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Microsoft Dynamics 365

A Business Management Solution For SMBs in the Cloud

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud ERP solution that combines Microsoft’s best technology all into one system. It is designed to break down the traditional silos of ERP and CRM and bring all of your information together into one platform, incorporating the familiarity of productivity tools like Excel, Word, PowerPoint, and Outlook. You have the option to start with what you need and add applications as your business grows but at the end of the day, you only have to open one system – with a unified experience across all apps.

Dynamics 365 Editions – Introduction

Select the edition that meets the needs of your large or small business, now and down the road.

Dynamics 365 Business Central

The Business edition of Dynamics 365 is targeted at organizations with 10-250 employees and uses the new ERP system called Dynamics 365 Business Central with the codename of “Tenerife”. Dynamics 365 Business Central is based on Dynamics NAV (formerly Navision).

The Sales app and Marketing app for Business Edition is not currently available.

The Business Central edition does not offer dual-use rights for on-premises (server) deployment. There is no minimum number of users, but the maximum is 300 named users.

Optimized for 10-250 Employees
Financials
Sales and Marketing Apps (coming soon)
Cloud Only
300 seat maximum

Dynamics 365 Enterprise Edition

The Enterprise edition of Dynamics 365 is optimized for organizations with over 250 employees. It includes Dynamics AX called Dynamics 365 for Operations as its ERP component. There is a minimum user count of 20 users for Enterprise edition plan 2 and Dynamics CRM for Operations (included in plan 2).

The Enterprise edition subscriptions include dual use rights allowing use of the on-premises software where applicable.

These subscriptions also include and accrue (based on user count) larger amounts of storage capacity than Dynamics CRM Online.

Optimized for 250+ Employees
Comprises CRMOL and AX
Online deployment
On-Premises dual use rights
20 user minimum on AX related SKUs

Microsoft Dynamics 365 Apps

Dynamics 365 takes a new approach to business applications to help manage specific functions.

Sales & Marketing

Lead Management
Opportunity Manager
Pipeline Forecasting
Sales Automation
Quote Management
Marketing Lists
Email Marketing

Customer Service

Case Management
SLA Support
Account Management
Service Automation
Customer Web Portals
Contract Management
Service Analytics

Project Service

Resource Management
Project Contracts
Project Planning
Resource Scheduling
Manage Work Hours
Customer Billing

Field Service

Work Orders
Service Agreements
Schedule Board
Inventory Management
Mobile Productivity
Connected Devices

Financials

General Ledger
Purchase Order
Sales Invoicing
Bank Reconciliation
Pricing & Discounting
Job Management
Returns & Cancellations

Operations

Warehousing
Transportation
Budget
Planning
POS system
Demand forecasting
E-commerce

Start with what you need – add more capability as you grow

These apps are designed to be easily and independently deployed while fitting seamlessly together with your existing Microsoft system. This means that you can start small with apps that are the right fit for your role, industry, and business – and pay only for what you need. As you grow, you can continue to add apps and adjust to your requirements, with the end goal that you run your entire business, from Office 365 to Dynamics CRM, in the trusted Microsoft cloud.

Microsoft Dynamics 365: Licensing

The primary licensing is by named user subscription. The Dynamics 365 user subscriptions classify users into two types:

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Light users
Are often a large number of users in an organization that may consume data or reports from the line of business systems and who complete light tasks like time/expense entry and HR record updates. In the Dynamics 365 model “light users” are licensed with the Dynamics 365 for Team Members subscription.

Full users
Are the users whose work requires the use of the feature-rich business apps functionality. Examples of full users are salespeople, customer service representatives, finance employees, controllers, supply chain managers, etc. These users have also been referred to in the past as Pro users or Power Users. In the Dynamics 365 license model, full users have licensed with either a Dynamics 365 Plan or Dynamics 365 application subscription.

Why Microsoft Dynamics 365?

When it comes to your business processes, Microsoft Dynamics 365 delivers the capabilities and intelligence you need to transform backed by decades of research and investment.

Purpose Built

Built for your business and works with existing systems
Implement connected processes across applications
Start, with what you need and expand at your own pace
Connected structure of apps that fit roles, industries, and businesses

Increases Productivity

Gives you productivity where you want to work
Immersive user experience with Office 365
Available on iOS, Android, Windows, and Web

In-Built Intelligence

Out-of-the-box data visualizations and business intelligence across all your data
Infuses big data and advanced analytics guiding users to optimal outcomes
Transforms data and insights into action

Trust MetaOption With Your Dynamics 365 Project

The primary licensing is by named user subscription. The Dynamics 365 user subscriptions classify users into two types:

CRM Expertise

CRM is our core business. We have been implementing and supporting Microsoft Dynamics for ten years.

We Know The Cloud

MetaOption were early cloud adopters and we hold Microsoft’s highest accreditation for cloud customer relationship management solutions.

Proven Implementation Methodology

We offer a choice of implementation packages to fit the requirements of all complexities and budgets. Each reflects our rapid, best practice deployments designed to deliver early success