Dynamics 365 for Finance & Operations

Size: px

Start display at page:

Download "Dynamics 365 for Finance & Operations"

Jean Lambert
6 years ago
Views:

1 Dynamics 365 for Finance & Operations

2 Carri Lesatz, ERP Practice Director (North America) Kaitlyn Bowden, Finance Consultant

AGENDA 1 2 3 4 The value of your partner in implementation and support About PowerObjects How Dynamics 365 for

3 AGENDA The value of your partner in implementation and support About PowerObjects How Dynamics 365 for Finance and Operations integrates with the other workloads How Dynamics 365 solutions can benefit your organization

4 The Value of Your Partner Has a Clear Mission Provides Training Opportunities Participates in Community Delivers on the Project Hires the A Team Page 04

5 About PowerObjects Founded in 1993 and acquired by HCL in 2015, PowerObjects, an HCL Technologies Company is a leader for providing exceptional offerings of Service, Support, Education and Addons for Microsoft Dynamics 365. Microsoft Partner of the Year multiple years running. One of the most widely visited Dynamics 365 websites and blog in the world. Experts in delivering digital transformation solutions for Manufacturing, Financial Services, Healthcare, Retail/CPG, and more.

6 PowerObjects Experience Working with Dynamics AX and Dynamics 365 Finance and Operations Since 2002 Experience implementing Dynamics in a wide range of industries including retail, distribution, manufacturing, healthcare, hitech and financial services. Hundreds of full life cycle implementations for Mid Market and Global enterprises Direct industry experience working in roles such as CFO, CIO, CS Manager, CPA and Product Development Skills beyond implementing Dynamics including business process transformation, change management, integrations, large scale training deployments, Lean and Six Sigma and ScrumMaster

7 PowerObjects is 100% focused on Microsoft Dynamics 365. Driving success for your end-to-end journey with our four pillars of service, support, education and add-ons.

8 4 Pillars SERVICE SUPPORT EDUCATION ADD-ONS Page 08

Awards 2017 Microsoft Worldwide Partner of the Year Award for Dynamics 365 Consulting and Systems Integration 2017 Microsoft Cloud Customer Relationship Management Award Finalist 2016 Microsoft

9 Awards 2017 Microsoft Worldwide Partner of the Year Award for Dynamics 365 Consulting and Systems Integration 2017 Microsoft Cloud Customer Relationship Management Award Finalist 2016 Microsoft Modern Marketer Partner of the Year 2015 Cloud Customer Relationship Management Partner of the Year 2014 Microsoft Customer Relationship Management Award Finalist 2014 Customer Excellence Award for Cloud Transformation 2013 Microsoft Dynamics CRM Partner of the Year 2012 Microsoft Dynamics CRM Partner of the Year

10 Dynamics 365 Global Delivery Model Canada Locations: Toronto, ON D365 Onshore Resources: 30+ United Kingdom Locations: Manchester, UK D365 Onshore Resources: 45+ United States Locations: Minneapolis, MN Dallas, TX D365 Onshore Resources: India Locations: Hyderabad, India Madurai, India D365 Onshore Resources: 300 +

11 Proven Process Page 011

12 Customer interested in D365 Ask Listen Learn PSoW with estimates Signed PSoW received RFP received Diagnosis & document Solution demonstration Proposal presentation Reach agreement Client transition Internal transition document Client transition agenda and PowerPoint Identify and introduce delivery team Relevant documents provided to delivery team Notify client we are moving to the next phase

13 Signed PSoW received Identify and introduce delivery team Relevant documents provided to delivery team Notify client we are moving to the next phase Project planning and kickoff Define project scope Project team training Business process analysis sessions Develop and present requirements documents Training planning BRD/Design document Detailed project scope Project plan for implementation Kickoff completed with BDD/AE in loop Sign off on project scope (requirements/design) and obtain plan for success Define roles and responsibilities for PO and client teams Provide delivery operations DPSD Notify client we are moving to the next phase

14 Kickoff completed with BDD/AE in loop Sign off on project scope (requirements/design) and obtain plan for success Define roles and responsibilities for PO and client teams Provide delivery operations DPSD Notify client we are moving to the next phase Deploy the base system Create organization structure Define users, roles, and security Configure the data model Data migration Design & Build: processes, reports, integrations, & customizations Validate and test system Refine training plan Update design document to include customizations, data migrations, and integrations D365 solution (build) Test cases and results Detailed technical designs D365 solution developed as per agreement D365 solution tested and ready for training/uat Any new design approaches agreed with client Test case results signed off UAT users and test cases identified Notify client we are moving to the next phase

15 D365 solution developed as per agreement D365 solution tested and ready for training/uat Any new design approaches agreed with client Test case results signed off UAT users and test cases identified System administrator training End user training Deployment Go live with system Finalize training plan Execute end user testing Training document Go live plan Training completed UAT completed and signed off Go-No-Go decision made System deployed and ready for use by end users Notify client we are moving to the next phase Notify client we are moving to the next phase

Training completed UAT completed and signed off Go-No-Go decision made System deployed and ready for use by end users Notify client we are moving to the next phase Technical support Small change

16 Training completed UAT completed and signed off Go-No-Go decision made System deployed and ready for use by end users Notify client we are moving to the next phase Technical support Small change management Additional training Future phases and projects Define post go-live support process Internal project wrap Project wrap document Support process/contract Project wrap-up meeting completed Steps for next phase identified Support process/contract setup Standard for project wrap sent Notify delivery operations to close project

