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Dynamics 365 best features

By Abhay Choudhary on 2/7/2017

Dynamics 365 has been released its Microsoft newest and best solution. It’s a cloud based solution that includes both CRM and ERP, as well as business intelligence and integration with productivity tools. It is based on application that you choose based on your needs and budget. Dynamics 365 will bring together the top of our CRM and ERP cloud offering into one cloud service with specific, purpose built, application of key business processes- like Finance, Sales, Customer Service, etc.

Integration with office 365 because Dynamics 365 is within the same suite, it integrates seamlessly with office 365. It also add new features and improvements.

Most important Dynamics 365 features that can make managing your business simply:

1.       SIMPLE NAVIGATION:

One of our favorite things about Dynamics 365 is how easy it is to navigate to the data you require. From the home screen, you can easily access common tasks like creating quotes, orders, and invoices by simply clicking a tile. The home screen additional gives real-time performance metrics for organization—so you can get a high-level overview, without ever leaving the home screen. Navigating throughout the system from one area to another is also breeze by means of a convenient collapsible sidebar.

The most useful feature when it comes to navigation has to be the action ribbon. You’re most utilized tools, actions, and reports for each part of your Dynamics 365 system will show in this ribbon – so there’s no need to search through menus to get to what you need most.

 2.       KEY PERFORMANCE INDICATORS DISPLAY:

Keeping track of your business performance is easier than ever with the help of the Key Performance Indicators section on your Dynamics 365 home screen. In the KPI segment you can choose to display the charts that you want to see frequently so there’s no more need to filter through all your reports to locate the one you check every day. Charts displayed in the KPI section are kept up to date automatically and can be modified right from the home screen to show longer or shorter timeframes.

3.       MANAGE PRODUCTS WITH ITEM MENU:

Managing inventory, prices and products in simple with Dynamics 365. From the item menu, you can search for a particular item, check costs, attach product photos, and even adjust inventory levels all in the same place with an easy to use interface.

4.       CREATING EVERYTHING FROM QUOTES TO INVOICES RIGHT FROM OUTLOOK:

One of the things that makes Dynamics 365 great is how it helps you along each progression of the Business cycle. From Dynamics 365 you can without much of a stretch generate quotes and change them into requests and invoices with only a couple of clicks on button.

In many cases, what makes this components really exciting is how it interacts with your Outlook inbox. With the Office 365 integration built into Dynamics 365, you can do every one of the necessities of business, right from your email inbox. Easily manage quotes, invoices, orders and even customer accounts all without leaving Outlook. Dynamics 365 will help you set and email layout for your quotes and invoices which is totally customizable so you can modify them according to your company needs.

Dynamics 365
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