Microsoft Dynamics 365
Glossary of Terms

In Dynamics 365 Finance, the AR module manages customer invoices, payment collections, credit limits, aging reports, and dunning processes. Fully integrated with GST compliance and Indian banking payment formats (NEFT, RTGS, UPI).

A suite of Microsoft AI capabilities hosted on Azure, including Azure OpenAI Service, Azure AI Vision, Azure AI Language, Azure AI Search, and Azure Bot Service. SchwettmannTech integrates these services with Dynamics 365 to deliver intelligent automation for Indian enterprises.

A Microsoft Azure service providing access to OpenAI's GPT-4o, Embeddings, and DALL-E models within your own secure Azure tenant. Unlike OpenAI's public API, Azure OpenAI guarantees that your data is never used for model training — critical for Indian enterprises managing sensitive customer or financial data.

A structured list of raw materials, components, and assemblies required to manufacture a product. In D365 Finance & Operations, BOMs drive MRP calculations, production orders, and cost estimation. Multi-level BOM support allows complex sub-assembly structures used by automotive and electronics manufacturers.

Microsoft Dynamics 365 Business Central is a cloud ERP designed for small and medium-sized businesses. It covers finance, supply chain, inventory, sales, and project management in a single platform. Ideal for Indian SMBs replacing Tally, QuickBooks, or legacy custom ERP systems.

Microsoft's AI assistant embedded across Dynamics 365, Power Platform, and Microsoft 365. In D365, Copilot can draft customer emails, summarise case histories, suggest next best actions for sales reps, generate procurement orders, and explain financial anomalies in plain language.

Software that manages a company's interactions with current and potential customers. Microsoft Dynamics 365 Sales and Customer Service are the primary CRM applications. CRM tracks leads, opportunities, contacts, accounts, cases, and service contracts — providing a 360° view of each customer.

Microsoft Dynamics 365 Customer Insights is a Customer Data Platform (CDP) that unifies customer data from multiple sources (CRM, ERP, website, app) into a single profile. AI-powered segmentation and journey orchestration enables personalised marketing at scale.

The unified data platform underlying Microsoft Power Platform and Dynamics 365. Dataverse stores data in a structured, secure, and scalable cloud database with built-in business logic, role-based security, and audit logging. All D365 apps and custom Power Apps share the same Dataverse environment.

Microsoft Dynamics 365 Finance & Operations is the enterprise-grade ERP for large organisations. It covers financial management, supply chain, manufacturing, retail, and human resources. Supports multi-entity, multi-currency, and multi-legal-entity operations — critical for Indian conglomerates and MNCs.

Integrated software that manages core business processes — finance, HR, manufacturing, supply chain, procurement, and more — in a single system. Microsoft Dynamics 365 is a cloud-native ERP suite. Replacing legacy ERP like SAP, Oracle, or custom software with D365 typically reduces operational costs by 20–35%.

Microsoft Dynamics 365 Field Service automates the scheduling, dispatch, and management of field technicians. AI-powered scheduling optimises routes and assigns the right technician to the right job. IoT sensor integration enables predictive maintenance before equipment fails.

India's unified indirect tax system that replaced VAT, Service Tax, and Excise. Dynamics 365 Finance and Business Central include built-in India GST localisation covering CGST, SGST, IGST, TDS, TCS, e-invoicing (IRN/QR code), and GSTR return filing. SchwettmannTech has delivered GST-compliant D365 implementations for 30+ Indian companies.

Azure Integration Services — including Azure Logic Apps, Azure Service Bus, Azure API Management, and Azure Data Factory — form the integration backbone for connecting Dynamics 365 with third-party apps (Salesforce, SAP, custom portals). SchwettmannTech architects secure, scalable integration pipelines for Indian enterprises.

A production strategy that aligns raw-material orders with production schedules to minimise inventory. D365 Supply Chain Management supports JIT through MRP, demand forecasting, and vendor collaboration portals — reducing working capital requirements for Indian manufacturers.

Measurable values that indicate progress toward business objectives. In D365, KPIs are surfaced through embedded Power BI dashboards, Copilot-generated insights, and real-time role-based workspaces. Common D365 KPIs include Days Sales Outstanding, Inventory Turnover, First Call Resolution, and Budget Variance.

Application development using visual drag-and-drop tools rather than traditional programming. Microsoft Power Apps is the leading low-code platform, enabling business users to build enterprise apps without IT involvement. Integrated with Dynamics 365 data through Dataverse.

An automated planning process in D365 Supply Chain Management that calculates what materials are needed, in what quantities, and when — based on production schedules, sales forecasts, and current inventory levels. Reduces stockouts and excess inventory simultaneously.

The legacy name for what is now Microsoft Dynamics 365 Business Central. Many Indian SMBs still run Navision 2009 or 2013 on-premises — SchwettmannTech specialises in migrating these systems to cloud-based Business Central with data migration, workflow mapping, and user training.

Microsoft's unified agent workspace that brings together voice, chat, email, WhatsApp, social media, and Teams into a single Dynamics 365 Customer Service interface. AI-powered routing assigns cases to the best available agent, while Copilot suggests real-time responses.

Microsoft's cloud-based workflow automation platform. Business users can create automated workflows between Dynamics 365, Microsoft 365, SharePoint, and 1,000+ third-party apps without coding. Supports robotic process automation (RPA) for legacy system integration.

Microsoft's business intelligence and data visualisation platform. Connects to Dynamics 365, Azure SQL, Excel, and hundreds of data sources to create interactive dashboards and reports. Embedded directly inside D365 apps for in-context analytics.

Microsoft Dynamics 365 Project Operations unifies project sales, resource management, project delivery, and finance into one application. Ideal for professional services, IT consulting, and engineering firms that manage project-based revenue. Native integration with Microsoft Teams and Outlook.

Microsoft Dynamics 365's built-in compliance framework covers India-specific requirements including GST, TDS/TCS, Companies Act MCA filings, FEMA, and the new DPDP Act 2023. SchwettmannTech's compliance team configures D365 to meet all current Indian regulatory obligations.

Microsoft Dynamics 365 Supply Chain Management covers procurement, inventory, warehousing, transportation, and production planning. AI-powered disruption alerts predict supply chain risks weeks in advance. Widely used by Indian manufacturers and distribution companies.

Native integration between Microsoft Teams and Dynamics 365 that embeds CRM records, meeting summaries, and Copilot-generated call notes directly in Teams. Sales reps can view account history before a call and update D365 records without leaving Teams.

Microsoft's responsive web framework for Dynamics 365 that delivers a consistent experience across desktop, tablet, and mobile browsers. All D365 apps (Sales, Customer Service, Field Service) run on Unified Interface, replacing the deprecated legacy web client.

Microsoft Copilot Studio (formerly Power Virtual Agents) is a low-code chatbot builder integrated with Dynamics 365. Bots can handle customer service FAQs, IT helpdesk queries, and HR requests — escalating to a live D365 Customer Service agent when needed.

The WMS module in D365 Supply Chain Management manages inbound receipts, put-away strategies, picking waves, packing, and outbound shipping. Supports RF scanning, mobile devices, and automated conveyor integration for high-volume Indian logistics operations.

The underlying framework of Microsoft Dynamics 365 that extends CRM beyond customer management to any entity or relationship. Using XRM, developers can model custom business processes (loan management, case tracking, grant management) on top of Dynamics 365's platform.