Microsoft Dynamics 365 and its uses explained

Do you have a CRM or ERP system in place? Are you looking to adopt business solutions?

Microsoft Dynamics is a complete solution for businesses looking to update their systems and optimise their business processes.

Microsoft Dynamics 365 explained and its uses

What is Microsoft Dynamics?

Microsoft Dynamics is a suite of business applications that integrates multiple business functions and technical requirements, all into a single easy-to-use platform. It includes a range of modules to suit all businesses, including the ability to manage financials, supply-chains, projects, and customer relationships. Microsoft Dynamics enables businesses to automate and streamline their business processes, reduce costs, and improve efficiency and productivity.

Since first launching in the early 2000’s, Microsoft Dynamics has evolved into a comprehensive business solution. Its latest version, Dynamics 365, is a cloud-based platform that enables users to access their data anywhere, at any time and on any device. It offers several applications and modules that can be customised to meet the specific needs of businesses within different industries and organisations.

Microsoft Dynamics offers several solutions which include Dynamics 365, Dynamics GP, Dynamics NAV, Dynamics SL, and Dynamics AX. Each solution is designed to meet the specific needs of different industries, such as manufacturing, retail, healthcare, government, and non-profit. Dynamics 365 is the latest addition to the Microsoft Dynamics family, and it combines ERP and CRM capabilities in a cloud-based solution.

Dynamics 365 is not a replacement for the previous Dynamics products, and they all continue to be available for the foreseeable future, however they will not be updated.

Dynamics GP, more commonly referred to as Great Plains, is an ERP solution suitable for small and medium-sized businesses. It includes modules for financial, supply chain and project management, as well as manufacturing and human resources. Choosing between Dynamics 365 and Great Plains depends on your business needs, which we can help you decide.

How does Microsoft Dynamics 365 work?

Microsoft Dynamics is designed to be flexible and customisable so businesses can configure the systems to meet their needs. It’s built using the Microsoft Power Platform which includes Power Apps, Power BI and Power Automate, all of which enable businesses to create custom applications, automate workflows and gain insights into their data. Instead of having separate siloed sales and marketing functions, Microsoft Dynamics 365 is a Software-as-a-Service (SaaS) solution that provides businesses with the flexibility and scalability to meet their changing needs.

Dynamics 365 is built on Microsoft Azure, Microsoft’s cloud computing technology and provided as a Software as a Service platform meaning it is easily accessed through a web browser rather than installed onto individual computers. This helps to manage updates and fixes and also provides both greater flexibility and accessibility as it can be accessed anywhere with an internet connection. This enables businesses to access their data from anywhere, at any time, on any device and can be scaled up or down as needed.

Editions Of Microsoft Dynamics 365

What are the different Editions of Microsoft Dynamics 365?

Microsoft Dynamics is available in two different versions, tailored for businesses of different sizes. The Business Edition is best suited to small to medium businesses with the Enterprise Edition intended for medium to large organisations.

Why Microsoft Dynamics 365

Why you need Microsoft Dynamics 365

One of the key benefits of Dynamics 365 is its flexibility and scalability. Businesses can start with just one module and add more as they grow, or they can implement the entire suite.

Microsoft Dynamics stops you needing to switch between programmes by combining all of your essential sales, marketing and customer service applications into a single platform. This helps to stop errors and mistakes and increases overall efficiency and productivity. There are also numerous other benefits which you can discover here.

What can Microsoft Dynamics 365 be used for?

The main uses of Microsoft Dynamics 365 include the ability to:

• Streamline different departments across the organisation by connecting staff, processes and data across many different applications.

• Make important decisions based on data with the built in AI, analytics and suggestions.

• Customise and adapt the application to fit your requirements.

• Future proof your business by incorporating AI, social and mobile capabilities.

The modules and applications within Dynamics 365 are highly adaptable to your business and departmental needs, working brilliantly alone or even better in conjunction with others. Microsoft Dynamics 365 offers a wide range of applications and modules that can be customised and integrated with each other to meet the specific needs of businesses and complement how your users want to work. Some of the key applications and modules include:

Finance & Operations

Finance and Operations

Enables management of financial operations including general ledger, accounts payable and receivable, budgeting, cash and bank management, and fixed assets.

Microsoft Dynamics 365 explained and its uses


Helping the sales team keep track of orders, from lead management to order fulfilment, Microsoft Dynamics can track leads, manage opportunities, and close deals. The sales module provides insights into prospective customers, customer engagement data and sales productivity.

Microsoft Dynamics 365 Marketing


You can create and manage marketing campaigns, including email marketing, social media marketing, and events management and track your results. It can link with Dynamics CRM to provide campaign management, and targeted marketing tools that are specific to your needs.

Supply Chain Project Management

Supply Chain and Project Management

Helps businesses to manage supply chain operations including inventory management, procurement and production planning. Microsoft Dynamics 365 also provides the ability to manage projects including project planning, resource management, time and expense tracking, and project accounting. 

Microsoft Dynamics 365 explained and its uses

Customer Service

This CRM module enables businesses to manage their customer service operations and help them to provide high quality service by managing customer enquiries, complaints and service requests as well as interactions and sales. 

Customer Insights Microsoft Dynamics 365

Customer Insights

Combining customer data from multiple sources can be used alongside artificial intelligence tools to identify trends and patterns which can then be used further to predict behaviour.

Field Service Microsoft Dynamics 365

Field Service

This module enables businesses to manage their field service operations, including scheduling, dispatching, and managing work orders.

Talent Microsoft Dynamics 365


Manage your human resource operations including employee records, benefits management, payroll and performance management. The human resource cloud services also connect to LinkedIn which can help manage all aspects of attracting, hiring and onboarding new employees. 

Project Service Automation

Project Service Automation

Automate tasks such as project planning, resource scheduling, and time management, helping to reduce the amount of management tasks.

The flexibility of Microsoft Dynamics 365 means that users are able to licence the apps they need, customise them to their way of working and scale upwards as the business grows. One of the most significant advantages of Microsoft Dynamics is that it can be customised to meet the unique needs of different industries and organisations. This means that businesses can configure the platform to match their workflows, processes, and business requirements. This ensures that the platform is tailored to the specific needs of the business, which can lead to increased efficiency and productivity.

Need help with Microsoft Dynamics?

If you need help migrating from your current systems, or customising specific Microsoft Dynamics 365 applications for your business then City Dynamics can help.

As Microsoft Gold Partners, our expert consultants simplify your business transformation and ensure a smooth transition. With many years’ experience in the financial and professional service sectors, we can help address your business challenges and provide you with a system that meets your needs today and can respond to future industry changes. Get in touch today to see how we can support you through this process.

Find out how Dynamics 365 can help you to scale your business, increase efficiency and optimise security.