CRM and ERP applications explained

Dynamics 365 modules: complete CRM and ERP guide

A Dynamics 365 module is a separately licensed business application for a defined process, and Microsoft currently presents 11 primary applications across CRM and ERP. Organisations can deploy one application, combine several, or connect them with an existing system.

Compare what each application does, who uses it, what it can replace and where Customer Voice fits alongside the main portfolio.

Sources reviewed on .

The portfolio at a glance

Dynamics 365 modules list: CRM and ERP overview

Microsoft groups modular applications around customer engagement, finance and operations. Customer Voice is shown separately because it supports the portfolio without changing the official application count.

Microsoft prices below exclude VAT, are monthly and require annual payment unless stated otherwise. Attach applies only to an eligible Base licence held by the same named user.

ApplicationWhat it managesMain usersPublished cost and second app
Dynamics 365 SalesCRMManage leads, opportunities, activities, forecasts and account relationships.Sales representatives, managers and revenue operations.

Microsoft: Base from €56.30 / user

Second app: Attach from €19 / user

Implementation: Benly Sales starter: €9,900 fixed

Source
Dynamics 365 Customer InsightsCRMUnify customer profiles and orchestrate real-time customer journeys.Marketing, customer experience and data teams.

Microsoft: Base €1,473.00 / tenant

Second app: Attach €866.50 / tenant; 10 eligible base licences required

Source
Dynamics 365 Customer ServiceCRMManage cases, queues, service levels, knowledge and agent work.Support agents, team leaders and service managers.

Microsoft: Base from €43.30 / user

Second app: Attach from €19 / user

Source
Dynamics 365 Contact CenterCRMCoordinate voice and digital customer conversations across channels.Contact-centre agents, supervisors and quality teams.

Microsoft: Base €95.30 / user

Second app: Customer Service Enterprise add-on: quote

Source
Dynamics 365 Field ServiceCRMPlan work orders, dispatch resources and support mobile technicians.Dispatchers, technicians and service operations.

Microsoft: Base €91.00 / user

Second app: Attach from €19 / user

Source
Dynamics 365 FinanceERPControl accounting, cash, budgets, assets and financial reporting.Finance directors, controllers and accounting teams.

Microsoft: Base €182.00 / user

Second app: Eligible Attach: regional quote

Source
Dynamics 365 Supply Chain ManagementERPManage procurement, planning, manufacturing, inventory and warehousing.Operations, procurement, production and logistics teams.

Microsoft: Base €182.00 / user

Second app: Eligible Attach: regional quote

Source
Dynamics 365 CommerceERPConnect digital commerce, stores, orders, pricing and customer experiences.Retail, ecommerce, merchandising and store operations.

Microsoft: Base €182.00 / user

Second app: Eligible Attach: regional quote

Source
Dynamics 365 Project OperationsERPRun project sales, resourcing, delivery, time, expenses and billing.Professional services, project managers and finance teams.

Microsoft: Base €117.00 / user

Second app: Eligible Attach: regional quote

Source
Dynamics 365 Human ResourcesERPManage employee records, benefits, leave and workforce processes.HR operations, managers and employees.

Microsoft: Base €117.00 / user

Second app: Eligible Attach: regional quote

Source
Dynamics 365 Business CentralERPCombine finance, sales, purchasing, inventory, projects and operations for SMEs.Finance and operational teams in small and midsize businesses.

Microsoft: Essentials €69.30 / user

Second app: Selected CRM Attach from €19 / user

Source
Dynamics 365 Customer VoiceCRM extensionCollect surveys and connect feedback to customers and business events.Customer experience, service and insight teams.

Microsoft: Entitlement or response capacity; no standalone user licence

Second app: 2,000 responses per tenant and month with eligible Enterprise products

Source

Names follow the official Microsoft portfolio. Microsoft public prices were checked on ; annual commitment, eligibility, region and capacity can change the final amount.

One eligible userSales Enterprise + Customer Service Enterprise
€91.00Base€19Attach€110per month

Excl. VAT, paid yearly. The same named user needs both applications and the Base/Attach combination must be eligible.

Customer-facing processes

Dynamics 365 CRM modules for sales, marketing and service

The term D365 CE modules is still widely used for the Customer Engagement family. These applications share customer context but retain different responsibilities, so the right starting point depends on the process that first needs control.

Revenue and pipeline

Dynamics 365 Sales

Dynamics 365 Sales gives commercial teams one place to qualify leads, develop opportunities and forecast revenue. It replaces personal follow-up files with connected accounts, contacts, activities, quotes and opportunities.

