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Dynamics 365 Business, Dynamics 365 CRM

How to Choose the Right Microsoft Dynamics 365 Module? 

Microsoft Dynamics 365 is not one but a suite of different cloud-based applications, each designed for a specific purpose. You have Dynamics 365 Business Central, which is a comprehensive ERP and CRM application for small and medium businesses. On the other hand, you have Dynamics 365 Customer Insights for analyzing customer behavior and Dynamics 365 Sales for managing your sales pipeline. Given all those choices, how do you choose the right one for your business? 

Here, we would look at the approach that you need to take to zero in on the right Dynamics 365 module (or a combination of them). 

Understanding the Different Microsoft Dynamics 365 Modules 

Before we dive in further into the method you need to adapt, let us first understand a few basics about the Microsoft Dynamics 365 modules. 

  • Dynamics 365 Business Central: This module is designed for SMBs, but it can be configured to suit larger businesses as well. It offers integrated features for fiscal management, sales, service, and operations management.  
  • Dynamics 365 Sales: Dynamics 365 Sales streamlines sales processes with AI-driven insights, lead and opportunity management and sales forecasting. It aims to increase sales productivity and identify better sales opportunities. 
  • Dynamics 365 Finance: Dynamics 365 Finance is designed to facilitate fiscal management for large enterprises. It provides you with real-time analytics, global scalability, and automates crucial financial tasks. This helps with improved decision making, streamlines processes and improves compliance. 
  • Dynamics 365 Customer Insights: This application helps you to unify the customer data from various sources, providing AI-driven insights and personalized engagement 
  • Dynamics 365 Supply Chain Management: Dynamics 365 Supply Chain Management enhances operations with real-time visibility across your supply chain and logistical operations. It helps you to optimize inventory, improve production efficiency, and reduce costs. Dynamics 365 Supply Chain Management increases agility, and seamless collaboration across your supply network. 

The Ideal Dynamics 365 Module for Different Scenarios 

Depending on your industry and your specific business needs, you will need to choose the right Dynamics 365 Module or a combination of modules. Here are some of the example scenarios and the ideal Dynamics 365 module for each of them: 

  • Retail Business Looking to Streamline Sales and Customer Engagement 

If you are a retail business managing a large operation, optimizing sales processes, and engaging customers is crucial for your growth. Companies often face challenges with data silos, inefficient processes that lead to missed opportunities. 

Ideal Module: Dynamics 365 Sales 
 
Why Should You Use It? Dynamics 365 Sales optimizes the sales processes of your retail business. It provides you with AI-driven insights, helps you to manage leads and opportunities. It also plays a crucial role in enhancing customer relationships for better engagement and sales productivity. 

  • Manufacturing Company Wanting to Enhance Production and Manage Inventory

Keeping the production lines running at their optimum levels, while managing inventory, is a major challenge faced by manufacturing companies across the world. This is especially challenging for manufacturing companies having a global presence. 

Ideal Module: Dynamics 365 Supply Chain Management  

Why Should You Use it? Dynamics 365 Supply Chain Management enables real-time visibility across operations, integrate with IoT networks, and conduct predictive analytics to optimize inventory management. This helps you to reduce costs, improve production efficiency and ensure seamless supply chain operations. 

  • Financial Services Firm Needing Advanced Financial Reporting and Compliance 

The financial markets are always dynamic. To succeed in such a space, one needs access to updated data on their team performance and market movements. Financial services firms also require complying with several codes and regulations, depending on the nature of operations and jurisdiction. 

Ideal Module: Dynamics 365 Finance 

Why Should You Use it? Dynamics 365 Finance can automate financial tasks, like extracting data from forms, making data entries and similar functions. It also provides you with advanced real-time analytics and supports global scalability for businesses expanding to different geographies. It also has built-in compliance features that make it easy to meet different compliance requirements. 

These are some of the scenarios where Dynamics 365 modules can benefit your business. To discover the ideal Dynamics 365 module for your specific business challenge, contact our experts at Vastasys. 

