Date post: | 15-Apr-2017 |
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Microsoft
Business Development
Client Care
Field Service
Project Management
Operations
Finance
Marketing+ Adobe
(or MailChimp/
ClickDimensions)
Purpose-built
Productive
Adaptable
Dynamics 365
Characteristics
Intelligent
Before Now
Dynamics CRM
• Field Service
• Project Service Automation
• Parature
Dynamics AX
Project Madeira
Dynamics 365 for Business Development
Dynamics 365 for Client Care
Dynamics 365 for Field Service
Dynamics 365 for Project Management
Dynamics 365 for Operations
NetDocuments Email & Document ManagementSharePoint for Legal Document Management
Dynamics 365 for Financials/Gravity Finance
Purpose-built business applications for legal, accounting & finance firms
Business
DevelopmentOpportunity management
Social & business
networking
Content collaboration
Mobile accessPlanning &
managementIntelligence
Client Care Omni-channel PortalClient self
serviceOnsite service
Knowledge Intelligence
Marketing *(or MailChimp, ClickDimensions,
Concep, DotMailer etc.)
Field
ServiceScheduling
and dispatch
Asset and warranty
management
Service agreements
Inventorymanagement
Mobile Intelligence
Project
ManagementOpportunity management
Resource management
Time & expenses
Project planning
Team collaboration
Client billing Intelligence
Finance Financials Revenue PurchasingProject
accountingInventory Reports EOS scorecard Intelligence
Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.
Purpose-built end-to-end business processes for Dynamics 365
CONFIGURATION & MANAGEMENT
• Admin Portal
• Entity Mapping
DATA SYNCHRONIZATION
• Change Tracking
• Templates
• Dynamics 365 apps onlyIntegration
Services
Empower practice groups to delight clients through an end-to-end view
PROCESS
BUSINESS VALUE
Prioritize
clients
Custom
pitch
Provide accurate
service (up)dates
Timely resource
allocation
Empower practice groups to delight clients through an end-to-end view
PROCESS
PERSONAS
Client
lifetime value
Pricing, discounts,
taxation
Resource
availability
Finance information,
resource reservations
Client needs
Empower practice groups to delight clients through an end-to-end view
PROCESS
MASTER DATA TRANSACTIONAL DATA
Practice Areas
Operations
Clients
Business Dev.
Operations Business Dev.
Time & Billing
Operations Business Dev.
Dynamics 365
Configure and use your
out-of-the-box business app
Use apps tailored to
Professional Services
Industry
Create and add purpose-
built apps for your team
with no code required
Single Sign-on
Access anywhere
Dynamics 365
Dynamics 365 — Intelligence built-in
Microsoft
BD
ClientCare
Field Service
ProjectManagement
Operations
Finance
Marketing+ Adobe
DYNAMICS 365 BUSINESS APPS
Other datasources
Microsoft AppSource
3rd PARTY APPS PURPOSE BUILT APPS FROM xRM
Custom Apps by PowerApps
Compose Workflow by Microsoft Flow
APPS & DASHBOARDS
PRODUCTIVITY
Extensibility
Citizen Dev Pro Dev/xRM
IT Pro | Power User Developer | System Integrator
Dynamics 365 PowerApps/ MSFT Flow
Citizen Dev
Pro Dev/xRM
new
1. App DesignerModularized; Task-based apps
2. Visual Process DesignerDrag-and-drop interface
3. Workflow DesignerDeclarative & reusable
4. Security ModelRole, Record, and Field-based
5. Learning GuidesIn-product training
CONFIGURABLE DECLARATIVE
Applies to: Dynamics 365 for BD, Client Care, Project Management, Field Service
CONNECTOR
CONNECTORS
GATEWAYS
PowerApps
MSFT Flow
CUSTOM
Common Data Model
Clients
Dynamics 365Applications
Sealed Cloud Platforms
or custom
Compute
Storage
Runtime
1
2 3
1. CUSTOM APPSDKs, Odata v4
2. PLUG-IN & CUSTOM WORKFLOWCustom business logic leveraging the transaction
pipeline through event handlers
3. CODE EXTENSION & PLUG-INCompiled assemblies
Compute
Storage
Runtime
1Available for Dynamics 3652Available for Dynamics 365 for BD, Client Care, Project Management, Field Service3Available for Dynamics 365 for Operations
1. SDKGuide for developers writing solutions, server-side code, client applications
and extensions, custom business logic, plug-ins, integration modules,
custom workflow assemblies, and code extensions
2. Client-side SDKClient-side events and object models
3. Transaction PipelineExecutes assemblies through execution pipeline events
4. Custom Workflow ActivitiesWorkflow assemblies
5. Server-to-server Authentication3rd party application authentication using Azure AD
DEV-DRIVEN
Microsoft Azure
Pro Dev
Customizations
Applies to: Dynamics 365 for BD, Client Care, Project Management, Field Service
DEV-DRIVEN
Microsoft Azure
Pro Dev
Customizations
Applies to: Dynamics 365 for Operations
INTEGRATIONS
WORKFLOWS
• Logic Apps Connector
• OData ServiceExposes all the data entities that are marked as IsPublic and supports
complete CRUD (create, retrieve, update, and delete) functionality that users
can use to insert and retrieve data from the system
• Metadata Service
Read-only service that provides metadata information for elements
• JSON-based Custom Service
Enables X++ classes to be consumed as JSON services
1. ALM PortalLeverage Microsoft Dynamics Lifecycle Services – Implementation Projects
2. Dev in-a-boxCustomize and extend – includes Visual Studio tools
3. ALM ToolsMove code and data across your environments
4. Sandbox TiersDev, Test, and Performance Testing
DEV-DRIVEN
Microsoft Azure
Pro Dev
Customizations
Applies to: Dynamics 365 for Operations
DEV-DRIVEN
Microsoft Azure
Pro Dev
Customizations
CUSTOM
MSFT Flow
PowerApps
CONFIGURABLE DECLARATIVE
Common Data Model
Simplifies the discovery,
trial, and acquisition of
line-of-business apps
An ecosystem to help
business users get started
using apps faster
An ecosystem to help
business users get started
using apps faster
One destination for business users to discover, trial, and acquire line-of-business SaaS apps
Mobility
Citizen Dev Pro Dev/xRM
IT Pro | Power User Developer | System Integrator
DEV DRIVEN
Microsoft Azure
Pro Dev
Customizations
DECLARATIVE COMPOSITE
MOBILE APPS
CONFIGURABLE
1ST PARTY MOBILE APPS
Implementation Details• State-of-the-art physical security
measures.