  • Lead and opportunity management
  • Sales activities and forecasting
  • Account, contact and relationship history
Profiles and journeys

Dynamics 365 Customer Insights

Customer Insights – Data builds unified profiles, while Customer Insights – Journeys coordinates real-time communications. Together they connect segmentation, consent and interactions. Journeys was formerly marketed as Dynamics 365 Marketing.

  • Unified customer profiles and measures
  • Segments, consent and real-time journeys
  • Event-based communication across channels
Dynamics 365 Customer Insights showing unified profiles, segments, measures, consent and real-time journeys
Functional presentation — interface and sample data.Open full screen
Cases and resolution

Dynamics 365 Customer Service

Dynamics 365 Customer Service structures support around cases, queues, service-level agreements and knowledge. Agents see customer history while managers track volumes and delays, replacing shared inboxes and unclear ownership.

  • Cases, queues and routing rules
  • SLAs, entitlements and escalations
  • Knowledge management and agent assistance
Dynamics 365 Customer Service showing active cases, omnichannel routing, SLAs, knowledge and agent assistance
Functional presentation — interface and sample data.Open full screen
Voice and digital channels

Dynamics 365 Contact Center

Dynamics 365 Contact Center coordinates voice, chat and digital interactions with routing, supervision and quality controls. Customer Service resolves cases; Contact Center receives and manages conversations. They can work together.

  • Voice and digital engagement
  • Unified routing and agent workspace
  • Supervision, quality and conversation analytics
Work performed on site

Dynamics 365 Field Service

Dynamics 365 Field Service turns requests into work orders, supports dispatch and gives technicians customer, asset and task information on mobile. Planning, parts, time and completion remain traceable.

  • Work orders and resource scheduling
  • Technician mobile experience
  • Customer assets and preventive maintenance
Dynamics 365 Field Service showing scheduling, work orders, assets and the technician mobile experience
Functional presentation — interface and sample data.Open full screen
Feedback in context

Dynamics 365 Customer Voice

Dynamics 365 Customer Voice triggers surveys after a closed case, visit or delivery. Responses stay connected to the relevant customer and interaction, so a low score can create an alert or follow-up.

  • Event-triggered surveys
  • Responses linked to customer context
  • Alerts and follow-up after critical feedback
Dynamics 365 Customer Voice showing surveys, responses, satisfaction measures and follow-up alerts
Functional presentation — interface and sample data.Open full screen
Finance and operations

Dynamics 365 ERP modules for managing the business

ERP applications control financial and operational records. They may exchange selected customers, products, orders or invoice statuses with CRM, but the system responsible for each object must be defined before integration begins.

ERP for small and midsize businesses

Dynamics 365 Business Central

Business Central is an ERP for SMEs covering finance, purchasing, sales, inventory, projects and reporting. It fits organisations beyond accounting software that do not need the scale of Finance and Supply Chain Management.

  • Finance and cash management
  • Purchasing, inventory and order fulfilment
  • Projects, manufacturing and service by configuration
Microsoft product documentation
Financial control at scale

Dynamics 365 Finance

Dynamics 365 Finance supports ledgers, payables, receivables, budgeting, cash, assets, tax and reporting. It suits multiple legal entities and controlled closing processes; CRM integration still requires clear ownership of customers, orders and invoices.

  • Accounting, close and financial reporting
  • Cash, credit, assets and budgeting
  • Multiple entities, currencies and controls
Microsoft product documentation
Planning and physical operations

Dynamics 365 Supply Chain Management

Dynamics 365 Supply Chain Management covers procurement, products, planning, manufacturing, inventory, warehousing and assets. A Sales connection can expose availability, pricing or order status without copying every operational record into CRM.

  • Procurement and product information
  • Planning, manufacturing and inventory
  • Warehousing, logistics and asset management
Microsoft product documentation
Stores and digital commerce

Dynamics 365 Commerce

Dynamics 365 Commerce connects ecommerce, point of sale, call-centre ordering, merchandising, pricing and fulfilment. It gives retailers consistent products, promotions and customer experiences across physical and digital channels.

  • Ecommerce and point of sale
  • Merchandising, pricing and promotions
  • Omnichannel orders and fulfilment
Microsoft product documentation
Project-based services

Dynamics 365 Project Operations

Dynamics 365 Project Operations connects opportunities with estimates, staffing, delivery, time, expenses and billing. It suits professional services and requires clear ownership across sales, project and finance teams.

  • Project sales and estimates
  • Resource planning, time and expenses
  • Project accounting and billing
Microsoft product documentation
Workforce administration

Dynamics 365 Human Resources

Dynamics 365 Human Resources manages employee information, jobs, positions, benefits, leave and administration. Check its current scope because Microsoft also delivers HR capabilities across the wider employee-experience and finance-and-operations portfolio.