 Questions to Ask to Choose the Right Microsoft D365 Module 

When you are looking to choose the right Microsoft Dynamics 365 module, there are a few questions that you need to ask yourself. Here are a few key ones that you need to focus on: 

  • What are my business goals and objectives? 

You need to understand how specific modules can align with your processes and support your short- and long-term strategic goals. 

For example, if you are looking to simply improve your fiscal management process, then just choosing Dynamics 365 Finance would suffice. However, if you are looking to improve sales along with your monetary management, then you need to get Dynamics 365 Sales along with it. 

  • What are the current pain points faced by your team?

Identify areas that need improvement to choose modules that address those specific challenges. 

For example, if your delivery network is taking too much time to get the right materials delivered to you, then you might need to adapt to Dynamics 365 Supply Chain Management module. However, if the issue is managing the logistical and production costs, then combining Dynamics 365 SCM with other modules might be necessary. 

  • What is the Budget of the Project?

It is important to have a clear idea about the budget and other requirements for implementing the module. Consider the costs of deployment, customization, training, and ongoing support. 

Getting multiple modules will cost more than getting a single Dynamics 365 module. For example, if you need to focus on multiple ERP functionalities, then you can get Dynamics 365 Business Central which is a single module, helping you to optimize costs.  

Make sure that you involve all the stakeholders concerned and discuss with an experienced consultant to get the right insights on choosing the right Dynamics 365 module. 

 Choosing the Right Microsoft Dynamics 365 Module: The S.M.A.R.T Approach 

At Vastasys, we adopt a S.M.A.R.T approach to help businesses like yours to choose and implement the right Dynamics 365 module for your operations. Here are the core principles of our S.M.A.R.T approach 

  1. Specific: As a trusted Dynamics 365 consultant, we help you to clearly describe specific challenges and goals like increasing efficiency, improving customer engagement, boosting sales, or optimizing production. 
  2. Measurable: We work with your team to identify metrics and establish Key Performance Indicators (KPIs) to measure the impact of the solution. This helps in zeroing on the right module or an ideal combination of modules. 
  3. Achievable: Our team will assess your current capabilities, resources, and constraints to recommend the ideal module that can be effectively implemented within your environment.  
  4. Relevance: When you choose us as your Dynamics 365 partners, we will make sure that the modules are configured to align with your processes and priorities. Our team will also choose the module based on the current industry trends. 
  5. Time-Bound: Right from the start, we will set a clear timeline for implementation and achieving the set KPIs. You will get a detailed plan, laying out the milestones and deadlines, helping you to gain a competitive advantage. 

Contact Vastasys and get complete assistance in choosing and implementing the right Dynamics 365 module. Get started today! 

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Power Automate

As a platform, Microsoft Power Automate has process automation more accessible. This low-code robotic process automation (RPA) tool allows individuals with limited technical knowledge to design and execute complex automated workflows. This has revolutionized the way businesses operate, and that includes the retail industry as well.

At Vastasys, we offer customized solutions for RPA in retail. Apart from delivering customized solutions based on the Power Automate platform, we also offer attended and unattended RPA services. Speak to our representative to find out more.

What are the Advantages of Using Power Automate RPA in Retail?

Power Automate is a low-code robotic process automation (RPA) platform, which is a constituent of the Power Platform suite of applications. Here are some of the advantages that you get while using Power Automate RPA in the retail industry.

  • It is a Low-Code Platform: Traditional RPA approaches require extensive coding, which proved to be a major barrier for businesses to adopt process automation. However, Power Automate uses a simple, easy to use, graphical interface. So, you do not need to hire additional resources or provide training. Your existing team will be able to handle RPA programming by itself.
  • Easy Integration: Power Automate can easily integrate with your existing systems, including your POS systems. This enhances its possibilities.
  • Quick Implementation: Since Power Automate is incredibly simple, you can easily create and deploy workflows, reducing the development cycle times.

