Customer Insights

Lead Scoring ML ExtensionConflationSegmentation

Cortana

Intelligence

ABNKBUS

26

Collect every customer data point

from every channel and app

Understand real-time user sentiment

and needs through social media or other

support channels

Get a single relevant view

of role-based insights customized

for employees’ individual needs

Fine-tune offers and campaigns

with built-in predictive analytics

Customer Insights

Engagement Profile

Loyalty

60%RFM

20%

Email Conversion Rate:

100%

CustomerFeature added!

No-fee ATM use

at location of

your choice

From: special.offer@outlook.com

To: customer@outlook.comTWEET: “My bank’s ATM is

2 far from my bus route!”

Intelligent analysis Actionable Insights

• Customer purchase history

• Demographics & segmentation

• Social media statements

• Transactions & interactions

• Real-time offer management

• Brand sentiment

• Recommended products

• Lead & opportunity scoring

Dynamics 365 for Customer InsightsData Sources

Microsoft + Other apps

• Dynamics CRM

• ZenDesk

• Salesforce

• Loyalty Management

• Mobile App Analytics

• Social

Provide instant suggestions

to front-line staff on how to best serve the customer

Customer Engagement Investments

Relationship Sales

Areas of investmentFinance

Accounts

Payable

Fixed

Assets

Expense

Project

Accounting

Credit &

Collections

Accounts

Receivable

General

Ledger

Invoicing &

Billing

Cash & bank

Management

Budget &

Forecast

Industry-wide

Warehouse

Management

Production

Control

Master

Planning

Cost

Management

Product

Info Mgmt

Inventory

Management

Procurement

& Sourcing

Transportation

ManagementManufacturing

Distribution

The Power of Microsoft Cloud

Retail

MerchandizingOmni-channel Clienteling

Centralized

Management

Workforce

Management

Order

Management

Store

Operations

Promotions Mobile

Apps

Store

InventoryOrder

ManagementCall center

Talent

HCM Mobile

AppsAdministration DevelopmentReporting &

Analytics

Office

IntegrationCore HR

Engagement Performance ComplianceOnboardingDevelopment Learning Compensation

Benefits

Areas of investment

The Power of Microsoft Cloud

Microsoft Dynamics 365Relationship Sales Demo

Too much information, too little insight

Productivity & email

Social networksCRM

Productivity & email

Social networksCRM

LinkedIn Sales Navigator

Dynamics 365for Sales

Office 365

Unify the seller

experience

Bring relationship data together and…

Bring relationship data together and…

Dynamics 365 for Sales

LinkedIn Sales Navigator

Office 365

Unify the seller

experience

…rise above the noise with actionable insights

Microsoft

Relationship Sales

Microsoft Relationship Sales solution

Build relationships with the right people

Engage at scale

Offer insights & recommendations

C R M E R P

O F F I C EI N T E L L I G E N T

C LO U D

M I C R O S O F T D Y N A M I C S 3 6 5

AWARENESS SUSPECT LEAD OPPORTUNITY CUSTOMER FORMER CUSTOMER

T H E C U S T O M E R E N A G E M E N T L I F E C Y C L E

M A R K E T I N G

S A L E S

S E R V I C E

S O C I A L

S E L F S E R V I C E

M A R K E T I N G

CAMPAIGNMANAGEMENT

CAMPAIGNMANAGEMENT

