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An overview of the different modules of Microsoft Dynamics 365

One of the best things about Dynamics 365 is how you can pick and choose modules to adapt the software to your needs. Other, more popular business applications don’t necessarily offer their customers the ability to pay only for the elements that they need. But how do you know which modules your company needs? That’s exactly what we’re going to look into today.

Dynamics 365 Modules:

  • Finance and Operations
  • Retail
  • Talent
  • Sales
  • Customer Service
  • Project Service Automation
  • Field Service
  • Marketing

Dynamics 365 for Finance and Operations

The Finance and Operations module is the accounting section of Dynamics 365. Use this module to:

  • Elevate your financial performance;
  • Close the books more quickly;
  • Generate detailed reports;
  • Increase profitability using strategic monitoring;
  • Ensure global conformity.

From an operational point of view, Dynamics 365 for Finance and Operations enables you to:

  • Optimize productivity with connected operations;
  • Select best-fit manufacturing processes;
  • Improve operational procedures;
  • Simplify resource management;
  • Accelerate production;
  • Increase quality and customer satisfaction.

The Finance and Operations module is everything you need to automate and streamline your supply chain. The application also enables you to:

  • Modernize business logistics;
  • Deliver timely customer responses;
  • Predict demand;
  • Streamline procurement;
  • Unify processes from sales to fulfilment.

The Finance and Operations module is simply the perfect incarnation of a complete ERP system. We published an article in 2018 introducing ERP software, you can find it here

Dynamics 365 for Retail

This module is ideal for retailers. The application enables you to unify your company’s in-store and back office operations. Dynamics 365 for Retail customizes in-store customer experiences and improves your employees’ productivity. It empowers retailers to create exceptional and innovative shopping experiences. In sum, Dynamics 365 for Retail enables retailers to: ·         Increase revenue, customer satisfaction, and brand loyalty through consistent shopping experiences;

  • Efficiently manage several stores, increase sales and instantly adapt to the constantly changing needs of your customers;
  • Improve ROI and product demand by centrally managing merchandizing—including product information, categories, assortment, and pricing;
  • Reduce fulfilment costs, improve inventory utilization, and efficiently manage your business by using customer and operational insights;
  • Drive innovation with an application that’s easy to tailor, extend, and connect to other applications and services that your company already uses.

Dynamics 365 - Retail

Dynamics 365 for Talent

Hire, develop, and retain personnel who can deliver impactful results. Microsoft Dynamics 365 for Talent empowers your HR team and personnel managers with the tools they need to hire the best candidates and accelerate their success.

Transform the employee experience from “hire” to “inspire.” Dynamics 365 for Talent leverages the power of Office 365 and LinkedIn to quickly find and integrate the right people for your company. Make the most of our comprehensive set of applications to tackle your human capital management needs or to easily integrate our modern platform with your existing HR needs.

The application can also be used to efficiently integrate new employees from the day they’re hired by providing them access to a portal with all the information they need in one place. Put an end to time wasted looking for information and trying to find the right person to help. Everything your new employees need will be right under their fingertips.

The Dynamics 365 for Talent module includes a tool that handles payroll, vacations, training, and everything else related to employee management.

Dynamics 365 - For Talent

Dynamics 365 for Sales

There’s no hidden agenda here, this module is for your sales team. Whether your company is focused on B2B or B2C, this module has been created to make sales easier. Use it to manage and establish a cohesive sales process within your company. The sales module has all the assets you need to transform your relationships into tangible turnover.

The sales module empowers you to:

  • Enable smarter selling with embedded insights;
  • Empower sellers to build relationships with authentic and personal engagement;
  • Boost seller productivity with seamless tools;
  • Improve sales performance;
  • Get additional AI-driven insights to grow sales;
  • Innovate with sales solutions built to evolve.

Dynamics 365 - For Sales

Dynamics 365 for Customer Service

This module is for any company concerned with its after-sales service. Built-in intelligence delivers faster, more personalized service and adds value to every interaction, even on the go.

The Customer Service module empowers you to:

  • Engage with customers on any channel or device;
  • Make it easy for agents to meet rising customer expectations;
  • Make it easy for agents to take the right action every time using intelligent processes;
  • Continuously improve while reducing the cost to serve using data and intelligence to transform how you provide services;
  • Drive innovation with an application that’s easy to tailor, extend, and connect to other applications and services that your company already uses.

Dynamics 365 - Customer service

Dynamics 365 for Project Service Automation

This module was created for project management teams. It enables you to accelerate growth by optimizing project management and the profitability of ongoing projects, while sticking to budgets and increasing your collaborators’ productivity.

The Project Service Automation module empowers you to:

  • Manage projects with confidence;
  • Optimize your resources;
  • Forecast project profitability;
  • Increase productivity;
  • Innovate with a modern and adaptable platform.


Dynamics 365 for Field Service

Innovate with proactive service! Deliver a seamless, end-to-end service experience with Dynamics 365 for Field Service. Built-in intelligence helps you to resolve service issues before they occur, reduce operational costs, and deliver positive onsite experiences. This module has been developed for any company with a field service team.

Dynamics 365 for Field Service empowers you to:

  • Increase your operational efficiency with IoT;
  • Enhance your service experience by proactively detecting, troubleshooting, and resolving issues so a technician is only dispatched when necessary;
  • Automate and improve scheduling to dispatch the right technician and get the most value out of your resources;
  • Empower technicians with a 360-degree view of your customers and real-time guidance to improve resolution time and earn customer trust;
  • Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step;
  • Troubleshoot issues in context and enable technicians with hands-free video calling and mixed reality annotations on Microsoft HoloLens.

Dynamics 365 - Field Service Holo Lens

Dynamics 365 for Marketing

Whether you’ve got a huge or tiny marketing department, this module helps turn prospects into business relationships.

Find and nurture more sales-ready leads by moving beyond basic email marketing. Connect sales and marketing, automate processes, and make smarter decisions to maximize your marketing ROI.

The Dynamics 365 for Marketing module enables you to:

  • Generate more leads across multiple channels and nurture sales-ready leads with personalized experiences;
  • Prioritize leads, automate hand-off to marketing teams, and track progress with shared information and connected processes;
  • Improve marketing ROI with embedded intelligence and analytics that track marketing performance;
  • Launch multi-channel campaigns;
  • Personalize shopping experiences;
  • Find leads using LinkedIn;
  • Simplify event management.

Dynamics 365 - For Marketing

This article has been a fairly detailed overview of Dynamics 365’s different modules, although each module deserves its own article!

Interested in implementing Dynamics 365 in your company? Or still not convinced that it’s worth it? Get in touch with us and leverage our 20 years of experience to find the best tools for your business!

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