17 How Dynamics 365 for Finance & Operations integrates with other Workloads

18 Driving Success for Your End-to-end Journey

19 The App Gap General Ledger Logistics Fixed Assets Manufacturing Execution Sales & Marketing Warehousing Retail Projects Legal & Compliance Inventory Management Costing Sales & Distribution Cost Accounting Human Resource Management Procurement & Sourcing Customer Relationship Management Treasury Accounting Tax & Statutory Compliance Recruitment IT support & Helpdesk Facilities BI & Analytics Plant Maintenance Social Analytics Library management IoT Field Services Mobile applications

20 The Microsoft Business Platform Build modern business apps fast Compose analytics, user experiences, and automation using an integrated set of services from Microsoft Empowered power users People who understand their business needs best can now build apps quickly without writing code More efficient developers Seamlessly extend capabilities for power users and leverage powerful Azure platform services Cortana Analytics Azure Internet of Things SQL Server BI Pro BI Azure AppService Azure Service Fabric Azure Functions Pro AppDev Azure Logic Apps Azure API Management BizTalk Pro Integration Connected data across apps Whether built on the Common Data Service or integrated with existing systems, get more value from your data Common Data Service Connectors & Gateways

21 Connected Business Apps Powered by Microsoft Cloud

22 Better Together with the Microsoft Business Application Platform and Azure Microsoft Dynamics 365 General Ledger Logistics Fixed Assets Manufacturing Execution Sales & Marketing Warehousin g Retail Projects Legal & Compliance Inventory Management Costing Sales & Distribution Cost Accounting Human Resource Management Procurement & Sourcing Customer Relationship Management Treasury Accounting Tax & Statutory Compliance Recruitment IT support & Helpdesk Library management Facilities BI & Analytics Plant Maintenance Field Services Social Analytics IoT Mobile applications PowerApps Power BI Flow

23 The Building Blocks of the Microsoft Business Platform 1 Dynamics 365 home all your apps in one place 3 Common Data Services SDK Pro Developers 5 Power BI connector for Common Data Services 6 Microsoft Flow and Azure Logic Apps 2 PowerApps, CDS and Connectors for Dynamics 4 Dynamics 365 and CDS Data Integration Framework

24 Dynamics 365 Home

25 In-house Apps

26 The CDS & Dynamics 365 Data Integration Framework

28 Purpose-built business applications Sales Opportunity management Social selling Content collaboration Mobile sales Planning & management Sales intelligence Customer Service Omni-channel Portal Agent enablement Onsite service Knowledge Service intelligence Marketing * Field Service Scheduling and dispatch Asset and warranty management Service agreements Inventory management Mobile Business Intelligence Project Service Automation Opportunity management Resource management Time and expenses Project planning Team collaboration Customer billing Analytics and integration Finance and Operations Financial management Procurement and sourcing Business intelligence Supply chain management Project accounting Manufacturing Talent Workload Retail Workload Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.

29 Empower People to delight customers through an end-to-end view Business value Process Lead Opportunity Quote Sales Order Fulfillment Invoice PAYMENT HISTORY* PRODUCT AVAILABILITY CUSTOMER LIFETIME VALUE PRICING, DISCOUNTS, TAXATION ORDER INFORMATION, RESOURCE RESERVATIONS CUSTOM QUOTE PRIORITIZE ACCOUNTS PROVIDE ACCURATE DELIVERY (UP)DATES TIMELY RESOURCE ALLOCATION

30 Data Integration Process Lead Opportunity Quote Sales Order Fulfillment Invoice PRODUCTS Master Data ACCOUNTS Transactional Data ORDERS Operations Sales Operations Sales Operations Sales

31 Dynamics 365 Sales Lead Opportunity Quote Account & Contact Product Order (Active) Order (Fulfilled) Order and product line (Master for Sales) Order (Invoiced) Integrator CDS Integrator Customer Contact Address Product UoM Price Currency Sales order Order line Order status Invoice information Data Sync Dynamics 365 Operations Master Customer & Contact Product Sales order and lines (Master for Fulfillment and Invoicing) Sales Order (Active) Sales Order (Delivered) Invoice Sales Order (Invoiced)

32 Dynamics 365 Prospect to Cash using Data Sync for Master Data & Process Flow for Orders and Invoices Dynamics 365 Sales Lead Opportunity Quote Account & Contact Product Order (Active) Order (Fulfilled) Order and product line Order (Invoiced) Integrator CDS Integrator Customer Contact Address Product UoM Price Currency Sales order Order line Order status Invoice information Data Sync Process Sync Dynamics 365 Operations Customer & Contact Product Sales Order (Active) Sales order and lines Sales Order (Delivered) Invoice Sales Order (Invoiced) Master

33 PRODUCTIVITY DYNAMICS 365 BUSINESS APPS 3 rd PARTY APPS PURPOSE BUILT APPS FOR MY TEAM APPS & DASHBOARDS Custom Apps by PowerApps Microsoft AppSource Compose Workflow by Microsoft Flow Other data sources

36 Send questions to

37 Thank You

Dynamics 365 for Finance and Operations: Cloud, On-Premises, and Hybrid Deployment Options

Dynamics 365 for Finance and Operations: Cloud, On-Premises, and Hybrid Deployment Options Rick Schoenecker ERP Consultant Rick.Schoenecker@hcl-powerobjects.com Rick has been working as a consultant with