Dynamics 365 fall summit 2017 final uploaded

Welcome to Microsoft Dynamics 365 Fall Summit 2017

12:00 – 1:00
Pre-Session: Lunch
1:00 – 1:15 Welcome and Intro David Friedrichs, Covenant Technology Partners
1:15 – 1:45 What’s New in Dynamics 365 Barb Borrowman, Microsoft
1:45 – 2:15 CRM On-premise to CRM Online Bobby Smith, Covenant Technology Partners
2:15 – 2:45 Real World Experience with Dynamics 365 Kim Rodriguez, Enterprise Holdings, Inc.
2:45 – 3:00 Break
3:00 – 3:15 Dynamics 365 Storage and Options David Williams, Covenant Technology Partners
3:15 – 3:30 Portals and Licenses David Williams, Covenant Technology Partners
3:30 – 4:15 Dynamics 365 Operations Syed Fahad and Prashant Giridhar, Mazik Global
4:15 – 4:45 Data Analytics and Dynamics 365 Gary Bell, Covenant Technology Partners
4:45 – 5:00 Conclusion Mike Busby, Covenant Technology Partners
5:00 – 6:00 Post Session: Happy Hour & Appetizers

Covenant Technology Partners
D365 Spring Release – what excites me….
 Cloud
 Custom Applications
 Portals
 Data Analytics
 Microsoft Partner – Microsoft Managed
 Practices
 Dynamic 365
 Solutions – SFA, Field Service,
Project Service
 Operations

2004
Covenant
Established
35+
Skilled
Professionals
400+
Successful
Deployments
100%
Client
Satisfaction
#1
St. Louis
CRM Team

Dynamics 365 July 2017 Update
Partner Technology Strategist
Microsoft
Barb Borrowman

Dynamics 365 Customer Engagement – July 2017
LinkedIn Integration

Sales has changed
57%
70%
67%
Microsoft & CSO Insights, How to Build a World-Class Sales Organization, 2015.
CEB, Why You’re Losing Competitive Advantage, 2015.
Microsoft’s Sell In The Now – How to make your sales team more productive.
CEB, “5 Statistics Every Sales Executive Must Know,” 2014.

Microsoft Relationship
Sales
A new Microsoft offer that combines the power of LinkedIn Sales Navigator
and Dynamics 365 for Sales

Dynamics 365 for Sales + LinkedIn Sales Navigator
Stay on top of customers you care
about
View LinkedIn account and customer
profiles within Dynamics 365 to
access the latest lead and account
updates, to include:
• News Mentions
• Shares
• Job Changes
• Recent Activities

Discover New Leads
Lead recommendations are provided
in Dynamics 365 for Sales, to help
you find the right prospects in your
target accounts

Find Team Connections
Display people within your company
who are connected to your prospect,
helping you find the best path into
your target account

Dynamics 365 for Customer Insights
Content and information based on
pre-release Dynamics 365 Software

Big Data made easy with Dynamics 365 for Customer Insights
(DCI)
Content and information based on pre-
release Dynamics 365 Software

• Introducing an Office 365
connector for Exchange
Online (Email & Calendar)
• Analytics based on
context and confidence
using context-based
matching of records from
diverse sources.
• Leverage PowerBI for
data visualizations and
PowerApps for
composition.
Customer Insights

3
4
1
2
1. Borders around
containers and
uniform spacing
2. Color theme
3. Field controls
styling
4. Text Wrapping
Improved User Experience

Easy to configure
Use form designer or view configuration to add
Multi Select Option Set field to the form and grid
End user
Intuitive and easy to use UI Control
Simple to create
Create Multi Select Option Set field, via new
data type
Multi Select Option Set
Platform support
Extensible with familiar tools and a strong
ecosystem
One of the
highest voted features
Content and information based on pre-release
Dynamics 365 Software

Multi-Select Option Set
Content and information
based on pre-release

User Session Management
• Comply to Security and
Privacy policy.
• Set custom maximum session
timeout duration for Org.
Backup & Restore
• Customer initiated
backup and restore
process.
• Backup to Azure file
storage or offline.
Enable 3rd Party Search
• Pluggable Search
Provider in lieu of
Relevance Search (Web)
Virtual Entity
• Allow data residing in
external systems to be
represented as CRM
Entities to take
advantage of Business
Process capabilities
without replication of
data
Extensible application platform

Current system
defaults:
GCC = 8 hrs,
Others = 24 hrs
Set Custom
Session Length:
Min = 60 mins
Max = 1440 mins

Set Inactivity
Session Length:
Min = 5 mins
Max = < max
session length or
1440 mins

Virtual Entities read external
data at runtime in the
Dynamics 365 clients and
SDK
Introducing Virtual Entities

Working with External Data Today
Bulk
Import
Server Side
Plug-in
Server SideClient Side
Client Side
Plug-in
Embedded
Page
Content and information based on pre-release Dynamics 365 Software

OData v4
Endpoint
Azure Cosmos DB
for DocumentDB API
Custom
?

