Microsoft Dynamics 365 Setup

The Dynamics 365 cloud solutions comprise a number of cloud applications designed to power small, medium and large businesses in areas of customer, finance, retail and talent management.

Customer Engagement

Dynamics 365 for Customer Engagement includes Sales, Customer Service, Marketing, Field Service, Project Service Automation applications, and related services.

Business Central

Business Central is a business management solution for small and mid-sized organisations that automates and streamlines business processes and helps you manage your business. Highly adaptable and rich with features, Business Central enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. Companies can easily add functionality that is relevant to their operations, and that is customised to support even highly specialised industries.

Business Central is fast to implement, easy to configure, and simplicity guides innovations in product design, development, implementation, and usability.

Finance and Operations

Dynamics 365 for Finance and Operations is for larger businesses that need a single application to streamline financial, inventory, operations, and project management processes. It also includes purchasing and sales tools.


Microsoft Dynamics 365 for Retail is an end-to-end retail solution that delivers unified commerce across all channels. It encompasses sales, mobility, intelligence, and productivity, to help retailers and workers achieve more in a cloud-first, mobile-first world. Retail offers comprehensive support to operate a wide range of business processes, such as merchandising, inventory, and channel management capabilities. It also provides immersive customer experiences across all touchpoints.

Dynamics 365 for Retail is closely related to Dynamics 365 for Finance and Operations, and Dynamics 365 for Talent. The same functionality may appear in all three products.


Microsoft Dynamics 365 for Talent streamlines many routine recordkeeping tasks and automates a number of processes related to staffing your organisation. These processes include employee retention, benefits administration, training, performance reviews, and change management. It also provides a framework for human resources staff to manage areas of oversight.

You can use Talent to complete these tasks:

  • Administer organisational structures.
  • Maintain comprehensive worker information from hire to retire.
  • Define and administer benefit plans, enrol workers, assign dependent coverage, and designate beneficiaries.
  • Establish and monitor absence policies.
  • Implement and track profile-based time management and generate pay information to export to a payroll system.
  • Manage worker competencies.
  • Review performance and implement worker goals.
  • Set up, deliver, and analyse training courses that include agendas, sessions, and tracks.

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