In this chapter, you will learn everything you need to know about Microsoft Dynamics 365 Modules and their categories. This will help you further understand Microsoft Dynamics 365 products, what they are, what benefits they bring, and some of the features they include.
Microsoft Dynamics 365 has so many different modules that one might not be sure which one is the right application to fit their company’s needs and requirements.
So, to help you understand everything you need to know about Dynamics 365 modules we will first divide Microsoft Dynamics 365 modules for:
And after that, we furthermore split these applications into different application categories and those are:
At this point, we will give you an overview of each module within the category. After this article, you will understand each Microsoft Dynamics 365 application and where you need to go next, to learn more about each individual application.
Microsoft Dynamics 365 modules can be separated into two different categories based on the size of the company.
These applications will be generally recommended depending on the size of your organization, but it doesn’t mean you cannot choose based on your needs.
It is only because smaller companies typically need less function and customization and rather prefer automation, integration, and product competitiveness in the marketplace which means less expensive.
However, as I said, if your SMB company needs more advanced features, then choosing modules for enterprises will be more appropriate.
And vice-versa if your medium or large company doesn’t need the advance and customized features, then modules in a business category will be more suitable.
The great thing about Dynamics 365 is that they are made based on your needs, so you don’t have to pay extra for features and capabilities you don’t need.
Dynamics 365 Business modules are typically recommended for businesses with around 250 employees. These modules include:
As I said, these applications are typically recommended to fit the needs of SMBs or the need for general features without advanced capabilities.
The benefits of these applications are that they are more affordable for smaller companies as they do not need to pay for features and capabilities that they would not need to use. Also, users can learn faster using such applications enabling shorter adoption time and an increase in productivity.
Also, these applications still come with leading Microsoft AI, Automation, Business Intelligence, and Cloud technology.
Dynamics 365 ERP & CRM Enterprise modules are more robust applications offering more advanced features and customization for larger businesses. Dynamics 365 Enterprise modules include:
Later in this article, we will explain in more detail each application and the pricing options and capabilities each module offers. For now, you should have a better understanding of what each application is used for, thus, you can easier find the one that might be appropriate for your needs.
Microsoft also provides other solutions that are suitable whether you are a small, medium, or large size business. These applications are still affordable for small businesses, yet powerful to fit the needs of large global operations.
Dynamics 365 Modules for all:
So now, let’s dive into different business application categories and explain the benefits and features of each application:
Microsoft Dynamics 365 ERP modules are among the top leading ERP applications used by thousands of companies across the world with hundreds of thousands of users.
Microsoft Dynamics 365 has been recognized as a Leader in ERP technology in which they assessed more than twenty Enterprise Resource Planning (ERP) solutions on functionality and usability.
And it is among the top three ERP providers in Malaysia and around the world. Plus Microsoft ensures that all their products are seamlessly connected with a similar unified interface allowing users to quickly get familiar with their tools.
So, let’s discuss the ERP modules developed by Microsoft:
Microsoft Dynamics 365 Business Central is an all-in-one enterprise resource management solution designed for small-medium business to centralize their operation, automate repetitive tasks, simplify processes, and reduce the number of tools needed to run business operations.
Dynamics 365 Business Central is one of the favorite options by SMBs as it removes usual complications with standalone business applications and disconnected processes and centralizes operations across finance, operations, sales, marketing, and customer service, and provides easy integration with applications such as payroll, banking apps and custom app run business more effectively.
Dynamics 365 Business Central gives you the 360-degree view of your business with easy to create dashboards, built-in business intelligence, and analytics; proactively informing and guiding your employees.
And more benefits of Dynamics 365 Business Central includes:
Here is an overview of Microsoft Dynamics 365 Business Central features:
Dynamics 365 Finance is financial management solution to monitor financial performance. It empowers business users to control finances, simplify, automates, and centralize global financial operations, maximize financial visibility and profitability. It gives accurate information at any time for financial planning and forecasting, and stay up to date with analytics tools
Because finance is the core of any business, it’s important to be acquainted with the capabilities of Dynamics 365 Finance. It helps Finance helps companies accelerate their business growth and elevate their financial performance.
Dynamics 365 Finance enables you:
Microsoft Dynamics 365 Finance capabilities include:
Dynamics 365 Supply Chain Management is an enterprise-scale supply chain solution for managing manufacturing and supply chain processes such as production, asset, warehouse, procurement, cost inventory, product information, and other management processes.
