dynamics 365 for finance & operations - microsoft dynamics … · ons for microsoft dynamics...
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Kaitlyn Bowden, Finance ConsultantKaitlyn.Bowden@hcl-powerobjects.com
815-762-1083
Carri Lesatz, ERP Practice Director (North America)Carri.Lesatz@hcl-powerobjects.com920-819-9107
AGENDA
1 The value of your partner in implementation and support
2 About PowerObjects
3How Dynamics 365 for Finance and Operations integrates with the other workloads
4 How Dynamics 365 solutions can benefit your organization
Page04
The Value of Your Partner
Participates in
Community
Provides Training
Opportunities
Hires the “A” TeamDelivers
on the Project
Has a Clear Mission
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 Add-ons 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.
PowerObjects Experience
• Working with Dynamics AX and Dynamics 365 Finance and Operations Since 2002
• Experience implementing Dynamics in a wide range of industries including retail, distribution, manufacturing, healthcare, hi-tech and financial services.
• Hundreds of full life cycle implementations for Mid Market and Global enterprises
• Direct industry experience working in roles such as CFO, CIO, CS Manager, CPA and Product Development
• Skills beyond implementing Dynamics including business process transformation, change management, integrations, large scale training deployments, Lean and Six Sigma and ScrumMaster
PowerObjects is 100% focused on Microsoft Dynamics 365. Driving success
for your end-to-end journey with our four pillars of service, support,
education and add-ons.
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
Dynamics 365 Global Delivery Model
United StatesLocations:Minneapolis, MNDallas, TX
D365 Onshore Resources: 400 +
CanadaLocations:Toronto, ON
D365 Onshore Resources: 30+
IndiaLocations:Hyderabad, IndiaMadurai, India
D365 Onshore Resources: 300 +
United KingdomLocations:Manchester, UK
D365 Onshore Resources: 45+
• Customer interested in D365• RFP received
• Ask – Listen – Learn • Diagnosis & document• Solution demonstration• Proposal presentation• Reach agreement• Client transition
• PSoW with estimates• Internal transition document• Client transition agenda and
PowerPoint
• Signed PSoW received• Identify and introduce delivery
team• Relevant documents provided
to delivery team• Notify client we are moving to
the next phase
• Signed PSoW received• Identify and introduce delivery
team• Relevant documents provided
to delivery team• Notify client we are moving to
the next phase
• Project planning and kickoff• Define project scope• Project team training• Business process analysis
sessions• Develop and present
requirements documents• Training planning
• BRD/Design document• Detailed project scope• Project plan for implementation
• Kickoff completed with BDD/AE in loop
• Sign off on project scope (requirements/design) and obtain plan for success
• Define roles and responsibilities for PO and client teams
• Provide delivery operations DPSD• Notify client we are moving to the
next phase
• Kickoff completed with BDD/AE in loop
• Sign off on project scope (requirements/design) and obtain plan for success
• Define roles and responsibilities for PO and client teams
• Provide delivery operations DPSD
• Notify client we are moving to the next phase
• Deploy the base system• Create organization structure• Define users, roles, and security• Configure the data model• Data migration• Design & Build: processes,
reports, integrations, & customizations
• Validate and test system• Refine training plan
• Update design document to include customizations, data migrations, and integrations
• D365 solution (build)• Test cases and results• Detailed technical designs
• D365 solution developed as per agreement
• D365 solution tested and ready for training/UAT
• Any new design approaches agreed with client
• Test case results signed off• UAT users and test cases
identified• Notify client we are moving to
the next phase
• D365 solution developed as per agreement
• D365 solution tested and ready for training/UAT
• Any new design approaches agreed with client
• Test case results signed off• UAT users and test cases
identified• Notify client we are moving to
the next phase
• System administrator training• End user training• Deployment • Go live with system• Finalize training plan• Execute end user testing
• Training document• Go live plan
• Training completed• UAT completed and signed off• Go-No-Go decision made• System deployed and ready
for use by end users• Notify client we are moving to
the next phase
• Training completed• UAT completed and signed off• Go-No-Go decision made• System deployed and ready
for use by end users• Notify client we are moving to
the next phase
• Technical support• Small change management• Additional training• Future phases and projects• Define post go-live support
process• Internal project wrap
• Project wrap document• Support process/contract
• Project wrap-up meeting completed