Want to Find Out More About Power Automate

Contact us to learn more about the platform and how we help you implementing it

5 Retail RPA Use Cases Where Power Automate Can be Applied

Let us now dive into some of the scenarios where you can use Power Automate RPA in retail.

Scenario 1: Using Power Automate RPA in Retail for Inventory Management

Situation: A retail chain with multiple store locations across the nation needs to efficiently manage inventory levels to avoid stockouts or overstock situations.

Use Case: With the help of Power Automate, you can implement an automated workflow that integrates with the POS (Point of Sale) and inventory management system. The workflow updates the stock information in real time, based on the data received from the POS system. When inventory levels reach a particular threshold, the workflow triggers automatic reordering of products from the suppliers.

Apart from that, you can also automatically send notifications to relevant managers for low-stock alerts, ensuring timely replenishment.

Scenario 2: How Does Power Automate RPA Help with Ordering Processing at an Online Store

Situation: An e-commerce platform receives a high volume of orders daily. To achieve on-time deliveries, the organization needs to streamline the order processing workflow.

Use Case: Power Automate can be used to connect the e-commerce platform of the organization with the order fulfillment system. When the order for a particular product is placed, the Power Automate workflow automatically generates order invoices, updates inventory levels, and notifies the warehouse for picking and packing the item. In a traditional approach, all these tasks are done by human intervention. Automating the entire order fulfillment process ensures that it is executed faster, without any errors.

One can also integrate with shipping carriers to automatically generate shipping labels and tracking information.

Scenario 3: Ensuring Franchise Standard Compliance with Power Automate RPA in Retail

Situation: A retail franchise operates in multiple locations, often under different ownership and/or management. Therefore, it is crucial to ensure consistent adherence to brand standards and relevant industry compliance regulations.

Use Case: The franchise can use a custom solution based on Power Automate RPA for retail to ensure complete adherence. The system can automate routine audits and inspections. As a part of the process, you can develop checklists and forms that franchisees can complete within a specified time.

If any compliance issue is identified, the system can trigger automated notifications to managers of the franchise so that corrective measures can be taken on time.

Power Automate can also be integrated seamlessly with Power BI – the advanced business analytics platform from Microsoft. You can feed the data generated by the franchisees directly into Power BI to identify deeper issues that are not directly detected from raw data. When Power BI detects any issues, Power Automate can be used to send notifications or even take simple actions automatically.

Scenario 4: How Does Power Automate RPA in Retail Improves Customer Engagement

Situation: A retail chain wants to improve customer engagement and increase loyalty through personalized communications and promotions.

Use Case: Power Automate RPA for retail can be used to automate customer communication processes based on predefined triggers and events. For instance, when a customer makes a purchase, Power Automate can trigger a personalized ‘thank you’ email or even send an SMS with a discount code for their next purchase. This is a smart way to make the customer feel valued and increase the volume of returning customers to your business.

If you have a system like Dynamics 365 for customer segmentation, then you can feed the data to Power Automate to automatically generate and send personalized content based on purchase history, preferences, and behavior. This will enhance the effectiveness of marketing campaigns.


Scenario 5: Using Power Automate RPA in Retail for Employee Onboarding and Training

Situation: A retail company is looking for ways to streamline the onboarding process for new employees and provide ongoing training and development opportunities.

Use Case: Using Power Automate RPA in retail can be used to automate routine yet important tasks like account provisioning, scheduling orientation, or training sessions, or even distributing training materials. You can also set up automatic reminders to the new joiners and HR managers on different matters like ongoing training sessions, progress made by the joiners, performance evaluations, certifications, and the like.

These are only some of the situations where retail RPA solutions based on Power Automate can help your business. Contact us to discover more such benefits your business can derive from our system.

Getting Started with Power Automate RPA in Retail

Looking to tap into the immense potential of low-code RPA for your retail business? Discuss your project with our team today to discover how easily you can get started with Power Automate RPA in retail.

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Dynamics 365 CRM

Customer Relationship Management or CRM tools have become indispensable for every modern business. With Dynamics 365 CRM modules, you get a simple, intuitive, and highly efficient CRM tool that takes care of every single CRM task. In this article, let us explore some of the amazing things you can do with Dynamics 365 CRM and how they can impact your business.

