Microsoft Dynamics is a line of familiar, adaptable business management solutions which are enterprise resource planning (ERP) and customer relationship management (CRM) solutions designed to meet almost any business need and help your people make important business decisions confidently.
Microsoft Dynamics works like and with familiar Microsoft software—easing adoption and reducing the risks in implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success.
- Overview
- Microsoft Dynamics ERP
- Microsoft Dynamics CRM
Microsoft Dynamics Benefits
Microsoft Dynamics has been designed to be familiar to your people, work well with your existing systems, empower people and teams to be productive, and promote informed decision-making.
Company Visibility
Microsoft Dynamics enables smart, reliable, strategic and tactical decision-making at all levels of your organization.
Familiar Interface
Microsoft Dynamics looks and works like widely-used Microsoft software products with the same graphical user interface as Microsoft Office software.
Works with your Systems
Microsoft Dynamics works closely with the Microsoft software and systems you may already use, allowing for more value from your investment in technology.
Increase Collaboration
Automate many routine and repeating functions, eliminate needless barriers, allow your employees, partners, vendors, and customers to meet goals.
Microsoft Dynamics Features
Customer Relationship Management
- Sales Force Automation
- Marketing Automation
- Customer Support and Service
- Human Resource Management
- Collaboration
- Partner Relationship Management
Financials, ERP and Reporting
- Business Intelligence
- Executive Management
- IT Management
- Project Managment
- Supply Chain Management
- Software-plus-Services
Microsoft Dynamics ERP
Microsoft Dynamics ERP solutions stand apart from other enterprise resource planning (ERP) software by offering exceptionally easy-to-use solutions that fit smoothly with your existing IT systems. Backed by Microsoft, you can count on ERP software that can meet your needs now—and in the future as your business evolves.
Easy-to-use information and tools that help you work smart and fast
- Get people up to speed fast with an intuitive user experience that reduces training time.
- Access RoleTailored tools and business intelligence, such as Role Centers that help employees view and prioritize job-specific information and tasks. Plus, people can customize and personalize their Role Centers based on their work styles and preferences.
- Work with familiar Microsoft products, such as Microsoft® Office applications and Microsoft SharePoint® Server directly within Microsoft Dynamics ERP solutions for improved productivity
and improved expression of business information. - Access ERP data at every level of your organization through SharePoint-based portals, mobile solutions, and Microsoft Dynamics Client for Microsoft Office.
Increased operational efficiency to help reduce costs
- Integrate and streamline critical processes so you can run your business with improved efficiency and
real-time access to financial and operational data. - Meet the specific demands of your industry with solutions delivered by Microsoft and its Partners that can meet your business needs.
- Collaborate easily across lines of business and geographies using Windows SharePoint Services and SharePoint Server.
- Work smoothly across borders with customers and suppliers with multi- language and multicurrency capabilities.
Microsoft Dynamics ERP Products
Microsoft Dynamics enterprise resource planning (ERP) products are simple to use, straightforward to implement, and easy to adapt to your specific business requirements. They fit smoothly with your existing systems and work like and with Microsoft software your people use every day to provide ongoing value and low total cost of ownership. Listed below are the products available:
- Microsoft Dynamics AX is a comprehensive ERP product that helps midsize and larger organizations operate across multiple sites and countries. With a rich, flexible industry foundation Microsoft Dynamics AX can standardize processes, provide visibility across your business, and help simplify compliance.
- Microsoft Dynamics GP is a scalable ERP product for growing and midsize organizations that can help you extend insight, productivity, and collaboration across your entire business. Microsoft Dynamics GP offers flexible deployment options to connect financial and operations processes, and provides fast access to relevant information using familiar Microsoft tools.
- Microsoft Dynamics NAV is an ERP product for midsize organizations that provides proven industry-specific functionality relevant to your needs – even for the most highly specialized industries and business processes. Available in more than 40 country versions, Microsoft Dynamics NAV is fast to implement, easy to configure, and simple to use.
- Microsoft Dynamics SL is an ERP product specialized to help project-driven midsize organizations manage people, projects, and profitability. With powerful solutions for professional services, operations, field services, and construction management companies, Microsoft Dynamics SL can help you manage your projects on time and on budget.
Microsoft Dynamics CRM
Get your sales force quickly up to speed with the advanced but easy-to-use features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to boost sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales.
Improve sales planning, management
- Set up territories and teams for optimal organizational efficiency.
- Create price lists, discounts, and unit groups to streamline offer management.
- Post sales best practices and tips in the Resource Center.
- Use strong role- and group-based permissions for easy information distribution.
Automate your lead system
- Capture and track all lead details in one system.
- Automatically associate e-mail messages with relevant leads/opportunities.
- Assign leads and tasks automatically.
- Simplify lead qualification, scoring, and conversion.
- Easily segment data to generate leads from your customer base.
Manage opportunities effectively
- Capture and track all lead details in one system.
- Automatically associate e-mail messages with relevant leads/opportunities.
- Assign leads and tasks automatically.
- Simplify lead qualification, scoring, and conversion.
- Easily segment data to generate leads from your customer base.
Streamline account management
- Track all activities and interactions for each contact or account.
- Identify influencers, constituents, allies, and roadblocks for each account.
- Quickly identify cross-sell and up-sell opportunities.
- Track contract renewal dates and details.
- Define the parent-child relationships that depict complex organizations.
Boost sales productivity
- Use Microsoft Dynamics CRM within Microsoft Office Outlook.
- Eliminate redundant e-mail tracking.
- Improve communication and team collaboration through seamless integration with Microsoft Office products.
- Promote Office Outlook contacts to Microsoft Dynamics CRM with a few mouse clicks.
- Easily identify key data points through advanced search.
- Reduce wasted cycles with robust data-cleansing features.
Enhance pipeline management
- Easily track the sales pipeline for improved financial planning.
- Increase accuracy of revenue projections with individual or roll-up forecasting.
- Track revenue goals by dates, fiscal periods, or other predefined criteria.
- Identify key trends for deals won/lost and optimize the sales process.
Simplify workflow processes
- Improve productivity with personal, team, or organizational workflows.
- Automatically create or assign tasks and activities when rules are triggered.
- Automate simple or multilevel approvals.
- Automate scoring and distribution of leads.
- Set alerts for key events to take proactive measures.
- Define and enforce consistent sales processes enterprisewide.
Mobile Express for Microsoft Dynamics CRM
- Empower your sales force with real-time access to customer data from any Web-enabled device.
- Better prepare for customer meetings via real-time account details.
- Rapidly respond to customer requests while on the road.
- Continuously work details by updating and receiving leads 24/7.
- Discover new up-sell/cross-sell opportunities right on the spot.
Gain visibility and improve decision making
- View key performance indicators in real time with intuitive dashboards.
- Use built-in sales reports to conduct detailed analyses without IT assistance.
- Use robust data cubes for insightful trending analysis.
- Employ predictive analytics to identify key selling scenarios.
- Take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.
Next Steps & Resources
Microsoft Dynamics Dashboard
