Introduction to ERP
So what is an ERP system? You always wanted to know but were afraid to ask! An ERP system
is a vast information system that manages information about a company’s products, customers,
suppliers, employees, production facilities, financial balances, etc. It is used by every department
in an organization and by most employees. The sales department can check prices of products
and their inventory levels, enter sales orders from customers, make deliveries, issue invoices to
customers and receive payments. The production department uses it to check inventory balances
of products, create production orders, manage production schedules, record the receipt of
finished or in-progress orders. The marketing department can plan demand and make sales
forecasts for the next sales period. The finance department uses it to manage accounts payables,
accounts receivables, enter payments made by customers and payments made to suppliers,
generate the balance sheet and profit and loss statements at the end of an accounting period. The
human relations department tracks all employees in a company, their title, date of joining,
department, and salary. Every new employee is added to the system as soon as they join the
company. If they quit or are fired, this is also reflected in the system, but their information is still
retained for historical records. Figure 1 shows you a list of resources used by various
departments of a company. Try to distinguish whether the items in the lists refer to a physical or
an information resource. You can also think of a resource as an asset of an organization.
An ERP system in effect manages all the resources of an organization or enterprise. Hence it is
also called an enterprise system. It knows how many manufacturing facilities belong to a
company, what are the machines at each facility and their capacities. It is almost like a big
brother watching all the activities and transactions in a company. How is this possible? Well, the
trick is that every transaction that takes places in a company gets recorded in the ERP system in
real-time. So, what do we mean by real-time
Competitors for Dynamics
Why we have to choosing Dynamics :
The top reasons businesses choose MS Dynamics CRM :
-Value
-Productivity
-Familiarity
-Business Insights
-Extended CRM
-Innovation
Different Products of Dynamics :
Microsoft Dynamics ERP:
Microsoft Dynamics CRM
Different Modules in Dynamics
Sales
The sales functionality within Dynamics CRM covers the generation of leads for prospecting and
qualifying, managing opportunities and keeping track of stages of deal closure, managing and
tracking communications between salespeople and the customers, and maintaining a database of
product information
Leads
Opportunities
Communication tracking
Products and Pricing
Sales processes
Sales Process
The sales process starts with the generation of a lead; that then follows a qualification process to
convert it to an opportunity. A quote can be generated for the customer, which then can become an
order and, from this order, invoices can be generated. This entire sales process is modelled within
Dynamics CRM.
Marketing
The marketing functionality within Dynamics CRM allows you to do campaign planning, campaign
budgeting and creating target marketing lists of contacts, accounts and leads that you want to
market your services to. You can generate campaigns in order to provide you the ability to send out
email blasts or mail to a particular marketing lists, and then tracking and reporting the efficacy of
those campaigns through reports and charts.
Market lists
Campaigns
Tracking responses
Reporting
Service
The service functionality within Dynamics CRM allows you to record cases for issues or ticket
tracking for customers, managing services that you provide or contracts that you have with a
customer.
You can manage the services and resources that you have at hand through appointment scheduling
allowing you to take your available resources, schedule them out optimally, and find when they are
available to be deployed to render the services that you provide your customers. Introduction to Microsoft Dynamics CRM 2013
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A knowledge base of existing information and intelligence that you can use to help you more
effectively solve cases and issues that may arise with a customer.
Case recording and resolution
Contract Management
Service and Resource Management
Service Scheduling
Knowledge Base
Deployment
Deployment Options
There are various ways in which you can deploy Dynamics CRM 2013; on-premise, online, or a
partner-hosted model.
The functionality is almost identical between the deployment options.
Clients
Microsoft Dynamics CRM is essentially a web-based application. There are various different
supported browsers; Internet Explorer, Firefox, Chrome and Safari. You can just open your browser
and type in the URL of the CRM server.
Another way to access it is through Outlook. The CRM Client for Outlook uses the standard Outlook
interface, and enables you to access all of your records and CRM data through Outlook. It also
provides you additional ability to track and sync your emails, appointments and tasks between
Outlook and CRM.
New in 2013 are the Native Mobile Clients; these are available for tablets and various phones
through app stores. You are able to access your CRM data through a native application on your
phone or tablet.
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