A Blog that can be used as a Dynamics 365 'manual'.

Understanding Dynamics 365

Dynamics 365 is a customer relationship management (also known simply as customer relationship management or CRM) system developed by Microsoft. It’s not a special system, even though it’s called relationship management. It centralizes the customer information in the company so that the field and managers can easily understand the status of sales and service. It’s more convenient than an Excel list, and you can even learn about potential customers with high order probability and make sales forecasts. Dynamics 365 is a powerful tool to support your business activities.

While there are various customer management products in the world, Dynamics 365 has the following features.

• Rich functionality to build strong, company-wide relationships with customers
• Office Products (Excel, Word, Outlook) and directly leads to increased business efficiency.
• Powerful customization and external connectivity to support future enhancements and collaboration
• Long-lasting peace of mind with the top share of products in this field
• Reasonable usage fees (From a few hundred yen per person per month)

In this section, we will introduce Dynamics 365 as a CRM system, important decisions to be made before implementation, and scenarios for use in various situations.

Implementing Dynamics 365

Planning is an important part of implementing Dynamics 365. How should we implement Dynamics 365 in terms of cost, schedule and scope?

Dynamics 365 requires the purchase of subscription model licenses on a per-user basis, based on the functionality required." The “required functionality” will become clear in the scope of the deployment project.

It is very important to choose the right license for your scope. The type of license will change the amount you pay each month. In most companies, the required functions (i.e. licenses) differ depending on the department or position.

In this section, we will discuss what you should consider when implementing Dynamics 365.

Configure initial settings for Dynamics 365

Once you have installed Dynamics 365, you will need to perform the following initial settings to ensure a pleasant experience.

• System administration
• Adding a user
• Organization settings (Department / Supervisor)
• Security Settings
• Application Settings
• Importing data (Business partner companies, business partner personnel)

In this section, we will introduce the setup immediately after Dynamics 365 implementation. Please keep in mind that most of the work will be performed by the system administrator.

Supporting Sales with Dynamics 365

Dynamics 365 for Sales is a business application provided as a sales force automation (SFA) system. You can manage a pipeline from potential customers (leads) to negotiations to orders, visualize the current status of individuals and organizations in a sales funnel, approach customers in real time, and perform various sales activities using Dynamics 365 functions.

In this section, we will introduce the sales support functions of Dynamics 365 for Sales.

Maintaining Dynamics 365

As a system administrator, you need to be aware of what kind of management you will need to do when managing Dynamics 365. Since it is a cloud product, you will need to plan updates and have backups to ensure that data is not lost. If there is a failure that affects your business, what action do you need to take?

Here we will show you what kind of maintenance you need to do as an administrator of Dynamics 365.

Integrating Dynamics 365 with other systems

By integrating Dynamics 365 with other Microsoft applications, you can extend the functionality of Dynamics 365 and make it more than just a CRM system. The high compatibility with Microsoft products, such as Office products, is the most important factor that differentiates Dynamics 365 from other CRM systems.

In this section, we will introduce how to integrate Dynamics 365 with various Microsoft products such as Office 365, Power BI, Yammer, Power Apps and Flow.

Customizing Dynamics 365

Although codeless customization is one of the strengths of Dynamics 365, we still need to import Javascript, C# and other released solutions to customize Dynamics 365 to meet detailed customer requirements.

In this section, you will learn about customization in general, including coding.

Managing Projects in Dynamics 365

Dynamics 365 for Project Service Automation can be used by system integrators and system development companies that receive and manage projects on a project basis. Project Service Automation manages not only “products” but also “services”. Project management can track project progress and costs, and members can report on their own work to accurately manage project resources.

This section provides an introduction to Project Service Automation in general.

Marketing with Dynamics 365

Dynamics 365 for Marketing is a marketing support application. Based on the customer list created through seminars and internal events, marketing activities are conducted through e-mails and websites. The marketing activities benefit the organization by passing on leads that have been raised to temperature to sales.

In this section, you will find information about Dynamics 365 for Marketing.