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Microsoft business solutions

Dynamics 365

Microsoft's CRM and ERP apps, from sales and service to finance and supply chain.

  • CRM and ERP apps (SaaS)
  • Typical project: 2–6 months
  • Microsoft

Overview

Dynamics 365 is a family of apps. The customer side (Sales, Customer Service, Field Service, Customer Insights) is Microsoft's CRM. The finance and operations side (Finance, Supply Chain Management, Project Operations) is its enterprise ERP and the successor to Dynamics AX.

Its edge is native links to Teams, Outlook, Excel, Power BI and Power Platform, with Copilot built in. Many customers are moving here from older on-premises Dynamics versions.

Names you'll meet

  • Dynamics 365
  • Power Apps
  • Power BI
  • Microsoft Teams
  • Copilot

What's inside

  1. 1

    Sales & Customer Service

    Leads, opportunities, cases and the contact centre.

  2. 2

    Field Service

    Scheduling, work orders and mobile technicians.

  3. 3

    Finance & Supply Chain

    Ledger, procurement, inventory, manufacturing and warehousing.

  4. 4

    Dataverse & Power Platform

    Extend it with low-code apps and flows.

Is it right for you?

Best for

  • Organisations standardised on Microsoft
  • Mid-size to large companies wanting CRM and ERP from one vendor
  • Customers on Dynamics AX, CRM on-premises or other older versions

Think twice if…

  • Your global ERP is very large and complex; compare with SAP and Oracle
  • You're a small business; Business Central is usually the better ERP fit

Typical projects

  1. Dynamics 365 Sales or Customer Service2–6 months
  2. Finance & Supply Chain implementation7–16 months
  3. AX to Dynamics 365 upgrade6–12 months

Typical ranges, not quotes. Scope, data and team size move them most.

Roles you'll hire

  • Dynamics 365 functional consultant
  • Dynamics 365 developer (X++ or Power Platform)
  • Solution architect
Browse available talent

Questions to ask a vendor

  1. 1Are you a Solutions Partner for Business Applications?
  2. 2Which apps and licences do we really need?
  3. 3Will you use Microsoft's Success by Design reviews?
  4. 4How do you handle the two release waves each year?

Find Dynamics 365 partners

Compare IT service companies with sourced, labelled facts, or post your project and get matched.