Microsoft Dynamics 365

Transcription

1 Microsoft Dynamics 365

2 Sales Field Service Marketing Customer Service Project Service Automation Operations

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4 Microsoft Dynamics 365

5 Microsoft Dynamics 365 Business applications

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7 Field Service Sales Marketing + Adobe Microsoft Operations Financials Customer Service Project Service Automation

8 Field Service Sales Business apps Marketing + Adobe in the cloud Microsoft Purpose-built Operations Productive Customer Service Project Service Automation Financials Intelligent Adaptable

9 Unified experience across apps Dynamics 365 for Dynamics 365 for Dynamics 365 for Dynamics 365 for Dynamics 365 for Dynamics 365

10 Field Service Sales Business apps Marketing + Adobe in the cloud Microsoft Purpose-built Operations Productive Customer Service Project Service Automation Financials Intelligent Adaptable

11 Operations Field Service Customer Service Sales Microsoft Project Service Automation Marketing + Adobe Financials Built-in Artificial Intelligence Relationship Insights Lead Scoring Cross-Sell/Up-Sell Knowledge Base Insights Demand Forecasting Cash Flow Forecast Product Recommendations Preemptive Service Resource Optimization Predictive Sales and Inventory Forecast Intent Analysis Sentiment Analysis

12 dynamics.com

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14 Fall 2016 releases Common user experience and integrated navigation Redefined business processes Common application platform with PowerApps Common Data Model with integration to existing schemas

15 Rich signals from Exchange and Microsoft Dynamics 365 automatically determine relationship health and deliver contextual insights that assist sellers in delivering a personal engagement with customers. Optimize the partner lifecycle through visibility, deal management, field and project service, and collaboration to increase partner loyalty and customer sales. Unified business process that delivers an easy-to-use designer, improved workflow automation, and rule-based recommendations that help you manage approval process for discounts and rebates while helping sellers offer the best product bundles. New user experience, responsive UI, and game models keep sales reps motivated and engaged even longer.

16 Relationship Insights Spend more time selling with automated data capture of customer communication across Dynamics 365 and Office 365

17 Relationship Insights Stay on top of your relationships

18 Relationship Insights Automated personal sales assistance makes you more productive Opportunity at risk Open Opportunity Sidney Higa just opened your Open

19 Solve cases faster using topic analysis and machine learning scenarios that surface relevant knowledge articles and related cases. Improve service outcomes with big data insights and visualizations that dynamically update customer records via embeddable widgets Adjust to new business requirements and gain optimization insights with ease using the visual process designer and configuration wizard. Speed onboarding with improved search, role-tailored guidance and custom learning scenarios. Reward optimal behaviors to improve performance and increase productivity.

20 Detect, troubleshoot, and resolve issues remotely so a technician is dispatched only when necessary. Automatically Schedule work to the most appropriate resources while optimizing to fit in the most appointments per day. Schedule individuals, teams, or equipment for any type of appointment including in-house, onsite, or remote. Outbound text and phone capabilities provide automated reminders and updates to customers while an online portal allows customers full visibility into all service interactions. Dispatchers view technician s daily turn-by-turn routes to easily add nearby appointments, and understand upcoming traffic constraints, while organizations can choose any backend GIS provider.

21 Manage projects more effectively by augmenting the project economics and planning details in PSA with robust project management in MS Project. Optimize resource assignments and increase utilization by consolidating the resource mix for everything-as-a-service scenarios across various workloads. Improve employee productivity through ease of tracking and managing all project and non-project related schedules on their device or app of choice. Simplify customer experience through integrated end-to-end service delivery management and streamlined forecast to actuals reconciliation. Empower customers and partners by providing timely visibility to sales, resourcing, delivery and billing in self-serve capacity.

22 Easy to use designer for automation and composition that provides intelligence and insights. Complete in-grid and sub-grid editing in both the Web and Mobile with portable business logic. Schedule Sales and Service to leverage scarce resources and skillsets across multiple modes of service in an Everything-as-a-service world. Data replication to Azure SQL for enterprise reporting requirements & perform your own CRM backup s and restores to meet business data recovery plans.

23 Customer stores and manages keys to business application data and provide these to anyone that would like to access. Automate disaster recovery to improve RTO for customers with Azure Site Recovery (ASR). Onboarding service health and entity store monitoring. General Availability of Dynamics 365 in the Canadian Data Centers.

24 Fall and spring releases Common user experience and integrated navigation Redefined business processes Common application platform with PowerApps Common Data Model with integration to existing schemas

25 All Dynamics 365 services will be rebranded with new series of iconography and visual design. Access via single tile in the Office waffle. Organizations using multiple Dynamics 365 services can access these from the Home Portal; users can design their own Dynamics 365 navigation pane across applications. All apps and the PowerApps player will carry common header style with common task pane, that will include pinned and currently-running apps along with AppSource provisioned apps a click deeper. The common header will also open the waffle to navigate to other Office apps. Ease the discovery of business apps for existing customers by enabling users to search for and add these apps from within the service experience. Both portal and task pane will launch AppSource in context.

26 Fall 2016 releases Common user experience and integrated navigation Redefined business processes Common application platform with PowerApps Common Data Model with integration to existing schemas

27 Bi-directional synchronization of accounts and contacts between Dynamics 365 workloads. Purpose-built end-to-end business process between Microsoft Dynamics 365 for Sales and Operations including lead, opportunity, quote, order, sales order, fulfillment, and invoice. Integration of projects between Project information in Microsoft Dynamics 365 for Project Service Automation and Operations.

28 Fall 2016 releases Common user experience and integrated navigation Redefined business processes Common application platform with PowerApps Common Data Model with integration to existing schemas

29 Integration platform to enable bi-directional data synchronization. Define master and slave per entity and do full or incremental syncs. Integration between Common Data Model and native schemas in Sales, Customer Service, Field Service, Project Services Automation and Operation. Existing schemas will remain consistent. Develop new business apps quickly using PowerApps. PowerApp connectors allow for easy integration between the product.

30 Roadmap information about Dynamics 365 is planned to be provided on the public Roadmap site at time of launch. Until the Dynamics 365 launch, the Dynamics CRM and AX roadmaps will be disclosed individually; both will be replaced by a new Dynamics 365 Roadmap site in Q2 FY17

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32 Digital Transformation with Microsoft Dynamics

33 Business Intelligence analytics across all your Dynamics data

34 Common Data Model: Dynamics 365 Dynamics 365

35 Common Data Model: Dynamics 365 Dynamics 365

36 Common Data Model: Dynamics 365 Dynamics 365

37 Field Service Sales Marketing + Adobe Microsoft Operations Financials Customer Service Project Service Automation

38 Operations Field Service Customer Service Sales Microsoft Project Service Automation Marketing + Adobe Financials Built-in Artificial Intelligence Relationship Insights Lead Scoring Cross-Sell/Up-Sell Knowledge Base Insights Demand Forecasting Cash Flow Forecast Product Recommendations Preemptive Service Resource Optimization Predictive Sales and Inventory Forecast Intent Analysis Sentiment Analysis

39 Transformational intelligence platform Intelligence Action

40 Transformational intelligence platform Intelligence Action

41 Introducing Dynamics 365 for Customer Insights Accelerate time to value with a SaaS solution built on Cortana Intelligence and Azure Engage customers better in real-time Empower every employee with actionable insights

42 Customer Insights Insight into pub performance.

43 Customer Insights Insights into customer preferences and satisfaction levels.

44 Customer Insights Insights to deliver personalized experiences to each customer.

45 PowerApps Microsoft Flow