Capabilities Explorer: Get more from your Microsoft Dynamics system.

Your Microsoft Dynamics solution is loaded with capabilities and your business may not yet be realizing the full value of investments you've made in them. Complete this quick three-question Capabilities Explorer questionnaire to start discovering additional Microsoft Dynamics capabilities that can drive incremental value to your business.

For more in depth knowledge around the additional processes you can activate, discuss the results of your assessment with your Microsoft Dynamics partner and ask them how to get a full view of the new capabilities you can turn on.

Which Microsoft Dynamics ERP product does your organization use?

Please select the critical area your organization would like to improve.

  • Business Intelligence
  • Field Service
  • Financial Management
  • Human Resources / Payroll
  • Manufacturing
  • Project Management
  • Risk Management
  • Supply Chain Management
  • Business Intelligence - Microsoft Dynamics can equip your organization with unified, real-time insight. Please select all the capabilities you'd like to learn more about.

  • Field Service - Microsoft Dynamics can help you provide efficient service and raise customer satisfaction. Please select all the capabilities you'd like to learn more about.

  • Financial Management - Microsoft Dynamics can increase the agility and relevance of your organization's financial systems and data. Please select all the capabilities you'd like to learn more about.

  • Human Resources / Payroll - Microsoft Dynamics can increase the quality and value of personnel information. Please select all the capabilities you'd like to learn more about.

  • Manufacturing - Microsoft Dynamics can help you tightly integrate processes and optimize production capacity. Please select all the capabilities you'd like to learn more about.

  • Project Management - Microsoft Dynamics can help you control and improve project performance. Please select all the capabilities you'd like to learn more about.

  • Risk Management - Microsoft Dynamics can help you reduce errors that lead to unnecessary exposure. Please select all the capabilities you'd like to learn more about.

  • Supply Chain Management - Microsoft Dynamics can streamline supply chain processes both internally and externally. Please select all the capabilities you'd like to learn more about.

  • Business Intelligence

    Select a Microsoft Dynamics ERP product: can provide your organization with actionable insights based on real-time, integrated data. This strong, analytical business intelligence can help your organization accurately measure performance to increase productivity, effectiveness, and success.

    • Maintain a single, unified source of performance data for your entire organization.

      By working seamlessly with your organization’s existing systems, Select a Microsoft Dynamics ERP product: can unify performance data from across your entire organization. Gaining comprehensive overviews of organizational performance can help you easily extend your current business intelligence capabilities.

    • Access accurate, up-to-date key performance indicators in real time.

      Select a Microsoft Dynamics ERP product: can help make it easier and more cost-effective for you to collect data from various sources and systems and keep a close watch on your organization’s operations. Being able to tie operational performance data to key performance indicators can help you precisely adjust tactical activities to meet strategic objectives.

    • Analyze and report on performance across departments, products, regions, and more.

      The sophisticated capabilities of Select a Microsoft Dynamics ERP product: help make it possible for your employees to perform quick, complex analytics on the spot and potentially without any IT support. With the ability to gain instant insight into their area of expertise, your teams can make more confident, well-informed day-to-day decisions.

    To gain real-time, unified insight into your organization’s performance data, talk to your partner about getting more from Select a Microsoft Dynamics ERP product: today.

    There is a more comprehensive assessment that your partner can take you through. Reach out today and learn more.

  • Field Service

    Select a Microsoft Dynamics ERP product: can help you improve scheduling and tracking, proactively manage contracts and agreements, and organize service resources for optimum performance. This can help sales and service teams operate more profitably, take better care of customers, and make stronger contributions to organizational growth.

    • Improve scheduling and deployment to meet both customer service and cost management goals.

      The field service solutions of Select a Microsoft Dynamics ERP product: can help you integrate and automate operational and accounting processes. As a result, you can gain insights that help you better identify the time and skills needed to complete every service call and, ultimately, use your team to its fullest potential.

    • Allow service personnel to access complete customer agreement, technical, and history information.

      Your service personnel can use Select a Microsoft Dynamics ERP product: to access helpful account and historical information from the field that effectively addresses customer needs. This seamless availability of information eliminates gaps between your team and your customers and helps ensure fast and efficient service.

    • Increase efficiency by analyzing customer data and responding to trends.

