Comprehensive software suite for agility in managing and organizing daily tasks
Use Cases and Deployment Scope
It combines CRM and ERP in one software suite. Dynamics 365 for Finance and Operations is used in finance and sales development departments, as well as in our subsidiaries and partners throughout the organization so that all offices are connected in an integrated and orderly manner in terms of coordination and data management. The first aid that this platform has given us is to create an access level for each employee. The manager of each department sets a daily to-do list for each person and the person can see it in their daily work dashboard. Each user can only see and access the sections assigned to him. There is coordination in sales, finance, accounting and order, and logistics, and this is a great help in managing services.
Pros
- Ability to use the cloud and use Microsoft resources and tools in a managed way
- Integration and agility features in data transformation
- Workplace automation, live access to all financial reports and outcome forecasting
Cons
- The design and construction of the dashboard are more suitable for desktops and laptops, and no attention has been paid to users who want to work through tablets or mobile phones, and UI and UX designers should pay attention to this issue.
- The number of modules and plugins is very large and this is good, but several comprehensive and professional modules should be designed for daily tasks that do not require the installation of several modules for a simple process.
Likelihood to Recommend
It integrates fully with the other Microsoft software we use daily, and this coordination speeds up our work and gives us the agility to run easily. For example, in a purchase inquiry, the customer, after submitting a request, identifies the teams that should work on the project, and if they need further review by other people, they are added to the process, and everything is managed seamlessly rather than the sales process. Get the result as fast as possible.