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Azure and Dynamics 365 scenarios

  • Article

Dynamics 365 is a suite of modern commerce solutions that work together to connect your entire business. Use any or all of these Dynamics 365 applications, according to your needs:

  • Customer data platform
    • Customer data platform. Increase your knowledge of your customers with a real-time customer data platform.
    • Customer Insights. Use AI and analytics to improve your customers' experiences.
    • Customer Voice. Collect, analyze, and track real-time feedback in a scalable feedback management solution.
  • Sales
    • Sales. Connect sales teams to customers and implement individualized selling.
    • Microsoft Relationship Sales. Transform relationship selling by using Dynamics 365 Sales and LinkedIn Sales Navigator.
  • Service
    • Customer Service. Provide self-service support, tailor customer engagements, elevate agent effectiveness, and more.
    • Field Service. Move from reactive to proactive to predictive service by using data insights.
    • Remote Assist. Solve problems in real time, bring critical information into view, and walk through a site without being on location.
  • Marketing. Engage customers in real time, gain customers and earn loyalty, and personalize customer experiences by using AI.
  • Commerce
    • Commerce. Deliver unified and personalized buying experiences for customers and partners.
    • Connected Spaces. Generate actionable insights from your space by using pre-built AI-powered skills.
    • Fraud Protection. Implement adaptive AI that continuously learns in order to protect you against payment fraud, bots, account takeover, and returns and discounts fraud.
  • Supply chain
    • Supply Chain Management. Ensure business continuity by using agile distribution and manufacturing processes in the cloud and at the edge.
    • Supply Chain Insights. Make better supply chain decisions by using proactive risk mitigation via AI-powered insights.
    • Guides. Create step-by-step holographic instructions.
    • Intelligent Order Management. Meet your digital commerce needs and scale easily while supporting the latest fulfillment methods.
  • Small and medium business
    • Business Central. Connect operations across your small or medium-sized business.
    • Customer Service. Streamline support by using a solution that simplifies processes and improves customer experiences.
  • Human Resources. Create a workplace where people and business thrive.
  • Finance. Maximize financial visibility and profitability.
  • Project Operations. Connect your project-centric business, from prospects to payments to profits, in one application.

This article provides summaries of solutions and architectures that use Dynamics 365 together with Azure services.

Watch this short video to learn how Dynamics 365 can help you streamline business operations, enhance inventory management, optimize order fulfillment, and more:

Azure Active Directory is now Microsoft Entra ID. For more information, see New name for Azure AD.

Solutions across Azure and Dynamics 365

Dynamics 365 CRM and ERP (general)

Architecture Summary Technology focus
Architectural approaches for the deployment and configuration of multitenant solutions Learn about deploying and configuring a multitenant solution. Use Dynamics 365 to trigger an onboarding process when a sale is made to a new customer. Multitenancy
Azure IoT reference architecture Review a recommended architecture for IoT applications on Azure. IoT devices provide insights to Dynamics 365. IoT
Create smart places by using Azure Digital Twins Use Azure Digital Twins to create models of smart places from IoT device data. You can use this data to inform Dynamics 365 applications. IoT
Enterprise-scale disaster recovery Review a large-enterprise architecture for SharePoint, Dynamics CRM, and Linux web servers that runs on an on-premises datacenter and fails over to Azure infrastructure. Management
Eventual consistency between multiple Power Apps instances Handle dependent data in a resilient way in Power Apps. Includes information about replicating data between Dynamics 365 instances. Web
Migrate master data services to Azure with CluedIn and Azure Purview Use CluedIn and Azure Purview to migrate your master data services solution to Azure. Dynamics 365 users can natively use data from CluedIn without any extra setup or integration. Databases
Multitenancy and identity management Learn authentication, authorization, and identity management best practices for multitenant applications. In these architectures, Dynamics CRM tenants store user profiles in Microsoft Entra ID. Identity
SAP on Azure architecture design Review a set of guiding tenets that you can use to help ensure the quality of SAP workloads that run on Azure. A recommended identity management system, Microsoft Entra ID, integrates with Dynamics CRM Online. SAP
Serverless computing solution for LOB apps Build and run customer onboarding applications without managing or maintaining infrastructure. Customer information is stored in Dynamics 365. Serverless

Dynamics 365 Customer Engagement

Architecture Summary Technology focus
Clinical insights with Microsoft Cloud for Healthcare Learn about an architecture that you can use to gather insights from clinical and medical data by using Microsoft Cloud for Healthcare. Dynamics 365 components include an application that stores a list of patients together with scores that indicate the urgency of their cases. Web
Virtual health on Microsoft Cloud for Healthcare Learn about an architecture that you can use to develop a virtual health solution by using Microsoft Cloud for Healthcare. One component of the solution is an application deployed via Dynamics 365 that presents an aggregated view of patient data in Teams. Web

Dynamics 365 Customer Insights

Architecture Summary Technology focus
Customer 360 with Azure Synapse and Dynamics 365 Customer Insights Build an end-to-end Customer 360 solution by using Azure Synapse Analytics and Customer Insights. Analytics
Enhanced customer dimension with Dynamics 365 Customer Insights Use Customer Insights to create an enhanced customer dataset and make it available in Azure Data Lake for consumption by Azure Synapse Analytics. Analytics

Dynamics 365 Sales

Architecture Summary Technology focus
Clinical insights with Microsoft Cloud for Healthcare Learn about an architecture that you can use to gather insights from clinical and medical data by using Microsoft Cloud for Healthcare. Dynamics 365 components include an application that stores a list of patients together with scores that indicate the urgency of their cases. Web

Service

Architecture Summary Technology focus
Scalable cloud applications and SRE Build scalable cloud applications by using performance modeling and other principles and practices of site reliability engineering (SRE). Dynamics 365 is used for product catalog and customer service management. Web

Small and medium business

Architecture Summary Technology focus
Modern data warehouse for small and medium business Use Azure Synapse Analytics, Azure SQL Database, and Data Lake Storage to modernize SMB legacy and on-premises data. These solutions integrate easily with Dynamics 365. Analytics