Dynamics 365 Supply Chain Management enables you:
As per Mckinsey, a resilient supply chain that can wither any disruptions due to enhanced end to end visibility and planning agility can deliver increased productivity by 20-40%, reduce overall inventory (Raw, FG & WIP) by 10-30%, compress lead times by up to 20% and improve overall equipment effectiveness by up to 30%.
Microsoft Dynamics 365 capabilities include:
Dynamics 365 Intelligent Order Management is a feature that is part of the Dynamics 365 enterprise software suite. It uses machine learning to automate and optimize the order fulfillment process and inventory management, increasing efficiency and improving customer satisfaction. It can help businesses to manage the entire order-to-cash process, from order capture, through inventory allocation, and delivery, to invoicing and payment, in a single system.
Dynamics 365 Intelligent Order Management offers several benefits, including:
The Intelligent Order Management solution involves key application areas like order capture, rule-based validation engine, intelligent order orchestration, and integration with distributed order management (DOM)-enabling fulfillment.
Dynamics 365 Commerce is an end-to-end retail and e-commerce solution enabling unified retail processes across all channels to build brand loyalty through personalized customer engagement, increase revenue with employee productivity, optimize operations to reduce costs, and drive supply chain efficiencies, ultimately delivering better business outcomes.
Dynamics 365 Commerce gives you:
Dynamics 365 Commerce features include:
Microsoft Dynamics 365 Project Operations is a project and sales management application that helps project-based companies to manage all aspects of their business from sales, resourcing, project management to finance-related processes.
Microsoft Dynamics 365 Project Operations connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability.
Dynamics 365 Project Operations include capabilities such as:
Microsoft Dynamics 365 Human Resources is a human resource management solution that balances operational excellence, organizational agility, and the employee experience to create a workplace where people and the business succeed. It pairs together with LinkedIn Talent Hub to help you stand out in a competitive marketplace and take control of your recruiting.
Dynamics 365 Human Resources elevate your employee and HR experiences and helps you to manage the biggest asset your company has, your employees:
Microsoft Dynamics 365 Human Resources features includes:
Microsoft is also providing leading customer relationship management applications for companies managing their relationships and interactions with customers and prospects.
Microsoft CRM applications are developed to fulfill different company needs mostly predefined based on department needs like Sales, Marketing, Customer Service, Field Service, etc.
These CRM solutions work like standalone applications that are seamlessly integrated. So, when you subscribe to your first CRM solution, then you can quickly attach another CRM application and seamlessly unify your data without complicated customization or integration process.
This will save you time and money and whenever your company is growing you know that you can always extend your capabilities as you need.
On top of that, both Microsoft Dynamics 365 CRM and ERP applications are seamlessly connected helping companies to transform, unify their data from the back and front office and gain a true 360-degree view of their data truly digitally.
Dynamics 365 Sales is a sales force automation and sales management solution design to help your organization gain a 360-degree view of critical business development processes, analyze sales data, maximize revenue opportunities, maximize sales team performance and effectively connect with prospects, and collaborate across departments.
Go beyond sales force automation to outpace your competition. Dynamics 365 Sales is a modern CRM solution that works together with the tools you use every day, such as Microsoft 365 to boost seller productivity, better understand your customer needs, and win more deals.
Microsoft Dynamics 365 Sales brings many benefits to your company. Having sales management is one of the first solutions companies typically opt-in for when they want to grow their business further.
CRM system with sales management capabilities is essential for you to effectively negotiate, close more deals, and much more. So, let’s have a look at the most profound benefits of Dynamics 365 Sales:
Dynamics 365 Sales features include:
Dynamics 365 Sales Professional (Limited Version) features include:
Microsoft Relationship Sales (addon) features include:
Microsoft Dynamics 365 Marketing is a marketing management solution designed to help your organization unify your customer and prospect information. It provides marketing automation features, lead nurturing, insights and reporting, AI capabilities, event management capabilities and enables create personalize multi-channel customer journey with multi-channel marketing campaigns.
Dynamics 365 offers marketing automation for companies looking to increase demand with personalized buyer journeys across multiple channels. Realize operational advantages and reduced costs when aligning sales and marketing with an integrated solution on the same platform.
Dynamics 365 Marketing offers customer benefits:
Microsoft Dynamics 365 Marketing features include:
Microsoft Dynamics 365 Field Service is a field service management solution design to help your organization deliver proactive onsite service. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.
