Say Hello to Microsoft Dynamics 365

Say Hello to Microsoft Dynamics 365

It’s November 1st and for all those in the Microsoft Dynamics community, it feels like Christmas morning. Microsoft Dynamics 365 is finally here.

So without further ado, it’s time you get to know our beloved Dynamics 365!

name is dynamics 365

What is Dynamics 365?

Microsoft Dynamics 365 is Microsoft’s next generation of business apps in the cloud – a new approach to end-to-end intelligent business applications in the cloud. Dynamics 365 unifies ERP and CRM into one cloud service with new purpose-built apps to manage all your core business functions, including Sales, Customer Service, Finance, Field Service, Operations, Marketing and Project Service Automation.

Dynamics 365 uses a common data model with deep integrations to Office 365 to seamlessly connect business apps with collaboration and productivity tools like email, spreadsheets and word processing documents. With built-in intelligence tools and a flexible, extensible platform, Dynamics 365 enables companies to stay nimble, adapt and innovate in real time.

Dynamics 365 applications are:

  1. Purpose Built: tailored for businesses and its users.
  2. Productive: directly integrated with familiar Office 365 applications such as Excel and Outlook.
  3. Intelligent: allow users better insight into their processes and customer data so they can make better decisions.
  4. Adaptable: start off with what you need and as your business grows, so can Dynamics 365.

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The Basics of Dynamics 365

Dynamics 365 for Financials

Dynamics 365 for Financials helps small and midsized businesses manage their financials, sales, service, and operations with a business management solution that’s connecting people and processes like never before. Previously known as Project Madeira, Dynamics 365 for Financials is a perfect ERP solution for those small-to-medium sized businesses looking for a comprehensive and powerful business solution.

Visit our Dynamics 365 for Financials page to learn all it has to offer.

What’s the Price?

Dynamics 365 for Financials offers a competitive pricing structure. Visit the Dynamics 365 Business Edition Pricing and Implementation Costs page to see exact numbers!

Want to see Dynamics 365 for Financials in action?

Watch these Microsoft Dynamics 365 for Financials demos!

Dynamics 365 for Operations

Dynamics 365 for Operations enables businesses to make smarter decisions, redesign business processes faster and fuel business growth. Designed for enterprise-sized firms looking for an enterprise-ERP to help them keep pace with today’s market demands, Dynamics 365 for Operations delivers features and services no other competitor can offer.

Built with an intelligent user interface that connects with other Dynamics 365 applications as well as with Office 365 to deliver the best experience possible, Dynamics 365 for Operations is a SaaS solution that brings together a complete set of ERP functionality including financials, demand planning, procurement, supply chain, manufacturing, distribution, services industries, public sector and retail. Additionally, embedded Power BI capabilities allow users to see real-time business insights right in their dashboard.

The name is a bit confusing, but do not mix this up: Dynamics 365 for Operations has full core financial functionalities. Enterprise firms buying Dynamics 365 for Operations do not need to buy Dynamics 365 for Financials as well.

Visit our Dynamics 365 for Operations web page to learn more about the enterprise level business solution!

What Else Does Dynamics 365 Entail?

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Dynamics 365 for Field Service

Dynamics 365 for Field Service empowers companies to deliver predictive and proactive service to improve customer satisfaction, first-time fix rates and resource productivity through advanced scheduling, resource optimization, and mobile enablement. That’s right – finally, a solution to handle all your, and your field workers, service needs!

Offered as a SaaS solution, Dynamics 365 for Field Service integrates with all other Dynamics 365 applications (Financials, Operations, Sales, etc.) as well as Office 365 to boost productivity, eliminate context switching, and enable successful end-to-end customer engagement.

Visit our Dynamics 365 for Field Service page to read how you can improve your customer satisfaction!

Dynamics 365 for Sales

Microsoft has announced the release of Dynamics 365 for Sales will be coming this spring! This will incorporate the sales modules of Dynamics CRM Online. We also wouldn’t be surprised to see the powerful sales capabilities of LinkedIn make an entrance in this module.

Visit our Dynamics 365 for Sales page to learn more!

Dynamics 365 for Marketing

Just like Dynamics 365 for Sales, Dynamics 365 for Marketing will be released this upcoming spring. Microsoft Dynamics 365 Marketing will no longer be sold to new customers starting today. Dynamics 365 for Marketing will include functionality to model and manage customer journeys across marketing and sales, lead management across marketing and sales, and sharing the same Dynamics 365 platform as the Sales app. Additionally, the spring release of Dynamics 365 for Marketing will have powerful capabilities for email marketing, event management, landing pages and lead management.

Dynamics 365 for Customer Service

Microsoft Dynamics 365 for Customer Service helps companies deliver amazing experiences, and build trust, loyalty and insight. This application empowers agents within the organization with the right tools and information to meet customer demands.

As service organizations work to meet customers’ expectations, they are met with new and increasing challenges. Dynamics 365 for Customer Service seeks to empower agents with the right tools and information to meet evolving demands and deliver amazing customer experiences.

Visit our Dynamics 365 for Customer Service page to learn more!

Dynamics 365 for Customer Insights

Dynamics 365 for Customer Insights will be built on top of core Azure Cloud and Cortana Intelligent data services. It will connect directly to your Dynamics 365 data and can also be connected to any other data source. This will help your business build a 360 view of your customer to better understand and engage with your customers in real-time.

Dynamics 365 for Professional Services Automation

This will be the professional services capability that was available on Dynamics CRM Online. Visit our Professional Services Automation Page to learn more.

common data model dynamics 365

How Can We Help?

Professional Services Automation

SBS Group employs a full suite of solutions for professional services firms searching for a professional services automation solution.

For small-to-medium sized firms, Progressus Software, architected by Plumbline Consulting, is a next-generation professional services automation and ERP software, mobile-enabled and architected for the intelligent cloud. Users can access Progressus wherever they are with complete mobile capability through the web or a native mobile app. Progressus is rapidly deployed and built on an agile development platform which supports unlimited personalization and integration.

For enterprise-sized firms, AXIO for Professional Services is a global ERP solution designed specifically for enterprise-level, project-based professional services companies. AXIO for Professional Services, available on AppSource, spans all the important processes in your firm – resource management, project management, marketing, human capital management, and financial management – giving unparalleled insight and control of all of your critical business functions. It is optimized for cloud and provides proven global scalability and enterprise-class extensibility. AXIO is compliant with all GAAP, IFRS, Sarbanes-Oxley, and DCAA requirements.


AXIO for Distribution is an end-to-end advanced supply chain management software for distributors. Enabled for Dynamics 365, it includes industry-specific functionalities that cover all the important processes a modern distributor needs: sales and operations planning, demand planning, revenue management, order management, inventory management, business intelligence, procurement management and more.

Built by industry experts, AXIO for Distribution goes beyond traditional enterprise resource planning (ERP) software to tackle the complex needs of today’s distributors and enable business gains.

We are so excited to help our clients with this new innovative solution. Want to learn more about Dynamics 365?

contact us