Understanding Dynamics 365 CRM

Dynamics 365 CRM is a cloud-based customer relationship management platform, developed by Microsoft. Today, it contains not one but multiple applications for sales, customer service, field services and more. The modules can work individually or coordinated with each other to manage customer data, track sales opportunities, automate critical processes and deliver a better service to your customers.

The following are the main modules which are a part of the Dynamics 365 CRM platform

  1. Dynamics 365 Sales: Helps businesses manage leads, opportunities, and sales processes in an efficient way.
  2. Dynamics 365 Customer Service: Enables businesses to deliver exceptional customer service with the power of AI.
  3. Dynamics 365 Customer Insights: Gives you a unified view of customer data from various data channels to help you craft personalized customer experiences.
  4. Dynamics 365 Field Service: Facilitates on-site service delivery, and helping you with range of tasks like scheduling and resource optimization

At Vastasys, we offer customized solutions based on all these modules as well as other modules of Dynamics 365 modules. Contact us today and discover how we help.

The Things You Can Do with Dynamics 365 CRM

Build Stronger Relationships

To build a successful business, you will need to build better relationships with your customers. But that is easier said than done. However, Dynamics 365 CRM really makes it easy.

Dynamics 365 CRM helps you to store all customer interactions, including emails, phone calls, meetings, and notes, all in one central location. Your sales team can easily access the information to initiate a confident and productive conversation with the prospective customer.

With Dynamics 365 Customer Insights, you can also get useful AI-driven insights into your customer behavior and preferences. This makes it easier to personalize your offerings, thereby increasing your chances of getting more conversions.

Increase Your Sales with Better Management

Dynamics 365 CRM, especially the Dynamics 365 Sales module, gives you the ability to track sales opportunities from lead generation to deal closure. This helps you and your sales team to manage their pipeline more efficiently.

Your sales team will also get smart tools for lead scoring, opportunity management, and even AI-powered models that enable accurate sales forecasts. With smarter use of these tools, you can easily prioritize leads, identify sales trends, and significantly increase the growth trajectory of your sales volumes.

Transform Your Sales Strategy with Dynamics 365 CRM

Speak with our representatives today and explore how our customized Dynamics 365 CRM can help you boost your sales figures and discover better sales opportunities.

Supercharge Your CRM with the Power of AI

Microsoft Dynamics 365 CRM comes with advanced AI capabilities that help you to manage several CRM tasks with greater ease and achieve better results.

For example, you have AI features like sentiment analysis and predictive analytics that help you to understand customer behavior, detect trends, and anticipate customer needs for the future. You will also be able to segment your audience based on demographics, behavior and preferences and personalize your campaigns for better results.

Smarter Business Intelligence and Reporting

Dynamics 365 CRM helps you to gain valuable insights into your business performance, by using its advanced business intelligence, analytics, and reporting features. You can customize dashboards and reports, enabling you to visualize your data and track KPIs across your various campaigns and teams.

Microsoft Dynamics 365 CRM integrates seamlessly with other Microsoft applications like Power BI. This would vastly improve your data visualization and analytical abilities and help you measure performance in a better way.

Improve Your Customer Service Quality

Dynamics 365 CRM modules, specifically the Customer Service module, will help you deliver excellent customer service across various channels. You can also deploy AI chatbots to minimize wait times for customers and help them with issue resolution.  It will also help you with case management, tracking service requests and resolving issues efficiently.

The platform also allows you to set up Service Level Agreements (SLAs), automatically route customer queries and provide self-service options.