Configuring Virtual Entities

Organizational Insights

Benefits for the Customers

CRM On-premise to CRM Online
CRM Architect
Bobby Smith

Agenda
• Why
• Hurdles
• Process
• Utilities/Tools

Why - Cost
• Staff
• Hardware

Why - Cost
• Staff
• Hardware
• Networking

Why – Features
• Data Export Services (Azure SQL)
• Gamification

Why – Features
• Gamification
• Relevance Search

Why – Features
• Gamification
• Inside View (Insights)

Why – Features
• Gamification
• Voice of the Customer

Why – Features
• Gamification
• Editable Girds

Why – Features
• Gamification
• Editable Girds
• Portals

Hurdles
• Identifying all Integrated Systems
• Lack of Collaboration
• Scope Creep
• Lack of/Late Testing
• Data
• Existing Process Running During Migration
• Storage Costs

Process
Like-For-Like Full Upgrade
Elaboration
Data – Extract
Data – Transform
Data – Load
Customizations/Rework Existing
Integrations/Reports
Update Endpoints for Existing
Integrations/Reports

Process
Like-For-Like Full Upgrade
Lower Risk
Shorter Timelines
Lower Cost
Smaller Test/Use Cases
Enhancements

Tools – Data Migration Utility
OOB Import
Tool
LCS Data
Migration
Utility
Scribe SSIS 3rd Party
Tools
Updates Existing Records
Based on Matching Criteria
Quick “Turn-Around”
Move Attachments
Import N:N Relationships
Preserves Records Existing
IDs
Data Import Files
Moves Large Amounts of
Data

A Global Implementation of
Dynamics 365 CRM
Assistant Vice President
Enterprise Holdings, Inc.
Kim Rodriguez

Enterprise Holdings' journey:
A global implementation
of
Dynamics 365 CRM

Power of our Brands
AGENDA
National & Enterprise Technology Innovations
Enterprise Holdings’ CRM Vision
Define CRM Business Value
Adoption & Training
Overall Thoughts

THE POWER & STRENGTH BEHIND THE BRANDS

1.9
Million
World Wide
VEHICLES
9,600World Wide
LOCATIONS
$20.9
Billion
REVENUE
THE POWER OF THE BRANDS
Enterprise
Holdings
1,293,027
Hertz
Dollar/Thrifty
489,800*
Avis
Budget
375,000*
U.S. Fleet 6,250 U.S.
Source: Auto Rental News – Fact Book 2017
*ARN estimate

BOND
CREDIT
RATING
THE STRENGTH BEHIND OUR BRANDS
97,000
EMPLOYEES
RANKED
#15
BBB+, Baa1
America’s
Largest Private
Companies –
Only U.S.
investment-
grade car
rental
company –

TECHNOLOGY INNOVATIONS
Mobile apps
Emerald Checkout
Tablets
In-car technology
Geocoding
One Loyalty Club

ENTERPRISE HOLDINGS’ CRM VISION
By adopting and utilizing D365, we will
 Improve global sales productivity
 Increase visibility & communication across all
business lines to grow our business
 Maximize efficiency among sales support teams to
leverage more automation
 driving consistency
 increasing speed to market

CRM BUSINESS VALUE
Improve Sales Productivity
 Better customer engagement
 Single source of information
 Performance visibility
Increase Efficiency
 Automated business process & workflows
 Leverage better MS integrations
Globalization
 Drive global growth
 Total transportation solution/synergies

ADOPTION & TRAINING
Adoption
 Hire Covenant and ask for help and best practices
 Ask Microsoft for guidance
 Relentless communication
 Define success metrics
 Key performance indicators
 Key result indicators
 Realize business value
Training
 Create a super user network
 Make sure any enhancements apply in principle to all
business lines
 Keep it simple
 Make it fun…gamification

OVERALL THOUGHTS
It’s about progress not perfection
Be flexible
Expect the unexpected
Lean on your colleagues and internal partnerships
with IT, corporate training, and marketing &
communications

Dynamics 365 Storage Options
Dynamics 365 Portals
Dynamics 365 CRM Developer
David Williams

Agenda
•CRM Storage
•SharePoint Storage
•Azure Blob Storage
Dynamics 365 Storage Options

Storage Use Cases
 Insurance and Telco companies
 Attach scanned copies of contracts,
 applications,
 health inspection reports,
 address/identity proof documents of the customers
 Public sector
 Store job orders
 inspection reports
 citizen document copies etc.

