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Microsoft Dynamics 365

A powerful suite of next generation intelligent business applications

Dynamics 365 unifies the best of Microsoft’s customer relationship management (CRM) and enterprise resource planning (ERP) solutions into one fully integrated cloud service.  It offers deep integration with Office 365 and allows you to tailor your implementation with sophisticated productivity apps to support crucial business processes, including: sales, customer service, finance, field service, operations, marketing and project service automation.

Learn more about Microsoft Dynamics 365

Available through enterprise and business editions, to meet the needs of large and small and medium business (SMB) organizations, Dynamics 365 will offer subscriptions per app or per user and introduce industry-first plans that embrace the cross-functional way organizations and employees need to work today.

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Dynamics 365 integrates Microsoft’s Dynamics CRM Online solution with a powerful ERP implementation–Dynamics AX7 or a newly developed financials module, depending on your organization’s needs.

All of your most important business software and insights are accessible anytime, anywhere in a secure Azure cloud platform.

Dynamics 365– Enterprise edition

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Dynamics 365– Business edition

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Built on a common data set

With Dynamics 365, you use one common set of data across CRM, ERP and Office 365, simplifying data management and allowing for seamless integration across apps and business processes.

Built for flexibility

Dynamics 365 offers plans and bundles to suit every business. Start with only what you need and the solution can easily expand as your organization grows or you choose to bring more of your business processes to the cloud.

Be ready for growth through nimble, adaptable applications that allow you to compose, modify and extend processes in real-time. Business users are empowered to change and adapt without IT support. And organizations can reimagine their business model with a consistent, flexible, extensible platform.

Built for productivity

Dynamics 365 features productivity tools that will help connect structured workflow of business applications and processes with the unstructured work of collaboration.

Built for better business intelligence

With native applications that infuse business processes with big data, advanced analytics and the internet of things (IoT) to proactively Dynamics 365 guides employees and customers to optimal outcomes. Dynamics 365 transforms data into actionable intelligence.

Microsoft’s Power BI and Cortana Intelligence are embedded to help companies achieve their business goals with predictive insights, prescriptive advice and actionable next steps. Azure IoT brings device data to enable preemptive action to business functions like field service.  

Built with an intuitive, familiar interface

Dynamics 365 delivers powerful, enterprise class software with a modern, familiar user experience.

Built for deep integration with Office 365

Deep integration between Dynamics 365 and Office 365 brings together the two worlds of business process and personal productivity. Historically, users have been the point of integration between business processes and the email, spreadsheet and word processing tools they use. This meant a lot of time flipping between apps and a lot of cutting and pasting. With Dynamics 365, we connect the structured workflow of business apps with the unstructured work of collaboration and productivity. It empowers employees and creates a much more productive experience.  

Built for anytime, anywhere access

Because Dynamics 365 is deployed in the Azure cloud platform, it offers secure access to critical business data from any device, anywhere, anytime.

A solution tailored to your business

Dynamics 365 comes in two editions: Enterprise for large organizations and Business for SMBs. The Business edition of Dynamics 365, serves companies with 10 to 250 employees, and will include Financials, Sales, and Marketing modules. The Enterprise edition, for organizations with more than 250 employees, includes operations, sales, marketing, customer service, field service, and project service automation modules.

Microsoft Dynamics 365 Business Edition Microsoft Dynamics 365 Enterprise edition
Financials Operations
Sales* Sales
Marketing* Marketing
  Customer Service
  Field Service
  Project Service Automation
Includes embedded intelligence, PowerApps and Flow
Includes embedded intelligence, PowerApps and Flow

*Available in 2017

Flexible purchase options

Traditionally, customers have purchased siloed business applications to support individual business functions or based on the needs of a department. While Dynamics 365 will continue to allow customers to license Dynamics 365 by application (financials, operations, sales, marketing, etc.), you will now also have the option to license users by role. This new role based approach will give you the flexibility to support more agile, more diverse employee roles–enabling them to access functionality across all applications within Dynamics 365.

App- and role-based licenses:

There are two ways to license Dynamics 365 – by application or by personalized role.