Explore More Potential Benefits of Microsoft Dynamics 365 CRM with Vastasys

These are only some of the things that you can do with Microsoft Dynamics 365 CRM. To explore more possibilities, discuss your project with our team of experts. At Vastasys, we offer you the right guidance, smarter solution discovery and custom implementation to maximize your ROI with Dynamics 365 CRM

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Dynamics 365 Business

Small and Medium Sized Businesses (SMBs) need CRM and ERP solutions just like any other large business. Today, many businesses across the world prefer to use Dynamics 365 Business Central for managing their business for its advantages. For starters, it is one of the few platforms that combines both CRM and ERP functionalities, unifying operations in an effortless way. The user interface is also intuitive, avoiding the need to invest in training or hiring additional members to your team.

But how does Dynamics 365 Business Central work for your business? Let us find out through examples.

Learn More About Dynamics 365 Business Central

Want to learn more about Dynamics 365 Business Central and how to implement it for your business? Speak to our expert today and discover how Vastasys can help you with it.

4 Common Use Cases of Dynamics 365 Business Central

Here are some of the common use cases of Dynamics 365 that demonstrate how effective it is for small and medium sized businesses.

Ensure More Prudent Financial Management

The Problem: Managing the finances for an SMB can be immensely challenging, to say the least. Businesses often face difficulties in managing financial data, tracking expenses, and maintaining compliance.

How Dynamics 365 Business Central Helps?

Dynamics 365 Business Central streamlines financial processes, with its collection of useful features like general ledger, accounts payable, budget management, bank reconciliations and others.

How Does Our Solutions Work?

You and your team members can record transactions like sales, purchases, and other payments in the general ledger, either manually or automatically. You can also use purchase journals to record vendor invoices and apply payments to the outstanding one. By using the bank reconciliation feature to match transactions in the general ledger with transactions on the bank statement. Dynamics 365 Business Central also comes with an audit trail feature to track changes to financial data and maintain data integrity.

Create More Opportunities with Smarter Sales and Customer Management

The Problem: SMBs often tend to miss opportunities to convertmore customers due to inefficient sales processes and challenges in managing customer relationships.

How Dynamics 365 Business Central Helps?

Dynamics 365 Business Central provides you with a comprehensive set of tools that helps you to manage entire sales processes, from lead to payment, and helps to improve customer relationships so that you can build a loyal customer base.

How Does it Work?

Your sales team can directly feed information and updates and leads into the Dynamics 365 platform. This will allow your managers to track leads, opportunities, and customer interactions, allowing for better sales forecasting and managing the sales pipeline. You can also generate insights and create custom quotes, as well as sales orders for individual clients.

Want to Know More About How Dynamics 365 Business Central Can Boost Sales?

Discuss your project with our team and learn about how we can help you increase your sales by leveraging the capabilities of Dynamics 365 Business Central.

Manage Inventory More Intelligently

The Problem: SMBs in manufacturing, retail, and similar industriesmust deal with inefficient inventory tracking, often leading to stockouts and overstocking.

How Dynamics 365 Business Central Helps?

With Business Central, you can get real-time visibility into inventory levels, helping to optimize stock levels and streamline operations

How Does it Work?

The system can collect data from various data points. This effectively allows you to track inventory across multiple locations. You will also be able to set up reorder points and automate replenishment processes. The system can also integrate seamlessly with sales and purchase processes to make sure that the inventory levels are updated in real time, avoiding the risk of overstocking or stockouts.

Ensuring On-time Project Delivery

The Problem: Managing project costs, resources and ensuring that projects are completed on time are often a challenge for SMB.

How Dynamics 365 Business Central Helps?

The platform comes with advanced project management features which helps your business to track project financials, resources, and timelines

How Does It Work?

Your team members can create and manage projects directly on the platform. They can also assign resources and track project costs and revenues. To help you with accurate billing, it comes with features like time and expense tracking.

Implement Dynamics 365 Business Centralfor Your Business

Dynamics 365 Business Central is a flexible platform that can be easily customized to meet your specific requirements. Having an experienced consultant like Vastasys helps you to maximize the benefits of Dynamics 365 Business, thanks to their in-depth expertise and innovative solutions.

Contact to Make Your Business Truly Dynamic

Transform your operations and make them responsive to the dynamic changes in your industry. Speak to industry experts today and realize the true potential of Dynamics 365 Business Central

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