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Microsoft Dynamics 365 offers a comprehensive suite of tools and solutions that can be leveraged to transform banking and finance operations, discover how its modules can be customised to meet the specific challenges of these industries.
Microsoft Dynamics 365 is a comprehensive cloud-based platform that is a stand-out dynamic solution which can be customised to meet the unique needs of every industry. With a wide set of customisation capabilities including workflows and reports, Dynamics 365 empowers businesses to tailor the platform to their specific requirements.
With its vast array of functionalities and modules covering sales, marketing, customer service, finance, and supply chain management, Dynamics 365 can be used to optimise processes, enhance user experience and drive business growth.
Entities are at the core of Microsoft Dynamics 365. There are standard entities which include accounts, contact, leads and opportunities, which cover a wide range of business needs. However, businesses may have unique data requirements specific to their industry or processes.
Custom entities allow businesses to create tailored data structures that match their and the industry they work within specific needs. Whether that is recording industry-specific data or organising information in a way that aligns with their processes, custom entities provide the flexibility to store and manage data effectively.
Dynamics 365 workflows are powerful tools that help to automate business processes and enable seamless data collaboration. Organisations can create custom workflows to define the steps, conditions and actions required to complete specific tasks or trigger actions based on data changes.
Custom workflows are invaluable for industries with complex and time-sensitive processes. In the manufacturing industry, they may be used to automate the ordering of materials when the inventory level reaches a certain threshold in order to not hold up or stop production.
With rich reporting capabilities, Microsoft Dynamics 365 allows businesses to generate custom reports and visualise data through interactive dashboards, helping them to make data-driven decisions. With custom reports, businesses can focus on the key performance indicators that matter most to them and their industry. For example, this may be used by a sales team to create custom reports to track sales performance, and individual sales representatives, helping to identify areas for improvement and set realistic targets.
Financial Services:
Microsoft Dynamics 365 can be used as a solution for the banking and finance industry to help strengthen customer relationships and streamline financial operations. Custom entities allow financial institutions to capture customer data points and custom workflows automate processes such as loan approvals and onboarding.
Charities and Non-profits:
For Non-profits, Dynamics 365 customisation allows workers to effectively manage donations, volunteers and schedule appointments.
Professional Services:
Microsoft Dynamics 365 can be customised to suit the needs of the professional service industry using time and expense tracking functionalities. Professionals can easily record their time spent on projects and submit expense reports through customised interfaces, streamlining the billing process.
For successful customisations projects, using an experienced Dynamics 365 Partner like City Dynamics is best.
We are an experienced team with in-depth knowledge of the platform and industry-specific understanding. We can help guide your company through the customisation process, ensuring we meet each of your requirements, to deliver a tailored solution that optimises business processes.
Get in touch today to find a system that suits you, and talk through customised solutions for your business.
Click the button below to submit your enquiry to our team who will get back to you as soon as possible.
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