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INTRODUCTION TO DYNAMICS 365 –INTELLIGENT CUSTOMER ENGAGEMENT FEBRUARY 28, 2017

Woody Davis

BKD TechnologiesMarketing & Business Development

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TODAY’S AGENDA

Introductions

Business Solutions – Dynamics 365

Sales , Marketing, Customer Service & Field Service

Prospect to Cash

Questions & Answers

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“Microsoft makes a cloud push

with new Dynamics 365 software

suite and App Store”

“Microsoft ups Salesforce, Oracle rivalry with new cloud product“

“Microsoft snatches HP CRM

and service business from rivals

Salesforce and Oracle”

“Few other players offer a common

platform and data model for CRM

and ERP – and none bring in the

Office productivity capabilities as

Microsoft can”

STATE OF THE MARKETCustomer ExperienceBy 2020, customer experience will overtake price & product as the key brand differentiator.

Productivity40% of a worker’s productive time is lost when switching tasks. This costs the global economy $450B per year.

Speed of BusinessOrganizations embracing digital transformation generate an average of $100M more income each year.

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DIGITAL TRANSFORMATION

DYNAMICS 365

Office 365 | Azure IOT | Power BI | Cortana Intelligence

Application Platform (PowerApps, Power BI Embedded, Flow) & Common Data Model

AppSource

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DYNAMICS 365 ADVANTAGE

Productive AdaptableIntelligent Purpose-built

DYNAMICS 365AN INTEGRATED, NEXT-GENERATION, INTELLIGENT BUSINESS APPLICATIONS SUITE THAT IS PART OF THE MICROSOFT CLOUD

CRM ERPMicrosoftDynamics 365

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PURPOSE-BUILT END-TO-END BUSINESS PROCESSPROSPECT-TO-CASH

• Customer information • Order information

• Reservations

• Product availability

• Order status

• Pricing, discounts, taxation*

Lead Opportunity Quote Sales Order Fulfillment Invoice

Master Data

PRODUCTS

Operations

ACCOUNTS

Sales

Operations Sales

Transactional Data

ORDERS

Operations Sales

DYNAMICS 365 DEMONSTRATIONSALES – MARKETING – CUSTOMER SERVICE

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DYNAMICS 365 FOR PROJECT SERVICE AUTOMATION

$ €

DYNAMICS 365 ARCHITECTUREEND-TO-END EXTENSILE APPLICATIONS BUILT ON THE STRENGTH OF EACH AREA

Common Data Model

Data Replication

Dynamics 365 Connector

TRANSACT

Microsoft FlowPowerAppsPower BI

MEASURE COMPOSITE APPS

COMPOSITE AUTOMATION

• Transact with Dynamics 365

• Integrate into the common data model with replication

• The Dynamics 365 connector acts as a glue

• Measure with Power BI

• Compose cross applications with PowerApps

• Cross application composite automation using flow

Order Management

Prospect in CRM to cash/invoicing in operations

Project Service

Actuals in CRM to GL in operations

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SIMPLER & MORE FLEXIBLE LICENSING

Dynamics 365 Power BI

Marketing

Field Service

Operations

Enterprise Plan 2

Enterprise Plan 1

Project Service

Sales Service

PowerApps

Flow

Office 365

AppSource

PLA

NS

MO

DU

LES

AWARDS & CERTIFICATIONS

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NOTABLE CLIENTS

NOTABLE CLIENTS

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MONTHLY WEBINARS

Catch the latest webinars, &

register for upcoming webinars at:

www.bkdtechnologies.com/attend

www.sageerpinsights.com/webinars

www.bkd.com/webinars/intacct

STAY CONNECTED – DYNAMICS GP & CRMAt Dynamics GP Insights you can read articles, watch webinars & join the conversation!http://www.dynamicsgpinsights.com/

Brett Mathews regularly contributes to the CRM SoftwareBlog, a premier source for CRM news and information!

http://www.crmsoftwareblog.com/

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