Make the most of a flexible and cost-effective cloud solution
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is a set of cost-effective, intelligent CRM and ERP
business applications that your organisation can use to run the entire business.
CLICK HERE for a Guided Tour and see Microsoft Dynamics 365 in action!
What Microsoft Dynamics can do for your business?
Dynamics 365 enables you to connect your entire business – across Sales, Customer Service, Field Service, and Finance – and boost your productivity and business growth by:
- Helping you acquire new customers and strengthening relationships with your current clients.
- Removing gut feel analysis by providing a 360-degree data view of your business by cutting through existing data silos
- Enabling you to tailor Microsoft Dynamics closely to the way your business and your teams want to work – including effective remote working
- Enabling you to start small and scale – with highly cost-effective pricing
“Since we have started using Microsoft Dynamics 365 our business processes have become much simpler saving time and ultimately money.”
Ian Paltiel Director,
Connect your business. Drive your growth.
Boost your digital selling effectiveness
Dynamics 365 helps your digital selling journey by understanding your customers, stay connected to them by building strong relationships.
Get one view across all systems and data
Accelerate new business using buyer insights across CRM data, social networks like LinkedIn and other productivity tools like Teams and Outlook. All in one place.
Close business remotely with collaborative working
SME sales teams – and other business functions – can communicate in real-time across chat, virtual meetings and workflows. To close business faster.
Get more accurate, dynamic sales forecasting
Improve the visibility, accuracy and accountability in your sales forecasting. Easily analyze and collaborate on predictive AI-driven forecasts.
Get 360° customer insight
Bring your customer data together in a way that gives you a single customer view and create the type of profiles that enable you to personalize your relationship with them
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Take the weight off your customer service team
Let customers serve themselves, submit requests for support and get personalized help from live and virtual agents.
Let Dynamics reduce your support burden
We can help you easily configure AI and Chatbots to quickly release first line pressure on your customer service team.
Manage more customer conversations more easily
Easily manage multiple conversations with multiple customers (as well as with colleagues) – by letting customer service advisors see everything in one place.
Give supervisors a high-level view of “live” conversations
Including being able to remotely monitor contact sentiment and identifying which agents need help in real-time.
Get a single view of all your Customer Service KPIs together
Across cases, escalations, complaints & customer satisfaction.
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Let intelligent planning improve your efficiency & save resources
In Dynamics real-time, integrated workflows between customers services and field technicians provide one single view of the case, customer information & progress.
Be more strategic in support scheduling
Use interactive dashboards and filters like map and calendar views to optimize travel paths and technician time.
Dispatch and scheduling becomes easy
Dispatchers can see full details of all work that needs scheduling in one place – bookings, work details and resources. Automate scheduling and fine tune using drag and drop tools.
Match available resources to customer needs
Assign the right resources to the right work. Using categories, ratings and pay types.
Empower agents and technicians
Technicians can use the Connected Field Service mobile app to manage, tasks, work orders and appointments including capture photos and accepting payment.
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Quickly understand the health of your business
Easily keep track of key metrics on sales, inventory levels, valuations, project overruns and margins in a role based view (the capabilities in this ERP section are delivered using Microsoft 365 Business Central).
Easily drill down in the data if you need to
Quickly identify what is driving headline revenues using data like job and order profit, top products sold, and sales timeline data.
Manage Excel data right in Business Central
View, edit and create data in Excel which is embedded in Business Central – for those businesses who depend on it daily.
Quickly communicate financial data in Outlook
Save time by accessing and communicating key business central data directly inside Microsoft Outlook and other applications including Teams . Including leveraging AI driven suggestions direct in Dynamics.
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Get actionable insights with a view right across your business
A top-level view that allows you to see current KPIs, such as cost of goods sold, gross margin ratios, total revenue snapshot perspectives and cash flow (we can provide Financial Module capability in either Microsoft 365 Business Central or the Microsoft Dynamics Finance module).
Bring your budget planning process together
See a list of budget plans – including their stage of planning. And assign to an alternate workflow direct from here.
Get a real-time view on collection activities
Quickly drill down from summary data on specific accounts, currency or company data including up to the minute information on credit limits.
Collection KPIs you need the way you need them
Customize your dashboard to create a tailored view that mirrors your organization’s KPI and reporting needs.
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“Dynamics 365 is great and replaced our outdated contact database and marketing spreadsheets. Looking forward to further integration into our project management system.”
Alan Shaw, Director,
“We have engaged Managed IT Experts for support and further development with our CRM system (Microsoft Dynamics) and they have a very good knowledge of this product and its capabilities.”
Scott Sinclair, MD,
Customer success stories
A highly flexible solution. An innovative approach to implementation.
Get up and running quickly – the Cloud-based nature of Dynamics 365 means you can be experiencing the benefits much quicker than traditional IT projects.
Build as you go – start with what you need and then evolve, grow and transform your business at a pace to suit your needs and that minimizes disruption.
Flexible approach to implementation – we see your Microsoft Dynamics 365 implementation as a journey, not a project.
Cost-effective and transparent – because Dynamics is delivered in the Cloud you can avoid heavy up-front investment and pricing is based on a straight-forward per user per month fee.
