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www.votivasoft.com [email protected] Microsoft Dynamics 365 Accelerate Your Digital Transformation with Dynamics 365

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Page 1: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Microsoft Dynamics 365

Accelerate Your Digital Transformation with Dynamics 365

Page 2: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Run your entire business from end to end with intelligent applications that seamlessly work together in the cloud – unifying the capabilities of CRM business software and ERP systems.

INTELLIGENT APPLICATIONS THAT WORK SMARTER TOGETHER

INTELLIGENTAPPLICATIONS

Optimize your financials and operations to drive growth and make real-time, data-driven decisions at global scale-all with an intelligent, modern enterprise business application.

Accelerate business growth

Bring organizational visibility by unifying your financial and business operations-providing real-time and predictive insights for data-driven decisions.

Make smarter decisions.

Stay ahead of the competition by bringing agility, simplification, and continuous innovation-without disrupting your operations.

Transform your business.

Meet changing business needs with a flexible and scalable global solution-while integrating legacy systems to make full use of existing investments.

Grow at your pace.

Page 3: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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INTELLIGENTAPPLICATIONS

Create more efficient processes, deliver robust reporting and analytics, and ensure regulatory compliance across 34 countries, in 60 different languages.

Bring agility and efficiency to your manufacturing by using an integrated solution that optimizes production planning, project management, operations and activity scheduling, and cost management.

FINANCIAL MANAGEMENT

MANUFACTURING

• Decrease time to value and facilitate faster, more confi-dent decisions using roll-based workspaces with em-bedded analytics

• Create your ideal manufacturing mix and support your manufacturing processes throughout the supply chain

• Adapt to changing business requirements by tailoring chart of accounts, dimensions, and rules

• Optimize manufacturing principles for each product fa-mily, including make to stock, make to order, pull to order, configure to order, and engineer to order

• Provide checks and balances using process automa-tion, encumbrance, budget planning, budget control, and three-way matching

• Accelerate your manufacturing material and finished goods flow with advanced warehouse management, hand-held scanner support, and transport management

• Efficiently track values and reduce reporting errors by automatically managing capitalized assets

• Optimize scheduling across the organization with a uni-fied resource model and scheduling engine

• Meet public sector requirements for encumbrance and budgeting

• Improve product quality and output by identifying and resolving issues through real-time insights

Transform your business performance

Work smarter with connected operations

Page 4: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Digitally transform your supply chain with advanced warehouse and inventory management to optimize visi-bility and fulfillment, product insights, material sourcing, and integrated logistics.

SUPPLY CHAIN

• Optimize fulfillment and reduce costs by synchronizing commerce across sites, warehouses, and transportation modes

• Enable faster response to customer demand by seamlessly orchestrating order-to-cash processes

• Streamline procurement costs and gain more control by automating procure-to-pay processes

• Get insight and control across all sites and war-ehouses

• Automate prospect-to-cash processes by integrating with Dynamics 365 for Sales

Streamline your supply and demand

Page 5: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Personalize customer engagement and increase employee productivity by creating an exceptional, insightful shopping experience that unifies digital, in-store, and back office operations.

Engage every shopper

Elevate your brand and encourage buying behavior by engaging customers through cross-channel technology and personalized retail experiences.

Create immersive shopping experiences.

Help your employees deliver outstanding customer service by giving them the tools they need to succeed from customer and inventory details to employee schedules.

Provide exceptional service.

Make smarter decisions based on data-driven insights to help optimize your business-from merchandising to inventory to fulfillment.

Optimize retail operations through insights.

Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience across channels.

UNIFIED COMMERCE

• Personalize customer experiences throughout stores, web, mobile, and call centers

• Provide convenient, flexible ways to shop, such as in-store pickup or home delivery

• Offer cross-channel incentives, such as loyalty programs, gift cards, and promotions

Give customers a seamless shopping experience

Page 6: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Manage your stores more efficiently, help increase sales, adapt to changing needs, and provide outstanding customer service by implementing the latest technology, tools, and innovation.

MODERN STORE EXPERIENCESProvide exceptional customer service

• Deliver better service with by giving employees access to real-time product, customer, inventory, and order details

• Offer more product selection and recommendations by blending the best of online and in-store shopping

• Get more control over store operations through auto-mation and advanced operational capabilities

• Give customers the flexibility to buy in store, pick up in other locations, or have it delivered to their doorstep

• Improve employee productivity thorough schedules, time clock, and manager dashboards

Improve your ROI and product demand by accessing a robust set of capabilities that help centrally manage your merchandising—including product information, categories, assortment, and pricing.

EFFECTIVE MERCHANDISING

• Simplify sales and promotional efforts by centrally ma-naging your products and promotions

• Attract more customers by managing your assort-ments by channel and personalized offers

• Drive revenue by creating and targeting catalogs across channels, customers, and seasons

Offer the right products in the right channels at the right prices

Page 7: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Reduce fulfilment costs, improve inventory utilization, and efficiently manage your business by making smarter decisions using customer and operational insights.

