dynamics 365 Customer Service comes in the following versions:

Dynamics 365 Customer Service Professional

Customer Service Professional is the basic version, and provides core support functionality with streamlined capabilities. If your customer service agents only need to handle straightforward sales scenarios, Customer Service Professional is for you.

Dynamics 365 Customer Service Enterprise

Offering more complex, configurable and intelligent capabilities, Customer Service Enterprise will help your customer service agents provide a branded and personalised self-service experience. It comes with an organised and searchable knowledge base that can deliver consistent and up-to-date answers as needed.

You may also choose to purchase the following add-on capabilities with Customer Service Enterprise:

  • Chat for Dynamics 365 Customer Service

Enables your customer service agents to engage with your customers and resolve issues in real-time. 

  • Dynamics 365 Digital Messaging

Includes Chat for Dynamics 365 Customer Service, 3rd party SMS, and future social messaging channels.

Dynamics 365 Customer Service Insights

Customer Service Insights is included with Customer Service Enterprise Licenses, and helps your customer service managers to improve customer satisfaction with actionable insights derived from industry-leading artificial intelligence (AI). 

You may also purchase Dynamics 365 Virtual Agent for Customer Service, which lets you or your employees create bots with a no-code graphical interface. This removes the need for input from data scientists or developers, further simplifying the automation process.

Delivering Services On-site:

Dynamics 365 Field Service

 

Dynamics 365 Field Service is a mobile business application that helps your mobile workers - customer service agents, service managers, dispatchers, field technicians and inventory managers - deliver services and resolve customer issues while on-site.

It includes the latest version of the Field Service Mobile app, which is specifically designed for Field Service personnel and is distinct from the Dynamics 365 Mobile Client.

You may also purchase Dynamics 365 Field Service – Resource Schedule Optimization, an add-on for Dynamics 365 Field Service that lets your customers automatically create schedules for any resource in SharePoint.

Managing The Project Lifecycle:

Dynamics 365 Project Service Automation

 

Dynamics 365 Project Service Automation (PSA) is an end-to-end project management and resource management solution, designed for firms that deliver customer-facing project-based services such as professional services firms and IT consultancies.

With PSA, your project managers will have the tools they need to manage their project lifecycles end-to-end, from project planning to deliver.y.

Dynamics 365 Project Service Automation may be purchased with a Base license, but is not available an an Attach license. 

Note: Sales of Microsoft Dynamics 365 Project Service Automation to new customers will be discontinued on October 1, 2020. Early adopters can join the public preview of its successor – Microsoft Dynamics 365 Project Operations – in June 2020, and it will become generally available on October 1, 2020.

Existing users of Project Service Automation will be automatically grandfathered into receiving Dynamics 365 Project Operations.

Driving Strategy Through Financials:

Dynamics 365 Finance

 

Dynamics 365 Finance is a financial management application which is designed to help large enterprises automate and modernise their global financial operations.

It enables the finance leaders to gain full visibility into the financial health of their large enterprises, drive business strategy with real-time insights, and convert regulatory compliance measures in various markets into new business opportunities. 

Dynamics 365 Finance also provides a centralised source of information for your finance leaders, by utilising deep data and process integrations across Dynamics 365, Office 365, and partner applications.

This helps your finance leaders save time on searching for financial information, improves collaboration across your business, and make informed business decisions more quickly.

Managing The Supply Chain:

Dynamics 365 Supply Chain Management

 

Dynamics 365 Supply Chain Management gives your Operations leaders a 360-degree view of your supply chain with predictive analytics that draws data from inventory, warehouse, manufacturing, service and logistics to provide insights that inform their decisions.

This helps your Operations Leaders improve operational efficiency through effective coordination of assets, and optimise workforce productivity by enabling real-time response to organisational and customer demands.

The application also comes with Dynamics 365 IoT Intelligence Scenarios, which your Operations Leaders can use to manage machine failures, manage operations across multiple production lines, and gain a unified global view of the current status of your operations.

These IoT Intelligence Scenarios can be used to enable specific business processes. For example, your Operations Leaders can set a ‘machine down’ scenario that enables your manufacturing system to detect machine failures through IoT signals, and generate an alert when it happens.

Enabling Omnichannel Retail:

Dynamics 365 Commerce

 

Dynamics 365 Commerce is an end-to-end omnichannel commerce platform that helps your retail personnel provide a seamless shopping experience for your csutomers, by unifying your sales floor and digital shopfronts with your back-office and call centres.

It comes with features you can leverage to improve both in-store and e-commerce profitability, optimise selling strategy and reduce costs, as well as increase sales with ubiquitous customer experiences.

The following add-ons are available with Dynamics 365 Commerce:

Dynamics 365 eCommerce Tiers

If you're planning on opening a digital shopfront for your business, this add-on enables e-commerce capabilities for your instance of Dynamics 365 Commerce. 

Dynamics 365 Commerce Recommendations

Sold as a tenant-based add-on license, this add-on shows product recommendations to your customers on both your e-commerce store and your POS system, helping them find products that they want quickly and easily. 

Dynamics 365 Commerce Ratings and Reviews

Sold as a tenant-based add-on license, this solution lets you capture product reviews and ratings from customers, which you can then show on your e-commerce website. 

Empowering The Workforce:

Dynamics 365 Human Resources

 

Dynamics 365 Human Resources provides a fully-featured HR management platform which provides standard HR features for your business, such as compensation, benefits, as well as leaves and absences.

Your managers can utilise the application to gain insights into the performance of their team, and also find and recruit the right candidates for the job with LinkedIn Talent Solutions integrated.

Dynamics 365 Human Resources also empower your employees with self-service features, as well as training and certifications such as Dynamics 365 Guides and LinkedIn Learning that guides their professional development and makes them even more valuable members of your workforce.

Optimise Your Enterprise With Dynamics 365

Microsoft is continually updating Microsoft Dynamics 365, ensuring that the enterprise solutions suite is always best positioned to meet their customers’ business management needs.

As part of the Microsoft ecosystem, Dynamics 365 offers a solid option for businesses seeking ERP and CRM software solutions, thanks to its native integration with other Microsoft productivity tools such as Office 365.

With this definitive guide to Dynamics 365, we hope you’ve gotten a better understanding of the applications within the SaaS productivity suite, and what each application offers for your business.

Hopefully, you’ve also gained a better idea of which Dynamics 365 applications offers the features and functionalities that you need the most, when it comes to optimising your business processes.

If you'd like to know more about how Microsoft Dynamics 365 can improve the productivity levels in your business, get your free copy of Reimagine Productivity with Microsoft Dynamics 365 by clicking on the image below.

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