On November 1st, Microsoft Dynamics 365 will become available for purchase. We’ve gone through and compiled a ton of research into one easy to read document to help you understand what you need to know.
What is Microsoft Dynamics 365
Microsoft Dynamics 365 combines both Microsoft Dynamics CRM with Dynamics ERP into one convenient cloud service. A CRM (Customer Relationship Management) system is used to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. An ERP (Enterprise Resource Planning) system is defined as a system that helps organizations manage their financials, supply chain, manufacturing, operations, reporting, and human resources. The new Dynamics 365 encompasses both of these technologies.
What Editions Are Available with Dynamics 365
There are two editions: Business and Enterprise.
- The Business Edition is aimed for 10-250 employees and includes Dynamics 365 for Financials (sales and marketing integration coming in Spring 2017)
- The Enterprise Edition is geared towards businesses with over 250 employees and includes the capabilities of Dynamics CRM Online and Dynamics AX Products. Includes Operations, Sales, Customer Service, Field Service and Project Service Automation. The marketing functionality will be coming soon and is through integration with Adobe Marketing Cloud (additional cost).
What Are the Applications?
Dynamics 365 has new purpose-build applications designed to help manage specific business functions in order to allow greater productivity, deliver deeper insights and easily adapt to changing business needs.
- Sales – Automate your sales processes and sell more effectively to increase revenue, boost productivity, gain key insights, and reduce costs. Microsoft Dynamics 365 for Sales features a highly intuitive interface and Microsoft Office embedded capabilities. (Enterprise Edition)
- Customer Service – Make customer service effortless with customizable dashboards and a clean user interface. Earn loyalty, empower agents and stay agile with a single, unified customer experience. (Enterprise Edition)
- Field Service – Complete projects on time and within budget with a simple drag-and-drop schedule board and real-time visualization and status indicators. (Enterprise Edition)
- Project Service Automation – Deliver outstanding project experiences with features like: Find-A-Project Employee App, automated optimal resource assignment, project profitability assessment, MS Project integrated planning and more! (Enterprise Edition)
- Operations – Work smarter than ever before with intelligent tools for the modern workplace. Dynamics 365 for Operations enables you to make smarter decisions, redesign business processes faster and fuel business growth. (Enterprise Edition)
- Financials – Make ordering, selling, invoicing and reporting easier and faster with a business management solution designed for small and mid-sized businesses. (Business Edition)
- Marketing (coming soon…ETA Spring 2017)
How Is Dynamics 365 Licensed?
Dynamics 365 Business is based on user subscription. There are essentially two types of users:
- Full Users: These users require the use of business app functionality, typically sales people, customer service reps, finance, controllers, supply chain managers, etc.
- Light Users: These users consume data or reports and complete light tasks like time/expense entry and HR record updates.
Dynamics 365 Team Members Subscriptions (light users) – includes rights to execute basic process across Dynamics 365 apps, share knowledge, and provide embedded business intelligence.
Dynamics 365 Plan Subscriptions (full users) – offers the ultimate in flexibility to access any Dynamics 365 functionality.
Dynamics 365 Application Subscriptions (full users) – the user is licensed only for one individual application (ex. if someone only requires the functionality of the Operations app, then purchase a subscription based on that particular app).
Dynamics 365 Enterprise gets a bit more complicated; please contact us for more information.
What Are The Costs of Dynamics 365?
Please see image below for Dynamics 365 Business Edition.
For Dynamics 365 Enterprise, please contact us for more information.
Are There Additional Costs?
Licenses for Microsoft Dynamics 365 do not include licenses for other products and services that may be necessary to fully extend the functionality of Dynamics 365. For example, these licenses must be purchased separately:
- Power BI
- Cortana Intelligence Suite
- Power Apps P1 or P2
Where Can I Purchase Microsoft Dynamics 365?
You can purchase Dynamics 365 from qualifying Microsoft Partners, such as SoftwareMedia.com, as soon as it is available to the public (November 1, 2016).