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MICROSOFT DYNAMICS 365: HISTORY
Microsoft Dynamics CRM first began in 2001 with the
development of Dealer Point, which was designed to
make MSN Auto Dealers longer customers. After the
bCentral team work on it, they purchased iCommunicate,
a web based CRM Company with only 10 employees.
With this collaboration, the development of a modern,
web based CRM application began to form. In 2003
Microsoft CRM 1.0 was released offering basic contact
management and email campaign functionality aimed at
the small and medium business (SMB) market.
MICROSOFT DYNAMICS 365
The latest update called the 'October Update' was
released in October 2018 and was called Dynamics 365,
with version number 9.1.0.0035.
Microsoft Dynamics 365 is a product line of enterprise
resource planning (ERP) and customer relationship
management (CRM) intelligent business applications
announced by Microsoft in July 2016 and released on
November 1, 2016. There are editions available: a
Business Edition which includes a Financials
application, based on the project code-named 'Madeira',
and an Enterprise Edition which comprises several
CRM applications (field service, sales, project service
automation, and customer service).
On July 1, 2017, the Dynamics 365 line was
repackaged so that the CRM applications are now
called the "Customer Engagement Plan." The ERP
application is now called Microsoft Dynamics 365 for
Finance and Operations; however, it is only available
as part of the "Unified Operations Plan," which also
includes the standalone applications Dynamics 365 for
Talent and Dynamics 365 for Retail. Together, the two
plans form the "Dynamics 365 Plan."
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WHAT IS MICROSOFT DYNAMICS 365?
Dynamics 365 is a set of interconnected, modular
Software-as-a-Service (SaaS) applications and services
designed to both transform and enable your core
customers, employees, and business activities. It
combines CRM and ERP capabilities, integrating your
data, business logic, and processes.
TYPES OF MISCROSOFT DYNAMICS
 ERP (ENTERPRISE RESOURCE PLANNING)
Microsoft Dynamics ERP is an interprise resource
planning application primarily for midsize
organizations as well as subsidiaries and divisions of
larger organizations.
 CRM (Customer Relationship Management)
Microsoft Dynamics CRM is a multi-lingual
customer relationship management application from
Microsoft that provides sales, service, and marketing
capabilities.
MICROSOFT DYNAMICS 365
 Highly Adaptable Apps
The apps within Dynamics 365 are adaptable to your
business as well as to your specific departmental needs.
 Always Zero to Minimal Code and Less Risk
Dynamics 365 allows your users to build apps on their own
by using the point-and-click app creation experience in
Microsoft Power Apps.
 99.9% Availability
Dynamics 365 runs natively on Azure, so it benefits from
Microsoft’s expansive cloud fabric and data centers
globally. These services run on a 99.9% level of
availability.
 Compliance
Dynamics 365 is GDPR compliant and supports major
global, governmental, regional, and industry
regulations.
 Enable Smart Business Transformation
Dynamics 365 provides the complete technology stack
across applications, services, and tools to enable your
business transformation and a connected, intelligent
business application strategy that spans every
department and organization.
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1) You can define, measure, and track goals for your
organization and team.
2) You can create parent goals based on criteria.
3) How to easy help business in managing and
deploying whichever way needed based on the
budget and infrastructure.
4) To fully integrate with Microsoft products.
5) Provide knowledge on how to reduce sales cycles.
6) Enhancing customer service experience.
7) Increase productivity.
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ADVANTAGES
 Integrated with Microsoft products.
 Has Low-code platform.
 Develop your own apps or integrate third-party apps.
 Offers a virtually endless range of integration capabilities.
 Has Cloud Ecosystem.
 Business processes are fully integrated and work seamlessly
together.
 AI-powered workflow automation capabilities.
 Access powerful analytics and business intelligence as data from
all sources is consolidated into a single source of truth
 Fully scalable to needs.
 Highest security standards and fully compliant with GDPR and
other data privacy legislation.
DISADVANTAGES
 Takes some training to get up to speed on all
functions.
 System and customizations can be quite costly.
 The mobile app is a bit glitchy and does not
offer all features.
 Data storage limits are very low
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UNICEF NETHERLANDS
The organization use AI-driven recommendations and
real-time, customer-led journey orchestration
capabilities in Dynamics 365 Marketing to tailor
messages to individual donors, regardless of their
demographics and chosen communication channels.
This creates a closed feedback loop in which past
interactions and customer preferences drive future
communication improvements and increase donors’
lifetime value.
NET (NETWORK EQUIPMENT TECHNOLOGIES)
NET worked with Axonom, a Microsoft Gold Certified
Partner specializing in Microsoft Dynamics
applications, to deploy a customer relationship
management solution with integrated unified
communications capabilities based on Microsoft
products and technology. These include Microsoft Lync
Server, Office Professional, SharePoint technologies,
Microsoft Dynamics AX, and Microsoft Dynamics
CRM.
LIBERTY UNIVERSITY
Microsoft Dynamics Customer Relationship
Management (CRM) workflow automation and
analytics let your office staff easily share information
and route tasks to provide a seamless customer
experience.
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H A N T E

T PRES E
Christine Joy Lopez
Ma. Carla Trinidad
Jan Kerlyn Pineda
Charie Mae Sta. Ana
Juliana Clarice Basilio