      By offering a host of standard reports and inquiry tools, Select a Microsoft Dynamics ERP product: can help you easily analyze and adapt to customer trends. Being able to review warranty issues, service contract profitability, and customer and equipment call history can help you continue to improve the quality and profitability of your services.

    To improve service efficiency and, ultimately, customer satisfaction, talk to your partner about getting more from Select a Microsoft Dynamics ERP product: today.

    There is a more comprehensive assessment that your partner can take you through. Reach out today and learn more.

  • Financial Management

    Select a Microsoft Dynamics ERP product: can help you establish and maintain a single consolidated view of your organization’s finances. This can help make it easier for all decision makers across your organization to act on the same accurate information.

    • Access accurate, up-to-date key financial data in real time.

      While accuracy is essential, speed is still critical to success. Select a Microsoft Dynamics ERP product: can provide access to up-to-the-minute data. Having the ability to quickly run real-time reports across your organization can help you maximize the potential of your financial managers and strengthen your competitive advantage.

    • Employ flexible financial processes that can evolve to meet changing organizational needs.

      By helping you to consolidate financial management, Select a Microsoft Dynamics ERP product: can add considerable flexibility to your organization. With automation and the ability to manage processes across currencies, locations, and business units, you can easily scale systems to match the needs of both organic growth and expansion through acquisition.

    To make agile, relevant financial systems and data true assets to your organization, talk to your partner about getting more from Select a Microsoft Dynamics ERP product: todays.

    There is a more comprehensive assessment that your partner can take you through. Reach out today and learn more.

  • Human Resources / Payroll

    Select a Microsoft Dynamics ERP product: can help you ensure that critical information about your workforce is accurate, easy to update, and quickly accessible. Having the ability to streamline processes and improve data quality can help you manage your employees more effectively and maximize your business potential.

    • Maintain a single, unified source of employee data for your entire organization.

      With Select a Microsoft Dynamics ERP product:, you can unify scattered personnel data from across your entire organization. Creating a single source of information can help you eliminate redundant data entry, reduce the margin for error, and provide easy, manageable access to consistent information.

    • Allow employees to access and update their own personnel information.

      Through a series of automated self-service tools, Select a Microsoft Dynamics ERP product: makes it possible for your employees to manage their own personnel files. This can help improve the timeliness of data, enable your HR staff to spend more time on higher value activities, and increase employee satisfaction by providing on-demand access to information about performance, payroll, benefits, and career path.

    • Quickly review key employee data, including skills, training, and certifications.

      By enabling you to centralize personnel data and your employees to manage their own records, Select a Microsoft Dynamics ERP product: can put vital information into the hands of your management team. Having the ability to quickly access skills, training, certifications, and more can contribute to better-informed organizational decision making.

    To add significant efficiency to HR and raise the quality and value of employee data, talk to your partner about getting more from Select a Microsoft Dynamics ERP product: today.

    There is a more comprehensive assessment that your partner can take you through. Reach out today and learn more.

  • Manufacturing

    Select a Microsoft Dynamics ERP product: can help you bring together all of your manufacturing-related processes. With complete integration, you’ll be able to run highly efficient operations, adapt quickly to changing circumstances, and maximize profits.

    • Better incorporate manufacturing and production data into the product design process.

      You can begin steps toward efficiency during the design process. Select a Microsoft Dynamics ERP product: makes it possible to incorporate manufacturing and production data into early decisions. This can help you better manage raw materials, components, and assemblies for tighter control of finished goods and reduced costs.

    • Create a unified overview of production activities and resource allocation options.

      A single, comprehensive overview of production activities and resources can help you ensure quality delivery that’s on time and on budget. By giving you the ability to identify and aggregate resource requirements, Select a Microsoft Dynamics ERP product: can help you develop accurate forecasts and master planning schedules. In addition, you can track activities and resources related to a project at many levels of detail.

    • Improve accuracy of prioritization and scheduling to optimize production capacity.

      To help you squeeze the most out of your capacity, Select a Microsoft Dynamics ERP product: brings operational visibility and business intelligence to bear on production. Having the ability to easily monitor key performance indicators can help you organize your production floor to optimally prioritize work activities. You can also improve scheduling by establishing and measuring overall capacity while comparing against the work you want done.

    • Tighten integration of purchasing, receiving, inventory, shipping, and other core processes.

