Dynamics 365. Dana McEachen, Microsoft

Transcription

1 Dynamics 365 Dana McEachen, Microsoft

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3 Microsoft Dynamics 365 *Brought to you by Adobe Marketing Cloud

4 Purpose-built business applications Sales Opportunity management Social selling Content collaboration Mobile sales Planning & management Sales intelligence Relationship Assistant LinkedIn Relationship Sales Customer Service Omni-channel Customer Portal Agent productivity Knowledge management Gamification Conversational intelligence Business process workflow Agent analytics Marketing Marketing for Sales Campaign Management Audience Segmentation Data Augmentation Lead Optimization Customer Insights Adobe Campaign Orchestration Adobe Experience Cloud Field Service Workforce scheduling Asset and warranty management Service agreements Inventory management Mobile offline Business Intelligence Dispatch optimization Agreements and billing Project Service Automation Opportunity management Resource management Time and expenses Project planning Team collaboration Customer billing Analytics and integration Event Management Finance & Operations Accounts payable/ receivable General ledger Cash and bank management Budgeting Inventory management Master plan and demand forecasting Procurement and sourcing Warehouse and transportation Retail MPOS and Cloud POS Retail headquarters Hardware station & devices Offline store scale units Multi-channel database E-Commerce platform SDK Integration templates Channel performance BI Talent Human resources workflow LinkedIn integration Recruiting process Workforce skills and training Employee benefits management Questionnaires Interview productivity Onboarding and mentorship

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6 Microsoft Dynamics 365 for Sales Actionable Insights Customer Sales Performance Relationship Management Sales Productivity Seller Manager

7 Dynamics 365 From sales to intelligence based relationship selling

8 Dynamics 365

9 Dynamics 365 LinkedIn

10 Dynamics 365 LinkedIn Your Data

11 Dynamics 365 LinkedIn Your Data

12 ENHANCING SALES PERFORMANCE THROUGH INTELLIGENCE Prepare Enhanced view of key customers and stakeholders Prioritized workload based on intelligence Execute Accessible value based messaging anywhere, anytime Enriched collaboration in context to customer needs Measure Real-time visibility into performance Peer driven gamification to enhance results

13 Sven Marketing Representative LEAD GENERATION AND DISTRIBUTION PREDICTIVE LEAD SCORING AND CAMPAIGNS PERFORMANCE MANAGEMENT

14 Prepare - Weekly Account Prep Amy BCBS LA Sales Rep INTELLIGENT PIPELINE & PLANNING INTELLIGENT PREPARATION INTELLIGENT COLLABORATION Microsoft Office 365 The average sales person makes 35,000 decisions every day There are 5.4 Stakeholders in an average B2B sale Workers lose 40% of their productivity when they switch tasks *Forrester 2016 Sales Productivity ; LinkedIn BI

15 Executing Hit the Road & Make the Pitch Amy Alberts BCBS LA Sales Rep MOBILE PRODUCTIVITY MOBILE INTELLIGENCE MOBILE PROCESS EFFICIENCY Sales experience drives 53% of customer loyalty Sales reps are 15% less productive without access to mobile CRM apps

16 Prepare - Weekly Account Prep Veronica Account Manager INTELLIGENT ACCOUNT MANAGEMENT COMPLEX RELATIONSHIP MANAGEMENT CUSTOMER 360 REALIZED

17 Jamie VP of Sales & Marketing DATA INSIGHT ACTION

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19 Dynamics 365 Looking ahead (6 Months) Enterprise Edition Unified Interface Single click to get to favorites, dashboards, and entities. These grids are interactive so clicking on Qualify will filter the data to display only those records that relate. Timeline, Business Process Flows, and record navigation Docking of business process flow, timeline, activities Enhanced editor provides capability for rich s. Digital Transformation Pillars

