If you’re looking at streamlining your operations and services in 2025, Microsoft Dynamics 365 may be the answer for you. In this blog, we look at how Dynamics 365 can stop you juggling the “business balls” of areas such as customer service, finance and marketing.

 

What is Microsoft Dynamics 365?

Put simply, Microsoft Dynamics 365 is a cloud based platform which combines both a CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) tool in one. This means it covers customer service, marketing, finance and operations in one clever, easy to use tool.

 

How Does Microsoft Dynamics 365 Work?

Dynamics 365 is made up of what is known as “modular apps”. This carries one major benefit being that you can only use what you need. You aren’t tied into tools you don’t need and therefore everything connects into one simple tool with features only you need and use. These modular apps are listed below.

• Sales: The sales “modular app” focuses on tracking leads, manage a sales pipeline and close any active deals faster and more efficiently.
• Customer Service: The customer service “modular app” focuses on improving response times and support case/ticket tracking to ensure any requests are being monitored.
• Finance: The finance “modular app” has a real time cash flow view and has the ability to automate all key finance related processes.
• Marketing: The marketing “modular app” creates personalised marketing campaigns based on live customer data and market segments
• Operations: The operations “modular app” streamlines inventory, planning and service delivery processes. This makes the business run smoother as a whole.

Why Use Dynamics 365 Over Other Tools?

Great question! Many businesses have a variety of different tools but all in different places. With Dynamics 365, these tools can be kept in one place reducing the burden on staff and also reducing the number of processes to complete in order to get tasks done. By syncing everything, you get:

• Less manual data entry
• Better collaboration between teams
• Smarter reporting
• A more connected customer experience

It also integrates seamlessly with Microsoft 365 tools like Outlook, Teams, Excel, and SharePoint, making adoption easier for your staff.

 

Is Microsoft Dynamics 365 the Right Choice for a Small Business?

Absolutely! Dynamics 365 is built to scale due to its modular apps, which makes it ideal for SMEs that are growing. Whether you’re in professional services, logistics, or manufacturing, it helps create efficiency and clarity across your business. It’s the perfect choice for any small businesses that are in the Microsoft sphere and get along with the range of tools found in 365.

Get in Touch!

If your business wants any more information on how Microsoft Dynamics 365 would look in their business or help deploying Dynamics 365, get in touch! Our team at Three Cherries can advise you on what is best for your business and the steps you need to take to get there. We take the gamble out of business technology.