OPTIMIZED OPERATIONS

• Optimize fulfillment and enable the right level of inven-tory at right locations

• Get a centralized and cohesive view of your entire ope-rations

• Finish end-of-day activities faster using automated and streamlined workflows

• Meet your changing business needs with a solution built for multi-company, multi-brand, and multi-channel global operations

• Take advantage of the latest innovations and opportu-nities with continuous application updates

Streamline your business through intelligent in-sights

Drive success by providing exceptional experiences across the talent journey-from attracting the right people with native LinkedIn tools to employee onboarding, engagement, and growth.

Bring out the best in your people

Build accurate candidate profiles, conduct collaborative interviews, and improve the ROI of your hiring process.

Hire the right people.

Enable a seamless onboarding experience that accelerates the produc-tivity and business impact of new hires.

Set up employees for success.

Streamline human resources management and offer cost-effective pro-grams that maximize retention.

Drive operational excellence.

Page 8: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Quickly find the talented people you need and deli-ver more engaging candidate experiences with native integration to LinkedIn and streamlined, collaborative ex-periences across candidates, recruiters, hiring managers, and interviewers.

Help new employees hit the ground running while feeling impactful and connected throughout those first new critical months.

ATTRACT

ONBOARD

Find, interview, and hire the right people

Set up new hires for success

• Simplify candidate evaluation with visibility into Linke-dIn profiles throughout the hiring process

• Increase productivity by identifying critical contacts and sharing resources and relevant documents

• Improve communication with native integration to Lin-kedIn InMail and mobile feedback capabilities

• Personalize the pre-boarding and onboarding ex-perience with customizable onboarding guides

• Streamline interviews using Office 365 to coordinate calendars and set appointments

• Monitor onboarding success with real-time dashboards

Provide continuous feedback and reward high performers by turning performance into a daily, tow-way conversa-tion between employees and managers.

ENGAGEFoster a culture of excellence

• View real-time performance dashboards and track accomplishments

• Get full transparency around employee performance to take immediate corrective action

• Offer visibility through performance journals, real-time feedback, and collaborative goal management

Page 9: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Improve business impact and drive an agile, high-per-formance culture by automating routine HR tasks and focusing on strategic initiatives.

Easily track employee accomplishments, ensure comple-tion of required certifications, and recommend additio-nal training and developmental opportunities to further employee careers.

OPTIMIZE

LEARN

Streamline and analyze core HR operations

Fast track employee growth

• Create centralized employee profiles that highlight skills and experiences-using Microsoft Office 365 and LinkedIn data

• Drive the next best action for professional growth with role-tailored experiences

• Get visibility across your global organization and mini-mize compliance risk

• Guide employees complete required training and sug-gest professional development resources

• Improve planning with cost-effective programs that can be tracked and analyzed

Page 10: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Go beyond sales force automation by bringing digital intelligence into each deal to better predict your customer’s needs-and deliver the per-sonal attention that builds relationships and revenue.

Take action with confidence. Derive meaningful intelligence from large amounts of complex data to provide sellers with contextual, actionable insights that are easy to understand.

Increase revenue while reducing acquisition cost using intelli-gent insights, sales CRM, and business processes.

Grow your business.

Turn relationships into revenue

ACTIONABLE INSIGHTS

Reduce distractions and know where to prioritize to maximize performance in fast-paced sales environments.

Work smarter, be more productive, and collaborate through sales management software.

• Increase sales velocity by identifying prospects most likely to buy based on predictive intelligence

• Know where to focus with insights that reveal rela-tionship health and risk

• Spot buying signals, identify competitive threats, and keep a pulse on the market with social media

• Engage your customers in more personalized, effective ways through customer intelligence

Stay focused.

Win faster.

Focus and act on the right priorities.

Page 11: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Increase revenue, boost productivity, gain key insights, and reduce costs when you automate your sales pro-cesses through a highly intuitive interface and Microsoft Office-embedded capabilities.

Accelerate your sales performance with real-time analytics based on historical data and predictive information. Ins-pire, onboard, coach, and motivate your team to achieve more.

SALES PRODUCTIVITY

SALES PERFORMANCE

• Work anytime, anywhere with familiar, intuitive produc-tivity tools, such as mobile apps that provide contextual news, social data, and task flows

• Get answers fast using dashboards, contextual charts, and Power BI Q&A for natural language queries

• Know what steps to take next to close deals faster by using process automation and a guided sales process

• Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real time

• Recruit, onboard, and strengthen your partner channel through deeper enablement and activation

• Ease onboarding and align sales behavior through sales management software and interactive help and documen-tation

• Energize everyone on your sales team with fun and exci-ting competitions through gamification

Spend more time selling and less time on admi-nistration

Create a culture that nurtures success

Page 12: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Improve customer service through a single, unified experience that delivers end-to-end service across every channel-earning customer loyalty and empowering agents.

Earn customers for life

Minimize customer effort, proactively address issues, and deli-ver more personalized, seamless service.

Earn customer loyalty.

Give agents the knowledge they need to deliver faster, more consistent service.

Anticipate and react quickly to customer, business, and market demands using a customer service software application with intelligence built in.

Empower every agent.

