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
The Ultimate Microsoft Dynamics 365 Guide
Within our ultimate guide, we share all you need to know about Microsoft Dynamics 365 – from the challenges you might be facing without a CRM, to exploring the applications and how they can help you…and plenty more!
The Ultimate Microsoft Dynamics 365 Guide
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Microsoft Dynamics 365 Business Applications
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.
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.
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.
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.
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.
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…
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.
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.
D365 Sales Insights leverages AI and data science to empower your sales teams to gain more clients, build stronger relationships and sell more efficiently.
Gain insights from your data with interactive, real-time dashboards, graphs & charts.
Create low-code, responsive, personalised websites that allow users to interact with selective Dynamics 365 data and capabilities.
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.
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
“Throughout the process, the team were responsive, engaging and worked hard to understand our organisation and unique processes.”
“From the start, Pragmatiq considered our collective and individual needs and delivered an effective and impactful solution.”
“Thank you Pragmatiq for the work on the Power App for triage in mental health. Thousands of people received therapy months sooner, as the waiting list decreased, and it saved several lives in the first few months.”
“The strengths of Pragmatiq lie in their team who take time and care to help you define your needs before using their considerable technical expertise to create workable solutions that add business value. I would recommend Pragmatiq as a partner to anyone considering Microsoft Dynamics for their business.”
“The after service has been brilliant with the Pragmatiq helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.”
“As a company, we often talk about collaboration and partnership working. This project was most definitely a real partnership to achieve a system which will help us to change the way in which we communicate with schools and delegates, supporting the customer segmentation, targeted marketing and future engagement with our work.”
“The Pragmatiq team demonstrated expert product knowledge and provided innovative solutions throughout the project and continue to provide high-quality guidance and support over post go-live managed service.”
“Pragmatiq each project with an open mind and a desire to find the most logical and cost-effective solutions. Along with their product knowledge and attention to detail, we are confident that our system is in safe hands.”
“We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”
“They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the Pragmatiq team.”
“We undertook an extensive procurement process to find the right provider. It was clear that Pragmatiq understood our organisation and needs in a way that other providers didn’t. We have been working with them now for a few months and have been delighted with their approach and commitment to getting things right. The whole team is professional, engaged, and reliable and I look forward to working with them again on future developments.”
“I have found Pragmatiq to be professional, innovative, focused and aligned to our requirements, for this I thank them for a job very well done.”
“The Pragmatiq technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend Pragmatiq.”
“Pragmatiq are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive.”
“They have really listened – and worked hard to understand who we are and what we want to achieve. I cannot recommend them highly enough and am very glad we chose them.”
“Pragmatiq worked to tight and fixed timescales to complete a focused delivery which had real business value.”
“Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”
“It was clear that an off-the-shelf package wouldn’t give us the security, efficiency, and ease of use that our Dynamics system would.”
“The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring.”
“We are a fast-growing business requiring a system that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are.”
“The team at Pragmatiq provided us with a platform that not only works for all our Associations and their individual requirements but one that will grow with us as an organisation.”
“The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with Pragmatiq and look to develop the system again in the future.”
“We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, with possibilities to add to the system. Pragmatiq are organised and professional in their approach and I would not hesitate in recommending them.”
“Thanks to Pragmatiq, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.”
“They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales.”
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