Microsoft Dynamics 365 Field Service is a complete Field Service Management solution that includes the detection of a field service need (through remote monitoring, customer service call or other means, inspection or a customer detecting a fault), field technician scheduling and optimization, dispatching, parts information delivery to the field, and process support of field technician interactions that incorporates knowledge management and service portals for end-to-end customer service.
Field Service is part of the Dynamics 365 family, so it seamlessly integrates with CRM capabilities, IoT, machine learning, mixed reality, and analytics. Our connected field service solution further enhances Field Service with IoT, AI, and Mixed Reality to extend capabilities like remote monitoring, predictive maintenance, remote assist, guides, and advanced data insights.
The Field Service application enables you to:
Microsoft Dynamics 365 Field Service Features includes:
Microsoft Dynamics 365 Customer Service is a customer management and customer automation solution designed to streamline customer interactions across channels that enables personalized customer service with a 360-degree customer view and provides visibility into customer service department performance with dashboards and reports.
Use Dynamics 365 Customer Service to:
Microsoft Dynamics 365 Customer Service features include:
Microsoft is the leader in AI technology and all the ERP and CRM applications come with a certain level of AI incorporated within. This allows even small businesses to use advanced AI technology to stay competitive in today’s global market.
However, Microsoft also provides AI applications specifically design to helps your employees be more productive, make better decisions, increase profit and save costs and so much more.
Microsoft AI applications bring you powerful capabilities unlocking the true potential of your business and giving you the edge over your competitors.
So, let’s have a look at Microsoft Dynamics 365 AI modules:
Dynamics 365 Customer Insights is a data mediator that joins information from different sources, allowing you to map, match, layer, merge, and enrich customer-based data. … This allows you to see behavior captured from a variety of systems that indicates a customer is a loyal one.
Dynamics 365 Customer Insights allows you to:
The Dynamics 365 Customer Insights include the following features:
Dynamics 365 Customer Service Insights helps service managers to better understand their support loopholes and identify opportunities to improve. Dynamics 365 Customer Service helps the team improve productivity with innovative AI capabilities.
To turn insight into action, the virtual agent helps make recommendations based on current insights. These releases live agents to focus on more complex service issues.
With Dynamics 365 Customer Service Insights, service teams are able to identify an opportunity & resolve emerging issues way before they impact more customers.
Dynamics 365 Customer Service Insights is available only with Dynamics 365 Customer Service offering. Contact us to know the pricing of Dynamics 365 Customer Service Insights for the Malaysian, Cambodian, and Singaporean regions.
The Dynamics 365 Customer Service Insights include the following features:
Sales Insights continuously analyzes the vast collection of customer-interaction data already stored in your Dynamics 365 Sales and Microsoft 365 databases. This helps you to better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward. Also, it enables you to build strong relationships with customers, take actions based on insights, and close opportunities faster.
Sales Insights helps organizations in the following four areas:
These Sales Insights features are categorized as standard and premium. The following diagram illustrates the various features available in Sales Insights:
Finance insights provide configurable and extensible models to help you accurately and intelligently predict your company’s cash flow, predict when you will receive payment for outstanding receivables, and generate a budget proposal that can speed up your budgeting process.
These are the main benefits of Dynamics 365 Finance Insights:
Dynamics 365 Finance Insights include the following features:
Dynamics 365 Connected Store empowers physical retailers to understand and improve the in-store experience by analyzing disparate data captured by video cameras and IoT sensors to provide real-time and predictive insights that help retailers and store assistants make better decisions.
Dynamics 365 Connected Store enables you to:
Dynamics 365 Connected Store include the following features:
Dynamics 365 Fraud Protection is an application designed to effectively protect against fraud and thus improve the experience of both merchants and customers. It offers agility and incorporates capabilities to apply adaptive artificial intelligence and operational research to millions of needed assessments.
By connecting global transaction data and artificial intelligence, Dynamics 365 Fraud Protection reduces revenue losses, improves bank acceptance rates while reducing false positives, and improves your customers’ shopping experience.
Dynamics 365 Fraud Protection include the following features:
Widely recognized as the next step in marketing technology, a customer data platform (CDP) is the solution to the problem of disconnected customer data systems. A CDP is the key to delivering the right engagement for the right person at the right time and personalizing every customer touchpoint from marketing to sales to service.
