If you have Microsoft 365 then it’s easy to get going with Dynamics 365
Is Dynamics part of Microsoft 365?
If your business uses Microsoft 365 (or Office 365 as it was known) you may be wondering if you can also use Dynamics. The answer is yes.
Microsoft 365 includes Outlook, Word, Teams, Excel and more
In fact, it is quite easy to do so. Through Microsoft 365, you can actually sign up for a trial version of Dynamics so you can test out the software. The trial allows you 30 days with full system functionality, which can help you determine if you want to use the sales, customer service, or marketing tools of Microsoft Dynamics.
The important point is that the software is based on your Microsoft 365 portal, which makes it easy to get started. Now, you could try this out yourself, but it may be better to seek a tailored demonstration of Microsoft Dynamics with somebody who knows the system well. This will maximise your time and the benefits of that 30-day trial period. With someone helping you merge the needs of your unique business with the functionality of Dynamics, you can create a system that better matches your business requirements. They could talk with you about the existing systems you use, and what changes may be necessary if you switched to Microsoft Dynamics 365.
This kind of tailored demonstration will ensure that you have the best experience with Microsoft Dynamics 365. You could then choose to continue working with that company, or take what you have learned and configure it yourself. There are different ways to use the system; some prefer the standardised functionality that is built into the system, but others would rather configure it around their needs, such as specific fields, forms, or processes.
If you want a guided trial, contact us and we’ll point you in the right direction