Sometimes the Microsoft applications are hard to navigate through, and the reason is similarities between the capabilities. One of the major confusion is between the Dynamics 365 CRM and Business Central. Microsoft Dynamics 365 Business Central and Dynamics 365 CRM have differing features, which is a common source of confusion.
Before we go any further, let’s take a deep look at the basic difference between Microsoft Dynamics 365 CRM and Microsoft business central.
What is the difference between Microsoft Business Central and Dynamics 365?
Dynamics 365 is a collection of Software-as-a-Service (SaaS) cloud-based business intelligence services and apps (SaaS). Microsoft initially released a variety of solutions to meet the needs of businesses. Microsoft Dynamics CRM, for example, has aided organizations in dealing with issues relating to sales, marketing, and customer service.
Two ERP systems were included under the Dynamics umbrella. Companies could use Dynamics AX and Dynamics NAV to obtain industry-specific business functions. The size of their organizations was the most noticeable difference between them.
Users can gain access to Business Central via a modern user interface, which provides a clear view of many business sectors such as supply chain management, product inventory, and operations. Furthermore, increasing the application’s automation capabilities allows staff to spend less time performing manual tasks.
Business Central’s business intelligence can be used to create real-time dashboards and reports that assist companies in making critical business decisions. Business Central can also be used by organizations to track timesheets, manage budgets, and keep track of the status of various projects.
Businesses can use Business Central to securely store and transfer data between platforms.
Business Central is a Microsoft Dynamics 365 Enterprise Resource Planning (ERP) system. It also offers CRM system characteristics, making it a versatile and adaptable platform.
Business Central gives you comprehensive control over sales, production, financing, project management, services, shipping, and more with its rich and highly flexible features. To help your specialized sector or business, you can quickly add essential functions to your region of operation.
Dynamics 365 Business Central’s Relationship Management capabilities may be a good fit for some companies’ lead management needs. With its basic administration capabilities, you may manage contacts, interactions, sales prospects, segments, and marketing programs.
Some of Business Central’s most important sales management functions are as follows:
- Quote & order management
- Account management
- Opportunity management
- Campaigns and segments
- Contact management
In comparison to Dynamics 365 for Sales, the CRM capabilities of Dynamics 365 Business Central are more limited. While this option may be sufficient for some organizations’ contact and opportunity management needs, it may not be sufficient for those looking for a complete, purpose-built CRM solution, particularly when compared to Dynamics 365 for Sales. Dynamics 365 for Sales has significantly more possibilities, making it a better option for firms looking for the features listed above and more.
Which solution will be most beneficial to your business?
When Dynamics Business central is the best choice?
- If your primary incentive for switching software is to improve financial and operational management, you also need some basic contact and opportunity tracking and reporting functions.
- Integration with other Office 365 programs such as Outlook and Teams isn’t a necessity, and you don’t anticipate your company needing new CRM functionality anytime soon.
- All you need are some basic sales management software to keep track of your cash, inventory, and manufacturing.
- You want to arrange your company around possibilities and relevant quotations.
- You must have comprehensive access to all product information and sales history.
- The majority of your sales processes are simple.
- You must meet certain basic marketing requirements.
- Integrating with Outlook and managing sales activities is not a top focus.
When Dynamics 365 is the right choice?
- By integrating your existing Office 365 resources, the major reasons for selecting a new CRM system are to consolidate and simplify your current sales processes, increase visibility and reporting, and boost sales conversions.
- Strong integration with Outlook is required to track emails, manage projects and appointments, and reach out to customers via email marketing.
- Even if you don’t need it right away, you’d appreciate the ability to adjust the out-of-the-box approach to further adapt the solution to your business needs.
- You may want to consider updating your CRM solution to a more comprehensive and personalized solution in the coming years.
Now, it all depends on the type of your business and its requirements. You know the drill and if it is still confusing you, DFSM is here to help you with all the assistance you need to establish your core structure on these systems.