It’s estimated that 90% of businesses are being held back by legacy systems. As technology has evolved rapidly in recent years, many organisations have struggled to keep up.

The issue of outdated technology isn’t one to take lightly. Common frustrations business face with legacy tools include data silos, poor return on investment, inefficiency and slower turnaround times. Maintaining these systems can even account for 75% of your IT budget, placing a significant burden on your shoulders.

These side effects can significantly hinder growth. You lose the ability to improve profitability, make accurate decisions and meet fluctuating demand.

And even if you can grow, you’ll soon find your systems holding you behind. Without scalability and innovation, you may struggle to adapt processes to rising demand. You’ll fall behind technological trends, losing your competitiveness. Plus, your performance will be significantly worse, affecting cost efficiency, productivity and collaboration.

A great system can change everything and make growth easier. Dynamics 365 was built to be evergreen and customisable to propel organisations forward and drive long-term agility.

Let’s explore Dynamics 365 in more detail.

Dynamics 365: built for agility_

Dynamics 365 is a suite of intelligent business applications from Microsoft that helps organisations connect data, processes and teams. It unifies CRM and ERP capabilities, offering modular applications for sales, marketing, customer service, finance, supply chain management and more. Most crucially, it’s designed from the ground up to empower businesses with the agility they need to thrive. Here is how it’s been built for agility:

Built on one data service_

Every module in Dynamics 365 is built on one data platform, known as the Common Data Service (CDS). The CDS acts as a central hub, unifying data from across all Dynamics 365 applications (and even other systems).

This single, unified view of your data breaks down silos and provides a 360-degree perspective of your customers, operations, and finances. This real-time visibility is crucial for agile decision-making. Instead of relying on outdated reports or gut feelings, you can access up-to-the-minute insights to identify trends, anticipate challenges and make informed decisions quickly. This data-driven approach allows you to react to market changes and customer needs with speed and precision.

In this vein, Dynamics 365 is fully integrated with the other Microsoft tools you use. This means consistent data across platforms, ensuring contextualised working and data visibility that keeps everyone on the same page.

Modular, for your specific business needs_

One size rarely fits all in business. That’s why Dynamics 365 provides a modular approach. You choose and implement only the applications you need, whether it’s Sales, Customer Service, ERP, Project Operations, Field Service or Insights.

The modularity promotes rapid deployment. You can start with the essentials and then add more applications as your business grows and evolves. This agile approach ensures you’re always equipped with the right tools for the job, without being bogged down by unnecessary complexity. It also means you can get started with your new system sooner.

Plus, by focusing on specific applications, users are presented with a less complex and more manageable interface. This simplifies training and improves user adoption, as employees only need to learn the functionalities relevant to their roles. This targeted approach reduces the learning curve and empowers users to become proficient more quickly, leading to increased productivity.

Finally, the modular nature of Dynamics 365 allows for a more efficient allocation of resources. You only pay for the applications you use, avoiding the expense of licensing and maintaining features that are irrelevant to your business. This pay-as-you-go model optimises your IT budget and ensures you’re getting maximum value for your investment. Furthermore, it reduces the total cost of ownership (TCO) by minimising the need for extensive customisation and ongoing maintenance of unused functionalities.

Cloud native architecture_

Dynamics 365 is built on a cloud-native architecture. This allows you to easily scale your resources up or down as your business needs change. Whether you’re experiencing rapid growth or seasonal fluctuations, Dynamics 365 can adapt to meet your demands.

It also grants access to your data and applications from anywhere with an internet connection. This empowers your team to work remotely and collaborate effectively, promoting agility and responsiveness.

An additional benefit of this cloud native architecture is the ability for updates to be applied automatically. This ensures you always have access to the latest features, security enhancements and performance improvements. This frees up your IT team to focus on strategic initiatives and innovation, rather than maintenance.

Extend the capabilities further with Power Platform_

Dynamics 365 seamlessly integrates with Power Platform, Microsoft’s platform for low-code innovation. Here’s what you can do with the tools in Power Platform:

• Create custom solutions quickly with Power Apps: Power Apps lets you rapidly develop low-code or no-code solutions tailored to your exact requirements. This agility means you can quickly adapt to changing needs without waiting for lengthy and expensive development cycles.
• Automate workflows with Power Automate: Streamlining processes is essential for agility. Power Automate allows you to automate repetitive tasks and create efficient workflows, freeing up your team to focus on higher-value activities. This automation enables faster responses to changing conditions and improves overall operational efficiency.
• Gain deeper insights with Power BI: Power BI provides advanced analytics and reporting capabilities, giving you real-time visibility into key performance indicators. These data-driven insights empower you to make informed decisions quickly and confidently, fostering a culture of agility and continuous improvement.

This means you can tailor your Dynamics 365 deployment even more closely to your objectives, no matter how niche they are. Better still, this can all be done in-house without the expense of costly development.

How Dynamics 365 futureproofs your business_

Agility is crucial to responding to incoming trends and stay afloat as the world evolves. But beyond agility, Dynamics 365 offer specific features that help you prepare for the future. As a result, you don’t need to worry about costly and time-consuming system replacements ever again.

Continuous updates_

In the fast-paced world of technology, staying current is crucial. Dynamics 365 eliminates the pain of outdated systems by providing an evergreen platform. Microsoft provides twice-yearly updates, known as wave releases, which bring new functionality to the platform regularly so you can embrace leading innovation and research.

This is on top of security updates, which can be applied automatically across your deployment. This means no more costly and disruptive upgrades, no more compatibility headaches and no more falling behind the competition.

