Dynamics 365 FAQs

Microsoft Dynamics 365 consists of both ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) applications.  

These two applications work together to give organisations an end-to-end view of the customer journey. 

1. The CRM (front office operations) side focuses on managing customer relationships, sales, marketing, and customer service. 

1. The ERP (back office operations) side helps your organisation manage its back-end operations, including finance, supply chain, inventory, human resources, and production. 

As a Microsoft Solutions Partner for Business Apps, ANS has rolled out Dynamics 365 for thousands of companies.  

Please note that ANS specialises in Dynamics 365 Customer Engagement — the CRM side (front office applications) of Dynamics. However, we do work closely with various ERP partners, so we can refer you for those applications if necessary.

ANS also provides Dynamics 365 managed support services to oversee Dynamics operations and guide your organisation to success with UK-based tech support and consultancy. 

Microsoft Dynamics 365 is a cloud-based suite of CRM and ERP applications that helps businesses manage sales, customer service, finance, supply chain, HR, and marketing. It integrates AI, automation, and analytics to streamline operations, improve customer relationships, and enhance decision-making. It also connects with Microsoft 365, Power Platform, and third-party apps for seamless business management.

Dynamics 365 is primarily cloud-based. The cloud based-version is a SaaS model, so it is hosted by Microsoft (not ANS). 

ANS deploys cloud-based Dynamics 365 due to the speed, security, and scalability of cloud hosting. 

The main Dynamics 365’s CRM applications are:

1. Dynamics 365 Sales: Manages customer relationships and drives sales. 
2. Dynamics 365 Customer Service: Enhances customer support and satisfaction. 
3. Dynamics 365 Field Service: Provides tools for field workers and on-site services. 
4. Dynamics 365 Customer Insights – Journeys (Marketing): Helps with campaigns, customer journeys, and lead generation. 

ANS also offers Dynamics 365 Support and CRM modules for charity organisations and training providers, depending on your organisation’s needs. 

Dynamics 365  integrates natively with other Microsoft tools like Microsoft Office and Teams, helping to keep data updated throughout your workforce’s communications. 

Dynamics 365 is built on the Microsoft Power Platform, and therefore integrates natively with other Microsoft products like Azure and LinkedIn.

ANS can help you deploy Dynamics 365 and integrate it with existing Microsoft products in your organisation to maximise efficiency.  

Dynamics 365 is designed for any industry that needs CRM functionality, including manufacturing, retail, healthcare, finance, the public sector, not-for-profit organisations, and more. 

If you’re an organisation that handles data (basically all of them) then you will definitely gain efficiencies from Dynamics 365. 

Book in a call with ANS to find out how Dynamics 365 could help take your organisation to the next level.

The Microsoft Power Platform is a Low Code solution that gives your team the ability to create custom apps tailored to their needs without coding expertise – hence the name “low code”.  

Power Platform solutions include: 

• Power BI 

• Power Apps 

• Power Automate 

• Dataverse 

These tools help extend Dynamics 365 by enabling users to create custom apps, automate workflows, and generate reports without needing advanced technical skills. 

Yes, you can customise Microsoft Dynamics 365.  

You can configure workflows, build custom apps using Power Apps, and adjust fields and processes to fit your business needs. 

ANS’s award-winning technicians can help you customise Dynamics 365 to maximise your benefits and efficiencies.  

Dynamics 365 improves customer engagement through its CRM via: 

• Centralising customer data
• Tracking interactions 
• Providing AI-driven insights and predictions
• Delivering personalised experiences to customers 
• Integrated reporting
• Providing a single view of your customers
• Multichannel outreach

Your staff can manage relationships and improve customer satisfaction, seeing the entire customer journey and pain points from end to end.  

This data makes it easier to customise the customer journey and improve relationships at a one-on-one granular level. 

Yes, Microsoft Dynamics 365 is secure.  

Dynamics is built on the Microsoft Azure cloud platform, which includes advanced security features like encryption, role-based access, and compliance with global regulations like GDPR. 

ANS’s Dynamics 365 managed services are overseen by UK-based security experts, giving you extra peace of mind.  

Dynamics 365 can help businesses automate routine processes through workflows, AI-driven insights, and tools like Power Automate. 

When combined with low-code platforms like Power Automate, your team can build apps to automate work processes without any coding experience required. 

Deployed correctly, Dynamics 365 and the surrounding Microsoft ecosystem can streamline and automate many of your business’s processes. 

It is usually best to migrate to Microsoft Dynamics 365 with the help of tech experts like ANS.  

As Microsoft UK Services Partner of the Year 2024 and an 8-year Microsoft Inner Circle Award Winner, ANS is uniquely positioned to transition your business to Dynamics smoothly.  

Whether you’re coming from third-party software or an older version of Dynamics, ANS’s tech experts can guide you every step of the way. 

Microsoft 365 centres around Office applications such as PowerPoint, Word and Excel.  

On the other hand, Microsoft Dynamics 365 centres around CRM and ERP apps that are helpful for managing customer relationships and streamlining operations. 

Dynamics 365 is more useful for business operations, while Microsoft 365 is suited to everyday office tasks. 

As a cloud-based solution, Dynamics 365 allows employees to access business data and tools from any location, promoting remote work and improving productivity across distributed teams. 

Your team can stay in the loop about everything, whether they’re working remotely or in person. 

Dynamics 365 also has a free mobile application for iOS and Android, giving you secure access on the go. 

ANS offer Dynamics 365 managed services that support your Dynamics 365 use.  

ANS managed services can help you: 

• Minimise downtime 

• Access UK-based Microsoft experts 

• Use consultancy hours to further improve your system 

• Access ANS’s on-demand eLearning resources 

Get expert help from ANS Dynamics 365 Support team.