      By unifying the stages of the sales order life cycle, Select a Microsoft Dynamics ERP product: can help you increase accuracy, visibility, and flexibility from first quote to final shipping. It can also facilitate proactive communication, expedite invoicing, automate change orders, and provide necessary parties with protected access to product, pricing, and order information.

    To tightly integrate manufacturing-related processes and optimize production capacity at your organization, talk to your partner about getting more from Select a Microsoft Dynamics ERP product: today.

    There is a more comprehensive assessment that your partner can take you through. Reach out today and learn more.

  • Project Management

    Select a Microsoft Dynamics ERP product: can provide your organization with the tools to achieve project goals with outstanding results. Having the ability to maintain close control of costs, revenues, labor, vendors, and more can help you keep projects on track and avoid overruns.

    • Automate and accelerate project workflows.

      To help streamline overall project management, you can use Select a Microsoft Dynamics ERP product: to automate a variety of workflow tasks. This makes it easier for your organization to not only create projects, assign resources, and generate budgets at the outset but also track progress, identify issues, and implement changes that can help accelerate processes and keep projects moving.

    • Increase visibility into project budgets and actual costs.

      By enabling you to track actual expenses against your budgeted costs, Select a Microsoft Dynamics ERP product: can grant your organization near real-time visibility into project profitability. This awareness of costs, margins, and changes in key values can help you manage projects for optimal efficiency, ensure a healthy cash flow, and take fast action when necessary.

    To learn how you can improve the performance of your projects, talk to your partner about getting more from Select a Microsoft Dynamics ERP product: today.

    There is a more comprehensive assessment that your partner can take you through. Reach out today and learn more.

  • Risk Management

    Select a Microsoft Dynamics ERP product: can help make it easier for you to manage compliance with mandates and regulations, as well as mitigate day-to-day business risks. Powerful tools that can facilitate automatic data management can help your organization increase the overall quality and control of data to reduce preventable exposure.

    • Automate key internal control processes to minimize manual effort and mistakes.

      To help your organization decrease manual errors and minimize loss of productivity, you can use Select a Microsoft Dynamics ERP product: to automate internal control processes and electronic authorization. Your organization can easily implement systems—from role-specific access and dual-signature authorization to strong tracking, tracing, and reporting capabilities—that can help maintain the integrity of its information.

    • Generate system-triggered alerts and reports to monitor risk.

      By giving you the ability to set system-triggered alerts, Select a Microsoft Dynamics ERP product: enables your organization to see when attempts are made to bypass internal control procedures. Creating alert rules is structured and intuitive and alerts can be made available on a scheduled basis, which can help you monitor your business processes simply and efficiently.

    To learn how you can reduce errors and the unnecessary exposure they create, talk to your partner about getting more from Select a Microsoft Dynamics ERP product: today.

    There is a more comprehensive assessment that your partner can take you through. Reach out today and learn more.

  • Supply Chain Management

    Select a Microsoft Dynamics ERP product: can help you control and streamline your supply chain, both inside and outside your organization. Having the ability to improve processes and empower the right people can help you increase efficiency, advance quality control, and enrich customer service.

    • Optimize warehouse processes to reduce delays and adapt more quickly to changes in demand.

      To help increase your organization’s precision and flexibility, you can use Select a Microsoft Dynamics ERP product: to manage inventory across multisite distribution networks. Having access to accurate inventory-level information can help you eliminate bottlenecks, ensure products are on hand, and accelerate fulfillment.

    • Strengthen communication, document exchange, and process integration with vendors.

      With Select a Microsoft Dynamics ERP product:, you can improve communication efficiency, document exchange, and process integration with vendors to help your people work better with business partners. As a result, you can enjoy stronger, more effective relationships with vendors and suppliers.

    • Identify the best vendors, track vendor performance, and identify opportunities to change and consolidate vendors.

      When you have the ability to monitor and report on the business value of partners in real time, you can help ensure the highest levels of efficiency and customer satisfaction. Select a Microsoft Dynamics ERP product: can help you identify the best vendors, track performance, and recognize opportunities to change course, negotiate terms, and control costs.

    To bring supply chain efficiency and control to your organization, talk to your partner about getting more from Select a Microsoft Dynamics ERP product: today.

    There is a more comprehensive assessment that your partner can take you through. Reach out today and learn more.

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