Complete flexibility – Dynamics 365 also provides the flexibility to scale up and down as your business needs change. Talk to us about our Dynamics 365 Managed support option.
Seeing really is believing with Dynamics
The best way to experience Dynamics 365 is to see it in action for yourself.
Feel free to get in touch for an initial, no obligation online demo where we can:
- Give you a feel for how Dynamics 365 helps our clients
- Explore how it could benefit your business quickly
Some free resources to help you explore Dynamics 365
One of the downsides of an increasingly complicated business environment for you as an SMB is that more complexity can...
Infographic: How to close more deals with better connected Sales and Marketing Independent research points to the fact that tightly...
It’s personal nature that we want to want to do the things we enjoy doing. Not the things we don’t....
Does your company need or use a CRM system? CRM (Customer Relationship Management) systems are a vital part of business...
Why we are ideally placed to help you
READY TO GET STARTED?
If you are ready to get started with Dynamics 365 then get in touch and schedule a quick initial demo where we can explore your needs
ALREADY USING DYNAMICS?
But not getting what you need out of it? We can quickly get Dynamics delivering real value for your business.
- We are a Microsoft Silver partner with over 15 years’ experience of working with SMB customers across Scotland and the wider UK to help them implement, develop and support their Dynamics 365 projects.
- We know Dynamics. In fact, it’s the engine that drives our business too. But don’t just take our word for it. Visit our case studies page to hear what our customers think about work.
- We are focused on your business. Not your technology.
- We can provide clear, simple and cost-effective pricing for a Dynamics 365 Managed Service that includes access to our expertise, development, support and the peace of mind that comes from working with a trusted partner.
Some Commonly Asked Questions
What exactly is Microsoft Dynamics 365 and how can it benefit my business?
Microsoft Dynamics 365 revolutionises CRM and ERP by applying intelligence to all forms of data and it enables SMBs to evolve from a reactive business decisions approach to proactive insights that empower your employees to accelerate business results.
It provides benefits across your business from finding and engaging your customers, to optimising operations, empowering your employees and transforming the way you deliver your products and services. It provides a single 360° , data-driven view of your business across sales, customer acquisition, customer service and back-end operations.
What are the key benefits of Microsoft Dynamics 365?
Microsoft Dynamics 365 offers your business a wide range of benefits including:
- Unified Platform: Dynamics 365 brings a raft of business applications, such as CRM, ERP and marketing automation together in a single, streamlined platform
- Scalable and affordable: subscription-based pricing gives you the flexibility to scale up or down in terms of users or modules as your requirements change
- Real-Time Insights: Dynamics 365 is a dashboard driven solution that includes powerful, real-time analytics and reporting tools that enable data-driven decisions
- Enhanced Productivity: streamlined processes, automation, and integration with familiar Microsoft tools increases efficiency and productivity for your teams
- Personalized Customer Experiences: deliver personalised customer experiences that better meet customer needs using deeper customers insight and behavioural data
- Improved Customer Service: make customer support more efficient through effective case management, self-service portals, and knowledge bases
- Flexibility and Customization: Dynamics 365 offers out-of-the-box solutions but is also flexible enough to adapt to your own specific business processes
- Security and Compliance: Microsoft takes security and compliance seriously, and Dynamics 365 benefits from the robust security measures provided by the Azure cloud platform. This ensures that sensitive data remains protected and meets industry-specific compliance standards
- Continuous Updates and Support: As a cloud-based service, Dynamics 365 receives regular updates and improvements from Microsoft. This ensures that the system stays current with the latest features, bug fixes, and security enhancements.
Is Microsoft Dynamics 365 a CRM?
The short answer is yes – Microsoft Dynamics is a CRM, in that it provides businesses with CRM capability. However, it also integrates with a wider suite of business applications that includes not only CRM functionality but modules including ERP (Enterprise Resource Planning), marketing automation, field service management and human resources.
The CRM functionality within Microsoft Dynamics 365 is delivered through two key modules – Dynamics 365 Sales and Dynamics 365 Customer Service – which provide the tools and capabilities to help your business build and maintain stronger customer relationships by managing and optimising interaction and relationships across the customer lifecycle.
Can I implement Microsoft Dynamics in the Cloud?
Yes, you can implement Microsoft Dynamics in the Cloud.
Dynamics is available as both a Cloud offering and on premises. However, implementing in the cloud has a number of benefits including:
• No infrastructure to manage – a Cloud solution removes the need for costly servers and hardware – as well as the cost of maintaining them inhouse
• High degree of flexibility – with the ability to quickly switch on new modules and features without the need for extensive configuration on the ground
• Full data backup – your data is kept safe by regular data backups
• Upgrades are built-in – because your instance of Dynamics 365 is in the Cloud, upgrades become a hassle-free process
• Leverage other Microsoft products – you are able to work closely with other Microsoft tools and applications like Outlook, Excel and Word – and Microsoft Teams – from directly in the Dynamics interface itself.
Interested to see it in action? Talk to us about a demo.
How is Dynamics 365 priced?
