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Dynamic 365: From Vision to Reality: Project Planning and Management 

Today, with the rapid pace of technological advancement, businesses need adaptable and comprehensive software solutions. Microsoft Dynamics 365 suite is a game-changer in this sphere, offering advanced project planning and management features that help you transform your business vision into reality. 

1. Microsoft Dynamics 365: Empowering Businesses 

Microsoft Dynamics 365 suite is a robust set of CRM and ERP business applications, designed to form the backbone of your digital operating model. It includes Dynamics 365 Customer Engagement (CE), Dynamics 365 Business Central (BC), and Dynamics 365 Finance & Operations (F&O). These applications are designed to provide a modernised service experience, optimise financial and operating models, and foster a resilient and sustainable supply chain. 

1.1 Dynamics 365 Customer Engagement (CE) 

Dynamics 365 CE helps you transform your sales approach digitally and provide end-to-end customer service across all channels. It simplifies every aspect of project-based sales from pricing, scope, and budget while capturing conversations, sharing content, and using apps – all within Microsoft Teams. 

1.2 Dynamics 365 Business Central (BC) 

BC is a business management solution that helps small and mid-sized businesses connect finance, sales, service, and operations teams within a single application. It empowers businesses to adapt faster, work smarter, and perform better. 

1.3 Dynamics 365 Finance & Operations (F&O) 

F&O helps monitor the performance of financial operations in real time, predict outcomes, and make data-driven decisions to drive agility and growth. It connects all aspects of operations, including sales, resources, projects, and accounting teams within a single application. 

2. Dynamics 365 Project Planning and Management: A Comprehensive Approach 

One of the key advantages of Dynamics 365 is its advanced project planning and management features. It provides a comprehensive approach to project governance, project plan analysis, project implementation, project scheduling, project tracking, project financials, and project operations. 

2.1 Project Governance 

Dynamics 365 provides a robust governance plan to ensure project success. It includes a well-defined project scope, resources, and an agile methodology for implementation. 

2.2 Project Plan Analysis 

With Dynamics 365, project plan analysis becomes a breeze. It allows project managers to gain direct insights into the status of projects and the availability of resources in real time. 

2.3 Project Implementation 

Dynamics 365 provides a tried-and-tested methodology that ensures efficiency, lowers risk, and increases cross-team communication and collaboration during project implementation. 

2.4 Project Scheduling 

Project scheduling is more efficient with Dynamics 365’s Gantt visualisation and planning capabilities, which provide a real-time view of project progress. 

2.5 Project Tracking 

Dynamics 365 allows you to track project progress directly or based on the hours employees book for all relevant activities. 

2.6 Project Financials 

With Dynamics 365, you can accelerate financial close, improve forecasting and garner real-time performance metrics while fostering compliance across subsidiaries. 

2.7 Project Operations 

Dynamics 365 provides tools for successful project execution and profitability with planning, resourcing, tracking, costing, billing, accounting, and real-time intelligence. 

3. Microsoft Consultancy Services: Where Expertise Meets Technology 

As a prominent Microsoft Partner, Carbon and Finch provide first-class implementation and support capabilities for your Microsoft Dynamics solutions. Their team of Dynamics consultants have hands-on experience and the technical skills needed to deploy and integrate the Dynamics 365 suite in a tailored way that makes sense for your business. 

3.1 Advisory Services 

Carbon and Finch provide consulting guidance to establish a vision and a direction for your Dynamics 365 project. Their advisory services include software selection, assessments & improvement roadmaps, business case development, migration planning & execution, and project rescues & recovery. 

3.2 Implementation Services 

Carbon and Finch’s expert team makes your Dynamics CRM & ERP vision a reality. Their implementation services include version updates and upgrades, custom app development, integrations and data conversions, migrations from on-prem to cloud, and analytics & reporting. 

3.3 Managed Services 

Carbon and Finch offer a dedicated team of experts for your long-term success. Their managed services include staff augmentation, administration, and functional and technical support. 

3.4 Training 

Carbon and Finch provide comprehensive training to ensure your team can utilise the full potential of Dynamics 365. 

4. Conclusion 

Transform your business vision into reality with Dynamics 365 project planning and management features. With the expert assistance of Carbon and Finch, you can unlock the power of Dynamics 365 to drive your business growth. Contact Carbon and Finch today to discuss your Dynamics 365 needs and kickstart your journey towards digital transformation.