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2/21/2017
1
INTRODUCTION TO DYNAMICS 365 –INTELLIGENT CUSTOMER ENGAGEMENT FEBRUARY 28, 2017
Woody Davis
BKD TechnologiesMarketing & Business Development
2
TODAY’S AGENDA
Introductions
Business Solutions – Dynamics 365
Sales , Marketing, Customer Service & Field Service
Prospect to Cash
Questions & Answers
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“Microsoft makes a cloud push
with new Dynamics 365 software
suite and App Store”
“Microsoft ups Salesforce, Oracle rivalry with new cloud product“
“Microsoft snatches HP CRM
and service business from rivals
Salesforce and Oracle”
“Few other players offer a common
platform and data model for CRM
and ERP – and none bring in the
Office productivity capabilities as
Microsoft can”
STATE OF THE MARKETCustomer ExperienceBy 2020, customer experience will overtake price & product as the key brand differentiator.
Productivity40% of a worker’s productive time is lost when switching tasks. This costs the global economy $450B per year.
Speed of BusinessOrganizations embracing digital transformation generate an average of $100M more income each year.
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DIGITAL TRANSFORMATION
DYNAMICS 365
Office 365 | Azure IOT | Power BI | Cortana Intelligence
Application Platform (PowerApps, Power BI Embedded, Flow) & Common Data Model
AppSource
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DYNAMICS 365 ADVANTAGE
Productive AdaptableIntelligent Purpose-built
DYNAMICS 365AN INTEGRATED, NEXT-GENERATION, INTELLIGENT BUSINESS APPLICATIONS SUITE THAT IS PART OF THE MICROSOFT CLOUD
CRM ERPMicrosoftDynamics 365
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PURPOSE-BUILT END-TO-END BUSINESS PROCESSPROSPECT-TO-CASH
• Customer information • Order information
• Reservations
• Product availability
• Order status
• Pricing, discounts, taxation*
Lead Opportunity Quote Sales Order Fulfillment Invoice
Master Data
PRODUCTS
Operations
ACCOUNTS
Sales
Operations Sales
Transactional Data
ORDERS
Operations Sales
DYNAMICS 365 DEMONSTRATIONSALES – MARKETING – CUSTOMER SERVICE
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DYNAMICS 365 FOR PROJECT SERVICE AUTOMATION
$ €
DYNAMICS 365 ARCHITECTUREEND-TO-END EXTENSILE APPLICATIONS BUILT ON THE STRENGTH OF EACH AREA
Common Data Model
Data Replication
Dynamics 365 Connector
TRANSACT
Microsoft FlowPowerAppsPower BI
MEASURE COMPOSITE APPS
COMPOSITE AUTOMATION
• Transact with Dynamics 365
• Integrate into the common data model with replication
• The Dynamics 365 connector acts as a glue
• Measure with Power BI
• Compose cross applications with PowerApps
• Cross application composite automation using flow
Order Management
Prospect in CRM to cash/invoicing in operations
Project Service
Actuals in CRM to GL in operations
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SIMPLER & MORE FLEXIBLE LICENSING
Dynamics 365 Power BI
Marketing
Field Service
Operations
Enterprise Plan 2
Enterprise Plan 1
Project Service
Sales Service
PowerApps
Flow
Office 365
AppSource
PLA
NS
MO
DU
LES
AWARDS & CERTIFICATIONS
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NOTABLE CLIENTS
NOTABLE CLIENTS
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MONTHLY WEBINARS
Catch the latest webinars, &
register for upcoming webinars at:
www.bkdtechnologies.com/attend
www.sageerpinsights.com/webinars
www.bkd.com/webinars/intacct
STAY CONNECTED – DYNAMICS GP & CRMAt Dynamics GP Insights you can read articles, watch webinars & join the conversation!http://www.dynamicsgpinsights.com/
Brett Mathews regularly contributes to the CRM SoftwareBlog, a premier source for CRM news and information!
http://www.crmsoftwareblog.com/
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