experience dynamics 365 & discover the value of the ... · lead to cash live demonstration ......
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Experience Dynamics 365 & Discover the Value of the
Integrated Enterprise
2
Our Presenters
Jennifer JohnsonSolution Architect –
Dynamics 365 Enterprise (Operations)
Rob UrbanowiczDirector –
Dynamics 365 Enterprise (Customer Engagement)
Meghan ReedDynamics 365 Enterprise
Consultant(Customer Engagement)
The Microsoft Vision
“In this cloud-first, mobile-first world, Microsoft is absolutely focused on empowering people to get more done wherever they need to and on any device.”
“The opportunity ahead for Microsoft is vast, but to seize it, we must focus clearly, move faster, and continue to transform."
—Satya Nadella, CEO, Microsoft
State of the market
The Microsoft Vision: Digital Transformation
customers
products operations
employees
Dynamics 365, Enterprise edition: Digital Transformation Realized
CRM ERPMicrosoftDynamics 365
MicrosoftDynamics 365
Common application platform: PowerApps, Microsoft Flow, Common Data Service & Model
Microsoft AppSource
Dynamics 365Intelligent business applications in the cloud
Welcome to Buckeye Distributing
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Buckeye Distributing - Traditional Distributor
Social ConnectionMarketing Responds to tweets with an Auto Reply. If a tweet really catches Marketing, they will forward info
via email to Sales
Quote ProcessInside Sales utilizing mix of tribal documents & processes. Pipeline analytics are not utilized. Lots of emails &
phone calls driving business. No effective SOP in place
Order CreationSales emails the Operations Customer Service reps to enter the customer orders & process. Since Sales has
little access to ERP, they often call and/or meet to try and update customer information
Data IntegrityBecause customers exist in a sales system and the ERP system, data is not always the same. Example ABC
International is the sales customer, but in ERP the customer is ABC Worldwide. Employees just learn what is what
Pick & Pack ProcessOrders released to warehouse manually, picklists are printed and walked back to the shipping area. Rush orders are highlighted and placed on the top of the pile so that hopefully they get picked first. Customer
service often calls down to the warehouse to rush a shipment or find out if something has been packed yet
ShipmentTracking information is written on the packslip and stapled to the picklist. These documents are brought up to
accounting twice a day to generate invoices & filed away in a cabinet
InvoicingInvoices are printed and mailed for some customers. Other customers require email - the accountant creates
the invoice in PDF and emails those from her account
Buckeye Distributing - Integrated Enterprise
Social Connection Tweets are fed to Dynamics 365 as a Sales Lead
Quote Process Leads are utilized to Generate Quotes which are tracked within 365 through the pre-sales process
Order Creation Orders are integrated within Dynamics 365 eliminating duplicate entry & unnecessary delays
Data Integrity Master Data records are shared, driving data integrity throughout the organization
Pick & Pack Process Orders are released to the warehouse for picking and packing automatically
Shipment Tracking information is stored on the shipment record. Paperless processes supported
InvoicingInvoices are generated and emailed to the client for all shipments automatically. The timing &
recurrence is scheduled by Buckeye Distributing
Lead
Opportunity
Quote
Order
Pick/Pack
Collect Payment
Lead to Cash
Live Demonstration
Lead Opportunity Quote Order Pick/PackCollect
Payment
Client Experience
Initial Contact
Follow-Up Rec'd
Quote OrderInvoice Receipt
Send Payment
Client Customer Experience
Common Data Service: Dynamics 365
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Dynamics 365 for Customer Engagement
• Omni-Channel• Self-Service• Communities• Agent Enablement• Knowledge• Service Intelligence
• Customer Management• Sales Performance• Personal Engagement• Actionable Insight
• Service Agreements• Schedule & Dispatch• Inventory Management• Mobile• Connected Field Service• Customer Centric Experience
• Opportunity Management• Project Planning• Resource Management• Team Collaboration• Time and Expense• Customer Billing• Service Analytics
Dynamics 365 for Operations
Business Intelligence analytics across all your Dynamics data
Intelligent
PowerApps
Microsoft Flow
Unified experienceacross apps
Dynamics 365
Productive
Common application platform: PowerApps, Microsoft Flow, Common Data Model
Microsoft AppSource
Microsoft Dynamics 365
Dynamics 365 for the Integrated Enterprise
Enterprise Licensing
DYNAMICS 365 FOR ACTIVITIES, ENTERPRISE EDITION
Integrated Enterprise
Buckeye Distributing - Integrated Enterprise
Social Connection Tweets are fed to Dynamics 365 as a Sales Lead Power App/Flow
Quote Process Leads are utilized to Generate Quotes which are tracked within 365 through the pre-sales process. Dynamics 365
Order Creation Orders are integrated within Dynamics 365 eliminating duplicate entry & unnecessary delays. Integrated Enterprise
Data Integrity Master Data records are shared, driving data integrity throughout the organization. Integrated Enterprise
Pick & Pack Process Orders are released to the warehouse for picking and packing automatically. Dynamics 365
Shipment Tracking information is stored on the shipment record. Paperless processes supported. Dynamics 365
InvoicingInvoices are generated and emailed to the client for all shipments automatically. The timing & recurrance
is scheduled by Buckeye Distributing.Office 365
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The Microsoft Dynamics Portfolio
Microsoft
Dynamics CRM
2019
Microsoft
Dynamics AX
“Project
Madeira”
Microsoft
Dynamics GP
Microsoft
Dynamics NAV
Microsoft
Dynamics SL
2013 2014 2015 2016 2017 2018
Microsoft
Dynamics 365 –
Business edition
Microsoft
Dynamics 365
Enterprise
edition
Ongoing
Development
Ongoing
Development
Ongoing
Development
Ongoing
Development
Ongoing
Development
Public
Preview
AX 2012 R2
CRM 2014 CRM 2015 CRM 2016
AX 2012 R3 AX “7”
GP 2015
GP 2016 R2
GP 2013 GP 2016
GP 2015 R2GP 2013 R2
NAV 2013 R2
NAV 2015
NAV 2016
NAV 2017
SL 2011 SP2
SL 2015
SL 2015 CU1
SL 2015 CU2
Dynamics 365 Advantage
Productive AdaptableIntelligentPurpose-built
Dynamics 365 & Digital Transformation
customers
products operations
employees
Dynamics 365 Mantra
We Drive Change
We Put People First
We Believe in Velocity