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Dynamics 365 for
Operations
2
• What is Dynamics 365 for Operations
• Product demo
• Look and feel
• Navigation
• Ease of use
• End to end scenario
What are we looking at today
What is Dynamics 365 Operations
DYNAMICS 365 BUSINESS APPS
Adaptability of business processes
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
5
History of Dynamics 365 Operations
• Production floor management workspace
• Master planning workspace
• Demand forecasting (Microsoft Excel Integration)
• Demand forecasting (Azure Machine Learning integration)
• Warehouse Mobile Devices Portal
• Consignment stock
• Vendor collaboration
• Visual production scheduling
• Warehouse enhancements for high volume distribution centers
• Additional warehouse support in manufacturing
• ……
• Financial performance
• Human resource management
• Retail
• Cost management
• Sales and performance
• Purchase spend analysis
• Cost accounting
• Asset management Power BI content
• Cash flow forecasting Power BI content
• Cost accounting Power BI content
• Credit and collection management Power BI content
• Expense management Power BI content
• Warehousing PowerBI content
• ……
Provide power users with a platform to design mobile experiences for their
organization without coding.
• On-hand inventory across facilities
• Mobile warehouse app
• Mobile approval of POs and Invoices
• Mobile time and expense entry
• ……
Dynamics 365 for Operations end to end scenario
10
What are we looking at today
• Dynamics 365 Sales integration
• Excel integration
• Machine learning
• Mobile app
• PowerBI integration
End to end scenario
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI
Dynamics 365 Sales and Operations integration
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Master data management with
Excel integration
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Sales order integration
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Demand planning with Machine learning
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI
Microsoft define Azure Machine Learning as “a technique of data science that
helps computers learn from existing data in order to forecast future behaviours,
outcomes, and trends”
What is machine learning
1. Is this A or B?
2. Is this weird?
3. How much or how many?
4. How is this organized?
5. What should I do next?
Five Questions answered by Data Science
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Releasing orders with Mobile app
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Managing inventory with Power BI
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI
Interactive, data visualisation BI tool
What is PowerBI
Wikipedia “PowerBI provides interactive
visualizations with self-service business
intelligence capabilities, where end users can
create reports and dashboards by themselves,
without having to depend on any information
technology staff or database administrator
Gartner Magic Quadrant for Business
Intelligence and Analytics Platforms
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations
Thank you.

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Dynamics Day 2017 Adelaide - Dynamics 365 Enterprise Operations

  • 2. 2 • What is Dynamics 365 for Operations • Product demo • Look and feel • Navigation • Ease of use • End to end scenario What are we looking at today
  • 3. What is Dynamics 365 Operations
  • 4. DYNAMICS 365 BUSINESS APPS Adaptability of business processes 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
  • 5. 5 History of Dynamics 365 Operations
  • 6. • Production floor management workspace • Master planning workspace • Demand forecasting (Microsoft Excel Integration) • Demand forecasting (Azure Machine Learning integration) • Warehouse Mobile Devices Portal • Consignment stock • Vendor collaboration • Visual production scheduling • Warehouse enhancements for high volume distribution centers • Additional warehouse support in manufacturing • ……
  • 7. • Financial performance • Human resource management • Retail • Cost management • Sales and performance • Purchase spend analysis • Cost accounting • Asset management Power BI content • Cash flow forecasting Power BI content • Cost accounting Power BI content • Credit and collection management Power BI content • Expense management Power BI content • Warehousing PowerBI content • ……
  • 8. Provide power users with a platform to design mobile experiences for their organization without coding. • On-hand inventory across facilities • Mobile warehouse app • Mobile approval of POs and Invoices • Mobile time and expense entry • ……
  • 9. Dynamics 365 for Operations end to end scenario
  • 10. 10 What are we looking at today • Dynamics 365 Sales integration • Excel integration • Machine learning • Mobile app • PowerBI integration
  • 11. End to end scenario Create customer in D365 Sales Manage master data using Excel integration Create Sales order in D365 Sales Demand planning with Machine learning Release sales order using mobile device Manage inventory using Power BI
  • 12. Dynamics 365 Sales and Operations integration Create customer in D365 Sales Manage master data using Excel integration Create Sales order in D365 Sales Demand planning with Machine learning Release sales order using mobile device Manage inventory using Power BI
  • 20. Master data management with Excel integration Create customer in D365 Sales Manage master data using Excel integration Create Sales order in D365 Sales Demand planning with Machine learning Release sales order using mobile device Manage inventory using Power BI
  • 27. Sales order integration Create customer in D365 Sales Manage master data using Excel integration Create Sales order in D365 Sales Demand planning with Machine learning Release sales order using mobile device Manage inventory using Power BI
  • 32. Demand planning with Machine learning Create customer in D365 Sales Manage master data using Excel integration Create Sales order in D365 Sales Demand planning with Machine learning Release sales order using mobile device Manage inventory using Power BI
  • 33. Microsoft define Azure Machine Learning as “a technique of data science that helps computers learn from existing data in order to forecast future behaviours, outcomes, and trends” What is machine learning
  • 34. 1. Is this A or B? 2. Is this weird? 3. How much or how many? 4. How is this organized? 5. What should I do next? Five Questions answered by Data Science
  • 38. Releasing orders with Mobile app Create customer in D365 Sales Manage master data using Excel integration Create Sales order in D365 Sales Demand planning with Machine learning Release sales order using mobile device Manage inventory using Power BI
  • 40. Managing inventory with Power BI Create customer in D365 Sales Manage master data using Excel integration Create Sales order in D365 Sales Demand planning with Machine learning Release sales order using mobile device Manage inventory using Power BI
  • 41. Interactive, data visualisation BI tool What is PowerBI Wikipedia “PowerBI provides interactive visualizations with self-service business intelligence capabilities, where end users can create reports and dashboards by themselves, without having to depend on any information technology staff or database administrator Gartner Magic Quadrant for Business Intelligence and Analytics Platforms