Microsoft

Business Development

Client Care

Field Service

Project Management

Operations

Finance

Marketing+ Adobe

(or MailChimp/

ClickDimensions)

Purpose-built

Productive

Adaptable

Dynamics 365

Characteristics

Intelligent

Before Now

Dynamics CRM

• Field Service

• Project Service Automation

• Parature

Dynamics AX

Project Madeira

Dynamics 365 for Business Development

Dynamics 365 for Client Care

Dynamics 365 for Field Service

Dynamics 365 for Project Management

Dynamics 365 for Operations

NetDocuments Email & Document ManagementSharePoint for Legal Document Management

Dynamics 365 for Financials/Gravity Finance

Purpose-built business applications for legal, accounting & finance firms

Business

DevelopmentOpportunity management

Social & business

networking

Content collaboration

Mobile accessPlanning &

managementIntelligence

Client Care Omni-channel PortalClient self

serviceOnsite service

Knowledge Intelligence

Marketing *(or MailChimp, ClickDimensions,

Concep, DotMailer etc.)

Field

ServiceScheduling

and dispatch

Asset and warranty

management

Service agreements

Inventorymanagement

Mobile Intelligence

Project

ManagementOpportunity management

Resource management

Time & expenses

Project planning

Team collaboration

Client billing Intelligence

Finance Financials Revenue PurchasingProject

accountingInventory Reports EOS scorecard Intelligence

Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.

Purpose-built end-to-end business processes for Dynamics 365

CONFIGURATION & MANAGEMENT

• Admin Portal

• Entity Mapping

DATA SYNCHRONIZATION

• Change Tracking

• Templates

• Dynamics 365 apps onlyIntegration

Services

Empower practice groups to delight clients through an end-to-end view

PROCESS

BUSINESS VALUE

Prioritize

clients

Custom

pitch

Provide accurate

service (up)dates

Timely resource

allocation

Empower practice groups to delight clients through an end-to-end view

PROCESS

PERSONAS

Client

lifetime value

Pricing, discounts,

taxation

Resource

availability

Finance information,

resource reservations

Client needs

Empower practice groups to delight clients through an end-to-end view

PROCESS

MASTER DATA TRANSACTIONAL DATA

Practice Areas

Operations

Clients

Business Dev.

Operations Business Dev.

Time & Billing

Operations Business Dev.

Dynamics 365

Configure and use your

out-of-the-box business app

Use apps tailored to

Professional Services

Industry

Create and add purpose-

built apps for your team

with no code required

Single Sign-on

Access anywhere

Dynamics 365

Dynamics 365 — Intelligence built-in

Microsoft

BD

ClientCare

Field Service

ProjectManagement

Operations

Finance

Marketing+ Adobe

DYNAMICS 365 BUSINESS APPS

Other datasources

Microsoft AppSource

3rd PARTY APPS PURPOSE BUILT APPS FROM xRM

Custom Apps by PowerApps

Compose Workflow by Microsoft Flow

APPS & DASHBOARDS

PRODUCTIVITY

Extensibility

Citizen Dev Pro Dev/xRM

IT Pro | Power User Developer | System Integrator

Dynamics 365 PowerApps/ MSFT Flow

Citizen Dev

Pro Dev/xRM

new

1. App DesignerModularized; Task-based apps

2. Visual Process DesignerDrag-and-drop interface

3. Workflow DesignerDeclarative & reusable

4. Security ModelRole, Record, and Field-based

5. Learning GuidesIn-product training

CONFIGURABLE DECLARATIVE

Applies to: Dynamics 365 for BD, Client Care, Project Management, Field Service

CONNECTOR

CONNECTORS

GATEWAYS

PowerApps

MSFT Flow

CUSTOM

Common Data Model

Clients

Dynamics 365Applications

Sealed Cloud Platforms

or custom

Compute

Storage

Runtime

1

2 3

1. CUSTOM APPSDKs, Odata v4

2. PLUG-IN & CUSTOM WORKFLOWCustom business logic leveraging the transaction

pipeline through event handlers

3. CODE EXTENSION & PLUG-INCompiled assemblies

Compute

Storage

Runtime

1Available for Dynamics 3652Available for Dynamics 365 for BD, Client Care, Project Management, Field Service3Available for Dynamics 365 for Operations