  • Application licensing: Purchase individual modules such as financials or customer service within the Dynamics 365 suite.
  • Role-based licensing: This unique licensing model is designed to help customers support their employees and the real world roles they fill by giving them access to multiple modules within the Dynamics 365 suite. For example, account managers do a better job when they can see the latest customer service tickets and outstanding invoices.
  • Role-based licensing provides users with full usage rights to PowerApps and Microsoft Flow to compose new apps and easily extend and modify existing ones.
  • Role-based licensing improves ROI as companies pay once for access to the capability they need regardless of which application it resides in. Many competing software packages require customers to buy licenses for multiple apps–resulting in two to three times increased cost.

In addition to the two main licensing structures, Microsoft will offer Team Member licensing, a low-cost option for light users who may not need to be full users of any business application. On a day-to-day basis, these employees may need to book travel, change their personnel information, update a customer record or review sales data. A Team Member license enables these employees to perform these tasks themselves, rather than relying on others and impacting productivity. 

Microsoft AppSource

The core of Dynamics 365 unifies three of Microsoft’s most successful products – ERP, CRM and Azure cloud. It also includes the power to tailor your implementation to the exact needs of your industry and business by extending functionality with apps from the Microsoft AppSource.

Microsoft AppSource is a clearinghouse where Dynamics 365 users can easily find and evaluate line-of-business SaaS apps, add-ins and content packs from Microsoft and Microsoft partners. Apps include those built on top of Dynamics 365, Office 365, Cortana Intelligence and the Azure platform.

Dynamics 365 also comes with connectors that let you integrate with applications and services from Microsoft and Microsoft partners, including custom APIs and on premise systems.

Additionally, Dynamics 365 offers tech-savvy business customers (using PowerApps, Power BI Embedded and Microsoft Flow) and professional developers (using Azure platforms services) a consistent business platform they can use to compose new apps and easily extend and modify existing ones.

Why choose RSM

Unparalleled experience

RSM is a full-service Microsoft Partner with over 30 years’ experience implementing Microsoft Dynamics ERP and CRM solutions, Microsoft® Office and SharePoint® Server to over 2,000 clients across the country. We have over 270 consultants across the United States supporting our technology consulting practice. We can assemble an experienced team based on your industry and technical needs.

We are a leading provider of audit, tax and consulting services focused on the middle market, operating in 80 cities nationwide. Our size allows us to attract and retain exceptional people, tools and technologies, while still offering a local, personal touch with significant value at a fair price.

RSM maintains a Microsoft Gold Partner status for both ERP and CRM. Our team of Microsoft certified professionals maintains current Dynamics certifications and regularly participates in on-going training programs.

Awards and recognition

RSM consistently ranks as a top Microsoft Dynamics® partner in the country. Other recognitions include:

  • Gold Customer Relationship Management (CRM) Competency in the Microsoft Partner Network–showcases our proficiency in deploying solutions built on Microsoft Dynamics CRM and related applications.
  • Gold Enterprise Resource Planning (ERP) Competency in the Microsoft Partner Network–demonstrates our capabilities in developing Microsoft Dynamics business management solutions through our skills, expertise and resources to deploy financial and supply chain management solutions matching our clients' needs.
  • Silver Hosting Competency in the Microsoft Partner Network–distinguishes RSM as a hosting expert.
  • Inner Circle. This recognition represents RSM among the top 1 percent of Dynamic Partners in the United States.

Industry-specific knowledge

RSM consultants have a high level of technology experience across a number of industries. This means we spend less time getting to know your industry and more time helping you find cost-effective ways to address your business technology needs.

We handpick each project team to ensure strong experience in your industry and the technical skills to meet your needs. Consultants have extensive experience in:

National resources, individual attention

With technology practices throughout the country, we have the resources of a national organization while maintaining personalized service and hands-on involvement. Our size allows us to attract and retain exceptional people, tools and technologies, while still offering a local, personal touch with significant value at a fair price.

We have local practices throughout the country, including Massachusetts, New Jersey, Pennsylvania, New York, Maryland, Virginia, Illinois, Minnesota, South Dakota, Iowa, Missouri, Texas, Florida, California, Washington, Indiana, Ohio, Colorado and Arizona.

How can we help you?

Contact us by phone 800.274.3978 or
submit your questions, comments, or proposal requests.

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