Which Microsoft Dynamics 365 Solution will Best Serve Your Business?

Dynamics 365 Business Central satisfies companies’ lead management needs. Its basic sales management specialities involve:

Manage opportunities.
Manage contacts
Manage quotes
Campaigns and segments

Dynamics 365 CRM offers a better choice for sales and customer management when businesses need:

Have complex business processes that require workflows beyond what is available in Business Central
Need a more extensive Outlook integration
Require enhanced marketing automation, field service
customer service, and more.
Want mobile access to all CRM features

Transcript

2. AGENDA  Dynamics 365 Business Central  Why Should You Consider Microsoft Dynamics 365 Business Central?  Dynamics 365 CRM  Why Should You Consider Microsoft Dynamics CRM?  Make your Preferences : Microsoft Dynamics CRM (or) Microsoft Dynamics 365 Business Central?  Final Verdict – Microsoft Dynamics 365 CRM and Microsoft Dynamics 365 Business Central
3. Dynamics 365 Business Central  Dynamics 365 Business Central is Microsoft’s cloud-based ERP solution for small and mid-sized corporations that automates and streamlines business processes and helps you manage your business.  Business Central enables companies to manage their manufacturing, financials, services, shipping, projects, and more.  Business Central is fast to implement and easy to configure.  It also includes Relationship Management functionality in it to further support sales efforts. Business Central is highly adaptable and rich with features.  Businesses can simply add functionality that is related to the area of operation, and that is customized to support even highly specialized industries.
5. Microsoft Dynamics CRM  Dynamics 365 CRM is Microsoft’s cloud-based customer relationship management solution developed by Microsoft focused.  It is made up of five applications and enhances the customer relationship for any organization.  This Dynamics 365 Sales app enables businesses to qualify leads, handle sales opportunities, strengthen customer relationships, optimize email marketing campaigns, and a lot of other out-of-the- box features and functionalities. Microsoft Dynamics CRM provides full mobile support for managing CRM apps on mobiles and tablets.  Dynamics 365 CRM and Dynamics 365 Business Central are two distinct products that need to be purchased individually. They may appear to have related capabilities in some areas, but each shines in the particular purpose or plan for which it was designed.
7. Preferences : Microsoft Dynamics CRM (or) Microsoft Dynamics 365 Business Central?  Dynamics 365 Business Central and Dynamics 365 CRM have a pre-built integration, so Business Central customers can get the ERP functionality that they need, and the full spectrum of sales and customer management features in Dynamics 365 CRM.  You should prefer Dynamics 365 Business Central if you need to manage financials, inventory, and production, and only require basic sales management features.  Dynamics 365 Business Central satisfies companies’ lead management needs. Its basic sales management specialties involve: 1. Manage opportunities. 2. Manage contacts 3. Manage quotes 4. Campaigns and segments
8.  Dynamics 365 CRM will best serve you if you want to track leads, find prospects, and maintain contact with customers with the help of email marketing.  Dynamics 365 CRM offers a better choice for sales and customer management when businesses need:  Have complex business processes that require workflows beyond what is available in Business Central 1. Need a more extensive Outlook integration 2. Require enhanced marketing automation, field service 3. customer service, and more. 4. Want mobile access to all CRM features
9. Final Verdict – Microsoft Dynamics 365 CRM and Microsoft Dynamics 365 Business Central  Each of these applications produces some form of CRM functionality, but there is a chance of confusion when the different solutions might make the most sense.  If you’re a smaller organization, with simply 1 or 2 sales reps, or you are resource-constrained, then you may simply need the functionality found in Business Central.  Although you may decide you need to use both Business Central and CRM, you can provide your users with the best of both worlds by integrating the two applications.  Presents some connectors that make integration fairly simple. Although, most organizations find what they need to customize the integration process to maintain the custom fields and tables that need to be visible in both applications.