Adapt to changing needs.

Support your customers wherever and whenever they need it. Deliver the personalized, consistent service customers expect across their choice of device and channel—including social media.

OMNI-CHANNEL ENGAGEMENT

• Use a unified platform for consistency and visibility across channels

• Get deeper insights with a 360-degree customer view

• Personalize interactions based on past interactions and behavior

Connect with customers anytime, anywhere

Page 13: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Optimize your field service management. Organize people and equipment with flexible scheduling options to accommodate both customer service representative and dispatcher workflows—including more precise ap-pointment scheduling—so it’s easy to fit more appoint-ments into the day.

OPTIMIZED SCHEDULING

• Easily schedule resources manually, with recommenda-tions, or automatically

• Identify and organize available field service resources by category to create a smarter workload and resource balance

• Match skill sets of the technician against the work requi-rements

• Take geography, availability, truck inventory, regulato-ry requirements, customer preference, and service level agreement into account

Get the right resources to the right place at the right time

Increase customer satisfaction with intelligent scheduling, native mobile support, and remote asset monitoring to help you get the job done right the first time.

Master the service call

Automatically optimize schedules, reallocate resources quickly during escalations, improve first-time fix rates, and simplify dispatching for field service companies.

Optimize your scheduling.

rovide real-time customer insights and guidance, use barcode and RFID readers, and process work orders from mobile apps.

Equip your mobile workforce.

Go from a traditional break-fix repair model to never-fail service model by integrating Microsoft IoT. Automate troubleshooting and remote fixes so a technician is dispatched only when necessary.

Profit from predictive services.

Page 14: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Provide native mobile applications with real-time and offline data. No matter which device they use, your tech-nicians can view the customer information and guidance they need when they need it.

MOBILE PRODUCTIVITY

• Offer your technicians access to a full 360-degree view of customer and case history

• Improve work consistency and first-time fix rates by offe-ring technicians step-by-step guidance

• Provide mobile workers with a multiday calendar of work order details that can be dynamically changed and ma-naged

• Link work orders to customer and case history, product configuration installations, parts information, and pricing

Improve field processes and technicianproductivity

Deliver an end-to-end customer-centric experience. With Dynamics 365, field service companies can keep customers informed, make communication easier, and ensure they have positive interactions at every step of the service chain.

CUSTOMER COMMUNICATIONS

• Enable customers to see upcoming service appoint-ments and view completed and open cases through a customer portal

• Send the real-time location of technicians to customers, along with arrival times, photo, and vehicle information

• Keep customers informed at each step of the process with automated text messages and phone calls

• Automatically escalate customer feedback for follow up when needed

Put your customers at the center of every interaction

Page 15: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Creating a seamless customer experience starts with well-connected tools. Unify your sales and marketing with Adobe Marketing Cloud and Dynamics 365 for a complete view of your customer. Know about all the interactions customers have had with you to help create a seamless experience for them—whether they’re res-ponding to your marketing campaigns or speaking with your sales team.

CAMPAIGN ORCHESTRATION

• Deliver consistent messaging between sales and mar-keting

• Increase retention rates, reduce sales cycles, and increase close rates

• Drive revenue and marketing ROI with campaign management tools

Connect sales and marketing

Get a comprehensive view of your customers across sales and marke-ting, providing a new understanding of their journey.

Create a 360-degree view of customers.

Take a more proactive approach to sales and marketing. Anticipate customer needs, uncover insights, and personalize across all customer touchpoints.

Create better customer experiences.

Align sales and marketing activities to extract more customer value. Sell faster and more efficiently—while creating and measuring marke-ting ROI.

Support your digital transformation strategy with the experience and innovation of Microsoft and Adobe—at a global scale.

Drive your business forward.

Rely on a trusted partnership.

Bring your marketing content, data, and processes together with Dy-namics 365 and Adobe Marketing Cloud-to deliver engaging customer experiences across all touchpoints.

Unify sales and marketing to connect cus-tomer experiences

Page 16: Microsoft Dynamics 365...Optimize retail operations through insights. Increase your revenue, customer satisfaction, and brand loyalty by delivering a consistent shopping experience

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Uncover insights by bringing all your customer data together—including Dynamics 365, Office 365, and third-party data sources—with the security and privacy you require.

CONNECT TO ALL YOUR DATA

• Access data with out-of-the-box connectors or custom integrations

• Easily compose data flows using Azure services

• Integrate profiles, KPIs, and predicted outputs with a Power BI desktop connector

Get a comprehensive look at your customers

INTELLIGENTAPPLICATIONS

Understand your customers to better engage them through intelligent insights. Using Dynamics 365 with Microsoft Azure, transform your data into timely and relevant information, inferences, and predictions that help your business succeed.

Engage your customers with intelligent insights

Get a 36—degree view of the customer journey to reveal interactions, make inferences, and anticipate customer needs.

Understand customers better.

Generate data-driven predictions across your business, such as predic-ting customer attrition or sales conversion.

Predict business outcomes.

Create more effective campaigns through granular customer segmen-tation based on known and predicted customer journeys.

Find the right audience.