Add-Ons for Dynamics 365
- Licensing Add-Ons for Dynamics 365:
- Storage Add-ons: Extra data storage capacity.
- AI Capabilities: AI-driven insights and automation features.
- Omnichannel for Customer Service: Expanded communication options for customer support.
- Customer Insights: Advanced customer analytics and segmentation.
- Additional Users: Extra licenses are available for more users.
What are Dynamics 365 Licensing Add-Ons?
Dynamics 365 is an integrated suite that covers CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning). Although Dynamics 365 has robust features, businesses often need licensing add-ons to expand its functionalities and align with their specific needs.
These add-ons help organizations tailor Dynamics 365 to serve different purposes more effectively. Whether you need better customer insights, advanced analytics, AI-driven automation, or specialized marketing capabilities, there is likely an add-on that will suit your needs.
Below, we’ll explore some of Dynamics 365’s most popular add-ons and explain how each can benefit your business.
Dynamics 365 Customer Insights Add-On
Dynamics 365 Customer Insights is a tool that provides a 360-degree view of your customers. It leverages AI to help you analyze customer behavior and gain deeper insights.
- Capabilities:
- Unifies customer data from various sources to create a holistic profile.
- Provides personalized customer experiences.
- Leverages predictive insights to better understand customer trends.
Example: Imagine you are running a retail business. The Customer Insights Add-On can analyze your customers’ purchase history, online browsing behavior, and social media engagement. This helps create targeted marketing campaigns that resonate with specific customer segments.
Read about Dynamics 365 Licensing for Non Profits.
Dynamics 365 Sales Insights Add-On
Sales Insights helps sales teams work smarter by providing useful information and predictions that streamline the sales process.
- Capabilities:
- Predictive Lead Scoring: Identify the best leads to follow up on.
- Relationship Analytics: Track how interactions with customers are progressing.
- Conversation Intelligence: Analyze customer calls to provide actionable insights.
Example: A sales manager can leverage this add-on to prioritize leads with the highest conversion likelihood. With relationship analytics, the sales team can also track which prospects need immediate follow-up, optimizing their workflow.
Dynamics 365 Customer Voice Add-On
Customer Voice lets you capture real-time customer feedback and integrate it into your operations for continuous improvement.
- Capabilities:
- Collect customer feedback through surveys.
- Analyze feedback data to understand customer sentiment.
- Create automated workflows based on customer responses.
Example: A hospitality business can use Customer Voice to gather feedback after guests complete their stay, enabling real-time service adjustments to improve overall customer experience.
Dynamics 365 Power Apps Portals Add-On
Power Apps Portals enables you to build websites for external users to interact with your Dynamics 365 data, even if they don’t have a Dynamics 365 license.
- Capabilities:
- Create websites with low-code or no-code customization.
- Allow customers and partners to view data securely.
- Integrate Dynamics 365 entities with external applications.
Example: A university could use Power Apps Portals to create an application portal for students to apply for scholarships and check their application status by accessing real-time data.
Dynamics 365 Marketing Add-On
Marketing Add-On enhances your CRM capabilities, including marketing automation, campaign management, and lead nurturing.
- Capabilities:
- Segment customer lists to create targeted campaigns.
- Automate marketing workflows, like follow-up emails.
- Use email templates, customer journeys, and landing pages.
Example: A healthcare provider might use the Marketing Add-On to send patients health tips and reminders about routine check-ups. The add-on can segment customers based on age, health history, or location to tailor the messaging.
Dynamics 365 AI Builder Add-On
AI Builder adds a layer of artificial intelligence to your Dynamics 365 applications, making automating repetitive tasks and integrating machine learning easier.
- Capabilities:
- Automate form processing to extract key information.
- Build predictive models based on your data without needing code.
- Integrate AI into processes like sentiment analysis.
Example: A finance team might extract and automatically categorize details from supplier invoices using AI Builder. This reduces manual data entry and speeds up invoice processing.
Dynamics 365 Power Virtual Agents Add-On
Power Virtual Agents allows businesses to create intelligent chatbots to handle customer queries or repetitive tasks without writing code.
- Capabilities:
- Design chatbots through a graphical interface.
- Provide customer service around the clock.
- Integrate with Microsoft Teams, websites, and other services.
Example: An insurance company can use Power Virtual Agents to create a virtual assistant that answers frequently asked policy questions, freeing agents to handle more complex customer requests.
Why Use Licensing Add-Ons for Dynamics 365?
Licensing add-ons for Dynamics 365 help businesses adapt their systems to fit specialized needs. They offer flexibility, efficiency, and innovation. Here’s why you should consider using them:
- Enhanced Functionality: Licensing add-ons extend the basic features of Dynamics 365.
- AI Capabilities: Several add-ons, like AI Builder, incorporate artificial intelligence to streamline workflows.
- Customer Engagement: Add-ons like Customer Insights and Marketing enable companies to create personalized customer experiences.
- Increased Productivity: Features like Power Virtual Agents or Sales Insights help automate repetitive tasks and save valuable time.
Key Tip: Choosing the right add-on depends on your organization’s pain points and the needs you’re looking to address. Add-ons are often scalable, meaning you can start small and add more as your requirements grow.
Read about Dynamics 365 for Small Businesses
Licensing Add-Ons for Dynamics 365 FAQ
What is a Licensing Add-On?
A Licensing Add-On provides optional features or tools for your Dynamics 365 system.
How do I choose the right Add-On?
Select based on your business needs and required features for Dynamics 365.
Are Licensing Add-Ons industry-specific?
Some add-ons are tailored for industries like healthcare, retail, or finance.
Can I add multiple Add-Ons to Dynamics 365?
Yes, you can combine multiple Licensing Add-Ons based on your needs.
How are Licensing Add-Ons billed?
Most Licensing Add-Ons follow a subscription-based billing model, paid monthly or annually.
Do Licensing Add-Ons require additional training?
Some may require extra training, depending on the complexity of the features.
Can Add-Ons be customized?
Many Licensing Add-Ons can be customized to fit your specific business requirements.
Are there free Licensing Add-Ons?
Some basic add-ons may be free, but most advanced features come at an additional cost.
How do I install a Licensing Add-On?
Add-ons can be easily installed via the Dynamics 365 admin center or marketplace.
Can I remove an Add-On later?
You can remove or deactivate add-ons anytime through your Dynamics 365 settings.
What support is available for Add-Ons?
Microsoft and third-party developers provide support for most add-ons.
Do Licensing Add-Ons affect system performance?
Add-ons may impact system performance depending on their complexity and size.
Are Add-Ons automatically updated?
Many Licensing Add-Ons offer automatic updates, but some may require manual intervention.
Can Add-Ons work across multiple Dynamics 365 modules?
Yes, some Add-Ons are designed to work seamlessly across different modules within Dynamics 365.
How do I know if my Add-On is compatible?
Check the Add-On description or consult your Dynamics 365 administrator to ensure compatibility.
