Microsoft Dynamics 365

When large businesses work with complex processes and high reliability requirements, it makes sense to consider Microsoft Dynamics 365. This mature and widely used enterprise platform enables sales, finance, service, and supply chain management, and supports complex scenarios unavailable with standard CRM and ERP solutions.

The platform consists of a set of modular business applications, united by a common data model and operating as a single system. This approach allows for flexible customization and expansion of functionality to suit current and future business processes, while maintaining control and manageability of the entire architecture.

AvadaCRM approaches Microsoft Dynamics 365 implementation as a strategic engineering project: the Dataverse-based architecture is tailored to business needs, ensuring data control, process automation, and the system's growth along with the company.

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a business application platform that combines CRM, ERP, service, and analytics into a single digital ecosystem.

Key features of Dynamics 365:

• A suite of business applications —separate modules for sales, finance, manufacturing, inventory control, marketing, and customer service—that work together.
• A unified data model based on Dataverse means all departments use the same data, eliminating duplication and improving information accuracy.
• Connecting CRM, ERP, service, and analytics —end-to-end processes from lead generation to financial reporting and customer support.
• Native integration with Microsoft 365 and Azure – data exchange with Outlook, Teams, Excel, SharePoint, and cloud infrastructure with scalability and fault tolerance.
• Eliminate data duplication —information is entered once and used across all applications, increasing process transparency and manageability.

Who is Microsoft Dynamics 365 suitable for and what tasks does it solve?

Implementing Microsoft Dynamics 365 is suitable for holdings, network and service companies, manufacturing and distribution businesses, as well as organizations with branch structures, multiple legal entities, complex processes, or high requirements for control, analytics, and scalability.

• For holdings and groups of companies – for centralized management and analytics.
• For network and branch businesses – with uniform standards and local specifics.
• For fast-growing companies that need to scale without changing platforms.
• For businesses with complex processes – where standard CRM/ERP systems fail
• For companies with multiple sales channels - B2B, B2C, online and offline.
• For manufacturing and distribution companies – to control operations and supply chains.
• For service and design companies - for resource management and SLAs.
• For companies with increased control requirements – transparency, audit, security.

Why Implementing Microsoft Dynamics 365 Is a Project

Implementing Microsoft Dynamics 365 is a comprehensive engineering and consulting project that involves more than just launching the system, but also building a robust architecture that meets real-world business processes, security, and scalability requirements. The project includes process analysis, solution design, role and integration configuration, and team training.

The AvadaCRM team supports Dynamics 365 implementation as a comprehensive solution, helping to adapt the platform to complex corporate scenarios and long-term business development.

Microsoft Dynamics 365 Implementation Steps

Implementing Microsoft Dynamics 365 is a comprehensive business process transformation project that precisely tailors the platform to a company's current and future needs.

1. Audit and requirements gathering – analysis of business processes, the IT landscape and data, formation of requirements for automation, integration and reporting.
2. Solution design – designing an architecture based on Dataverse, selecting Dynamics 365 modules, setting up roles and integrations.
3. Setup and configuration – adapting the system to company processes, setting up workflows, forms, reports, and dashboards using the Power Platform.
4. Customization and automation – customization of non-standard processes, configuration of Power Automate and Power Apps, creation of KPI dashboards.
5. Integrations — integration with Microsoft 365, ERP, accounting, payment systems, telephony, and external services via API and Azure.
6. Testing and training – testing scenarios and integrations, troubleshooting, training users and administrators.
7. Maintenance and development – support after launch, updates, and system development as your business grows.

Implementation requires a team of 3-6 specialists: a business analyst, Dynamics 365 consultants, Power Platform developers, a tester, a project manager, and a DevOps specialist to work with Azure and infrastructure.

AvadaCRM can provide a full cycle of Microsoft Dynamics 365 implementation – from architectural design to configuration and maintenance of the corporate platform.

Microsoft Dynamics 365 Core Applications

Dynamics 365 is a modular platform; applications are connected as needed and work with a single data model without duplication.

Dynamics 365 Sales

Full sales cycle: leads, funnel, proposals, forecasts, AI recommendations. Accelerates deals and increases conversion.

Dynamics 365 Customer Service

Omnichannel support: email, chat, phone, social media, and portal. Routing, SLA, and a knowledge base reduce response times and improve customer satisfaction.

Dynamics 365 Marketing / Customer Insights

Personalized campaigns across channels + 360° customer profiling, segmentation, and behavioral analysis. Increases marketing ROI.

Dynamics 365 Business Central

ERP for mid-sized businesses: accounting, sales, purchasing, warehouse, projects. Integration with Office 365 and real-time accounting reduces costs.

Dynamics 365 Finance & Supply Chain Management

Corporate finance, budgeting, supply chain, manufacturing. Forecasting, cost control, expense optimization.

