Experience Dynamics 365 & Discover the Value of the Integrated Enterprise

Transcription

1 Experience Dynamics 365 & Discover the Value of the Integrated Enterprise

2 Our Presenters Rob Urbanowicz Director Dynamics 365 Enterprise (Customer Engagement) Jennifer Johnson Solution Architect Dynamics 365 Enterprise (Operations) Meghan Reed Dynamics 365 Enterprise Consultant (Customer Engagement) 2

3 The Microsoft Vision In this cloud-first, mobilefirst world, Microsoft is absolutely focused on empowering people to get more done wherever they need to and on any device. The opportunity ahead for Microsoft is vast, but to seize it, we must focus clearly, move faster, and continue to transform." Satya Nadella, CEO, Microsoft

4 State of the market

5 The Microsoft Vision: Digital Transformation customers employees products operations

6 Dynamics 365, Enterprise edition: Digital Transformation Realized CRM Microsoft Dynamics 365 ERP

7 Dynamics 365 Intelligent business applications in the cloud Microsoft AppSource Microsoft Dynamics 365 Common application platform: PowerApps, Microsoft Flow, Common Data Service & Model

8 Welcome to Buckeye Distributing 8

9 Buckeye Distributing - Traditional Distributor Social Connection Quote Process Order Creation Data Integrity Pick & Pack Process Shipment Invoicing Marketing Responds to tweets with an Auto Reply. If a tweet really catches Marketing, they will forward info via to Sales Inside Sales utilizing mix of tribal documents & processes. Pipeline analytics are not utilized. Lots of s & phone calls driving business. No effective SOP in place Sales s the Operations Customer Service reps to enter the customer orders & process. Since Sales has little access to ERP, they often call and/or meet to try and update customer information Because customers exist in a sales system and the ERP system, data is not always the same. Example ABC International is the sales customer, but in ERP the customer is ABC Worldwide. Employees just learn what is what Orders released to warehouse manually, picklists are printed and walked back to the shipping area. Rush orders are highlighted and placed on the top of the pile so that hopefully they get picked first. Customer service often calls down to the warehouse to rush a shipment or find out if something has been packed yet Tracking information is written on the packslip and stapled to the picklist. These documents are brought up to accounting twice a day to generate invoices & filed away in a cabinet Invoices are printed and mailed for some customers. Other customers require - the accountant creates the invoice in PDF and s those from her account

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11 Lead Social Connection Buckeye Distributing - Integrated Enterprise Tweets are fed to Dynamics 365 as a Sales Lead Opportunity Quote Process Leads are utilized to Generate Quotes which are tracked within 365 through the pre-sales process Quote Order Creation Orders are integrated within Dynamics 365 eliminating duplicate entry & unnecessary delays Order Data Integrity Pick & Pack Process Master Data records are shared, driving data integrity throughout the organization Orders are released to the warehouse for picking and packing automatically Pick/Pack Shipment Tracking information is stored on the shipment record. Paperless processes supported Collect Payment Invoicing Invoices are generated and ed to the client for all shipments automatically. The timing & recurrence is scheduled by Buckeye Distributing

12 Client Experience Lead Opportunity Quote Order Pick/Pack Collect Payment Client Customer Experience Initial Contact Follow- Up Rec'd Quote Order Invoice Receipt Send Payment Live Demonstration Lead to Cash

13 Common Data Service: Dynamics 365

14 Dynamics 365 for Customer Engagement Customer Management Sales Performance Personal Engagement Actionable Insight Service Agreements Schedule & Dispatch Inventory Management Mobile Connected Field Service Customer Centric Experience Omni-Channel Self-Service Communities Agent Enablement Knowledge Service Intelligence Opportunity Management Project Planning Resource Management Team Collaboration Time and Expense Customer Billing Service Analytics 14

15 Dynamics 365 for Operations

16 Intelligent Business Intelligence analytics across all your Dynamics data

17 PowerApps Microsoft Flow

18 Unified experience across apps Productive Dynamics 365

19 Dynamics 365 for the Integrated Enterprise Microsoft AppSource Microsoft Dynamics 365 Common application platform: PowerApps, Microsoft Flow, Common Data Model

20 Enterprise Licensing DYNAMICS 365 FOR ACTIVITIES, ENTERPRISE EDITION

21 Integrated Enterprise Buckeye Distributing - Integrated Enterprise Social Connection Tweets are fed to Dynamics 365 as a Sales Lead Power App/Flow Quote Process Leads are utilized to Generate Quotes which are tracked within 365 through the pre-sales process. Dynamics 365 Order Creation Orders are integrated within Dynamics 365 eliminating duplicate entry & unnecessary delays. Integrated Enterprise Data Integrity Master Data records are shared, driving data integrity throughout the organization. Integrated Enterprise Pick & Pack Process Orders are released to the warehouse for picking and packing automatically. Dynamics 365 Shipment Tracking information is stored on the shipment record. Paperless processes supported. Dynamics 365 Invoicing Invoices are generated and ed to the client for all shipments automatically. The timing & recurrance is scheduled by Buckeye Distributing. Office 365

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23 The Microsoft Dynamics Portfolio Microsoft Dynamics CRM Microsoft Dynamics AX CRM 2014 CRM 2015 CRM 2016 AX 2012 R2 AX 2012 R3 AX 7 Microsoft Dynamics 365 Enterprise edition Ongoing Development Project Madeira Public Preview Microsoft Dynamics 365 Business edition Ongoing Development Microsoft Dynamics GP GP 2013 GP 2015 GP 2016 GP 2013 R2 GP 2015 R2 GP 2016 R2 Ongoing Development Microsoft Dynamics NAV NAV 2013 R2 NAV 2015 NAV 2016 NAV 2017 Ongoing Development Microsoft Dynamics SL SL 2011 SP2 SL 2015 SL 2015 CU1 SL 2015 CU2 Ongoing Development 23

24 Dynamics 365 Advantage Purpose-built Productive Intelligent Adaptable

25 Dynamics 365 & Digital Transformation customers employees products operations

26 Dynamics 365 Mantra We Drive Change We Put People First We Believe in Velocity