A CDP can deliver numerous benefits to your organization in addition to the ones listed above:
Microsoft Customer Data Platform includes the following features:
Microsoft Dynamics 365 modular applications are addon solutions that offer a suite of capabilities that extend the power of Dynamics 365 apps to enable organizations to customize their solutions.
Some of these solutions are paid or free of charge and can be easily installed on your current application.
So, let’s go through these applications to furthermore explain what they are, how they work, and the features they provide:
Omnichannel for Customer Service offers a suite of capabilities that extend the power of Dynamics 365 Customer Service Enterprise to enable organizations to instantly connect and engage with their customers across digital messaging channels.
Dynamics 365 Omnichannel for Customer Service enables your agents to connect with customers thru different channels.
Omnichannel for Customer Service is a robust application that extends the power of Dynamics 365 Customer Service to enable organizations to instantly connect and engage with their customers via channels like Live Chat and SMS.
Omnichannel for Customer Service also provides a modern, customizable, high-productivity app that allows agents to engage with customers across different channels. The application offers contextual customer identification, real-time notification, integrated communication, and agent productivity tools like KB integration, search, and case creation to ensure agents are effective.
Supervisors get real-time and historical visibility and insights into the operational efficiency of agents and their utilization across various channels.
The enterprise-grade routing and work distribution engine allows customers to configure agent presence, availability, and routing rules, thus ensuring agents are working on the most relevant engagements.
You can enable the following channels in your organization with Omnichannel for Customer Service.
Dynamics 365 Omnichannel for Customer Service features include:
Microsoft Dynamics 365 Customer Voice (previously known as Microsoft Forms Pro) is an enterprise feedback and survey management application to track customer metrics creating surveys and feeding real-time survey data into customer records. It enables creating surveys and generating actionable insights based on customer feedback with minimal setup time.
With Dynamics 365 Customer Voice you can use to easily keep track of the customer metrics that matter the most to your business.
With deep integration from the Dynamics 365 line-of-business applications and built on Microsoft Forms, Dynamics 365 Customer Voice adds rich insights by feeding real-time survey data into customer records.
It helps you to keep a pulse on what customers value and how they view your products and services, so you can rest assured that your data is supported by Microsoft security and compliance policies.
Dynamics 365 Customer Voice introduces project management capabilities. A project contains multiple surveys that share common metrics and settings to simplify survey management.
Feedback management apps such as Microsoft Dynamics 365 Customer Voice can help organizations build stronger relationships with customers by:
Microsoft Dynamics 365 Customer Voice features include:
Customer Portal for Dynamics 365 Supply Chain Management is a Power Apps portals template designed to help companies create an externally facing business-to-business (B2B) website for scenarios that are related to sales order processing. The template can easily be modified to represent the company’s brand, add increased functionality, and change the user experience. All the functionality that the template offers out of the box can be modified as desired.
Some of the benefits of Customer Portal for Dynamics 365 Supply Chain Management include:
Customer Portal for Dynamics 365 Supply Chain Management features include:
The mobile app enables your organization to make its business processes available on mobile devices. After your IT admin enables the mobile workspaces for your organization, users can sign in to the app and immediately begin to run business processes from their mobile devices.
Finance and Operations mobile app includes the following benefits that can help increase productivity:
The mobile app includes the following features that can help increase productivity:
The Field Service (Dynamics 365) mobile app lets technicians view Dynamics 365 Field Service work orders, customer assets, accounts, and contacts. This mobile app is built on Microsoft Power Platform as a model-driven app. It’s customizable to your business needs with the same admin console as all Dynamics 365 business apps.
Field Service Mobile App includes the following benefits:
Dynamics 365 Field Service Mobile App offers technicians many features such as:
Warehouse Management Mobile App empowers warehouse workers in your organization to complete tasks in a warehouse by using mobile devices. It enables material handling, receiving, picking, putting, cycle counting, and production processes with your Dynamics 365 for Finance and Operations subscription.
This feature empowers organizations to improve overall warehouse operating efficiency. The Warehouse Management mobile application includes a fresh, contemporary design that is intuitive, easy to use, and supported by robust enhancements to core warehouse management logic that streamline processing. The new design concepts are based on extensive usability studies including a broad worker population. The solution is designed to help workers be more efficient, productive, and better able to complete work accurately.
Dynamics 365 Warehouse Management Mobile App provides the following benefits:
You can enable scheduling for any entity in Dynamics 365 Sales, Field Service, Customer Service, and Project Service Automation, including custom entities.
