As we discussed before, one of the main benefits of the update from Dynamics CRM to Dynamics 365 is that businesses only pay for the apps they need.

So a business may start with the Sales and Customer Service apps and then as they grow, they can add other apps like Project Service or Finance.

To give you a better understanding of what all these apps do then we’ve put together this quick guide.

Sales

Covering all parts of the sales process

from creating contacts and account records to store all your customer and supplier information
through to leads, opportunities, quotes and orders

The sales app forms the foundation of an organisation’s CRM system to help sales pipeline management

» More about sales for Dynamics 365

Customer Service

You can

automate support tickets
report against outstanding cases
handle entitlements
manage service scheduling

whilst seeing the status of your support cases at a glance.

Allows quicker response times, empowers staff and helps management create insightful reports with the service information in one place

» More about customer service systems and Dynamics 365

Operations

The complete ERP tool, Business Central provides global scalability for your business to grow. It covers

Manufacturing
Retail
Finance
HR
Warehousing

» More about Business Central

Field Service

Provides everything your service team needs, from scheduling to predictive maintenance, all accessible on iOS, Android and Windows mobile devices.

It even includes an automated tool that schedules appointments, enabling your team to fit more appointments in to the day.

Want to capture a customer sign off for a work order at the point of completion on an engineer’s device? – then Field Service is for you.

» More about field service for Dynamics 365

Project Service Automation

Helps your team plan and manage projects better by providing them with automation technology.

Includes tools like

project planning
resource scheduling
time and expenses
utilisation reports
customer billing

» More about project service automation for Dynamics 365

Marketing

Allows you to create co-ordinated campaigns, target customers and measure ROI on your campaigns

» More about marketing and Dynamics 365

Customer Insights

Provides your team with customer analytics to help them understand their customers better. Uses easy to reference dashboards that can be configured for each team member