• Steps for next phase identified• Support process/contract
setup• Standard email for project
wrap sent• Notify delivery operations to
close project
The ‘App Gap’
General Ledger
Fixed Assets
Customer Relationship Management
Manufacturing Execution
Sales & MarketingCost Accounting
Human Resource Management
Procurement & Sourcing
Inventory Management
Warehousing
Logistics
Legal & Compliance
Sales & Distribution
Treasury Accounting
Tax & Statutory Compliance
Recruitment
Retail Projects
Facilities
Library management
IT support & Helpdesk
Plant Maintenance
Costing
BI & Analytics
Social Analytics
Field ServicesIoT
Mobile applications
The Microsoft Business Platform
Connected data across apps Whether built on the Common Data Service or integrated with existing systems, get more value from your data
Common Data Service Connectors & Gateways
Build modern business apps fastCompose analytics, user experiences, and automation using an integrated set of services from Microsoft
More efficient developers Seamlessly extend capabilities for power users and leverage powerful Azure platform services
Empowered power users People who understand their business needs best can now build apps quickly without writing code
Azure AppService
Azure Service Fabric
Azure Functions
Pro AppDev
Azure Logic Apps
Azure API Management
BizTalk
Pro Integration
Cortana Analytics
Azure Internet of Things
SQL Server BI
Pro BI
Better Together with the Microsoft Business Application Platform and Azure
General Ledger
Fixed Assets
Customer Relationship Management
Manufacturing Execution
Sales & MarketingCost Accounting
Human Resource Management
Procurement & Sourcing
Inventory Management
Warehousing
Logistics
Legal & Compliance
Sales & Distribution
Treasury Accounting
Tax & Statutory Compliance
Recruitment
Retail Projects
Facilities
Library management
IT support & Helpdesk
Plant Maintenance
Costing
BI & Analytics
Social Analytics
Field Services
IoT
Mobile applications
Power BIMicrosoft Dynamics 365
PowerApps
Flow
The Building Blocks of the Microsoft Business Platform
1 Dynamics 365 home – all your apps in one place
2 PowerApps, CDS and Connectors for Dynamics
3 Common Data Services SDK – Pro Developers
4 Dynamics 365 and CDS Data Integration Framework
5 Power BI connector for Common Data Services 6 Microsoft Flow and Azure
Logic Apps
Purpose-built business applications
Sales Opportunity management Social selling Content
collaboration Mobile sales Planning & management
Sales intelligence
CustomerService
Omni-channel Portal Agent enablement
Onsite service Knowledge Service
intelligence
Marketing *
Field Service
Scheduling and dispatch
Asset and warranty
managementService
agreementsInventory
management Mobile BusinessIntelligence
Project Service
Automation
Opportunity management
Resource management
Time and expenses
Project planning
Team collaboration
Customer billing
Analytics and integration
Finance and Operations
Financial management
Procurement and sourcing
Business intelligence
Supply chain management
Project accounting Manufacturing Talent
WorkloadRetail
Workload
Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.
Empower People to delight customers through an end-to-end view
Lead Opportunity Quote Sales Order Fulfillment Invoice
CUSTOMER LIFETIME VALUE ORDER INFORMATION, RESOURCE RESERVATIONS
PAYMENT HISTORY*
PRICING, DISCOUNTS, TAXATION
PRODUCT AVAILABILITY
PRIORITIZE ACCOUNTS
Busin
ess
valu
ePr
oces
s
CUSTOM QUOTE
PROVIDE ACCURATE DELIVERY (UP)DATES TIMELY RESOURCE ALLOCATION
Data Integration
Master DataPRODUCTS
Operations
ACCOUNTS
Sales
Operations Sales
Transactional DataORDERS
Operations Sales
Lead Opportunity Quote Sales Order Fulfillment Invoice
Proc
ess
Dynamics 365 Sales
Dynamics 365 Operations
Lead Opportunity Quote Order(Active)
Order(Fulfilled)
Order(Invoiced)
Sales Order(Active)
Sales Order(Delivered)
Sales Order(Invoiced)
Customer & Contact Product
Account &Contact Product
CDS
Order and product line (Master for Sales)
Sales order and lines(Master for Fulfillment and
Invoicing)Invoice
| Customer | Contact | Address | Product | UoM | Price | Currency || Sales order | Order line | Order status | Invoice information | … |
Integrator
Integrator
Dat
a Sy
nc
Master
Dynamics 365 – Prospect to Cash using Data Sync for Master Data & Process Flow for Orders and Invoices
Dynamics 365 Sales
Dynamics 365 Operations
Lead Opportunity Quote Order(Active)
Order(Fulfilled)
Order(Invoiced)
Sales Order(Active)
Sales Order(Delivered)
Sales Order(Invoiced)
Customer & Contact
Product
CDS
Order and product line
Sales order and lines
| Customer | Contact | Address | Product | UoM | Price | Currency | | Sales order | Order line | Order status | Invoice information | … |
Integrator
Integrator
Product
Account &Contact
Invoice
Master
Data
Syn
c
Proc
ess
Sync
DYNAMICS 365 BUSINESS APPS
Other datasources
Microsoft AppSource
3rd PARTY APPS PURPOSE BUILT APPS FOR MY TEAM
Custom Apps by PowerApps
Compose Workflow by Microsoft Flow
APPS & DASHBOARDS
PRODUCTIVITY
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