Getting to Know Microsoft Dynamics 365

Transcription

1 Getting to Know Microsoft Dynamics 365

2 light users Team Members Apps full users Plans Financials Sales* Financials Sales* Marketing* Future Apps* Marketing* Future Apps* Light use, knowledge sharing & embedded business intelligence

3 Optimized for Employees Financials, Sales (future), and Marketing (future) Cloud Only Max 300 seats Optimized for 250+ Employees Comprises AX & CRM/OL Online / On premises dual use rights 20 user minimum on offers which include AX

4 $210 $115 $40 $95 $95 $95 $95 TBD $190 $10

5 $210 $115 NEW APP $40 $95 $95 $95 $95 TBD $190 $10

6 $210 $115 $40 $95 $95 $95 $95 TBD $190 NEW APP CRM ONLINE COMPONENTS/BIZ APPS $10

7 $210 $115 $40 $95 $95 $95 $95 TBD $190 NEW APP CRM ONLINE COMPONENTS/BIZ APPS AX7 $10

8 $210 $115 $40 $95 $95 $95 $95 TBD $190 NEW APP CRM ONLINE COMPONENTS/BIZ APPS AX7 $10 NEW APPS + CRM ONLINE

9 $210 $115 $40 $95 $95 $95 $95 TBD $190 NEW APP CRM ONLINE COMPONENTS/BIZ APPS AX7 $10 NEW APPS + CRM ONLINE PLAN 1 + OPERATIONS

10 $210 $115 $40 $95 $95 $95 $95 TBD $190 NEW APP CRM ONLINE COMPONENTS/BIZ APPS AX7 $10 NEW APPS + CRM ONLINE PLAN 1 + OPERATIONS

11 DYNAMICS 365, BUSINESS EDITION (Coming Soon) SALES (Coming soon) MARKETING (Coming soon)

12 Mix and Match PLAN 1* SALES* MARKETING*

13 Sales App Example Team Members Sales App Sales Device Per User Per User Per Device Access Access Anywhere: Web App, Mobile App, Tablet App, via Outlook Read Full Read across all Dynamics 365 Applications TM Edit Team Members Functionality: Accounts, Contacts, Activities, Knowledge, etc. Custom Entities* Sales Lead Management Sales Opportunity Management See Details** Competitor Tracking, Sales Product Management, Sales Price Lists Sales Quote, Sales Order, Sales Invoice Marketing Lists, Marketing & Quick Campaigns Unified Service Desk Sales Goals, Sales Territory Management, Business Units, Teams Voice of Customer, Social Engagement, Mobile Offline (Online Only) Mobile Offline Platform PowerApps for Sales (Online Only) $10 user/month $95 user/month $145 device/month Actions can be performed only against records corresponding to entities included in the use rights. **Create & Update opportunities via Portal only for non-employee or non-dedicated contractor users Online Only means there is no equivalent on-premises functionality for dual use rights

14 Sales App Example Team Members Sales App Sales Device Per User Per User Per Device Access Access Anywhere: Web App, Mobile App, Tablet App, via Outlook Read Full Read across all Dynamics 365 Applications TM Edit Team Members Functionality: Accounts, Contacts, Activities, Knowledge, etc. Custom Entities* Sales Lead Management Sales Opportunity Management See Details** Competitor Tracking, Sales Product Management, Sales Price Lists Sales Quote, Sales Order, Sales Invoice Marketing Lists, Marketing & Quick Campaigns Unified Service Desk Sales Goals, Sales Territory Management, Business Units, Teams Voice of Customer, Social Engagement, Mobile Offline (Online Only) Mobile Offline Platform PowerApps for Sales (Online Only) $10 user/month $95 user/month $145 device/month Actions can be performed only against records corresponding to entities included in the use rights. **Create & Update opportunities via Portal only for non-employee or non-dedicated contractor users Online Only means there is no equivalent on-premises functionality for dual use rights

15 Sales App Example Team Members Sales App Sales Device Per User Per User Per Device Access Access Anywhere: Web App, Mobile App, Tablet App, via Outlook Read Full Read across all Dynamics 365 Applications TM Edit Team Members Functionality: Accounts, Contacts, Activities, Knowledge, etc. Custom Entities* Sales Lead Management Sales Opportunity Management See Details** Competitor Tracking, Sales Product Management, Sales Price Lists Sales Quote, Sales Order, Sales Invoice Marketing Lists, Marketing & Quick Campaigns Unified Service Desk Sales Goals, Sales Territory Management, Business Units, Teams Voice of Customer, Social Engagement, Mobile Offline (Online Only) Mobile Offline Platform PowerApps for Sales (Online Only) $10 user/month $95 user/month $145 device/month Actions can be performed only against records corresponding to entities included in the use rights. **Create & Update opportunities via Portal only for non-employee or non-dedicated contractor users Online Only means there is no equivalent on-premises functionality for dual use rights

16 Sales App Example Team Members Sales App Sales Device Per User Per User Per Device Access Access Anywhere: Web App, Mobile App, Tablet App, via Outlook Read Full Read across all Dynamics 365 Applications TM Edit Team Members Functionality: Accounts, Contacts, Activities, Knowledge, etc. Custom Entities* Sales Lead Management Sales Opportunity Management See Details** Competitor Tracking, Sales Product Management, Sales Price Lists Sales Quote, Sales Order, Sales Invoice Marketing Lists, Marketing & Quick Campaigns Unified Service Desk Sales Goals, Sales Territory Management, Business Units, Teams Voice of Customer, Social Engagement, Mobile Offline (Online Only) Mobile Offline Platform PowerApps for Sales (Online Only) $10 user/month $95 user/month $145 device/month Actions can be performed only against records corresponding to entities included in the use rights. **Create & Update opportunities via Portal only for non-employee or non-dedicated contractor users Online Only means there is no equivalent on-premises functionality for dual use rights

