Dynamics 365: Intelligent Business Solutions

Microsoft Dynamics 365 is being touted as ‘the next generation of intelligent business applications’ – a big claim for what promises to be a game-changer.

Essentially, Microsoft Dynamics 365 combines CRM and ERP capabilities into a variety of applications that work together seamlessly, such as sales, customer service, field service, operations, financials, marketing, and project service automation.

In contrast with separate ERP and CRM models of the past, organisations will now be able to enjoy the benefits of a seamless experience across all applications.

Apps that work together seamlessly in the cloud

Each application has the capacity to solve real problems and deliver real value. But combine them and you get the power and possibilities to transform your business.
  • Sales

    Turn relationships into revenue with digital intelligence in every deal.
  • Customer service

    Earn customers for life with excellent customer service.
  • Operations

    Make data-driven decisions for smarter, more efficient operations.
  • Financials

    Grow your company with a comprehensive, intelligent app for financials and business management.
  • Field Service

    Optimize your scheduling and use predictive tools to master the service call.
  • Project Service Automation

    Create more profitable customer relationships using intelligent tools.
  • Retail

    Tailor customer experiences and increase employee productivity by creating an exceptional, insightful shopping experience.
  • Talent

    Empower your people by providing exceptional experiences across the talent journey.

Microsoft Dynamics 365 plans

The Unified Operations plan and the Customer Engagement plan fall under the Dynamics 365 umbrella each of them having different apps that work together seamlessly.


The Unified Operations plan, previously known as Dynamics 365 for Operations, includes Finance and Operations, Power Apps, Retail, and Talent. The last two apps can be licenced independently but the Finance and Operations app will only be available as part of the Unified Operations plan. The Customer Engagement plan includes Filed Service, Project Service Automation, Customer Service, Sales and Power Apps.

Customer can choose between 3 different plans, the Customer Engagement Plan, the Unified Operations Plan, and the Dynamics 365 plan. The latter combines the Customer Engagement plan and the Unified Operations plan together to create a powerful business solution that can significantly improve the way business is done.

Further to this, these plans are packaged into two different editions, the Business edition and the Enterprise edition. The former is optimised for Small and Medium sized businesses whilst the latter is optimised for Large businesses.

Other features of include:

Business Edition  Enterprise Edition
Optimised for 10-250 employees Optimised for 250+ employees
Maximum 300 seats Minimum 20 seats

How can D365 help?

Tailored to your needs

Get individual apps that work brilliantly on their own or together — so you can tailor a solution to your needs. And with Business and Enterprise editions, you’re covered from a few employees to thousands.

Increased productivity

Help your team work more productively together with Dynamics 365 and familiar Microsoft Office 365 tools. Employees can do CRM tasks in Outlook and ERP tasks in Excel.

International business ready

Dynamics 365 has multi-region, multi-currency and multi-language capabilities.


Give your teams easy-to-use applications that provide a single view of your data—and a single platform for business growth. They all work with Microsoft PowerApps and Microsoft Flow.

Better data visibility

Improve your decisions with data. With Microsoft Power BI, Cortana Intelligence, PowerApps and Azure Machine Learning built in, Dynamics 365 helps you and your employees turn big data into actionable plans.

A world of apps

Access apps from Microsoft and partners on AppSource, simply search and download to start using, or develop your own.

Not in the mood for reading? Check out our #AchieveMoreWithD365 series whereby we present specific topics in detail.

User tools introduction

In this video, Matt Shearsby will be giving you an overview of the user tools available within Dynamics 365 for Finance and Operations (part of the Unified Operations Plan). These include:

  • Dashboards: Tailored user experience
  • Workspaces: Take you right to the core function
  • Navigation: Menus and favourites
  • Search: Find what you need
  • Help: Where and when you need it
  • Mobility: Anytime anywhere

HR module

In this video Liam John, Consultant at KPMG Crimsonwing UK, will take you through the HR module of Dynamics 365 for Financials and Operations. As of last year, Microsoft introduced Dynamics 365 and ever since we have been witnessing a lot of gradual changes in the product line-up and the specific apps. This video will shed some light on how the HR module has changed from AX 2012.

With regards to the product line-up, please note that the app now is called Dynamics 365 for Financials and Operations (part of the Unified Operations Plan) rather than simply Dynamics 365 for Operations (as mentioned in the video).

Azure Logic Apps 

Nilesh Amin, Technical Architect at KPMG Crimsonwing, will take you through Azure Logic Apps which are simply defined as a graphical representation of the workflows. Logic Apps consist of four components:

  1. Connectors
  2. Triggers
  3. Conditions
  4. Actions

These components are explained in detail throughout this video.

Management Information

In the latest video from our #AchieveMoreWithD365 series, Matt Shearsby takes you through some of the client tools available within Dynamics 365 for Financials and Operations, embedded reports, the powerful integration with Microsoft Excel and Power BI, and financial reports.

Microsoft Stack and Power BI Elements

What are the options provided in Microsoft’s Power BI solution – more specifically through its complete Microsoft Stack and other different elements of Power BI independently? In this video, Kaila Bloomfield, Technical Consultant at KPMG Crimsonwing UK, answers this question and broadly covers

  • Power BI content packs
  • Ask your data
  • Fully embedded Power BI reporting
  • Custom Dashboards and Data Manipulation

Consolidations and Financial Reporting

In this video, Pascal Kreukniet, Solution Architect/Team Lead at KPMG Crimsonwing UK, shows how effective Microsoft Dynamics 365 is for Consolidations and Financial Reporting.

Visual Studio Team Services (VSTS) and Lifecycle Services (LCS)

Our #AchieveMoreWithD365 series continues with a video dedicated to the techies! Anna Simon, Technical Consultant, discusses Visual Studio Team Services (VSTS) and Lifecycle Services (LCS), and how LCS integrates with VSTS. The discussion then evolves around how both of these tools contribute towards the successful implementation of Dynamics 365 for Finance and Operations.

Project Management and Accounting 

In the video below, Avinash Patalay takes us through the Project Management and Accounting module of Dynamics 365. Avinash starts with a brief overview of the Professional Services Industry as this module is particularly important to it. Afterwards we will be able to appreciate how, through using this module, the Project Management life cycle becomes easier and more efficient.

Data Management 

Anna Simon returns with another informative video as part of our #AchieveMoreWithD365 series, this time about Data Management in Dynamics 365 for Finance and Operations. This video encompasses everything having to do with data, from data types and categories, to the data management process throughout the implementation of a Dynamics 365 for Finance and Operations.

Transportation Management 

In this last video from our #AchieveMoreWithD365  series, Jose Alfaro, Solution Architect at KPMG Crimsonwing UK, explains the new features of the Transportation Management functionality in Microsoft Dynamics 365 for Finance and Operations.


What makes Dynamics 365 notable?

Where Dynamics 365 stands out is the technology stack & ecosystem that Microsoft have built around it, with key applications and services including:

Would you like to know more? Contact us.

Customer Story – TGI Fridays

TGI Friday’s popular and rapidly-growing restaurant franchise in the UK wanted a more scalable, flexible platform for core business processes. To support its ambitious growth, the franchise is consolidating business operations starting with financial management on Microsoft Dynamics 365. Built-in functionality and ease-of-use mean that TGI Friday’s can continue to onboard more business processes while expanding its franchise. Benefits include lower costs, easier access to data, and better insight.