1. SDKGuide for developers writing solutions, server-side code, client applications

and extensions, custom business logic, plug-ins, integration modules,

custom workflow assemblies, and code extensions

2. Client-side SDKClient-side events and object models

3. Transaction PipelineExecutes assemblies through execution pipeline events

4. Custom Workflow ActivitiesWorkflow assemblies

5. Server-to-server Authentication3rd party application authentication using Azure AD

DEV-DRIVEN

Microsoft Azure

Pro Dev

Customizations

Applies to: Dynamics 365 for BD, Client Care, Project Management, Field Service

DEV-DRIVEN

Microsoft Azure

Pro Dev

Customizations

Applies to: Dynamics 365 for Operations

INTEGRATIONS

WORKFLOWS

• Logic Apps Connector

• OData ServiceExposes all the data entities that are marked as IsPublic and supports

complete CRUD (create, retrieve, update, and delete) functionality that users

can use to insert and retrieve data from the system

• Metadata Service

Read-only service that provides metadata information for elements

• JSON-based Custom Service

Enables X++ classes to be consumed as JSON services

1. ALM PortalLeverage Microsoft Dynamics Lifecycle Services – Implementation Projects

2. Dev in-a-boxCustomize and extend – includes Visual Studio tools

3. ALM ToolsMove code and data across your environments

4. Sandbox TiersDev, Test, and Performance Testing

DEV-DRIVEN

Microsoft Azure

Pro Dev

Customizations

Applies to: Dynamics 365 for Operations

DEV-DRIVEN

Microsoft Azure

Pro Dev

Customizations

CUSTOM

MSFT Flow

PowerApps

CONFIGURABLE DECLARATIVE

Common Data Model

Simplifies the discovery,

trial, and acquisition of

line-of-business apps

An ecosystem to help

business users get started

using apps faster

An ecosystem to help

business users get started

using apps faster

One destination for business users to discover, trial, and acquire line-of-business SaaS apps

Mobility

Citizen Dev Pro Dev/xRM

IT Pro | Power User Developer | System Integrator

DEV DRIVEN

Microsoft Azure

Pro Dev

Customizations

DECLARATIVE COMPOSITE

MOBILE APPS

CONFIGURABLE

1ST PARTY MOBILE APPS

Implementation Details• State-of-the-art physical security

measures.

• 24x7 incident response teams to mitigate threats and attacks.

• Encryption of data transferred between our data centers and at rest.

• Every production deployment has its own Virtual Private Network and dedicated Compute and Storage.

• Single sign-on federated through Azure Active Directory.

Security goals:• Safeguard data using state-of-

the industry security

technology and processes.

• Use the same identity platform

as Office 365, so users have

same username and password

for all.

• Production infrastructure and

client data is isolated from

other tenants.

Security

Implementation Details• Customer chooses Azure DC to deploy

to.

• All data is classified. Customer Data storage and movement is controlled.

• All data in transit and at rest is encrypted.

• Role based security puts you in charge.

• Documented data handling practices in the Microsoft Online Services in the Microsoft Trust Center.

Privacy goals:

• You own your data.

• You know where your data

is located.

• You control your

client data.

Privacy

Implementation Details• Adhere to strict privacy and security

practices when building features and when operating the service.

• Pass internal / external audits.

• Cross Industry Certifications are first Priority.

Compliance goals:

• Define and document standard operating procedures that meet multiple certification requirements.

• Run service in a compliant fashion and collect evidence.

• Control and audit access to production environments.

Compliance

Implementation Details• Client data not used for advertising.

• No third party (including law enforcement, other government entity, or civil litigant) given direct or unfettered access to client data except as you direct.

• Client data only used for purposes compatible with providing services (troubleshooting, improving features).

• You have access to your data, even if you stop using a service.

Transparency goals:

• Know how we secure your

data.

• Choose where your data is

stored.

• Control who can access your

data and on what terms.

• Transparent about how we

respond to government

requests for your data.

Transparency

AMERICA

UNITED STATES CANADA BRAZIL

EAST

US

EAST

US2

CENTRAL

US

NORTH CENTRAL

US

SOUTH CENTRAL

US

WEST CENTRAL

US

WEST

US

WEST

US2

US-GOV

WEST

US-GOV

EAST

CANADA

EAST

CANADA

CENTRAL

BRAZIL

SOUTH

BD ✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓

Client

Care✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓

Field

Service✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓

Project

Management✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓

Operations ✓ ✓ ✓ ✓ ✓ ✓ ✓ - - - ✓ ✓ ✓

✓Data stored in this Data Center

NP Not planned

- Under consideration

EMEA

EUROPE GERMANY UNITED KINGDOM

NORTH EUROPE WEST EUROPEGERMANY

CENTRAL

GERMANY

NORTHEASTUK WEST UK SOUTH

BD ✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17

Client

Care✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17

Field

Service✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17

Project

Management✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17

Operations ✓ ✓ H1CY17 H1CY17 - -

✓Data stored in this Data Center

NP Not planned

- Under consideration

APAC

ASIA AUSTRALIA INDIA JAPAN CHINA

SOUTHEAST

ASIA

EAST

ASIA

AUSTRALIA

EAST

AUSTRALIA SOUTHEAST

CENTRAL INDIA*

WESTINDIA*

SOUTH

INDIA*

JAPAN

EAST

JAPAN

WEST

CHINA

WEST

CHINA

EAST

BD NP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -

Client

CareNP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -

Field

ServiceNP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -

Project

ManagementNP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -

Operations ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ H1CY17 H1CY17

* India DCs are only available to organizations with a business presence in India