  • Employee and position records
  • Leave, benefits and personnel processes
  • Connections with finance and operational data
Microsoft product documentation
Already have an ERP? See how Dynamics 365 and Dataverse can exchange selected data without replacing the source system.
Connected does not mean identical

How Dynamics 365 applications work together

Customer engagement applications use Microsoft Dataverse for data, security and automation. Finance and operations applications retain their operational models and connect through supported patterns. Microsoft 365 and Power Platform extend the experience, while licences, environments and data ownership remain separate decisions.

  • One owner per record type. Decide where accounts, products, orders and invoices are authoritative.
  • One purpose per application. Do not duplicate an entire ERP in Dataverse simply because a connector exists.
  • Shared identity and governance. Roles, environments, integrations and lifecycle controls must be designed together.
See business process automation
Connected business architectureApplications, data ownership and governed exchanges
DataverseShared customer data and business rules for customer engagement apps.
Identity & securityMicrosoft Entra identities, roles, teams and access policies.
Microsoft 365Outlook and Teams connections according to app, licence and configuration.
Power PlatformLow-code apps, automation, analytics and agents around governed data.
Selection and licensing

How to choose and license the first application

Start with the process, users and data—not with a product bundle. The first application should solve a bounded problem while leaving a controlled path to the next module.

  1. 01

    Sales follow-up is inconsistent and the pipeline cannot be trusted.

    Dynamics 365 SalesStart with leads, opportunities, activities and forecasting.
  2. 02

    Customers wait too long and requests have no clear owner.

    Customer ServiceStructure cases, queues, SLAs and knowledge before adding channels.
  3. 03

    Field technicians rely on paper, calls and manual planning.

    Field ServiceConnect work orders, dispatch, mobile execution and service history.
  4. 04

    Finance and operations are spread across accounting files and tools.

    Business Central or FinanceChoose according to company scale, process complexity and operational depth.
  5. 05

    CRM users need ERP prices, products, orders or invoice status.

    CRM plus ERP integrationKeep one owner per data object and exchange only what each process needs.

Base, Attach and capacity are different models

A named user normally needs a qualifying Base application first. An eligible second application may use Attach pricing only for approved combinations assigned to that user. Customer Insights and Customer Voice also involve tenant or capacity measures.

  • Map licences to what each user must create, update or approve.
  • Separate Microsoft subscription costs from implementation services.
  • Recheck eligibility and public prices before approving a budget.
These are indicative Microsoft public prices, not a project quote.

Review the complete budget, current terms and project scope on our Dynamics 365 pricing page.

FAQ

Common questions about Dynamics 365 applications

How many Dynamics 365 modules are there?
Microsoft currently presents 11 primary Dynamics 365 business applications across customer engagement and finance and operations. The portfolio can change, and supporting products such as Customer Voice are documented separately. Count the current applications only after defining whether you mean the main portfolio, licence SKUs or every connected capability.
Is Dynamics 365 a CRM or an ERP?
It is both. Sales, Customer Insights, Customer Service, Contact Center and Field Service cover customer-facing processes. Finance, Supply Chain Management, Commerce, Project Operations, Human Resources and Business Central cover financial and operational processes. An organisation can deploy one family or connect both.
Which Dynamics 365 service module should we choose?
Choose Customer Service for cases, queues, SLAs and knowledge; Contact Center for voice, chat, digital channels and high-volume routing; and Field Service for work performed at customer sites. They can be combined when a conversation becomes a case and then requires an on-site intervention.
What is the difference between Business Central and Dynamics 365 Finance?
Business Central is an integrated ERP aimed mainly at small and midsize organisations. Dynamics 365 Finance supports more complex financial operations, controls and organisational structures and is commonly combined with Supply Chain Management. The right choice depends on processes, entities, countries, transaction volumes and operational depth rather than headcount alone.
Do we need to implement every module at once?
No. Select the first process that creates measurable value, define the data and roles it requires, and add applications only when a connected process justifies them. A phased deployment usually reduces adoption risk, but the target data ownership and integration architecture should still be agreed from the start.
Is an Attach licence around 19 € always available?
No. Base and Attach pricing applies only to eligible application combinations assigned to the same named user. Some products use tenant or capacity pricing instead. Check the current Microsoft licensing guide and each user role before treating an indicative public amount as the final monthly licence cost.
From application catalogue to controlled scope

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Clarify users, data ownership, integrations and the application that should come first.

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