Solution Architects and Pre-sales Consultants
Conducting a software discovery session for a new enterprise client
Use cases
About
The D365 Products mind map template provides a structured overview of the Microsoft Dynamics 365 ecosystem, categorizing 44 distinct nodes into 9 core business domains. This D365 Products cheat sheet serves as a technical reference for consultants and IT architects to navigate the suite's extensive capabilities. The map covers essential modules including 'Sales', 'Service', and 'Finance and operations', detailing how specific applications like 'Dynamics 365 Business Central' and 'Dynamics 365 Supply Chain Management' integrate into a unified business strategy. By using this D365 Products template, users can visualize the relationship between customer data platforms and operational tools, ensuring a holistic understanding of Microsoft's enterprise resource planning (ERP) and customer relationship management (CRM) solutions.
Terms and ConditionsWhen to use this template
IT Managers and Training Coordinators
Onboarding new IT staff to the Microsoft Dynamics ecosystem
Operations Directors and Business Analysts
Mapping out a digital transformation roadmap for supply chain resilience
How to use this template
Step 1
Download and open the file
Download the .xmind file and open it using Xmind desktop or the web-based editor to view the full D365 hierarchy.
Step 2
Customize the product nodes
Modify the descriptions under nodes like 'Dynamics 365 Marketing' to reflect your specific business use cases or integration requirements.
Step 3
Export for your presentation
Use the export feature to save the mind map as a high-resolution image or PDF for inclusion in your project proposals.
Frequently asked questions
This template includes a comprehensive breakdown of the Microsoft Dynamics 365 suite, organized into 9 major categories such as Sales, Marketing, and Human Resources. It features 44 nodes that describe the specific value propositions of apps like 'Dynamics 365 Customer Insights' and 'Dynamics 365 Finance'.
You can use this map to provide a high-level visual summary of the D365 ecosystem. It helps clients understand which specific modules, such as 'Dynamics 365 Sales' or 'Commerce', address their unique business pain points without overwhelming them with technical jargon.
Yes, the template is fully customizable. You can add your own notes to nodes like 'Dynamics 365 Connected Spaces', change colors to match your branding, or expand the 'Supply chain' branch with specific internal process details.
This section is best used during the discovery phase of an ERP implementation. It helps stakeholders distinguish between 'Dynamics 365 Finance' for large enterprises and 'Dynamics 365 Business Central' for smaller organizations.
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