Join Gini von Courter for an in-depth discussion in this video What is Dynamics 365?, part of Learning Dynamics 365 (2017).
- [Narrator] Before we begin learning Dynamics 365, let's learn a little bit about Dynamics 365. Dynamics 365 is a new business management suite from Microsoft. It's hosted in Azure, based in the Cloud, delivered as SAS, or software as a service, and sitting underneath this business management suite is a common data model that describes different types of business units or business entities, a definition for the fields that are necessary to discuss a customer, or all of the fields that are used to describe a particular product you might sell.
This common data model is customizable for your organization, and then it's used across all of the different parts of Dynamics 365. Dynamics 365 has its genesis in three different products. First, Dynamics CRM Online, which many organizations use today. Next, Dynamics AX, which is operations based software, and finally, a project that was called Project Madeira as a pilot, but then in its released form, is Dynamics 365 for Financials, a brand new product, that is being added to this mix.
With Dynamics 365, as with many Microsoft products, the name does not mean just one thing. Dynamics 365, again, is a suite, but also that suite is arranged into two different editions, for two different sizes of business. Dynamics 365 modules include sales, customer service, field service, marketing, and project service automation. These are the modules that come to us from Dynamics CRM Online.
Financials, which again are a new product, operations, from Dynamics AX, and then in addition to these modules, we have interconnection with other products that we use all the time, like Microsoft Excel and Microsoft Word. If we want to be able to automate what we're doing in Dynamics 365, we have tools that make Dynamics 365 extensible, specifically PowerApps, which is used to create customized applications based on your data, and Flow, which is a workflow tool.
Very accessible. How will we analyze all of this data? We have access to Power BI, directly from Dynamics, and our intelligence is provided by Cortana. Let's take a look first at the Enterprise Editions of Dynamics 365. These are recommended for companies with more than 250 employees. One approach that some companies might take is to add module by module to begin work with Dynamics 365, or an organization could choose one of the two bundled plans and there's some financial incentive to do that.
Dynamics 365 Enterprise Plan 1 includes sales, customer service, field service, and project service automation modules. Really, the heart of what was formerly Dynamics CRM Online. And if these are the modules you're primarily interested in, we have courses in Dynamics CRM online, and Dynamics CRM for customer service in the online training library. And then, in addition, we have the connectivity with Office, PowerApps and Flow, Power BI, and Cortana Intelligence.
Enterprise Plan 2 is almost like Enterprise Plan 1, with really one major difference. Enterprise Plan 2 also includes the functionality that comes to us from Dynamics AX, the operations side of the house. Let's take a look now at the plans for smaller organizations. Dynamics 365 Business Edition includes many of the same types of features, but they are not exactly the same modules. Dynamics 365 Business Edition is the small business edition of the Enterprise version of the tools.
It's meant for small to mid sized businesses, with 10-250 folks on staff, and the way you begin using Microsoft Dynamics 365 Business Edition, is to buy into, or license, one of the modules, Dynamics 365 for Financials, Business Edition, Dynamics 365 for Sales, Business Edition, Dynamics 365 for Marketing, Dynamics 365 for Customer Service. The only module that is actually available today is Dynamics 365 for Financials Business Edition.
The others will be coming online in 2017. Dynamics 365 Business Edition then has a similar map, and like Dynamics 365 Enterprise Edition, both plans, you have access to Office 365, you will do your automation and customization with PowerApps and Flow, your analysis with Power BI, and use Cortana Intelligence. This course focuses on Dynamics 365 Business Edition. We'll begin as everyone else is right now, by starting with Dynamics 365 Financials.
In this course, learn how to power your business with Dynamics 365, Business edition. Gini von Courter walks you through how to navigate the suite, create and edit records, and print reports. She also shows you how to work with vendor information, create and post invoices, manage sales interactions, apply customer payments, reconcile accounts, and more.
- Identify the factor that influences the information that you see when you log in to Dynamics 365.
- Recall what occurs when a potential customer might want to receive more information and could potentially make a purchase.
- Explain what you must do to turn a quote into an order.
- Recognize what Outlook for financials allows you to integrate with your email.
- List what the Microsoft Dynamics 365 for Financials app is available for.
- Name the process of applying payments you have made and received.