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MICROSOFT DYNAMICS 365 THE ULTIMATE GUIDE TO BOOST YOUR BUSINESS PRODUCTIVITY #100PERCENTAGILE

MICROSOFT DYNAMICS 365 … · a service (SaaS) application brings more opportunities on the table for individuals to leverage information from cloud services such as Microsoft Azure,

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Page 1: MICROSOFT DYNAMICS 365 … · a service (SaaS) application brings more opportunities on the table for individuals to leverage information from cloud services such as Microsoft Azure,

MICROSOFTDYNAMICS 365THE ULTIMATE GUIDE TO BOOSTYOUR BUSINESS PRODUCTIVITY

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CONTENTS3

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Introduction

Reimagine Productivity WithDynamics 365

What Makes Dynamics 365 ofParamount Importance

Getting Under the Dynamics 365UmbrellaOverview of the different applications ofMicrosoft Dynamics 365

Bottomline: How Can Dynamics365 Improve Your Business

Real World Business Use CasesWith Dynamics 365

Cygnet Capabilities13

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The Beauty Of The NewDynamics 365Is The Competitive Value It Brings For YourEnterprise

Introduction

In the digital era, where customer preferences are impulsive, customeracquisition and retention is an uphill climb. Businesses these days, especially medium and large enterprises that are intensively data-driven need toleverage the right set of tools, technologies, systems and processes to attain competitive advantage and sustained business growth.

Business leaders are often confronted with operational challenges whiletriggering emails, managing customers and vendor details, gaps in processes, working with disparate systems, cross-functional teams, etc.

A conventional enterprise uses different software applications to manage different business functions that include Sales, Field Service, Finance &Operations, Marketing, Retail, etc.

As a result, data centralization and interpretation becomes a labor-intensive task directly impacting the productivity and enterprise’s ability to scale and innovate.

Business leaders must embrace newer ways of staying connected, working uniformly, getting business insights and staying abreast with the constantly changing technology landscape to sustain or thrive.

This is where an intelligent solution, Microsoft Dynamics 365, can enablecustomers, products, people and data are connected and ready.

According to research, Microsoft Dynamics 365delivers ROI of $16.97 for every dollar spent.

– Nuclear Research

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Accounting InventoryCRM Manufacturing

EmailDocuments Spreadsheets

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Reimagine Productivitywith Dynamics 365

Microsoft Dynamics 365 is a next-gen business solution that combines the power of Microsoft CRM and ERP product solutions.It is a platform having purpose-built applications that enable you to manage core business functions such as Sales, Field Service, Finance & Operations, Marketing, Retail, Talent, Customer Service and Project Service Automation.

Microsoft Dynamics 365 isscalable, quick to deploy,extensible and easy to use, having feature-rich solutions allowing small to large sized businessesto accelerate their businessoutcomes.

Microsoft Dynamics 365 overcomes the hassle of administrative tasks and eliminates the traditional silos that exists between CRM and ERPsolutions. This intelligent software as a service (SaaS) application brings more opportunities on the table for

individuals to leverage information from cloud services such asMicrosoft Azure, Office 365 and other Microsoft based technologies such as Power BI and Machine Learning. It further enables you to focus on your customers to deliver a hyper personalized customerexperience.

Whether you need a standaloneapplication to meet a specific lineof business needs or multipleproductive tools as a powerfulintegrated solution Dynamics 365 offers unsurpassed customization, flexibility, productivity and ease of use.

You will be able to derive insights that turn into action - enabling better decisions and transformativeprocesses to reimagine yourengagement with your customers and generate greater value for them.

Microsoft Dynamics 365 is a comprehensive suite that facilitates the fusion of CRM and ERP cloudservices focused on a specific business process

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Microsoft business solutions have a strong foothold in the changing market dynamics with its Dynamics 365 business suite. Irrespective of how you access and use your systems—anywhere, anytime across devices—you will receive the same seamless experience and enterprise grade security toprotect your data.

MICROSOFT DYNAMICS 365 IS:

Intelligent• Built-in Artificial Intelligence

• Out-of-the-box data visualizations and BI

• Transformational Advanced Analytics platform

Productive• Increases productivity

• Immersive user experience

• Available on iOS, Android, Windows and Web platforms

Adaptable• Common data service across all your business

• Automate tasks by integrating across applications

• Build apps without writing code using PowerApps

Purpose-built• Built for your business, works with existing systems

• Enables implementation of business processes across silos

• You can start with what you need and later scale up or down

What Makes Dynamics 365 of

Paramount Importance

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With seamless integration capabilities, Microsoft’s Dynamics suite allowsbusinesses to manage all the operations within one comprehensive,accessible solution.