For organizations that use:
Dynamics 365 Universal Resource Scheduling features include:
Dynamics 365 Unified Service Desk provides a configurable framework for quickly building applications for call centers so that agents can get a unified view of the customer data stored in Microsoft Dataverse.
Some of the value propositions of Unified Service Desk are:
Dynamics 365 Unified Service Desk features include:
Use Dynamics 365 App for Outlook and tap the power of Dynamics 365 apps while using Outlook on the desktop, web, or mobile. You can view information about an email or appointment or link it to an opportunity, account, or case in your app.
With Dynamics 365 App for Outlook, you can:
Dynamics 365 App for Outlook features include:
Dynamics 365 Connector for LinkedIn Lead Gen Forms enables seamless synchronization of LinkedIn leads to Dynamics 365 apps. LinkedIn members can drive leads from Sponsored Content campaigns, based on a variety of calls to action. The LinkedIn Connector lets campaign managers sync the leads from LinkedIn’s Lead Gen forms to a Dynamics 365 instance for further nurturing. If a lead is already known in a Dynamics 365 app, the data for that lead will be updated by using the information provided from LinkedIn; otherwise, a new lead record is created.
The Microsoft Dynamics 365 Connector for LinkedIn Lead Gen Forms allows you to automatically sync leads captured on LinkedIn using Sponsored Content with Dynamics 365 (online). Enable your sales and marketing teams to develop and nurture these leads.
You benefit from this connector when you use Sponsored Content, Sponsored InMail, or Dynamic Ads that support LinkedIn Lead Gen Forms in your advertising campaigns on LinkedIn.
Microsoft Dynamics 365 Connector for LinkedIn Lead Gen Forms features include:
Lifecycle Services (LCS) for Microsoft Dynamics is a collaboration portal that provides an environment and a set of regularly updated services that can help you manage the application lifecycle of your implementations of the Dynamics 365 Finance and Operations apps.
Let’s look at some of the benefits of LCS that are strengthening Finance and Operations Apps implementations:
The Lifecycle Services portal includes the following features:
Microsoft also provides Mixed Reality modules for the Dynamics 365 business applications.
Mixed Reality involves the combination of Augmented Reality and Virtual Reality.
Mixed Reality allows you to work with people and objects as if they were really there. You can learn, teach, design, build, repair and experiment in a completely new way.
For example, with a little configuration, field resources could access a calendar service, view products and equipment, launch interactive guides, and provide remote support assistance.
With that let us introduce you to Microsoft Dynamics 365 Mixed Reality modules:
Dynamics 365 Product Visualize empowers salespersons to showcase large and highly customizable products in a real-world environment. This helps create a shared understanding between buyer and seller to accelerate complex sales processes.
Dynamics 365 Product Visualize create a shared understanding between buyer and seller to accelerate complex sales processes and build buyer confidence early.
It enables you to:
The Dynamics 365 Product Visualize include the following features:
Microsoft Dynamics 365 Remote Assist enables organizations with Microsoft Teams (video turned on) to share the view of one technician with another. The on-site technician wears a HoloLens mixed reality headset or uses a mobile device to capture a camera view of the equipment at hand.
Dynamics 365 Remote Assist allows technicians to:
The Dynamics 365 Remote Assist includes the following features:
Microsoft Dynamics 365 Guides is a mixed-reality application for Microsoft HoloLens that helps operators learn during the flow of work by providing holographic instructions when and where they’re needed.
Dynamics 365 Guide allows you to:
Microsoft Dynamics 365 Guides includes the following features:
Some of Dynamics 365 capabilities might not be available in your region. To learn more, contact your local vendor. If you are in Malaysia or Cambodia, please contact us for personalized information regarding Dynamics 365 products.
We continually update the information provided here. However, we always recommend getting in touch with your local partner to get up-to-date localized information.
This web page is for information purposes only, we do not guarantee any of the results written here.
Are you searching for a suitable ERP or CRM application for your business? Book a Dynamics 365 free demo with our experts to get a personalized approach for your business. We recommend the most suitable Microsoft Dynamics 365 applications based on your needs, help you to understand the licensing, and as well as provide guidance on deployment, implementation, and change management processes to go live with confidence. We are the leading Gold Microsoft partner helping businesses to digitally transform with Microsoft Dynamics 365 intelligent business applications.
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