CAMPAIGNMANAGEMENT

RELATIONSHIPINSIGHTS

S A L E S

S E R V I C E

S O C I A L

SOCIALCAMPAIGNS

EVENTMANAGEMENT

SURVEYS SEGMENTATIONANALYSIS

CMSINTEGRATION

PERSONAL-SATION

CLIENTINSIGHT

LEADCONVERSION

LEADMANAGEMENT

CROSS SELL / UP SELL

SOCIALANALYTICS

S E L F S E R V I C E

PERSONALISEDWEB CONTENT

EVENTPORTALS

ACCOUNTMANAGMENT

COMPLAINTS

M A R K E T I N G

CAMPAIGNMANAGEMENT

CAMPAIGNMANAGEMENT

CAMPAIGNMANAGEMENT

RELATIONSHIPINSIGHTS

S A L E S

S E R V I C E

S O C I A L

SOCIALCAMPAIGNS

EVENTMANAGEMENT

SURVEYS SEGMENTATIONANALYSIS

CMSINTEGRATION

PERSONAL-SATION

CLIENTINSIGHT

LEADCONVERSION

LEADMANAGEMENT

OPPORTUNITYMANAGEMENT

GOALS MOBILITYINC OFFLINE

CROSS SELL / UP SELL

SOCIALANALYTICS

SOCIALSELLING

SOCIALINSIGHTS

COMPETITORANALYSIS

PRODUCTIVITYCOLLABORATION

S E L F S E R V I C E

PERSONALISEDWEB CONTENT

EVENTPORTALS

CUSTOMERPORTALS

POWERAPPS

KNOWLEDGE

CUSTOMERONBOARDING

ACCOUNTMANAGMENT

COMPLAINTS

FLOWOUTLOOK

TEAMS

WORD EXCEL ONEDRIVE ONENOTE

SKYPE GROUPS

PRODUCTIVITYCOLLABORATION

M A R K E T I N G

CAMPAIGNMANAGEMENT

CAMPAIGNMANAGEMENT

CAMPAIGNMANAGEMENT

RELATIONSHIPINSIGHTS

S A L E S

S E R V I C E

S O C I A L

SOCIALCAMPAIGNS

EVENTMANAGEMENT

SURVEYS SEGMENTATIONANALYSIS

CMSINTEGRATION

PERSONAL-SATION

CLIENTINSIGHT

LEADCONVERSION

LEADMANAGEMENT

OPPORTUNITYMANAGEMENT

GOALS MOBILITYINC OFFLINE

CROSS SELL / UP SELL

SOCIALANALYTICS

SOCIALSELLING

SOCIALINSIGHTS

COMPETITORANALYSIS

PRODUCTIVITYCOLLABORATION

S E L F S E R V I C E

PERSONALISEDWEB CONTENT

EVENTPORTALS

CUSTOMERPORTALS

POWERAPPS

KNOWLEDGE

CUSTOMERONBOARDING

ACCOUNTMANAGMENT

COMPLAINTS

M A R K E T I N G

CAMPAIGNMANAGEMENT

CAMPAIGNMANAGEMENT

CAMPAIGNMANAGEMENT

RELATIONSHIPINSIGHTS

S A L E S

S E R V I C E

S O C I A L

SOCIALCAMPAIGNS

EVENTMANAGEMENT

SURVEYS SEGMENTATIONANALYSIS

CMSINTEGRATION

PERSONAL-SATION

CLIENTINSIGHT

LEADCONVERSION

LEADMANAGEMENT

OPPORTUNITYMANAGEMENT

GOALS MOBILITYINC OFFLINE

CROSS SELL / UP SELL

SOCIALANALYTICS

SOCIALSELLING

SOCIALINSIGHTS

COMPETITORANALYSIS

SOCIALMONITORING

SOCIALSENTIMENT

PRODUCTIVITYCOLLABORATION

SOCIALENGAGEMENT

S E L F S E R V I C E

PERSONALISEDWEB CONTENT

EVENTPORTALS

CUSTOMERPORTALS

POWERAPPS

KNOWLEDGE COMMUNITYFORUMS

WEBCHAT BOTS

CUSTOMERONBOARDING

ACCOUNTMANAGMENT

FIELD SERVICE

KNOWLEDGEMANAGEMENT

COMPLAINTSCONNECTED FIELD SERVICE

PROJECT SERVICE AUTO’

M A R K E T I N G

CAMPAIGNMANAGEMENT

CAMPAIGNMANAGEMENT

CAMPAIGNMANAGEMENT

RELATIONSHIPINSIGHTS

S A L E S

S E R V I C E

S O C I A L

SOCIALCAMPAIGNS

EVENTMANAGEMENT

SURVEYS SEGMENTATIONANALYSIS

CMSINTEGRATION

PERSONAL-SATION

CLIENTINSIGHT

LEADCONVERSION

LEADMANAGEMENT

OPPORTUNITYMANAGEMENT

GOALS MOBILITYINC OFFLINE

CROSS SELL / UP SELL

SOCIALANALYTICS

SOCIALSELLING

SOCIALINSIGHTS

COMPETITORANALYSIS

SOCIALMONITORING

SOCIALSENTIMENT

PRODUCTIVITYCOLLABORATION

SOCIALENGAGEMENT

S E L F S E R V I C E

PERSONALISEDWEB CONTENT

EVENTPORTALS

CUSTOMERPORTALS

POWERAPPS

KNOWLEDGE COMMUNITYFORUMS

WEBCHAT BOTS

CUSTOMERONBOARDING

ACCOUNTMANAGMENT

FIELD SERVICE

KNOWLEDGEMANAGEMENT

COMPLAINTSCONNECTED FIELD SERVICE

PROJECT SERVICE AUTO’

