Dynamics 365. Carlina Martínez. Partner Technology Strategy Dynamics LNM 16 febrero 2017

Transcription

1 Dynamics 365 Carlina Martínez Partner Technology Strategy Dynamics LNM 16 febrero 2017

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3 Microsoft Dynamics 365 Business applications

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5 Field Service Sales Marketing + Adobe Microsoft Operations Finance Customer Service Project Service Automation

6 Field Service Sales Dynamics 365 Marketing + Adobe Characteristics Microsoft Purpose-built Operations Productive Customer Service Project Service Automation Finance Intelligent Adaptable

7 Purpose-built business applications Sales Actionable Insights Personal Engagement Customer Management Sales Performance Intelligence Customer Service Omni-channel engagement Self-Service and Communities Unified Experience Knowledge Base Intelligence Marketing * Field Service Optimized scheduling Service agreements Inventory management Mobile productivity Connected devices Customer Communication s Intelligence Project Service Automation Solution selling Project planning Resource scheduling Mobile productivity Time + expenses Customer billing Intelligence Operations Retail Procurement and sourcing Supply chain management Project accounting Human capital management Manufacturing Financial management Intelligence Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.

8 Turn relationships into revenue Actionable Insight Customer Sales Performance Personal Engagement Customer Management Seller Manager

9 Microsoft Dynamics 365 for Customer Service Earn customers for life Customer Agent?

10 What Companies to Target What Buyers to Target Organization Characteristics Industries Role Targets for Marketing What Process? 5 50 employees 5 or more customerfacing employees Minimum of 5 seats, 10 suggested Revenues from new and repeat customers Commercial Industries Financial Services Manufacturing Retail Consumer Goods Professional Services Business Decision Makers Primary Business Owner President Partner Secondary Sales or service VP or general manager Oportunity Management Customer Care/Services Marketing Automation Social Media Insight

11 Sales Marketing Services Increase your Sales Sales Productivity Digital Marketing Customer Care Opportunity & Pipeline Management Planning & Management Mobile Sales Sales Intelligence Outlook Integration Immersive Excel templates Document generation capabilities from CRM Word and Excel Manage CRM documents across SharePoint, Office 365 Groups, OneDrive for Business Native Skype for Business Integration Campaign Management Marketing Resource Management. Lead Management Multi-Channel Campaigns Call Center process Ticket automation SLA Case/Complaints/Infor mation requests Social Engagement

12 Optimized for Employees Financials ( Project Madeira ) Sales (future) and Marketing (future) Cloud Only 300 seat maximum Optimized for 250+ Employees Comprises CRMOL and AX Online / On premises dual use rights 20 user minimum on AX related SKUs

13 Financials Sales (tbd) Marketing (tbd)

14 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

15 DYNAMICS 365, BUSINESS EDITION (FUTURE PLAN) SALES MARKETING

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17 (Cloud only)

18 Sales Field Service Marketing (Adobe) Customer Service Project Service Automation Operations

19 Operations Sales Operations Sales Field Service Customer Service Field Service Customer Service

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21 $ NEW APP CURRENT CRM COMPONENTS/PLAN 1 BIZ APPS $ CURRENT AX7 CURRENT CRM + NEW APPS PLAN 1 + OPERATIONS

22 Enterprise edition Business edition

23 *Sales and Customer Service will receive Dual Use Rights to CRM Professional, and Team Members to CRM Essential, prior to Dynamics 365 on-premises release.

24 Existing SKUs will be replaced by Dynamics 365 SKUs Customers with an existing subscription or agreement will be able to add additional seats under current contract terms

25 Perpetual On-Prem Dynamics (dual rights) (dual rights) (dual rights) (dual rights) (dual rights) (dual rights) (existing only)

26 MARKETING

27 Existing SKUs will be replaced by Dynamics 365 (onpremises) SKUs Customers with an existing subscription or agreement will be able to add additional seats of existing SKUs until renewal.

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29 Dynamics 365 Plan 1 $65 $200 CRMOL Professional Baseline Step up to CRMOL Enterprise Plan 1 functionality in CRM Online model $325 per user (sold by FST for $25 pupm) $125 Additional cost purchased separately $50 $150 $500 $135 Starts at $115 per user per month $835 Additional minimum purchase per tenant in CRM Online model All prices are ERP per month

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31 Why Go Online? Online subscriptions include cost of IT infrastructure, and resources for service maintenance Secure Government cloud option available App Availability & Dynamics 365 Cloud License Entitlements Feature Online On-Premise Project Service Automation Field Service Standalone PowerApps Equivalent On-Premises Rights Feature Online On-Premise PowerApps (embedded) Portal Offline Mobile Voice of the Customer Social Engagement Gamification

32 Why Go Online Feature Differences Feature Online On-Premise Learning Path (guided help)* Office 365 Groups Integration** OneNote Integration** Immersive experience, Excel Online** Delve Integration** Organization Insights Dashboard (system usage stats)* Next generation search* Task flow for mobile Authenticated Mashups in Mobile Data Warehouse for CRM Online* Threat Management with SIEM** Feature Online On-Premise CRM Online Administration Online Customer Backup and Restore Document Recommendations (P) Company news & timeline* (P) Product recommendations (Azure ML)* (P) Bulk Data Loader for CRM Online* (P) **Relationship Insights* (P) **Mobile with Relationship Intelligence* (P) Customer Insights* (P) Advanced Service Analytics *This is an Azure service designed for our CRM Online offering ** This is an Office365 service designed for our CRM Online offering (P) This is in preview

33 Leads with the Cloud Customer Dynamics Partner Telephony ERP CRM - Customer Engagement Document Management & Workflows Office 365 BI, IoT, Dashboards Offers a comprehensive solution Deeply understands customers business processes Owns customers technology strategy Owns solution integration and validation Mobile Access Business Consulting Owns the billing relationship Offers managed services including support

34 End-to-end intelligent business applications in the cloud Start with what you need Productivity where you need it Intelligence built-in Ready for growth Start with the right fit for your business & grow at your own pace in the cloud Empower employees with productivity tools surfaced in context of processes Guide employees to optimal outcomes with intelligence embedded in processes Stay nimble & adapt in real-time with flexible, extensible applications & platform

35 Cloud Solution Provider Next Steps

36 Cloud Solution Provider Summary: Why add Dynamics 365 Online to your services portfolio?

37 Thanks