Customer Insights. Segmentation. Lead Scoring. ML Extension. Conflation

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5 Customer Insights Segmentation Lead Scoring Conflation ML Extension

6 Customer Insights Understand real-time user sentiment and needs through social media or other support channels Provide instant suggestions to front-line staff on how to best serve the customer BUS B A N K RFM 20% Engagement Profile Loyalty 60% Fine-tune offers and campaigns with built-in predictive analytics 26 Conversion Rate: 100% TWEET: My bank s ATM is 2 far from my bus route! From: special.offer@outlook.com To: customer@outlook.com Customer Feature added! Collect every customer data point from every channel and app Get a single relevant view of role-based insights customized for employees individual needs Cortana Intelligence No-fee ATM use at location of your choice Data Sources Dynamics 365 for Customer Insights Microsoft + Other apps Intelligent analysis Actionable Insights Dynamics CRM ZenDesk Salesforce Loyalty Management Mobile App Analytics Social Customer purchase history Demographics & segmentation Social media statements Transactions & interactions Real-time offer management Brand sentiment Recommended products Lead & opportunity scoring

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8 Customer Engagement Investments Relationship Sales

9 Areas of investment Finance Budget & Forecast Project Accounting Invoicing & Billing Fixed Assets Accounts Receivable General Ledger Accounts Payable Cash & bank Management Credit & Collections Expense Industry-wide Distribution Cost Management Inventory Management Master Planning Procurement & Sourcing Product Info Mgmt Production Control Transportation Management Manufacturing Warehouse Management The Power of Microsoft Cloud

10 Areas of investment Talent HCM Reporting & Analytics Mobile Apps Office Integration Administration Development Core HR Benefits Development Engagement Onboarding Performance Learning Compliance Compensation Retail Omni-channel Store Operations Merchandizing Order Management Workforce Management Clienteling Promotions Centralized Management Mobile Apps Store Inventory Order Management Call center The Power of Microsoft Cloud

11 Microsoft Dynamics 365 Relationship Sales Demo

12 Too much information, too little insight CRM Social networks Productivity &

13 Bring relationship data together and Dynamics 365 for Sales LinkedIn Sales Navigator Unify the seller experience Office 365

14 Bring relationship data together and Dynamics 365 for Sales Unify the seller experience LinkedIn Sales Navigator Office 365

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16 rise above the noise with actionable insights Microsoft Relationship Sales

17 Microsoft Relationship Sales solution Build relationships with the right people Offer insights & recommendations Engage at scale

18 C R M E R P O F F I C E I N T E L L I G E N T C LO U D

19 M I C R O S O F T D Y N A M I C S 3 6 5

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22 T H E C U S T O M E R E N A G E M E N T L I F E C Y C L E AWARENESS SUSPECT LEAD OPPORTUNITY CUSTOMER FORMER CUSTOMER

23 M A R K E T I N G S A L E S S E R V I C E S E L F S E R V I C E S O C I A L

24 M A R K E T I N G CAMPAIGN RELATIONSHIP INSIGHTS LEAD EVENT SURVEYS SEGMENTATION ANALYSIS CMS INTEGRATION PERSONAL- SATION S A L E S CLIENT INSIGHT LEAD CONVERSION CROSS SELL / UP SELL S E R V I C E ACCOUNT MANAGMENT COMPLAINTS S E L F S E R V I C E PERSONALISED WEB CONTENT EVENT PORTALS S O C I A L CAMPAIGNS ANALYTICS

25 M A R K E T I N G CAMPAIGN RELATIONSHIP INSIGHTS LEAD EVENT SURVEYS SEGMENTATION ANALYSIS CMS INTEGRATION PERSONAL- SATION S A L E S CLIENT INSIGHT LEAD CONVERSION OPPORTUNITY GOALS PRODUCTIVITY COLLABORATION MOBILITY INC OFFLINE CROSS SELL / UP SELL S E R V I C E CUSTOMER ONBOARDING ACCOUNT MANAGMENT COMPLAINTS S E L F S E R V I C E PERSONALISED WEB CONTENT EVENT PORTALS CUSTOMER PORTALS POWER APPS KNOWLEDGE S O C I A L CAMPAIGNS ANALYTICS SELLING INSIGHTS COMPETITOR ANALYSIS

26 PRODUCTIVITY COLLABORATION OUTLOOK WORD EXCEL ONEDRIVE ONENOTE FLOW SKYPE TEAMS GROUPS

27 M A R K E T I N G CAMPAIGN RELATIONSHIP INSIGHTS LEAD EVENT SURVEYS SEGMENTATION ANALYSIS CMS INTEGRATION PERSONAL- SATION S A L E S CLIENT INSIGHT LEAD CONVERSION OPPORTUNITY GOALS PRODUCTIVITY COLLABORATION MOBILITY INC OFFLINE CROSS SELL / UP SELL S E R V I C E CUSTOMER ONBOARDING ACCOUNT MANAGMENT COMPLAINTS S E L F S E R V I C E PERSONALISED WEB CONTENT EVENT PORTALS CUSTOMER PORTALS POWER APPS KNOWLEDGE S O C I A L CAMPAIGNS ANALYTICS SELLING INSIGHTS COMPETITOR ANALYSIS

