7 Signs Your Warehousing Business Has Outgrown Its CRM or Spreadsheets
Billing errors, inventory discrepancies, client trust issues? Discover the 7 signs your warehousing business has outgrown its CRM or spreadsheets.
In previous blogs we were excited about the release of Microsoft Dynamics 365 for Financials (Business edition) in the UK. Now that you can buy it, what is it that you need? Although Microsoft licensing is traditionally very complicated, the subscription model of D365 is a lot easier to fathom. However, if you are new to licensing it can still be fairly confusing. This blog is a quick guide to what is available and what is included in the different types of licence.


The Dynamics 365 Licensing Model
There are three types of licenses for Dynamics 365:
It is worth noting at this stage that Dynamics 365 is permissions based and as such although the licence grants access to certain areas, the system administrator can restrict access based on permissions.
It is a requirement at this stage to have at least one Plan / App licence; for further users there is a large cost saving for using team member licences. But is there enough functionality for them? They can:
*“EDIT” is Microsoft’s highest level use right which equates to adding create/delete to read & update granted elsewhere“ **Existing data are records like customer, vendor or item records which are already created. Entries means entries on which it is specifically allowed from an accounting perspective to update specific information, e.g. due date on customer ledger entries
When purchasing Dynamics 365 licences you gain access to a number of tools and benefits.

Accountants
Each company receives a free licence for an external accountant to access the system. They are able to access everything other than user setup, admin tasks and CRM. An accountant can be invited to have a separate licence for any number of Dynamics 365 companies.
Build custom business apps that connect to your data and with Dynamics 365 you get PowerApp P2 licences. The included Microsoft Flow licences allow you to automate workflow across apps. It must be noted that Business users using PowerApps need to be correctly licenced with Dynamics 365 with the data that they are viewing and editing.
It must be noted that although there are a lot of great features for integrations with Office 365, licences must be purchased separately. If you require Office 365 licences then please contact us for more information, or try for free now.

Contact the Experts
If you need further help understanding your requirements, or would like to purchase Dynamics 365, please talk to our expert team who will help you on your Dynamics Journey.
Billing errors, inventory discrepancies, client trust issues? Discover the 7 signs your warehousing business has outgrown its CRM or spreadsheets.
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