TODAYS AGENDA Introductions Business Solutions Dynamics 365 - - PDF document

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Jan 17, 2023 540 likes •657 views

2/21/2017 INTRODUCTION TO DYNAMICS 365 INTELLIGENT CUSTOMER ENGAGEMENT FEBRUARY 28, 2017 Woody Davis BKD Technologies Marketing & Business Development TODAYS AGENDA Introductions Business Solutions Dynamics 365

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INTRODUCTION TO DYNAMICS 365 – INTELLIGENT CUSTOMER ENGAGEMENT

FEBRUARY 28, 2017

Woody Davis BKD Technologies Marketing & Business Development

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 MARKET

Customer Experience

By 2020, customer experience will overtake price & product as the key brand differentiator.

Productivity

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

tasks. This costs the global

economy $450B per year.

Speed of Business

Organizations 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 Adaptable Intelligent Purpose-built

DYNAMICS 365

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

CRM ERP

Microsoft ft Dynamics amics 365

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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

DYNAMICS 365 DEMONSTRATION

SALES – MARKETING – CUSTOMER SERVICE

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DYNAMICS 365 FOR PROJECT SERVICE AUTOMATION

$ €

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 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

perations

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 PLANS MODULES

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

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