Microsoft Dynamics 365 for Talent

Dynamics 365 for Talent

Putting people at the center of the talent experience

Attracting talent/vacancy advertising

Interviewing talent

Offer management

Onboarding/offboarding talent

Personnel management

Performance

Learning and development

Benefits management

Leave and absence

Compensation

Payroll

Employee self serve

Manager self serve

People Analytics

HRKey areas of HCM

Employees

onboard efficiently

and effectively

They manage the

process, keeping

candidates and hiring

managers informed at

every stage

Recruitment are

responsible for

attracting the

best talent for

the business

Managers work with

employees to enhance

their skills, retaining the

best employees

The business has a

clear understanding

of their employees

and can transform

effectively

Employees

self serve, work independently

and have great job

satisfaction

Example HCM journey

Microsoft Dynamics 365 for Talent

ATTRACT:INNOVATE TALENT ACQUISITION

Find and hire the most qualified

people for your organization.

THRIVEFAST TRACK GROWTH

Keep your people growing and

working for you.

OPTIMIZE: DRIVE OPERATIONAL EXCELLENCE

Deliver a cost-effective and

connected employee experience.

Strategically attract, retain and optimize your talent to achieve high-impact, sustainable business results. With Microsoft

Dynamics 365 for Talent organizations can design a high-performance, collaborative experience across the entire employee

lifecycle. Reimagine business processes with a cloud, mobile, employee-centric approach that utilizes business insights to

innovate talent recruiting, ignite employee success and drive operational excellence.

ENGAGEIGNITE EMPLOYEE SUCCESS

Set employees up to drive impactful

results.

Dynamics 365 for Talent – roadmap.dynamics.com

December 2017September 2017August 2017July 2017 - GA October 2017 November 2017

Talent Attract• Candidate Graph• Additional 3rd party

assessment providersTalent Onboard• Generalized multi-

milestone guides

Talent Human Resources• MSS Compensation• UX Updates• Absence and Leave

enhancements• 3rd Party Payroll

Integration• AX 2012 Integration• Ceridian Global Pay

Integration• Integration with

Dynamics 365 for Operations

Talent Attract• Customizable Hiring

pipeline• Integrated analytics

with PowerBI• 3rd party ATS

Connectors

Talent onboard• 3rd party activity plug-

ins

Talent Human Resources• Attract/Onboarding

Integration

Talent Attract• Candidate experience• Assessments• LinkedIn Recruiter• Hiring Stages• Interview Scheduling• Hiring Team Experience

Talent onboard• Collaborative Guides• Pre-employment

activities

Talent Human Resources• ‘Org/People’ Viewer• Mobile Enabled• Embedded Analytics• Configurable processes• Onboarding• Off-boarding• Transitions• User-defined

• Absence Management• Additional Field Support• Benefits Workspace

Talent Attract• Internal Mobility• Bulk hiring

Talent Onboard• Bulk onboarding

NEW: Learning• HR Learning Management • Unified Course Index• Course Assessments

Talent Human Resources• LinkedIn Integrations• Benefits Management• US Open Enrollment• Benefits Packages• Table Based rates

Talent Human Resources• Time & Attendance• Benefits Integrations• Leave & Absence• New Rules• Advanced Scenarios

• Grievance & Complaint Management

• Disciplinary Actions• Compensation Management• Advanced scenarios• Position budgeting

NEW: Performance Preview• Goal Management• Continuous Feedback• Performance Reviews

* Content does not reflect a commitment or promise of delivery and are subject to change without notice.

Dynamics 365 partner opportunity

What else?

• Register for Future Decoded and encourage your customers/prospects to attend (https://futuredecoded.com/)

• Engage with the content on the event site (https://aka.ms/partnerdays)

• Register for a Dynamics 365 Talent trial below. (https://trials.dynamics.com/Dynamics365/Signup/talent)

Virtual Entity

Integrated with data sitting outside

Dynamics 365

Developer Scenario for Provider Model

OOTB customization driven ODATA

and DOCDB Provider (Preview)

Integrated into Grids, Find, Forms,

Lookups, Sub-grids

Multi-Select Option Sets

Model multi-select Option sets

Use in Forms, Editable Grids, Find,

Search

Flow Integration &

Webhooks

Integration of Microsoft Flows in the

Dynamics 365 UI enabling user-based

composite application flows to start

directly from Dynamics 365

Activity Logging

Logging of Dynamics 365 SDK activities in Office

Enablement of SIEM integration with Dynamics

365

Provides for multiple compliance and regulatory

requirements for the Financial sector