Microsoft Dynamics 365 offers a flexible pricing model to accommodate various business needs and sizes. The pricing is based on a subscription plan that provides access to specific applications and services within the Dynamics 365 suite. Here are the key factors that influence the pricing:
1. User Licenses: The cost is typically determined by the number and type of user licenses required. Different types of licenses are available, such as user-based licenses for individual users and device-based licenses for shared device access.
2. Plan Selection: Dynamics 365 offers several plans, each tailored to specific business functions, such as Sales, Customer Service, Marketing, Finance, and Supply Chain Management. Organizations can choose the plans that best align with their operational requirements.
3. Cloud vs. On-Premises: Microsoft Dynamics 365 is primarily a cloud-based solution, and the subscription fees are typically based on cloud deployment. However, for some applications, there might be an option for on-premises deployment, which may have different pricing considerations.
4. Initial Implementation Costs: In addition to subscription fees, businesses should consider the initial implementation costs when budgeting for Dynamics 365. The implementation costs cover services such as system setup, data migration, customization, and training. These costs can vary based on the complexity of the implementation and the level of customization required. You can find some examples here.
Due to the customizable nature of Dynamics 365 and the variety of licensing options available, it’s recommended that businesses reach out to Microsoft or their authorized partners to discuss their specific needs and receive a tailored pricing quote. This allows organizations to select the most cost-effective plan that aligns with their business goals, budgetary considerations, and takes into account the initial implementation costs.
We would be more than happy to provide you with a free, no obligations quote for both licences and any implementation work required.
Can Managed IT Experts help my business implement Microsoft Dynamics 365?
Managed IT Experts has over 15 years’ experience of providing state-of the-art and proactive digital IT solutions to a wide range of small and medium-sized business in Scotland and the wider UK market.
We are a Microsoft Silver Partner with extensive experience of implementing Cloud based solutions including Microsoft Dynamics 365. You can find some customer case studies for Dynamics implementations on our resources page here including the Internet Creation case study.
We help businesses who want to get started with Dynamics 365 and also who would like to make the most of their existing Dynamics 365 solution.
What does Microsoft Dynamics 365 do?
Microsoft Dynamics 365 enables business to better manage customer relationships, improve operational processes, get better insights from their data and drive business growth and success.
It provides a modular approach to building out your business capability including:
- Customer Relationship Management (CRM): tools for managing customer relationships including sales automation, marketing automation, and customer service.
- Enterprise Resource Planning (ERP): that helps streamline activities across financial management, supply chain management, inventory control, and other operational processes.
- Unified Data and Insights: brings disparate data silos together from across your business to provide a central, real-time data view that enables better decision-making
- High degree of scalability: the Cloud based nature of Dynamics 365 means it can adapt to your changing business needs
- Microsoft Products integrations: Dynamics 365 also seamlessly integrates with other Microsoft tools like Office 365, Power BI and Power Apps
- Machine Learning and AI capability: in the shape of predictive analytics, personalized recommendations and automation of routine tasks
Are there any drawbacks of Microsoft Dynamics 365?
Microsoft Dynamics 365 offers a powerful suite of tools for businesses seeking comprehensive CRM and ERP solutions. While it is widely used and valued for its extensive features and scalability, there are some considerations to keep in mind. The platform’s initial investment and ongoing costs are higher than so-called “out-of-the-box” apps that are very restrictive in terms of customisation. However, if you compare it like for like with competitor CRM/ERP platforms such as Salesforce, Oracle, etc. you will find that Microsoft Dynamics 365 is very competitively priced. So, as always, it is all about comparing ‘apples with apples.’ 😊
It is perhaps not so much a drawback of Microsoft Dynamics 365 but it is worth mentioning the customisation potential in Dynamics has virtually no limits. And for some customers, it could appear a bit complex initially. This is where the support and advice of an experienced Microsoft partner really comes into its own. Their deep knowledge of the product will enable them to map your business requirements and tailor the most important features in Dynamics 365 to get you up and running with a solution. Cost-effectively and quickly.
How quickly can I get started with Dynamics 365?
We see implementing Dynamics 365 as a journey and not a project. So, we aim to get you up and running as quickly as possible without the restriction of a fixed requirements-based approach.
This flexible approach means you begin to feel the business benefits from Day 1 – it also means there are no hidden extras – everything is built-in from on-going business analysis to incremental implementation and ongoing advice on your roadmap.
All of this reduces the risk in the project and provides you with the option to scale up and down as your business needs dictate.
Schedule a demo: With Dynamics 365 seeing really is believing. Contact us now to schedule a no obligation demo and find out how Dynamics can work for your business.
Who are Managed IT Experts and how can they help me with Microsoft Dynamics 365?
Managed IT Experts has over 15 years’ experience of providing state-of the-art and proactive digital IT solutions to a wide range of small and medium-sized business in Scotland and the wider UK market.
We are a Microsoft Silver Partner with extensive experience of implementing Cloud based solutions including Microsoft Dynamics 365. You can find some customer case studies for Dynamics implementations on our resources page here including the Internet Creation case study.
We help businesses on a spectrum from wanting to get started with Dynamics 365 to making more of their existing instance of it.
