Overlooked Microsoft Dynamics 365 Features

Overlooked Microsoft Dynamics 365 Features

Microsoft Dynamics 365 is a cloud-based ERP solution that offers productivity applications, low-code customization capabilities, and artificial intelligence (AI) tools. 

If you’re working with Dynamics 365, you might use it to manage customer relationships, track inventory, or run payroll. But this platform has many other features that can help you streamline your business and make it more efficient.

Because there are so many underutilized features in Dynamics 365 that people tend to forget about, we compiled a list of Dynamics 365 capabilities that might surprise you.

Countless applications in a single system

Dynamics 365 can easily connect to Microsoft and non-Microsoft applications via hundreds of third-party connectors such as payment processors, manufacturing solutions, e-commerce solutions, or BI applications, to name a few. 

Microsoft offers a host of APIs that make integrations easy and simple. Integrating with Dynamics 365 software using the company’s APIs includes lower development costs, greater scalability, and faster implementations. 

Analyze customer data from different sources

Dynamics 365 Customer Insights can combine data from different sources into customizable analytics and reports. 

With rule-based logic, you can separate customers into different segments to identify specific behaviors.  

Measure success with Dynamics 365 goals 

Setting goals for an organization helps measure success. For example, you may have a goal to increase revenue by 10% in the next year. This will help you focus on your top priorities, ensuring that you don’t waste time on tasks that don’t impact your bottom line.

Dynamics 365 goals allow organizations to set sales, service, marketing, and other business goals for their company. By using the goal metric and a target, businesses can see their success on an ongoing basis. 

Avoid duplicates in Dynamics 365

Duplicates in an ERP can lead to wasted time and errors. But this can be avoided with the duplicate detection in Dynamics 365. 

Dynamics 365 uses a combination of algorithms and processes to identify duplicate records. It starts with a matching process that looks for similar records based on certain criteria, such as name, address, or email. If potential duplicates are found, Dynamics 365 then uses a scoring process to determine which records are most likely to be duplicates.

Once duplicate records have been identified, users can choose to merge them or keep them as separate records. Either way, Duplicate Detection in Dynamics 365 can help avoid costly mistakes and improve efficiency in your ERP system.

Predict customer behavior 

Dynamics 365 Customer Insights can predict customer needs with AI-intelligence. It can predict customer lifetime value, transactional churn and subscription churn, and recommend relevant products and services to your customers.

Dynamics 365 Customer Insights also offer AI-driven recommendations that allow you to discover new customer segments interested in your products or services.

Automate manual tasks

Microsoft’s Power Platform allows you to extend Dynamics 365 further. The power platform can help your organization automate manual tasks, improving efficiency and productivity. With tools like business intelligence, application development, and application connectivity extensions, the power platform can help you achieve operational efficiency. 

There are four products under the Microsoft Power Platform:

Power BI – Analyze data from different data sources and deliver actionable insights using personalized dashboards and reports

Power Apps – Build powerful and low-code mobile apps for internal use by the organization

Power Automate – Design automated workflows to reduce manual tasks

Power Virtual Agents – Develop dynamic website chatbots


Dynamics 365 ERP offers so many comprehensive features available within the platform. You can use it for everything from customer relationship management (CRM) to marketing automation and analytics.

While Dynamics 365 may have a lot of comprehensive features, it can be difficult to know all its secrets. Fortunately, we have the resources and expertise to help you uncover every hidden capability in this powerful ERP software. Contact us today to learn more about how our team can assist you in getting the most out of Dynamics 365 for your business.