What is Microsoft Dynamics 365?
Microsoft Dynamics 365 integrates ERP and CRM capabilities, along with professional-grade business intelligence, marketing, and service—all on the cloud. Built on an ”app-centric” model, Dynamics 365 is flexible and scalable, allowing firms to choose only what they need, yet easily add apps as needs change.
A Complete Solution on the Cloud
With Dynamics 365, there’s no need for a large IT staff, and the costs are lower, too, because you only buy what you need. With Dynamics 365, you get the advantages of the cloud and proven Microsoft technology, which you can count on to securely manage your firm.
Microsoft Dynamics 365 can also be accessed anytime, from anywhere, and from any device.
Benefits for Financial Services Firms
Microsoft Dynamics 365 provides firms with what they need to manage operations and client relationships, regardless of size or complexity. You can manage your firm from a single solution, which also provides you with 360-degree visibility into every aspect of operations.
Microsoft Dynamics 365 also integrates fully with Office 365, SharePoint, and other familiar Microsoft tools, so your staff is even more productive.
Microsoft Dynamics 365 offers:
- Customer Portal – A self-service knowledge base and community forum.
- Business Intelligence – Insights into trends, high-demand and high-profit products, and marketing effectiveness.
- PowerApps and Power Flow – Tools that make it easy for you to create your own web and mobile apps, as well as customizing Dynamics 365 to fit your needs.
- AppSource – An online store where you try and buy additional applications that expand on Dynamics 365.