Dynamics Day 2016 - Microsoft Dynamics 365 the future of Dynamics
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The document outlines the features and functionalities of Dynamics 365, a Microsoft suite that integrates various business applications such as sales, customer service, marketing, and field service. It highlights customizable end-to-end business processes, intelligence capabilities, and integration with third-party platforms, aiming to empower businesses to enhance customer experiences. Additionally, it discusses licensing options and the shift towards a more connected and efficient business ecosystem.
Dynamics Day 2016 - Microsoft Dynamics 365 the future of Dynamics
- 1. Dynamics 365 – making it real Guy Riddle Rowan Miller
- 2. Before Now Dynamics CRM • Sales, Service, Marketing • Field Service • Project Service Automation • Social Engagement Dynamics AX ‘Project Madeira’ Dynamics 365 for Sales Dynamics 365 for Customer Service Dynamics 365 for Marketing Dynamics 365 for Field Service Dynamics 365 for Project Service Automation Dynamics 365 for Operations (Enterprise Edition) Dynamics GP Dynamics NAV Dynamics SL Dynamics GP Dynamics NAV Dynamics SL Dynamics 365 for Financials (Business Edition) • Portals • Gamification • Voice of the Customer • Unified Service Desk
- 5. Configurable end-to-end business processes for Dynamics 365 Sales Features Opportunity Management Social Selling Office 365 Productivity Mobility Account Management Activity Management Intelligence Scenarios B2B or B2C pipeline management Stakeholder Management Membership Management Wealth Management Donations and Fundraising Grants Management Loyalty Management
- 7. Configurable end-to-end business processes for Dynamics 365 Marketing Empired support Marketo and ClickDimensions as strategic marketing platform providers partners. There are other Marketing platforms that integrate with Dynamics 365 additionally. Features Lead Management Campaign Planning Marketing Lists Social Engagement Intelligence Enterprise Marketing* Business Marketing* Scenarios Nurture marketing Contextual personalisation Omni-channel marketing Progressive profiling Event management Web analytics
- 9. Configurable end-to-end business processes for Dynamics 365 Field Service Features Scheduling & Dispatch Asset and Warranty Management Service Agreements Inventory Management Resource Management Customer billing Dedicated Mobile App Scenarios Connected Field Service (IoT) Traditional asset break/fix Healthcare client management Financial services on-the-road Home services (car service, home maintenance) Facilities booking
- 11. Configurable end-to-end business processes for Dynamics 365 Project Service Features Scheduling Resource Management Time & Expenses Project Planning Team Collaboration Customer Billing Intelligence Scenarios Business / Professional Services Construction Engineering Legal Accounting IT
- 13. Configurable end-to-end business processes for Dynamics 365 Customer Service Features Case Management Self Service Portal Agent Enablement (Unified Service Desk) Integrated Social Engagement Knowledge Base Management Omni-Channel Communication Intelligence Scenarios Employee Self Service (HR / Help Desk) Customer / Partner Self Service Complaints and Issues Management Call Centre Public sector citizen services Claims management Client care
- 14. Configurable end-to-end business processes for Dynamics 365 Operations Features Retail Budget Control Procurement & Sourcing Warehouse Management Supply Chain Management Transportation Management Project Accounting Inventory Management Human Capital Management Order fulfillment Manufacturing Mobility Financial Management (AR/AP/GL) Analytics and Reporting
- 16. Configurable end-to-end business processes for Dynamics 365 Finance Features Supplier / Vendor Management Sales Invoicing General Ledger Product Management Accounts Payable Mobility Accounts Receivable Analytics and Reporting
- 17. Empired Ltd.
- 18. Empower people to delight customers through an end-to-end view PROCESS PERSONAS Customer lifetime value Pricing, discounts, taxation Product availability Order information, resource reservations MANAGER Payment history Problems, Issues, Requests
- 20. Dynamics 365 — Intelligence built-in
- 22. Intelligence built-in today Sales Relationship Insights Cross-sell / Up-sell Product Recommendations Customer Service Knowledge Base Insights Previous Case recommendations Customer Insights Marketing Lead Scoring Intent Analysis Sentiment Analysis Field Service Preemptive Service Resource Optimisation Project Service Automation Resource Optimisation Operations Demand Forecasting Cash Flow Forecast Predictive Sales and Inventory Forecast
- 24. DYNAMICS 365 BUSINESS APPS Other data sources Microsoft AppSource 3rd PARTY APPS PURPOSE BUILT APPS FOR MY TEAM Custom Apps by PowerApps Compose Workflow by Microsoft Flow OFFICE 365, APPS & DASHBOARDS PRODUCTIVITY
- 26. Simplifies the discovery, trial, and acquisition of line-of-business apps An ecosystem to help business users get started using apps faster An ecosystem to help business users get started using apps faster One destination for business users to discover, trial, and acquire line-of-business SaaS apps
- 29. Dynamics 365 PowerApps/ Microsoft Flow Power User / IT Pro Systems Integrator / Developer new
- 32. 32 Licensing – Teams, Apps, Plans 1 2 3 Users that can see everything in Read-Only and carry out a few key functions Users that can use all the functionality of 1 App only (e.g. Field Service or Operations) but nothing else of the platform Users that can use a COLLECTION of Apps (PowerApps, Operations, Sales, Field Service) Team Member App User Plan User
- 33. Enterprise Edition – Apps & Plans DYNAMICS 365 FOR TEAM MEMBERS, ENTERPRISE EDITION POWERAPPS FLOW CURRENT CRM COMPONENTS $ CURRENT CRM + NEW APPS PLAN 1 + OPERATIONS $ CURRENT ‘AX7’
- 34. Dynamics 365 Enterprise Plan 1 Sales & Customer Service Functionality Mobile Offline Social Engagement Professional + Field Service Functionality Project Service Functionality Social Engagement Enterprise Voice of Customer Gamification AX Task User PowerApps and Flow + 10 GB storage + 5GB / 20 Full users (no cap) Included non-production instance (no min) Included Portal Enterprise Plan 1 value example CRM OL Professional CRM OL Enterprise Additional cost purchased separately Additional minimum per tenant in CRM All included in Dynamics 365 Plan 1 40% – 80% additional value