Microsoft Dynamics 365

Intelligent business applications for your organisation

CONTACT US

Microsoft Dynamics 365 is a suite of intelligent business applications (CRM and ERP) that can help you run your entire business in a more efficient way. 

Here at Pragmatiq, we specialise in the CRM element of Dynamics 365, which includes the applications Sales, Customer Service, Marketing, Field Service and Project Operations. The CRM applications aim to support businesses to qualify leads, manage sales opportunities, improve processes, build stronger relationships, optimise marketing campaigns, and gain a clearer view of your business.  

Dynamics 365 is also highly customisable, ensuring the technology fits around your processes and requirements.  

Benefits of  Dynamics 365

  • Only buy what you need – With flexible licensing and a modular approach to the Dynamics 365 applications, you avoid unnecessary functionality and costs 
  • Technology that will grow with your business – Customise the solution around your requirements and adapt these as you grow 
  • Seamless integrations – Dynamics 365 seamlessly connects with other applications in the Microsoft eco-system, such as Outlook, Microsoft Teams, SharePoint, and more 
  • Remote access – As a cloud-based system, users can access their data from anywhere, on any device. Perfect for businesses working remotely!  
  • Increased productivity – With information stored in one place, employees spend less time searching for information and can gain insights quickly 
  • Forward-thinking tech – Microsoft roll out two ‘wave’ releases a year, bringing new capabilities to the platform alongside regular incremental updates  

Microsoft Dynamics 365 Business Applications

Sales

D365 Sales provides employees with the tools they need to acquire new business, nurture relationships, close sales quickly and make informed decisions. The application also has inbuilt organisational capabilities, helping salespeople to manage their accounts and contacts more effectively, track correspondence and ensure activities are always moving them towards their goals.

Customer Service

D365 Customer Service allows businesses to transform their service quality and improve customer loyalty. Capabilities enable employees to manage their customer service activities from one application, deliver faster and more personalised support, quickly resolve issues, exceed client expectations, and more.

Marketing

D365 Marketing provides your business with all the features you need to execute successful marketing campaigns across multiple channels, create personalised customer journeys, gain a 360-degree view of your business, align your sales and marketing teams, generate better leads, improve marketing ROI, and more.

Field Service

D365 Field Service is best suited for businesses that deploy engineers to carry out work at a customer’s home or premises. Examples can include installations, maintenance work, responding to break/fix issues, etc. The software helps to efficiently complete service tasks, increase customer satisfaction, optimise scheduling, dispatching work orders, and more.

Project Operations

D365 Project Operations allows you to effectively manage your projects end-to-end, combining your teams and processes together with automation technology to provide a unified experience. The system has capabilities for planning, creating estimations, forecasting, progress-tracking, management, billing and more.

Related Products

As part of the Microsoft eco-system, Dynamics 365 applications integrate seamlessly with other Microsoft products. These add-on solutions really enable us to plug the gaps a business might be facing, extend the functionality and allow us to solve a much broader range of business challenges.

Below are six of the most popular products that we implement in addition to Dynamics 365…

Customer Voice

D365 Customer Voice is a feedback management tool that allows you to create and send surveys, track responses, and gain actionable insights. Feedback can be tracked in Dynamics 365, enabling you to gain a more complete view of relationships and better understand your customers.

Customer Insights

D365 Customer Insights is an AI and machine learning application, designed to provide businesses with the information and insights they need to deliver personalised customer service.

Sales Insights

D365 Sales Insights leverages AI and data science to empower your sales teams to gain more clients, build stronger relationships and sell more efficiently.

Power BI

Gain insights from your data with interactive, real-time dashboards, graphs & charts.

Power Apps

Create low-code, responsive, personalised websites that allow users to interact with selective Dynamics 365 data and capabilities.

Power Automate

Automate routine business processes and tasks. Quickly build custom workflows or utilise pre-built templates, across Microsoft and third-party applications.

Dynamics 365 Implementation

At Pragmatiq we follow our implementation methodology to ensure the successful delivery of your new Dynamics 365 solution. We have refined and developed our approach over time to ensure we can dedicate the resource and care needed to your implementation, throughout the entire project and post-go-live. 

LEARN MORE

Dynamics 365 FAQs

Microsoft rolls out ‘wave’ updates twice a year across Dynamics 365 and the Power Platform, bringing a host of new features and capabilities to the applications. 

You can find the latest wave updates here: 

Alongside the wave releases, regular incremental updates are made to the applications, to ensure your system is always up to date and working on the latest features. 

If Dynamics 365 is hosted on-premises, it means the business purchases the software licenses and the database is stored on their server. This keeps all business data in-house and provides full control of how and where the information is stored. However, this does mean the business is solely responsible for the upkeep and maintenance of the hardware. 

Dynamics 365 Cloud/Online is a software-as-a-service (SaaS) application, hosted in the cloud. The data is protected by Microsoft’s secure servers, the solution can be deployed remotely, and no hardware is required. Additionally, D365 online is far more flexible in comparison to on-premise, as users can be scaled up/down easily, as well as having the ability to integrate with other applications simultaneously.  

Read more about the differences between on-premise and cloud. 

Dynamics 365 is part of the Microsoft eco-system, therefore it integrates seamlessly with the Microsoft 365 stack (Word, OneNote, SharePoint, Excel, etc), the Power Platform (Power BI, Power Automate and Power Apps) and other Dynamics 365 applications (Business Central, Finance and Operations, Retail, etc). 

For most other business software outside of the Microsoft eco-system, Dynamics 365 can be integrated with, thanks to its open API. 

Learn more about integrating Dynamics 365 and other business software. 

Both Salesforce and Dynamics 365 have their individual pros and cons, and various reasons as to why you might be better suited to one, more than the other. 

We have written a blog post comparing the solutions, which covers applications, deployment, pricing, integrations, ease of development and business intelligence capabilities. Read the full article here.

Yes, we do. We offer a Fixed-Price Managed Service subscription, where we handle everything from help-desk requests/traditional help-desk support, user training, change requests, technical consultancy, development work and project management. This can be used to phase your deployment, or develop your system to the next level by configuring new features, implementing new workflows and increasing user skills with complementary training. 

Take a look at our Support page to understand our offering in more detail.

What our clients say...

VIEW CASE STUDIES

Contact Us

Please complete the form below and a member of our team will get back to you shortly.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.