20 Dynamics 365 Looking ahead (6 Months) Enterprise Edition New user centered experiences for mobile applications including an enhanced startup experience for customer engagement apps. Dynamics 365 App for Outlook enhancements using new user centered experience: Track important s on the go through Outlook Mobile View key customer information in-context when you need it most Create new leads, contacts, opportunities, cases, activities or custom entities without leaving your inbox Integrates seamlessly to Dynamics 365 mobile app to deep dive into the entire customer information data Project Service Automation - one mobile experience for time, expense, and project finder apps. Digital Transformation Pillars

21 Dynamics 365 Looking ahead (6 Months) Enterprise Edition Dynamics 365 App for Outlook enhancements: Utilize new user experience Detailed view Update/Edit records Support for Tasks Relationship Insights Search in Outlook Collaboration Microsoft Teams Skype for Business Immersive experience Continued seamless user experiences enhancements leveraging native integrations with Office 365 using Excel and PowerBI. Digital Transformation Pillars

22 Dynamics 365 Looking ahead (6 Months) Enterprise Edition Cortana Integration enhancements: Sales Digest provides an overview of all objects that have been recently updated and their impact on the pipeline Account Overview provides key account details Deal overview provides key details such as product SKUs and competitors Meeting prep Digital Transformation Pillars

23 Dynamics 365 Looking ahead (6 Months) Enterprise Edition Versium for Sales Data augmentation Data segmentation Predictive lead scoring Digital Transformation Pillars

24 Dynamics 365 for Sales Looking ahead (6 Months) Enterprise Edition Sales intelligence with LinkedIn Improved contextual Sales Navigator widget Social Selling with context from Dynamics 365 data sync data as leads in Sales Navigator to Dynamics 365 Integrated Engagement LinkedIn interactions (Activities) in Dynamics 365 Content engagement with PointDrive Digital Transformation Pillars

25 Dynamics 365 Customer Service Looking ahead (6 Months) Enterprise Edition Seamless and contextual escalation to Chat, Cobrowse, Voice/Video for omni-channel engagement using Live Assist powered by Café X 1H / 2017 Chat / Co-browse Preview Chat / Co-browse GA 2H / 2017 Voice / Video Mobile (Customer) Bot Escalation Digital Transformation Pillars

26 Dynamics 365 Customer Service Looking ahead (6 Months) Enterprise Edition Dynamics 365 for Customer Insights: Predictive Match Predictive Scoring Segmentation Digital Transformation Pillars

27 Dynamics 365 Looking ahead (6 Months) Enterprise Edition Digital Transformation Pillars

28 Dynamics 365 Looking ahead (6 Months) Enterprise Edition Talent Hire, Engage, Grow Time & Attendance Benefits Management Leave & Absence Management Grievance And Disciplinary Action Integrations To 3rd Party Services Compensation Management Employee Self-service & Manager Self-service 3rd Party Payroll Integration Digital Transformation Pillars

29 Dynamics 365 Looking ahead (6 Months) Enterprise Edition PowerApps Customize and embed SPO forms using PowerApps Create, model, and integrate your business data using Common Data Service Seamlessly use Azure Functions to extend your apps ALM, admin, and other advanced capabilities for enterprise-wide roll out Microsoft Flow In context Flow experiences for Outlook, Teams and Dynamics 365 Modern approval workflows and co-authoring of Flows Grow-up from Flow to Logic Apps and Azure Functions integration ALM, admin, and other advanced capabilities for enterprise-wide roll out Common Data Service More OOB entities and Dynamics 365 & Office 365 data into Common Data Services Record level secure, business logic support and SDK Support for sync ing data from 3 rd party sources; Adobe Digital integration Transformation Pillars Build Power BI reports on CDS, deeper Flow integration

30 Dynamics 365 Looking ahead (6 Months) Enterprise Edition Data Management with Virtual Entities Enables integration of data residing in external systems without replication of data and often without custom coding End users work with the records created by the virtual entity to view the data in fields, grids, search results, and Fetch XML-based reports and dashboards. System customizers can configure the data source record and create virtual entities without writing any code. Developers can implement plugins to read external data using the Dynamics 365 SDK and Dynamics 365 (online) Plug-in Registration tool. Digital Transformation Pillars

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