Microsoft Dynamics (G-III)

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Microsoft Dynamics

Group - III

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Members
Ei May Thu Khine

Khin Me Me Latt

Nant Gloria Nyein

May Pachi Soe Nyunt

May Nyein Waso Tun

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Overview
Introduction of Microsoft dynamics

Major modules

7 Productivity tools in Microsoft Dynamics CRM

9 Top tools for Dynamics 365 CRM Developers


Advantages & Disadvantages

Competitive vendors

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What is
Microsoft
Dynamics?

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Microsoft Dynamics
a line of enterprise resource planning and customer relationship

management software applications


They are delivered through a network of reselling partners who

provide specialized services


Microsoft Dynamics ERP is an enterprise resource planning application

primarily geared towards mid-sized organizations as well as


subsidiaries and divisions of larger organizations
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ERP Primary Products
Microsoft Dynamics AX – 20,000 companies

Microsoft Dynamics GP

Microsoft Dynamics NAV – 110,000 companies

Microsoft Dynamics SL

Microsoft Dynamics C5

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Whichmodules
Which modulesare
areincluded?
included?

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Major modules
Account Payable

Cash & Bank Management

Sales & Marketing

Fixed Asset Management

General Ledger

Expense Management

Product Information Management

Warehouse Management
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Major modules (Cont’d)
Human Resource Management

Service Management

Payroll Management

Retail Management

Transportation Management

Production Control

Security & Administration Management


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7 Productivity tools in Microsoft Dynamics CRM
Social engagement

Interactive service hub

Knowledge management

Built-in training guides

Project management

In-field workforce management

Power BI
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Productivity tools (Con’d)
Social engagement: For sales & marketing teams to listen to brand and customer sentiment to
develop new opportunities, improve customer service and align sales & marketing
activities with customer needs

Interactive service hub: For customer service teams who can view and update activities directly from
their dashboard

Knowledge management: Internally and externally share and update knowledge such as frequently
occurring issues, FAQs, videos, etc.

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Productivity tools (Con’d)
Built-in training guides: Role based in-program guides to get new users up-to-speed

Project management: One-stop shop for project managers. Keeps track of project tasks, resources, time
frames, budget, invoices, suppliers, etc

In-field workforce management: For service providers to schedule work, track inventory and manage
assets on the move

Power BI: easy reporting of key indicators now integrated with CRM

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9 Top tools for Dynamics 365 CRM Developers
1. Software Development ToolKit (SDK)
2. Plugin Registration Tool
3. XRM Toolbox
4. Ribbon Workbench
5. Sitemap Editor
6. Metadata Browser
7. OData Query Designer
8. Fetch XML Builder
9. CRMSVCUtil

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Dynamics 365 App for Outlook
View phone numbers, company name, last and next activities, and

recent records from Customer Engagement


Link an email message to a specific account, opportunity, or case.

Add a phone call, task or appointment activity to Customer

Engagement

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Advantages
1. You do not have to purchase hardware or infrastructure, and you do
not have to maintain it, which is particularly important for small to
medium sized businesses that do not have large IT staffs

2. The software is typically licensed on an ongoing pay-as-you-go


model, rather than a large one-time, per-seat purchase

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Advantages (Cont’d)
3. SaaS often offers universal access, allowing you to connect to the
software from any device (desktop, laptop, mobile phone, etc.) from
any place that has an Internet connection. 

4. Dynamics 365 has more reporting options than NetSuite CRM+, and
reports can be customized without the use of a developer.

5. The initial price is usually considerably lower than purchasing on-


premise equipment and software.
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Disadvantages
1. A potential long-term commitment to your service provider,
requiring routine payments for the indefinite future
2. Access to the software is dependent on access to the Internet.
3. Limited customization and flexibility for the software
4. Latency – Because a cloud application is accessed over the Internet,
latency can be an issue. Using Microsoft servers or those of a trusted
Microsoft partner is certainly better than the alternative, but nothing
can stop latency when it occasionally comes from an Internet
backbone.

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Competitive vendors
SAP Business One

Oracle eBusiness Suite

Sage 300 ERP

QuickBooks Enterprise

Xero

Sage Intacct

SAP ERP
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& &

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Microsoft Dynamics SAP Oracle
Implementation and Implementation cost of Implementation cost is Implementation cost is
support cost D365 Finance and on higher side because on Higher side because
operation is quite low as Implementation itme implementation time
compare to other two will take 12 month to 30 will take 12 to 30 month
because Implementation month of time. Support of time. Support cost is
time is 6 month to 15 cost is high. SAP team is high. Oracle team is
month depend on required for small required for small
business process . changes. changes.
Support cost is low
internal IT team can
manage the small issues

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Microsoft Dynamics SAP Oracle
Others System can easily mold We cannot easily Customization is
as per business customize the system. difficult and costly.
requirement. SAP currently not Oracle currently not
Customization in current providing Native mobile providing Native mobile
application is easy. It apps. Some apps are apps. Some apps are
supports Windows, available but it is from available but it is from
Android, and iPhone. Partners Partners
Mobiles apps are
available from Microsoft

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Any Question?

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