Getting Under The Dynamics365 UmbrellaAn overview of the different modules ofMicrosoft Dynamics 365

Dynamics 365

Finance& Operations

CustomerEngagement

Power Platform

Operations Marketing

Talent

Sales

CustomerService

Field Service

Finance

Retail

Power BI Power Automate Power Apps CommonData Service

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Turn your relations into revenue, gain valuable insights into customer relationships, generate leads, and improve sales performance.

Dynamics 365 for Sales -Bite the bullet while it’s hot

• Fulfill demanding customer expectations with intelligent processes

• Gain 360-degree customer view to optimize customer engagement

• Take quick actions surfacing relevant information

• Empower agents to intelligently manage routine requests and resolve more complex issues

• Drive innovation with an easy to tailor application

• Empower sellers to build strong customer relationships through personal engagement

• Boost productivity with event-driven sales process

• Improve sales performance with unified sales solution

• Take a swift action with contextual AI-driven insights

• Innovate with sales solutions built to evolve.

Empowers you to take your customer experience to another level, build brand reputation and customer loyalty by deliveringpersonalized experience across all digital touchpoints.

Dynamics 365 for Customer Service –Deliver what they want

• Boost your financial performance with AI

• Increase profitability with real-time monitoring

• Decrease operational expense and complexity in financial processes

• Automate and streamline your supply chain

• Predict demand with data-driven insights

Modernize and unify your financial operations, inventory, and supply chain to make data-driven decisions for successful business growth.

Dynamics 365 For Finance and Operations – Because accuracy and compliance is invaluable

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Integrate in-store and back office operations to gain clear visibility across stores, employees, customers, inventory, financials and improve overall employees’ productivity.

• Empower employees to manage changing needs of your customers

• Provide omnichannel retail experience to engage customers across all digital touchpoints

• Leverage AI driven intelligence to deliver optimal results across every sales channel

Dynamics 365 for Retail –Growth experience to change and mature

Optimize your HR processes and manage all the administrativeactivities to deliver valuable employee insights.

• Help employees get the information they need—all on their own—through easy-to-use self-service HR tools.

• Simplify and optimize benefits, compensation, leave and absence, certifications and training, and compliance programs.

• Be ready to adapt with a secure and scalable HR solution that’s easy to tailor, extend, and connect to your existing systems.

• Drive better decisions by centralizing your workforce data and using embedded analytics to uncover valuable insights.

Dynamics 365 for HCM –Important to get the human capital right

Dispatch the right resource at the right time to the right place with field service module to succeed in one go.

• Predict, detect, and resolve field service issues before your customers even know there’s a problem, ensuring consistent and dependable operations.

• Dispatch technicians when and where they’re needed most, delivering exceptional on-site customer experiences while optimizing your resources and costs.

Dynamics 365 for Field Service -To place reliance on

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• Ensure your technicians have the time, tools, and information they need to resolve problems the first time, building customer trust and loyalty.

Turn prospects into leads, create seamless customer experience and increase customer demand for your product and services.

• Run targeted, multi-channel campaigns and personalize each buyer’s journey to generate more sales-ready leads.

• Create seamless customer experiences through marketing automation, shared data, and processes connected to Dynamics 365 Sales.

• Improve automated marketing performance with AI-driven insights, lead scoring, and custom dashboards, plus gain a 360-degree view of customers through integration with Dynamics 365 Customer Insights.

• Personalize and extend the capabilities of your app by connecting it with the apps and services you already use, plus use built-in privacy features to help you comply with GDPR regulations.

Dynamics 365 for Marketing –To bring home the bacon

Empower you to deliver profitable projects on time and within budget while increasing employee productivity.

• Plan and deliver successful projects using a predictable and custom er-centric service delivery model.

• Empower your service professionals to deliver their best work through intuitive and collaborative tools.

• Anticipate resource demand and ensure the right resources are on the right projects, keeping utilization high.

• Drive innovation with an application that's easy to tailor, extend, and connect to other apps and services you already use.

• Prioritize project-based sales opportunities with built-in intelligence to plan for successful outcomes.

Dynamics 365 for Project Service Automation -To invent the next great thing

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Bottomline: How Can Dynamics 365

Improve Your Business

It’s cloud-based nature and web-based interface provides flexibility access, enabling all users to work from anywhere, anytime with just internet connection.

