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 TODAY’S AGENDA Introductions The Market Challenge Integration Challenges Prospect to Cash Demonstration of Integration Questions & Answers 3 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 2
3/28/2017 Business Activities of Companies Today Marketing Human Resources Sales Finance Customer Service Engineering Operations Business Process Activities of Companies Today Prospect Customer Associate Member Partner Vendor RELATIONSHIP MANAGEMENT Distributor Agent Volunteer Dealer Client PROCESS AUTOMATION … Appointments Tasks Touch Points Requests INTERACTION TRACKING Profile Updates Reminders Notifications … Events Facilities Grants Property BUS MANAGEMENT Products Services … 3
3/28/2017 Challenges Supporting Business Process Activities of Companies Today Multiple Solutions Integrated RELATIONSHIP MANAGEMENT PROCESS AUTOMATION SILOED INTEGRATED INTERACTION TRACKING LOB Applications Platforms LOB MANAGEMENT REAL LIFE SCENARIO Production / Operations WEB CRM ERP Common Data Marketing 8 4
3/28/2017 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 Lead Opportunity Quote Sales Order Fulfillment Invoice • Customer information • Order information • Product availability • Pricing, discounts, • Reservations • Order status taxation* Master Data Transactional Data PRODUCTS ACCOUNTS ORDERS Operations Sales Operations Sales Operations Sales 5
3/28/2017 DYNAMICS 365 ARCHITECTURE END-TO-END EXTENSILE APPLICATIONS BUILT ON THE STRENGTH OF EACH AREA • MEASURE Transact with Dynamics 365 COMPOSITE COMPOSITE APPS AUTOMATION • Integrate into the common data model with replication • The Dynamics 365 connector and Power BI PowerApps Microsoft Flow BKD consultants acts as the integrator • Measure with Power BI Order Management Prospect in CRM to cash/invoicing in operations Dynamics 365 Connector Project Service Actuals in CRM to GL in operations Data TRANSACT Replication Common Data Model DYNAMICS 365 DEMONSTRATION PROSPECT – ORDER – CASH INTEGRATION 6
3/28/2017 DYNAMICS 365 ADVANTAGE Purpose-built Productive Intelligent Adaptable 7
3/28/2017 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 Brett Mathews regularly contributes to articles, watch webinars & join the the CRM SoftwareBlog , a premier source conversation! for CRM news & information! http://www.dynamicsgpinsights.com/ http://www.crmsoftwareblog.com/ 8
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