Attachments
CRM SharePoint Azure Storage
Notes/Attachments Yes Must use SharePoint
Documents
**Can still attach to notes,
would need a custom plugin
to automatically move
Yes
Solution replaces
existing
functionality
Email Attachments Yes Would need a custom
plugin to move to
SharePoint
Yes
Solution replaces
existing
functionality

Overview
CRM SharePoint Azure Storage
Security Inherits CRM security Needs Custom
Functionality
Yes
Configured outside of
CRM
Implementation Out of the Box Configuration
**Requires a
SharePoint site.
MS Solution
**MS Supported
Massive
Scalability
Yes
**Can be Cost
Prohibitive
Yes
**SharePoint
Limitations
Yes
Additional
Benefits
OneNote
OneDrive
Pricing $$$$$ $$$ $
Training Effort Low Medium Low

Agenda
• Portal Overview
• Customer Self-Service
• Employee Self-Service
• Community Portal
• Partner Portal
• Field Service Portal
• Project Service Portal
• Event Portal
Dynamics 365 Portals

Customer Self-Service
 You are able to restrict access to knowledge articles based on portal users’ Content
Access level.
 Providing knowledge to customers through a portal deflects higher cost support
options in the traditional cust Employee Self-Service omer service model
 The Employee self-service portal empowers employees, providing secure access to
knowledge that helps employees increase productivity.
 Employees are able to find answers to commonly asked questions, participate in
communities within their organization, and share feedback.
 The employee self-service portal functions in the same way that a customer portal does,
with authentication that verifies their employee status.
Employee Self-Service

Community Portal
 Enables lead distribution and deal/opportunity tracking, and can provide account
management capabilities.
 Recently enhanced with improved partner management
 New multi-partner collaboration
 Partner lifecycle management
 Deal registration
Partner Portal
 Discussion forums
 Blogs and article creation
 Polls, ratings, and comments to capture feedback

Event Portal
 Will support multiple event types
 Will handle sessions and tracks to enable attendees to find the topics they are most interested in
 manage conference attendance from registration to check-in;
 manage logistics for event facilities, staff, speakers, and sponsors.
 Field Service portal
 The Project Service Automation Portal
Solution Portals

Intelligent Business Applications
Vice President - Global Services at Mazik Global Inc.
Mazik Global
Prashant Giridhar

Our cloud and data platform is a growing set of open and integrated
services that help you move faster, do more and save money.
 Use Windows and Microsoft Azure to capture and store data from
anything. Mine your data and use machine learning to predict trends.
 Enhance customer experiences and gain operational efficiencies with
Microsoft Dynamics solutions.
 Empower everyone to discover, analyze and visualize data with Excel.
Share, collaborate and access reports from anywhere with Power BI.
Building systems of intelligence with Microsoft
84

agree 3D
printing is
reducing
NPD lifecycle
8out of
manufacturers
10
CEO priorities
engaged
employees
satisfied
customers
enhancing customer experiencetop priority
3/4decision
makers
Make/sell
business
model
68%
of manufacturers are adopting
more collaborative business
models (with suppliers and
customers)
e.g. ‘servitization’ of products
of CxOs now look to partners who will
have an equal hand in creating
business value
60%
CxOs believe
social/digital
interaction is the
new imperative
7 in 10
Get to market as
quickly as possible
Take time needed to
perfect the innovation
dual goals
Outperforming
enterprises are
54%
more
likely to
manufacturers
74%
could achieve globally
integrated supply
chain in 3-5 years
of
50% say
technology
maturity is the
main barrier
digital
savvy
CEO’s
52% believe revolution
42% evolution
8% a myth
3/4
of manufacturers’
relationships with
top-tier suppliers
are strong enough to
share real-time
capacity and
demand datasay partnerships, rather
than in-house efforts, form
the future of innovation
9out of manufacturers
10
Industry 4.0/IoT
Enhancing
the Customer
Experience
Becoming more
Responsive
Transforming
to a Digital
Business
Reimagining the Enterprise with systems of
intelligence
Reimagining
the Customer
Journey
Challenging
Business
Models
Redesigning
Operational
Processes

