TODAYS AGENDA Introductions Business Solutions Dynamics 365 - PDF document

2/21/2017 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 2 1

2/21/2017 “Microsoft makes a cloud push “Microsoft snatches HP CRM with new Dynamics 365 software and service business from rivals suite and App Store” Salesforce and Oracle” “Microsoft ups Salesforce, Oracle “Few other players offer a common rivalry with new cloud product“ 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. 2

2/21/2017 DIGITAL TRANSFORMATION DYNAMICS 365 Office 365 | Azure IOT | Power BI | Cortana Intelligence Application Platform (PowerApps, Power BI Embedded, Flow) & Common Data Model AppSource 3

2/21/2017 DYNAMICS 365 ADVANTAGE Purpose-built Productive Intelligent Adaptable DYNAMICS 365 AN INTEGRATED, NEXT-GENERATION, INTELLIGENT BUSINESS APPLICATIONS SUITE THAT IS PART OF THE MICROSOFT CLOUD Microsoft ft CRM ERP Dynamics amics 365 4

2/21/2017 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 DYNAMICS 365 DEMONSTRATION SALES – MARKETING – CUSTOMER SERVICE 5

2/21/2017 DYNAMICS 365 FOR PROJECT SERVICE AUTOMATION $ € DYNAMICS 365 ARCHITECTURE END-TO-END EXTENSILE APPLICATIONS BUILT ON THE STRENGTH OF EACH AREA • MEASURE COMPOSITE COMPOSITE Transact with Dynamics 365 APPS AUTOMATION • Integrate into the common data model with replication • The Dynamics 365 connector acts as Power BI PowerApps Microsoft Flow a glue • Measure with Power BI • Compose cross applications with PowerApps • Cross application composite automation using flow Dynamics 365 Connector Order Management Prospect in CRM to cash/invoicing in Data TRANSACT operations Replication Common Data Model Project Service Actuals in CRM to GL in operations 6

2/21/2017 SIMPLER & MORE FLEXIBLE LICENSING Dynamics 365 Power BI Enterprise Plan 2 Office 365 PLANS Enterprise Plan 1 Sales Service Operations Marketing Project Service MODULES Field Service Flow PowerApps AppSource AWARDS & CERTIFICATIONS 7

2/21/2017 NOTABLE CLIENTS NOTABLE CLIENTS 8

2/21/2017 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 and information! http://www.dynamicsgpinsights.com/ http://www.crmsoftwareblog.com/ 9

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