28 M A R K E T I N G CAMPAIGN RELATIONSHIP INSIGHTS LEAD EVENT SURVEYS SEGMENTATION ANALYSIS CMS INTEGRATION PERSONAL- SATION S A L E S CLIENT INSIGHT LEAD CONVERSION OPPORTUNITY GOALS PRODUCTIVITY COLLABORATION MOBILITY INC OFFLINE CROSS SELL / UP SELL S E R V I C E CUSTOMER ONBOARDING ACCOUNT MANAGMENT FIELD SERVICE CONNECTED FIELD SERVICE PROJECT SERVICE AUTO KNOWLEDGE COMPLAINTS S E L F S E R V I C E PERSONALISED WEB CONTENT EVENT PORTALS CUSTOMER PORTALS POWER APPS KNOWLEDGE COMMUNITY FORUMS WEBCHAT BOTS S O C I A L CAMPAIGNS ANALYTICS SELLING INSIGHTS COMPETITOR ANALYSIS MONITORING SENTIMENT ENGAGEMENT

29 M A R K E T I N G CAMPAIGN RELATIONSHIP INSIGHTS LEAD EVENT SURVEYS SEGMENTATION ANALYSIS CMS INTEGRATION PERSONAL- SATION S A L E S CLIENT INSIGHT LEAD CONVERSION OPPORTUNITY GOALS PRODUCTIVITY COLLABORATION MOBILITY INC OFFLINE CROSS SELL / UP SELL S E R V I C E CUSTOMER ONBOARDING ACCOUNT MANAGMENT FIELD SERVICE CONNECTED FIELD SERVICE PROJECT SERVICE AUTO KNOWLEDGE COMPLAINTS S E L F S E R V I C E PERSONALISED WEB CONTENT EVENT PORTALS CUSTOMER PORTALS POWER APPS KNOWLEDGE COMMUNITY FORUMS WEBCHAT BOTS S O C I A L CAMPAIGNS ANALYTICS SELLING INSIGHTS COMPETITOR ANALYSIS MONITORING SENTIMENT ENGAGEMENT

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31 Microsoft Dynamics 365 for Talent

32 Dynamics 365 for Talent Putting people at the center of the talent experience

33 Key HRareas of HCM Attracting talent/vacancy advertising Interviewing talent Offer management Onboarding/offboarding talent Personnel management Performance Learning and development Benefits management Leave and absence Compensation Payroll Employee self serve Manager self serve People Analytics

34 Example HCM journey Recruitment are responsible for attracting the best talent for the business Managers work with employees to enhance their skills, retaining the best employees Employees onboard efficiently and effectively The business has a clear understanding of their employees and can transform effectively They manage the process, keeping candidates and hiring managers informed at every stage Employees self serve, work independently and have great job satisfaction

35 Microsoft Dynamics 365 for Talent Strategically attract, retain and optimize your talent to achieve high-impact, sustainable business results. With Microsoft Dynamics 365 for Talent organizations can design a high-performance, collaborative experience across the entire employee lifecycle. Reimagine business processes with a cloud, mobile, employee-centric approach that utilizes business insights to innovate talent recruiting, ignite employee success and drive operational excellence. ATTRACT: INNOVATE TALENT ACQUISITION Find and hire the most qualified people for your organization. ENGAGE IGNITE EMPLOYEE SUCCESS Set employees up to drive impactful results. THRIVE FAST TRACK GROWTH Keep your people growing and working for you. OPTIMIZE: DRIVE OPERATIONAL EXCELLENCE Deliver a cost-effective and connected employee experience.

36 Dynamics 365 for Talent roadmap.dynamics.com July GA August 2017 September 2017 October 2017 November 2017 December 2017 Talent Attract Candidate experience Assessments LinkedIn Recruiter Hiring Stages Interview Scheduling Hiring Team Experience Talent onboard Collaborative Guides Pre-employment activities Talent Human Resources Org/People Viewer Mobile Enabled Embedded Analytics Configurable processes Onboarding Off-boarding Transitions User-defined Absence Management Additional Field Support Benefits Workspace Talent Attract Customizable Hiring pipeline Integrated analytics with PowerBI 3 rd party ATS Connectors Talent onboard 3rd party activity plugins Talent Human Resources Attract/Onboarding Integration Talent Attract Candidate Graph Additional 3 rd party assessment providers Talent Onboard Generalized multimilestone guides Talent Human Resources MSS Compensation UX Updates Absence and Leave enhancements 3 rd Party Payroll Integration AX 2012 Integration Ceridian Global Pay Integration Integration with Dynamics 365 for Operations Talent Attract Internal Mobility Bulk hiring Talent Onboard Bulk onboarding NEW: Learning HR Learning Management Unified Course Index Course Assessments Talent Human Resources LinkedIn Integrations Benefits Management US Open Enrollment Benefits Packages Table Based rates * Content does not reflect a commitment or promise of delivery and are subject to change without notice. Talent Human Resources Time & Attendance Benefits Integrations Leave & Absence New Rules Advanced Scenarios Grievance & Complaint Management Disciplinary Actions Compensation Management Advanced scenarios Position budgeting NEW: Performance Preview Goal Management Continuous Feedback Performance Reviews

37 Dynamics 365 partner opportunity

38 What else? Register for Future Decoded and encourage your customers/prospects to attend ( Engage with the content on the event site ( Register for a Dynamics 365 Talent trial below. (

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40 Virtual Entity Integrated with data sitting outside Dynamics 365 Developer Scenario for Provider Model OOTB customization driven ODATA and DOCDB Provider (Preview) Multi-Select Option Sets Model multi-select Option sets Use in Forms, Editable Grids, Find, Search Integrated into Grids, Find, Forms, Lookups, Sub-grids Flow Integration & Webhooks Integration of Microsoft Flows in the Dynamics 365 UI enabling user-based composite application flows to start directly from Dynamics 365 Activity Logging Logging of Dynamics 365 SDK activities in Office Enablement of SIEM integration with Dynamics 365 Provides for multiple compliance and regulatory requirements for the Financial sector