FastTrack for Dynamics 365 Accelerate Customer Success

Transcription

1 FastTrack for Dynamics 365 Accelerate Customer Success Includes new services for FY18Q1

2 The evolution of Microsoft FastTrack New customers per month New customers per month Data migrated engineers 200 FastTrack engineers PB NSAT Office 365 Onboarding and Guidance and Remote Assistance Customer Success Service for Office 365 and EM+S Microsoft FastTrack for Dynamics 365 and Windows 10

3 Microsoft FastTrack Our customer success service for the Microsoft Cloud Plan for a successful rollout Move to the Cloud with confidence Ongoing and repeatable benefit included in your purchase Online resources and tools available to all customers Assistance and guidance by Microsoft engineers and partners FastTrack.microsoft.com Onboarding, migration, user adoption, and devices management Available for Microsoft cloud services METHODOLOGY & RESOURCES TOOLS & INSIGHTS EXPERTS Realize business value faster

4 Microsoft FastTrack for Dynamics 365 Onboarding and adoption assistance Plan for a successful rollout Move to the Cloud with confidence Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation Service, and Finance and Operations, Enterprise edition For all eligible customers Technical talks, workshops, and regular touchpoints Direct Microsoft engineering engagement Delivered remotely by time zone-based engineers in the Americas, EMEA, and APAC FastTrack.microsoft.com METHODOLOGY & RESOURCES EXPERTS TOOLS & INSIGHTS See the What s new? section for new FastTrack for Dynamics 365 services in FY18Q1 Realize business value faster

5 What you can expect from FastTrack for Dynamics 365 Implementation guidance, including tools and processes Onboarding and adoption guidance and assistance Architectural and technical guidance Customized workshops to review project milestones Technical talks on best practices for technical subjects Product roadmap and related feedback loop Overall program and project management Implementation activities, including design, development, etc. Data migration, security roles setup, and user trainings Application setup, configuration, and customization Product assistance and user support Communications and trainings to drive service adoption

6 What does FastTrack for Dynamics 365 offer?

7 Envision Define your vision, identify and prioritize business scenarios, and collaborate with key stakeholders to plan for successful rollouts at your own pace. Identify key stakeholders Define your vision and business scenarios Plan for a successful rollout

8 Onboard Confidently onboard new users and capabilities with remote assistance from Microsoft engineers committed to guide your IT team and partner. Prepare your technical infrastructure Ensure a smooth migration experience Enable new users and capabilities

9 Drive value Generate more value with resources available to help your teams and partner drive user adoption across your organization; and prepare for and manage change. Boost user engagement and drive adoption Manage and prepare for change Measure success, learn, and iterate

10 What FastTrack for Dynamics 365 offers Technical talks Workshops Regular touchpoints During FastTrack engagements, the FastTrack Center will offer customers opportunities to participate in learning sessions, attend workshops to contribute to a successful onboarding, and engage in regular touchpoints. Technical talks are focused on providing technical depth and best practices to empower their team with more knowledge specific to the subject areas. These talks often provide overviews of available tooling and/or content. Workshops are interactive, outcome-based, and may involve automation and tooling. Customers and partners have the opportunity to provide input prior to the workshop and this is customized for their project. These touchpoints are a core part of the FastTrack service offerings. These are typically quick 30-minute calls that continue throughout the duration of the project. Small technical proof points are sometimes provided to help remove customer roadblocks.

11 What s new?

12 FastTrack for Dynamics 365: What s new Where we are now FastTrack for Dynamics Pilot FastTrack for Dynamics 365 Public Preview Partner Nomination Adoption Services Dynamics CRMOL and AX, focusing on onboarding services Dynamics 365 for Sales, Customer Service, Field Service, Project Automation Service, and Finance and Operations, Enterprise edition Digital Experience FastTrack for Dynamics 365 content launched on FastTrack.microsoft.com Partners can nominate customers through FastTrack.microsoft.com FastTrack for Dynamics 365 Expansion FastTrack for Dynamics 365 for Finance and Operations pilots tiered services that enable customers to benefit from essential onboarding services Available for Dynamics 365 for Sales, Field Service, Customer Service and Project Service Automation New App Onboarding Services Available for Dynamics 365 for Field Service and Project Service Automation Horizontal and Vertical Service Expansion

13 New FastTrack services overview Adoption and Gamification Services Enables you to drive usage, boost engagement, and improve user experience Reduce Time to Usage Onboarding Services for Field Service Empowers you to improve customer satisfaction, apply first-time fix rates, and resource for user productivity Onboarding Service for Project Service Automation Allows you to manage sales, resources, delivery, and billing of your projects Drive Usage and Adoption

14 FastTrack adoption services User Adoption for Dynamics 365 Customer Engagement, Enterprise edition FastTrack INITIATE DESIGN BUILD DEPLOY OPERATE Define what success means to the customer Design solution to meet business needs Develop solution based on business and technical requirements Implement solution to ensure right user experience, performance, and reliability Enable successful adoption through effective change management Adoption Services FastTrack will Ensure awareness of the factors for successful adoption: Stakeholders Scenarios Awareness and communication Training Roll-out planning Provide best practices and guidance to develop your plan for adoption: Workshops Adoption tech talks Gamification tech talks Provide content to help jumpstart your project: Adoption methodology Dynamics 365 usage scenarios Awareness kit Gamification Plan templates Check in regularly as you build your adoption approach: Regular touchpoints

