Prospect to Cash: A Dynamics 365 End-to- End Solution

Transcription

1 Prospect to Cash: A Dynamics 365 End-to- End Solution

2 Rick Schoenecker ERP Consultant Rick has been working as a consultant with Microsoft Dynamics applications for over 15 years, focusing on Dynamics 365 for Finance and Operations \ Dynamics AX for the last 7 years.

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

4 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.

5 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

6 Agenda Common Data Service Overview Pre Requisites Templates Demo Questions

7 Common Data Service (CDS) "The Common Data Service is the Microsoft Azure based business application platform that enables you to easily build and extend applications with their business data. The Common Data Service does the heavy lifting of bringing together your data from across the Dynamics 365 family of services so you can focus on building and delivering the apps, insights and process automation that matter to you and your customers with PowerApps, Power BI, and Microsoft Flow." Page 07

8 Common Data Service Page 08

9 Prerequisites Microsoft Dynamics 365 for Finance and Operations, Enterprise edition July 2017 update with Platform update 8 (App w/ Platform ). Support for App 7.1 will be added with a hotfix. Dynamics 365 Sales, Enterprise Edition. The integration solution is compatible with Microsoft Dynamics 365 Customer Engagement Version 1612 ( ) (DB ) online. Prospect to cash solution for Dynamics 365 for Sales, version (v14) or later. /product-releases/md365fnopentprospecttocash Page 09

10 Prerequisites Dynamics 365 for Sales account You should add a role to the organization which the integration user will use to access (read/write) entity records Dynamics 365 for Finance and Operations Enterprise Edition You have an account in Operations with a role that enables read access to the entities you are pulling data from and write access for the entities you will push into Operations. Your Dynamics 365 for Finance and Operations Enterprise Edition is enabled for batch processing Page 010

11 Prospect to Cash - Available Templates Maintain accounts in Sales and sync them directly from Sales to Finance and Operations Maintain products in Finance and Operations and sync them directly to Sales Maintain contacts in Sales and sync them directly to contacts or customers in Finance and Operations Synchronize sales quotation directly from Sales to Finance and Operations Synchronize sales orders directly from Finance and Operations to Sales Synchronize sales orders directly between Sales and Finance and Operations Synchronize sales invoice directly from Finance and Operations to Sales Page 011

12 Prospect to Cash Common Data Service DEMO Page 012

13 Questions?

14 Thank You