CRM/ERP INTEGRATION BREAKING DOWN THE SILOS OF WORKFLOW PRESENTERS - - PDF document

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Jan 07, 2024 394 likes •510 views

3/28/2017 CRM/ERP INTEGRATION BREAKING DOWN THE SILOS OF WORKFLOW PRESENTERS Woody Davis Josh Pelkola BKD Technologies BKD Technologies Marketing & Business Managing Consultant Development 1 3/28/2017 TODAYS AGENDA

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CRM/ERP INTEGRATION – BREAKING DOWN THE SILOS OF WORKFLOW

PRESENTERS

Woody Davis BKD Technologies Marketing & Business Development Josh Pelkola BKD Technologies Managing Consultant

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TODAY’S AGENDA

Introductions
The Market Challenge
Integration Challenges
Prospect to Cash
Demonstration of Integration
Questions & Answers

STATE OF THE MARKET

Customer Experience

Access data quickly and

accurately. customer

experience is becoming the

key to brand differentiator.

Productivity

40% of a worker’s productive time is lost when switching

systems. Automate Business

Processes

Speed of Business

Technology is allowing businesses to scale

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3/28/2017 3 Business Activities of Companies Today

Marketing

Sales

Customer Service Operations

Engineering

Human Resources Finance

Business Process Activities of Companies Today

RELATIONSHIP MANAGEMENT PROCESS AUTOMATION INTERACTION TRACKING BUS MANAGEMENT

Prospect Customer Associate Member Partner Vendor Distributor Agent Volunteer Dealer Client … Events Facilities Grants Property Products Services … Appointments Tasks Touch Points Requests Profile Updates Reminders Notifications …

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Challenges Supporting Business Process Activities of Companies Today

RELATIONSHIP MANAGEMENT PROCESS AUTOMATION INTERACTION TRACKING LOB MANAGEMENT SILOED INTEGRATED

Multiple Solutions Integrated LOB Applications Platforms

REAL LIFE SCENARIO CRM ERP

WEB

Marketing Production / Operations

Common Data

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DYNAMICS 365

Office 365 | Azure IOT | Power BI | Cortana Intelligence Application Platform (PowerApps, Power BI Embedded, Flow) & Common Data Model AppSource

PURPOSE-BUILT END-TO-END BUSINESS PROCESS

PROSPECT-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

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DYNAMICS 365 ARCHITECTURE

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

Common Data Model

Data Replication

Dynamics 365 Connector TRANSACT Microsoft Flow PowerApps Power BI MEASURE COMPOSITE APPS COMPOSITE AUTOMATION

Transact with Dynamics 365
Integrate into the common data

model with replication

The Dynamics 365 connector and

BKD consultants acts as the integrator

Measure with Power BI

Order Management Prospect in CRM to cash/invoicing in

perations

Project Service Actuals in CRM to GL in operations

DYNAMICS 365 DEMONSTRATION

PROSPECT – ORDER – CASH INTEGRATION

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DYNAMICS 365 ADVANTAGE

Productive Adaptable Intelligent Purpose-built

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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 & CRM

At 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 & information! http://www.crmsoftwareblog.com/

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