15 FastTrack app onboarding services Dynamics 365 for Field Service FastTrack FastTrack guidance for Field Service Understanding Values and Process Making It Work Achieve an understanding of the core value of the Field Service and how it might help you transform your business, as well as the core process flows from a role-based perspective Learn how to be able to interpret how your field service business processes work within the application and the steps you can take to create a Field Service Proof of Concept for your business Onboarding Services Assessment & Remediation Tools Onboarding assistance Applying Field Service Capabilities Determine what and how the Field Service application can help your business with Tech Talks Service Agreements Schedule and Dispatch Inventory Management Mobile Connected Field Service Customer-centric Experience Getting the Most Out of Field Service Participate in interactive Implementation Workshops to discuss your plans to use out-of-the-box features and customization to meet your business needs Follows attendance at Field Service Tech Talk Includes a review of Field Service training materials available in the FastTrack Center and Dynamics 365 video playlists

16 FastTrack app onboarding services Dynamics 365 for Project Service Automation FastTrack FastTrack guidance for Project Service Automation Understanding Values and Process Making It Work Derive an understanding of the capabilities and features of Project Service Automation and how to implement the service to fit your needs Review key aspects of Project Service Automation that allow you to manage sales, resourcing, delivery, and billing for your client-facing projects; and be able to understand which Dynamics 365 and Office 365 components interact with Project Service Automation Onboarding Services Assessment & Remediation Tools Onboarding assistance Applying Project Service Automation Join Tech Talks to understand the phases of a project and how to set up and maintain a project within Project Service Automation Project Roles and Stages Opportunity Management Project Planning Resource Management Team Collaboration Time and Expenses Customer Billing Status Tracking Getting the Most Out of Project Service Automation Participate in interactive Workshops to discuss your plans to use out-of-the-box features that can be configured for your business needs; learn how to quickly and repeatedly create a project Achieve a solid understanding of Project Service Automation Follows Project Service Automation installation on a sandbox instance

17 Getting started

18 Eligibility FastTrack Service and Content Enterprise Edition App and Plan Seats Technical Talks Workshops Regular Touchpoints Dedicated FastTrack Engineering Resources Customer Engagement Dynamics 365 for Sales Dynamics 365 for Field Service Dynamics 365 for Customer Services Dynamics 365 for Adoption Services Dynamics 365 for Project Service Automation Dynamics 365 Customer Engagement Plan Dynamics 365 Unified Operations Plan with the plan to implement Customer Engagement apps 250 or more combined eligible app and/or plan user SLs All included All included All included Included Unified Operations Dynamics 365 for Finance and Operations, Enterprise edition Dynamics 365 Unified Operations Plan with the plan to implement Finance and Operations app 150 or more combined eligible app and/or plan user SLs, and/or equivalent combined eligible app and/or plan user SLs, and/or equivalent All included All included All included Included All included Pre go-live milestone workshop Not included Not included

19 What you can do Get on the road to success Learn more about FastTrack for Dynamics 365 at Contact your Microsoft team or partner For any questions To get nominated

20 2017 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, Office 365, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21 FastTrack for Dynamics 365 Sales Customer Service Field Service Project Service Automation

22 Appendix

23 FastTrack for Dynamics 365 offering FastTrack for Dynamics 365 Customer Engagement, Enterprise edition INITIATE DESIGN BUILD DEPLOY OPERATE REGULAR TOUCHPOINTS Tech Talk Workshop visit our site

24 FastTrack for Dynamics 365 offering by topic FastTrack for Dynamics 365 Customer Engagement, Enterprise edition INITIATION SERVICES DATA MIGRATION SERVICES Kickoff Data Migration Data Migration GETTING THE MOST OUT OF DYNAMICS 365 SERVICES SOLUTION DEVELOPMENT SERVICES Tech Talk Workshop Getting the Most out of Dynamics 365 Productivity & Collaboration Solution Development Code Review ADOPTION SERVICES TENANT ADMINISTRATIVE & OPERATION SERVICES APPLICATION LIFECYCLE MANAGEMENT SERVICES Driving user adoption Gamification Tenant Admin & Ops Tenant Admin Security Modeling Application Lifecycle Management Gamification User Adoption Assessment FEDERATION SERVICES PERFORMANCE OPTIMIZATION SERVICES User Experience Assessment User Experience Optimization Federation Services delivered by Dynamics 365 FT Performance Optimization Performance Optimization

25 FastTrack for Dynamics 365 for Finance and Operations

26 FastTrack for Dynamics 365 offering INITIATE DESIGN BUILD DEPLOY OPERATE TOUCHPOINTS REGULAR TOUCHPOINTS Pre-Kickoff (Partner Only) Solution Milestone Workshop Build Milestone Workshop Pre Go-Live Milestone Workshop visit our site