Power BI

Analytics on Dataverse: dashboards, reports, and self-service BI in real time. Decision-making based on real-time data.

Power Automate

Low-code automation: workflow between Dynamics 365, Microsoft 365, and external services.

Dynamics 365 Customization and Automation

Dynamics 365's standard functionality covers most common tasks, while unique processes utilize the low-code Power Platform, which minimizes code and maintains compatibility with Microsoft updates.

How Dynamics 365 can be adapted to your business needs

• Business Process Frameworks (BPF) – step-by-step chains of transactions, services, and approvals with mandatory fields, transition conditions, and automatic actions to standardize processes and reduce errors.
• Power Automate – trigger-based automation: task creation, status changes, notifications, synchronization with external systems, and email/form processing.
• Custom Entities and Fields - Extend Dataverse with new tables and fields that are fully integrated with standard objects.
• Business rules - manage forms and data without code: mandatory, blocking, calculations and display conditions.
• Reports and dashboards – personalized dashboards and Power BI Embedded for analytics on sales, margins, KPIs, and accounts receivable using live data.

AvadaCRM will help you customize Dynamics 365 to suit your business needs, including process automation and expanded functionality.

Microsoft Dynamics 365 Integrations

Dynamics 365 integrates with external services through connectors, Power Automate, Azure Logic Apps, and APIs, enabling end-to-end data exchange and process automation.

Which systems most often require Microsoft Dynamics 365 integration :

• Microsoft 365 (Outlook, Teams, Excel) – synchronization of email, contacts, tasks, notifications, and data management.
• Websites and portals – applications and forms automatically generate leads and orders in the CRM.
• Payment systems - automatic reflection of payments and statuses in finances.
• Telephony - calls are recorded in the CRM, customer cards are opened automatically.
• BI systems - dashboards and analytics based on live data.
• ERP and accounting – synchronization of counterparties, documents, payments, and balances.
• API and Azure services - event processing, security and scaling.

The AvadaCRM team implements Dynamics 365 integrations with corporate and external systems, ensuring end-to-end automation and stable platform operation.

Common Mistakes When Implementing Microsoft Dynamics 365

Implementing Microsoft Dynamics 365 is a business process transformation, not just a license activation. In practice, the most common errors are:

• Lack of comprehensive business analysis – launching a project without detailed development of processes, roles, and integrations leads to poor manageability and data opacity.
• Mechanically copying old processes —transferring legacy logic without using BPF, Power Platform, AI, and end-to-end analytics—reduces the platform's effectiveness.
• Dataverse architecture violation - creating extra entities and duplicate tables leads to problems with data consistency and reporting.
• Over-customization —using custom code instead of low-code solutions—complicates support, updates, and scalability.
• Undervaluing integrations and security - Failure to plan for connections with Microsoft 365, external ERP, and portal solutions reduces the value of the platform.

The results of a properly implemented Microsoft Dynamics 365

Proper implementation of Microsoft Dynamics 365 provides businesses with measurable benefits:

• Reduced operational risks – a single platform eliminates data duplication, manual processing errors, and disparate reports.
• Transparent analytics and fast decisions – management information is available in real time, speeding up decision-making and improving forecast accuracy.
• Process and KPI control – clear visibility into all stages of transactions, projects, and operations, as well as SLA, resource, and team performance monitoring.
• Improved business manageability – unified roles, access rights, and auditing allow you to manage a complex organization without chaos and information loss.
• Ready for scaling and growth – new branches, processes, and functions are implemented without system restructuring, supporting company growth and improving operational efficiency.

Proper implementation of Dynamics 365 transforms the platform into a tool for growth, control, and transparency, not just a set of applications.

Post-implementation support and development

Since the launch of Microsoft Dynamics 365, the platform continues to evolve alongside the business. Regular Microsoft updates require managed maintenance, change control, and adherence to architectural discipline.

Main areas of support:

• Dynamics 365 platform - release tracking, update testing, and change management.
• Microsoft Updates - Securely apply updates with control over integrations, business logic, and security.
• Adaptation to business growth – scaling processes, roles, and reporting as the structure and workload change.
• Development without rewriting the system - expanding functionality through the Power Platform and configuration instead of redundant code.

The AvadaCRM team provides both support and development for Dynamics 365, maintaining the system's stability and efficiency as your business grows.

Order Microsoft Dynamics 365 implementation

Microsoft Dynamics 365 integrates sales, finance, service, and analytics into a single platform. Understanding processes, data structures, and loss points helps create a system that truly delivers for your business.

AvadaCRM has experience implementing large and complex projects, including distributed organizations with multiple departments, complex processes, and integrations.

Consult with an AvadaCRM business analyst to determine the optimal Microsoft Dynamics 365 implementation format.