Increases Flexibility

It breaks down data silosallowing your team to accessall the data in one place.

Boosts Productivity

It allows you to scale up and down your subscriptionaccording to your requirement.

Scalability

The platform’s security model keeps your data secure as it is safely backed up in theMicrosoft’s secure cloud.

Improves Securityand Compliance

Dynamics 365 – a cloud-based solution provides robust security and access controls for apps and data including network connectivity,service hosting, data center, user and administrator access.

Enhances Security

It does not require Datacenter or servers as a result there is no upfront capital expenditure to manageoperations and infrastructure.

No CAPEX

It facilitates end user withlimitless reporting andanalytical power to yourbusiness data.

Uncovers IntelligentInsights

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Few examples to showcase the endless possibilities withDynamics 365.

Real World BusinessUse Cases With Dynamics 365

(Nucleus Research s112 – Microsoft Dynamics 365 ROI case study:MacDonald-Miller Facility Solutions – July 2018).

MacDonald-Miller

The US based company named MacDonald-Miller Facility Solutions isan industry leader in the design and development of smart buildings wanted to deploy Microsoft Dynamics 365 to modernize its operations.

Major bottlenecks in the process - collecting data from disparatesystems which was time consuming and also their employees faced difficulty in deriving actionable insights from the data.

Leveraging the potential of Dynamics 365, the employees were ableto gain real-time visibility into equipment and service process. This increased efficiency of field service technicians and profit margin through better leads capture and cross selling.

Renault Sport Formula One

Renault Sport Formula One wanted to deliver the best-performingvehicles, for which their team required a software to incorporate massive data and provide analysis in real-time.

The team decided to deploy Microsoft Dynamics 365 – known for its flexibility and customization. Now, the team can access the data from anywhere via cloud. In addition, they can analyze the test data with the help of machine learning and help detect areas for performance improvement.

This increased the workforce productivity, reduced the reportcompilation time from weeks to hours. Additionally, the value insights from the data, improved their decision-making capabilities.

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Whether you are evaluating a new solution, or optimizing existing solution or need ongoing maintenance and support, Cygnet’s Microsoft dynamics experts can be of great value for your business.

Cygnet Capabilities

Dynamics 365 Assessment

• CRM & ERP Readiness Assessment and Roadmap

• Business Process Review & Gap Analysis

• Project Management

• Platform Upgrade Planning

Dynamics 365 Implementation of

• Service Module

• Sales Module

• Marketing Module

• Finance and Operation Module

• Setup & Configuration

Dynamics 365 Migration and Integration

• Migration from Legacy Apps to D365

• Integration with Office 365

• Integration with Flow

• Integration with Power Apps

• Other Application using Web API

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Customizations

• Standard Report/Screen Customizations

• Custom Workflows

• Custom Application Development

• Business Process Development

• CRM application development Assistance

Support and Maintenance

• Quality Assurance

• UAT Assistance

• Functional Support

• Environment Tune-ups & monitoring - Performance Tuning - Failure Recovery and Bug Fixes - Apply Service Packs, Hotfixes, Add-Ons and Patches

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Cygnet Infotech is one of the most trusted names in the IT space delivering technology solutions to global clientsacross 35 countries. Born out of a vision to create softwaredevelopment company where quality, innovation andpersonalized services trump low cost, makeshift solution, Cygnet partners with its client to help them transform intohigh performance businesses.

Cygnet has deep industry and business process expertise, global resources and a proven track record in deliveringinnovative technology solutions. Cygnet can mobilize theright people, skills and technologies that improves businessperformance.

ABOUT CYGNET

CONTACT USUSACygnet Infotech LLC.125 Village Boulevard,Suite 315, Princeton,NJ 08540

+1-609-245-0971 +1-609-533-8393

INDIACygnet Infotech Pvt. Ltd.16-Swastik Society,Nr. AMCO Bank, Stadium Circle,Navrangpura, Ahmedabad 380009

+91-79-67124000

UKCygnet Infotech Ltd.Devonshire House60 Goswell Road, London, United Kingdom, EC1M 7AD

+44-20-8099-1653

DUBAICygnet Fintech SoftwareUnit 807, Ubora Tower 2,Business Bay, Dubai,UAE, PO Box No.: 118147

+971 52 830 5127

Copyright © 2020 Cygnet Infotech | www.cygnet-infotech.com

[email protected]

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