Ultimate Guide to Unified Interface
Microsoft’s intention behind the Unified Interface, was to bring a feeling of consistency to their bundle of customer relationship management applications available in of Dynamics
Explore Dynamics 365
Business Central
Dynamics 365 Business Central helps small or medium-sized businesses connect their operations in core areas including sales, service, finance, warehouse, and production. Microsoft’s Dynamics 365 Business Central is a full-scale cloud-based ERP solution connecting your team with unified analytics across products, departments and customers.
Disconnected Systems Hold Businesses Back
Running a business takes a number of different systems. There’s the line of business systems, such as accounting, CRM, inventory, and our daily productivity tools such as email and Excel spreadsheets. Ultimately, the bigger the company gets, the more complex business processes become. Each email adds something to your to-do list, which typically requires transitioning to a different application. You use accounting software to prepare an invoice, a CRM system to manage contacts, as well as your sales pipeline, and perhaps yet another system solution to track production and inventory. But these systems are too often siloed in businesses and therefore unable to function together.
What Drives the Need for a Centralized Data Repository?
Outgrown your existing ERP? The number one concern for SMB owners is growth. Systems are holding companies back from the growth they are trying to achieve.
Systems are disconnected and data is siloed. Siloed information is the most common problem facing small businesses. Many customers are forced to copy/paste or rekey information multiple times, and accessing several different systems in order to complete a given process or task.
Reporting is complicated and incomplete. Out-of-the-box reports are very basic and organizations often need to buy additional reporting software to get deeper insights, often amounting to additional overhead.
Maintenance and upgrades are expensive. Maintaining systems and adding new functionality can represent massive cost for businesses scaling quickly.
Encourage Collaboration to Drive Opportunities Through the Pipeline
Quickly access important information across enterprise applications, productivity tools and communication channels such as, Outlook, Dynamics 365, Office 365 and Teams.
Collaborate on sales processes with communication, meeting, and information-sharing functionalities available to both departments.
Trigger follow-ups with Power Automate and use Microsoft Forms Pro to capture more information and gather feedback on the buyer experience.
Use relationship assistant to guide teams to take the next best action based on powerful AI.
Explore your opportunities
with Dynamics 365 Busines Central
Explore Dynamics 365 Marketing
Using Dynamics 365 for Marketing Without Portals
We’ve seen a lot of confusion around the use of Dynamics 365 Portals within Dynamics 365 for Marketing. More specifically, we’ve received many inquiries about
12 New Features in Dynamics 365 for Sales Arriving in 2019
In August of 2019, Microsoft announced that Dynamics 365 for Sales would be gaining a number of new features, to be released from October 2019