State of the Market
Customer Experience
2020 By 2020, customer experience
will overtake price and product
as the key brand differentiator.
Productivity
40% of a worker’s productive time
is lost when switching tasks. This costs
the global economy $450B per year.
40%
Speed of Business
Organizations embracing digital
transformation generate an average
of $100M more income each year.
$100M

Digital Transformation
customers
products operations
employees

CRM ERP
Next Generation Intelligent Business
Applications

Next Generation Intelligent Business
Applications
CRM ERPMicrosoft
Dynamics 365

Dynamics 365 Advantage
Productive AdaptableIntelligentPurpose-built

Customer Highlights
96
Leggett & Platt conceives, designs, and produces a
diverse array of products that can be found in most
homes, offices, and vehicles. Founded in 1883, the
company is made up of 20 business units, 18,000
employee-partners, and 130 facilities in 17 countries.
Leggett’s four major product segments include Residential
Furnishings, Commercial Fixturing & Components,
Industrial Materials, and Specialized Products.
“You and your team are very good to us and
add greatly to our confidence as we go-live and
embark on Phase 2. Congratulations to you and
your team on the go-live that is in full stride as
we speak. I will be forever grateful that we
found our ways to working together.” –Michael
Blinzler, Vice President Information
Technology –

Customer Highlights
97
Peterson Pacific Corporation is a design-to-order
manufacturer of industry-leading land clearing
machines including whole tree chippers,
horizontal grinders, and blower trucks. The
company has 250 users and plants throughout the
United States as well as in South Africa.
“When we brought Mazik on, we were extremely
satisfied with the instruction and knowledge of
every person on the team –Mazik explained the
functionality of AX to help us use the system as it
was designed, to reduce customization costs, and
future upgrade costs.” – Karen Bacon,
Controller/Project Manager, Peterson Pacific

Common application platform: PowerApps, Microsoft Flow, Common Data Model
Microsoft AppSource
Dynamics 365
Microsoft Dynamics 365

Business process user experience

Intelligent
Customer
Engagement and
the Internet of
Things (IoT)
• Connecting and
Empowering people,
organizations,
and industries
in the digital age

Manufacturing – undergoing a profound
transformation

Information flow from
connected devices…
10
5

…Provides intelligence across your entire
business
Equipment
Builder

Roadmap
Redefined business processes
Fall and spring releases
Common user experience
and integrated navigation
Common application platform
with PowerApps
Common Data Model with
integration to existing schemas

RESOURCES
Download
Manufacturing Industry
Templates
• Connected Marketing,
Sales, and Service
Industry Template for
CRM – link
• Connected Devices
(IoT) template for
Microsoft Dynamics
CRM – link
• Automotive Warranty
Claims Management
template for Microsoft
Dynamics CRM - link
• Service Call – Repair
and Return template
for Microsoft
Dynamics CRM – link
• …AND MORE!
View Demo Videos
• Manufacturing
Industry Sales
Accelerators (videos
and Demos) - link
Sales, and Service
video - link
• Connected Device
Capabilities video -
link
Watch and Read
Customer Evidence
• Rockwell Automation
Azure IoT video - link
• ThyssenKrupp Elevator
video - link
Read Announcements
and Blogs
• Azure IoT Suite
Announcement - link
Sales, and Service
Drives Customer
Delight Blog - link
• Intelligent Operations:
Reimagining
Manufacturing One
Customer at a Time
Blog - link
• IoT-related Blogs –
link
• Innovation Drives
Success (Lotus F1)
blog - link

Data Analytics and Dynamics 365
Practice Lead Analytics / Power BI
Gary Bell

Power BI Embedded
• Embed Power BI reports directly
into Dynamics CRM dashboard
• Use PBI to create more interactive
reporting on CRM data
• Display content from other sources:
o On-prem ERP systems
o Google Analytics, email marketing
services, etc.

2 Ways to Collect Data
• Pre-built Content Packs
o Dynamics 365
• Build your own
o Connect to data from PBI
Desktop
o Easily integrate with other
data sets

Sharing and Licensing
• Power BI Pro
o Per user licensing
o ~$10/user/month
• Power BI Premium
o Pay for dedicated server capacity
o $5000/node/month

Thank you for Microsoft Dynamics 365 Fall Summit 2017
Final Thoughts!

Configur
e
Create
MultiSelect
Option Set
attribute/ field

Form
Adding field to
the form

View
Adding field to
view

Advance
d Find
Operators and
query
experience

View
Rendering
values in client

Forms
Multi Select
Option Set
Control in
Form

Filter
Filtering Multi
Select Option
Set Values in
grid

Dynamics 365 fall summit 2017 final uploaded

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