✓Data stored in this Data Center

NP Not planned

- Under consideration

Deployed Services Integration Services

BD

Load Balancing

Azure Active Directory

Multifactor Authentication

Express Route*

IoT Suite

Azure IoT Hub1

Notification Hubs

BizTalk Services2

Visual Studio Team Services3

Azure Site Recovery4

Client

Care

Field

Service

Project

Management

Operations

✓ Available globally unless noted.* ExpressRoute connection points: US (Atlanta, Chicago, Dallas, Las Vegas, Los Angeles, New York, Seattle, Silicon Valley, Washington DC), Canada (Montreal, Quebec City, Toronto), South America

(Sao Paulo), Europe (Amsterdam, Dublin, Paris, London, Newport (Wales, UK)), Asia (Hong Kong, Singapore, Australia (Melbourne, Sydney), India (Chennai, Mumbai), Japan (Osaka, Tokyo), Germany

(Berlin, Frankfurt), China (Beijing, Shanghai)

1Available in East US, West US, Europe, Germany, Asia, Australia, Japan 3Available in North Central US, South Central US, Brazil, West Europe, Australia East, South India2Available East US, East US 2, Central US, North Central US, South Central US, West US, Brazil, Europe, Asia, Australia, Japan 4Available for Operations in private preview Q4CY2016 serviced from West Central US, West US 2, Canada,

Germany, UK, West India, China

Reliable and resilient service delivery

SERVICE

AVAILABILITY

Monthly

DISASTER

RECOVERY

Failover/RPO/RTO

SUPPORT INCIDENT

RESPONSE TIMES

PLANNED

MAINTENANCE

Notice/Schedule

MONTHLY SERVICE

CREDIT

BD 99.9%<15 minutes/< 20 minutes

24x7*< 1 hour*

5 days

< 99.5%–25%

< 99%–50%

< 95%–100%

Client

Care99.9%

< 15 minutes/< 20 minutes

5 days

Field

Service99.9%

< 15 minutes/< 20 minutes

5 days

Project

Management99.9%

<15 minutes/< 20 minutes

5 days

Operations 99.5% <5 s/2 days5 days/weekend

Customer controls timeslot

100+ datacenters

Top 3 networks in the world

2.5x AWS, 7x Google DC Regions

G Series – Largest VM in World, 32 cores, 448GB Ram, SSD…

Operational

Announced/Not Operational

Central US

Iowa

West US

California

East US

Virginia

US Gov

Virginia

North Central US

Illinois

US Gov

Iowa

South Central US

Texas

Brazil South

Sao Paulo State

West Europe

Netherlands

China North *

Beijing

China South *

Shanghai

Japan East

Tokyo, Saitama

Japan West

Osaka

India South

Chennai

East Asia

Hong Kong

SE Asia

Singapore

Australia South East

Victoria

Australia East

New South Wales

India Central

Pune

Canada East

Quebec City

Canada Central

Toronto

India West

Mumbai

Germany North East **

Magdeburg

Germany Central **

FrankfurtNorth Europe

Ireland

East US 2

Virginia

United Kingdom

Regions (2)

US DoD East

TBD

US DoD West

TBD

* Operated by 21Vianet ** Data Stewardship by Deutsche Telekom

West US2

California

36 Regions Worldwide, 24 Generally Available…

Global datacenter footprint

France

Regions (2)

South Korea

Regions (2)

Networking

Security & Management

Active

Directory

Store /

Marketplace

AD Privileged

Identity

Management

Azure telemetry

Pipeline

Dynamics Lifecycle

Services

HybridOperations

Backup

Site Recovery

Automation

Storage & DataBI & Analytics

Application platform

Business application suite

Retail Manufacturing Services SCM HRM Administration

Global ecosystemCustomers Partners ISV’s

24x7 prioritized resolution support & critical

situation escalation management

For Med/Large business, operating a 24/7

production environment and requires access

to experts for lite advisory and escalation

services

For large enterprise >250 people operating a

24/7 complex environment and requires

immediate access to experts and full range of

proactive services

Per user, PAYG

Microsoft Dynamics 365

(1) Price for disaster recovery solution per year based on 5-year lifetime for Dynamics 365 for Operations

On-premises

H/W & S/W upfront

Included

Included

Not included

Included

Included

Included (2)

Not included

Not included

Not included

License price (enterprise user)i.e., how much a user pays for rights to access the solution

Disaster recoveryi.e., hardware, software, networking

Sandbox environment

Servicing production environmenti.e., provisioning, updates, pro-active monitoring

Additional usage rights softwarei.e., embedded Power BI

High-availability infrastructure i.e., hardware, software, networking, energy, housing

$21,486 (1)

(2) Included for Dynamics 365 for Operations only

Next stepsSchedule a “live” demo – 30 minutes

Organize a “proof of concept” – 1 week to 1 month

Run a pilot – including light-house practice group

Rollout firm-wide – targeting wider audience of

professional and support staff

Thank you!

www.xRM4Legal.com

www.xRM4Accounting.com

www.xRM4Finance.com

www.xRM.website