17 Enterprise edition Business edition

18 Dynamics 365 For Financials

19 Are you outgrowing your accounting system? Insufficient reporting Duplicate data Manual processes Siloed systems Security issues

20 Introducing: Microsoft Dynamics 365 for Financials Connect your business Make better decisions Start and grow easily

21 Deploy a single, comprehensive solution Automatically pull systems and processes together to manage financials, sales, service, and operations Connect with 3 rd party applications like payroll, banking, CRM, or industry-specific systems Microsoft Dynamics 365 for Financials

22 Quote to cash, all within Outlook Create quotes, process orders, and submit invoices without leaving Outlook Access live Dynamics 365 for Financials data, directly from Microsoft Excel, to read, write, and update items, sales orders, and purchase orders Create professional looking, customizable quotes and invoices in Word

23 Add industry specific apps with ease Extend Dynamics 365 for Financials to fit industry or business needs with integrated add-on apps Connect to data sources and services Excel files, SharePoint lists and CRM records with Microsoft PowerApps

24 Automate and secure business processes Streamline business processes with easy-tocreate workflows to synchronize files, route documents, and compose recurrent reports Ensure compliance with audit trails and enterprise-level security

25 End-to-end view of your business Centralize data from accounting, sales, purchasing, and inventory to get an accurate view of your business Real-time data updates help you spot trends, prevent issues, and deliver great customer experiences

26 Gain deeper insights with advanced analytics Perform ad hoc, customized reporting by analyzing data across multiple dimensions Create custom dashboards for real-time analysis using Microsoft Power BI

27 Fast from the start Handle business processes like quotes, orders, invoicing, purchasing, cash management, and reporting, from day one Built in the cloud, Dynamics 365 for Financials is easy to set up and manage

28 Looks and feels like Office Drive quicker adoption and reduce training time with the same easy-to-use interface as the Office tools you already know

29 Work where your business takes you Desktop, laptop, tablet, or phone you get the same powerful capabilities and rich functionality Get one experience that s consistent and secure across Windows, ios, and Android

30 Be ready for growth Start with what you need and grow at your own pace to run your business securely in the trusted Microsoft cloud Easily manage growth using flexible licensing plans, adaptable business applications, and a scalable database

31 Microsoft Dynamics 365 for Financials Core Capabilities Financial Management Account receivables/ payables Bank reconciliation Fixed asset management Month/Year end closing Sales Quote generation Contact management Sales invoicing Payment processing Purchasing Procurement Purchase line discounting Purchase order management Vendor management Inventory Management Forecasting Inventory control Shipment and distribution Returns and cancellations Project Management Capacity planning Budgets and estimates Job and process costing Resource management

32 Dynamics 365 Transitioning from CRM Online

33 Enterprise $200 $115-$60 Professional $65 Sales $95 Customer Service $95 $115-$60 Basic $30 Sales $95 Customer Service $95 $115-$60 Essential $15 Team Members $10-$4 Emp. Self Service $3 Field Service Add-on $65 Field Service $95 $115-$60 Proj Service Add-on $65 Project Service Au. $95 $115-$60 Social Engagement $125 Included in above Apps & $115-$60

34 CRMOL Transition Offers Available in MPSA, CSP, & Direct Renew on CSP or Direct Renew on CSP or Direct Renew on CSP

35 Existing SKUs will be removed on November 1 st Customers with an existing subscription or agreement will be able to add additional seats under current contract terms Dynamics 365 SKUs will be used at renewal Existing customers as of 10/31/2016 will qualify for special transition pricing Basic subscriptions effective 10/31/2016 will qualify for special transition pricing Detailed guidance on processing renewal orders forthcoming Transition pricing will be available for 3 years Use the renewal conversation to discuss upsell opportunities with your customer

36 Pro $65 Svc $95 Svc $76 $115 $86 Pro $65 Svc $95 Svc $76 $90 $86 Pro $65 Svc $95 Svc $76 $80 $86 Pro $65 Svc $95 Svc $76 $70 $86 Pro $65 Svc $95 Svc $76 $60 $86

37 All Productivity Users that need just one App should utilize $59 app transition pricing Under 1000 Users that need more than one App should utilize $66 Plan transition pricing Over 1000 Users that need more than one App standard tiered pricing is the best offer Productivity $50 Service $95 Service $59 $115 $66 Productivity $50 Service $95 Service $59 $90 $66 Productivity $50 Service $95 Service $59 $80 $66 Productivity $50 Service $95 Service $59 $70 $66 Productivity $50 Service $95 Service $59 $60 $66

38 Many Basic Users move down to Team Members at $10-$4/User No Transition pricing needed due to favorable lower tiered pricing Basic $30 Basic $30 Basic $30 Basic $30 Basic $30 Team Members $10.00 Team Members $8.50 Team Members $7.00 Team Members $5.50 Team Members $4.00

39 All Basic Users that need just one App should utilize $50 app transition pricing All Basic Users that need more than one App should utilize $57 Plan transition pricing Basic $30 Service $95 Service $50 $115 $57 Basic $30 Service $95 Service $50 $90 $57 Basic $30 Service $95 Service $50 $80 $57 Basic $30 Service $95 Service $50 $70 $57 Basic $30 Service $95 Service $50 $60 $57

40 NEW Customer purchasing CRMOL post November 1 st : Dynamics 365 Business Edition is estimated to launch Spring 2017 therefore: 40

41 Special SMB Offer For New Customers

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