Fuelled by AI_

When we’re talking about innovative technologies, AI jumps to mind. It’s become commonplace in the last few years, and shows no sign of stopping. Fortunately, Dynamics 365 already has AI embedded through Microsoft Copilot.

Copilot is available in every module, bringing enhanced data analysis, automation and knowledge sharing. This includes:

• Predictive analytics: Dynamics 365’s predictive analytics, enhanced by Copilot, can forecast customer behaviour, identify potential risks and optimise operations with greater accuracy and ease. You can ask Copilot to analyse sales trends and predict which products are likely to perform best in the next quarter, or identify potential bottlenecks in your supply chain. Copilot can surface these insights quickly, allowing you to make data-driven decisions and anticipate future trends proactively.
• Personalisation: In today’s customer-centric world, personalisation is key. Copilot can assist in crafting personalised marketing campaigns, suggest tailored product recommendations and even provide real-time guidance to customer service agents during interactions. Examples include suggesting the best response to a customer inquiry based on their past interactions and sentiment analysis, or generating personalized email content for a marketing campaign. This empowers businesses to create truly personalised experiences that foster stronger customer relationships and drive loyalty.
• Intelligent automation: Dynamics 365’s intelligent automation capabilities, now boosted by Copilot, can automate complex workflows and improve decision-making with unprecedented efficiency. This can include automating the creation of sales quotes based on customer interactions and historical data or generating reports summarising key performance indicators. This frees up your team to focus on higher-value tasks, allowing them to be more productive and strategic. Copilot can even help you build and refine these automated workflows, making the process more intuitive and accessible.

Microsoft have, and continue to, invest heavily in AI. Alongside the existing Copilot capabilities available, there are offerings such as the ability to create your own copilots through Copilot Studio and the recently launched Copilot Agents, bringing agentic AI into the fold. All these developments, and any future ones, will be available in Dynamics 365 thanks to Microsoft’s emphasis on cross-tool integration.

This enables you to stay ahead of the AI curve, even as it evolves.

Open API and extensibility_

The open API architecture of Dynamics 365 is crucial for future-proofing your business. It allows for seamless integration with other systems, both current and future. This means you can easily connect Dynamics 365 with your existing software, as well as integrate with emerging technologies like IoT, blockchain, and other innovative solutions as they become relevant to your business.

This extensibility ensures that your Dynamics 365 investment remains valuable and adaptable, regardless of how the technology landscape evolves.

It also ensures it remains a core part of your tech stack, even as you introduce and remove tools. This prevents barriers to usage or incompatibility between systems which could harm accessibility and data visibility.

Global reach_

For businesses with global aspirations, Dynamics 365 offers the reach and compliance certifications needed to expand into new markets with confidence. Global availability ensures consistent performance and support wherever you operate. Tools like Business Central can operate across currencies, so you’re not locked out of any market.

Furthermore, adherence to key industry compliance standards helps you meet regulatory requirements and protect sensitive data, giving you the peace of mind you need to focus on growth. Whether you’re expanding internationally or simply need to comply with local regulations, Dynamics 365 provides the framework for secure and compliant operations.

How Dynamics 365 has helped our clients grow_

We’re lucky to have worked with countless businesses, across industries and sizes, to achieve their growth goals through Dynamics 365 implementation. One of these was Spy Alarms, a security systems installer with over 75,000 domestic and commercial customers.

By the time they came to us, Spy Alarms had already grown rapidly, acquiring 25 businesses in ten years. But their systems weren’t scaling with them. Group Technical Director at Spy Alarms, Hugo De Beer, felt that their existing business systems were “creaking at the seams”.

The systems they had lacked the customisation and integration needed. On top of this, they required costly manual intervention, and suffered from limited remote working capabilities and poor data capture functionality.

We worked with them to understand how a Dynamics 365 deployment could eradicate these issues, including integrating more parts of the business, automating processes, enhancing reporting and enabling scalability.

Since the move to Dynamics 365, Spy Alarms has experienced:

• A 44% increase in engineer productivity
• 9% decrease in field engineer mileage through route optimisation
• A 20% reduction in incoming calls to their customer service team
• A five-point increase in their NPS

Most crucially, it’s enabled them to continue to grow seamlessly, without being shackled by legacy technology.

Getting started with Dynamics 365_

Implementing a powerful platform like Dynamics 365 can transform your business, but a successful implementation requires careful planning and execution.

Before diving into implementation, it’s crucial to map Dynamics 365 features to your specific business needs. This involves a thorough analysis of your current processes, pain points and future goals.

Ask yourself: What are your biggest challenges? What are your key performance indicators? What do you hope to achieve with Dynamics 365? By clearly defining your objectives, you can ensure that you’re leveraging the right features and customising the platform to maximise its impact on your business. This strategic approach will help you prioritise your implementation efforts and ensure a smooth transition.

A well-defined solution map also acts as a roadmap, guiding the implementation process and ensuring that the final solution delivers tangible business value.

Partnering with the right implementation partner is also critical to success. A reputable Dynamics 365 partner brings expertise, experience and best practices to the table. They can help you with everything from solution mapping and system configuration to data migration, training, and ongoing support. They’ll also help you create tailored solutions and guide you through every step of the implementation process.

Implement Dynamics 365 with Infinity Group

As one of the largest Dynamics partners in the UK with an elite team of certified consultants, we’ve supported many businesses in planning, tailoring, implementing and fully supporting their customised Microsoft Dynamics 365 solutions.

Using this extensive experience, we can help you map the value that Dynamics 365 can bring your business and build a customised deployment aligned perfectly to your needs. We can also guide you through implementation, data migration and testing so you get started on the strongest foundations.

Find out more about Dynamics 365 and get in touch with our team.