• 24x7 incident response teams to mitigate threats and attacks.
• Encryption of data transferred between our data centers and at rest.
• Every production deployment has its own Virtual Private Network and dedicated Compute and Storage.
• Single sign-on federated through Azure Active Directory.
Security goals:• Safeguard data using state-of-
the industry security
technology and processes.
• Use the same identity platform
as Office 365, so users have
same username and password
for all.
• Production infrastructure and
client data is isolated from
other tenants.
Security
Implementation Details• Customer chooses Azure DC to deploy
to.
• All data is classified. Customer Data storage and movement is controlled.
• All data in transit and at rest is encrypted.
• Role based security puts you in charge.
• Documented data handling practices in the Microsoft Online Services in the Microsoft Trust Center.
Privacy goals:
• You own your data.
• You know where your data
is located.
• You control your
client data.
Privacy
Implementation Details• Adhere to strict privacy and security
practices when building features and when operating the service.
• Pass internal / external audits.
• Cross Industry Certifications are first Priority.
Compliance goals:
• Define and document standard operating procedures that meet multiple certification requirements.
• Run service in a compliant fashion and collect evidence.
• Control and audit access to production environments.
Compliance
Implementation Details• Client data not used for advertising.
• No third party (including law enforcement, other government entity, or civil litigant) given direct or unfettered access to client data except as you direct.
• Client data only used for purposes compatible with providing services (troubleshooting, improving features).
• You have access to your data, even if you stop using a service.
Transparency goals:
• Know how we secure your
data.
• Choose where your data is
stored.
• Control who can access your
data and on what terms.
• Transparent about how we
respond to government
requests for your data.
Transparency
AMERICA
UNITED STATES CANADA BRAZIL
EAST
US
EAST
US2
CENTRAL
US
NORTH CENTRAL
US
SOUTH CENTRAL
US
WEST CENTRAL
US
WEST
US
WEST
US2
US-GOV
WEST
US-GOV
EAST
CANADA
EAST
CANADA
CENTRAL
BRAZIL
SOUTH
BD ✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓
Client
Care✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓
Field
Service✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓
Project
Management✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓
Operations ✓ ✓ ✓ ✓ ✓ ✓ ✓ - - - ✓ ✓ ✓
✓Data stored in this Data Center
NP Not planned
- Under consideration
EMEA
EUROPE GERMANY UNITED KINGDOM
NORTH EUROPE WEST EUROPEGERMANY
CENTRAL
GERMANY
NORTHEASTUK WEST UK SOUTH
BD ✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17
Client
Care✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17
Field
Service✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17
Project
Management✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17
Operations ✓ ✓ H1CY17 H1CY17 - -
✓Data stored in this Data Center
NP Not planned
- Under consideration
APAC
ASIA AUSTRALIA INDIA JAPAN CHINA
SOUTHEAST
ASIA
EAST
ASIA
AUSTRALIA
EAST
AUSTRALIA SOUTHEAST
CENTRAL INDIA*
WESTINDIA*
SOUTH
INDIA*
JAPAN
EAST
JAPAN
WEST
CHINA
WEST
CHINA
EAST
BD NP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -
Client
CareNP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -
Field
ServiceNP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -
Project
ManagementNP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -
Operations ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ H1CY17 H1CY17
* India DCs are only available to organizations with a business presence in India
✓Data stored in this Data Center
NP Not planned
- Under consideration
Deployed Services Integration Services
BD
Load Balancing
Azure Active Directory
Multifactor Authentication
Express Route*
IoT Suite
Azure IoT Hub1
Notification Hubs
BizTalk Services2
Visual Studio Team Services3
Azure Site Recovery4
Client
Care
Field
Service
Project
Management
Operations
✓ Available globally unless noted.* ExpressRoute connection points: US (Atlanta, Chicago, Dallas, Las Vegas, Los Angeles, New York, Seattle, Silicon Valley, Washington DC), Canada (Montreal, Quebec City, Toronto), South America
(Sao Paulo), Europe (Amsterdam, Dublin, Paris, London, Newport (Wales, UK)), Asia (Hong Kong, Singapore, Australia (Melbourne, Sydney), India (Chennai, Mumbai), Japan (Osaka, Tokyo), Germany
(Berlin, Frankfurt), China (Beijing, Shanghai)
1Available in East US, West US, Europe, Germany, Asia, Australia, Japan 3Available in North Central US, South Central US, Brazil, West Europe, Australia East, South India2Available East US, East US 2, Central US, North Central US, South Central US, West US, Brazil, Europe, Asia, Australia, Japan 4Available for Operations in private preview Q4CY2016 serviced from West Central US, West US 2, Canada,
Germany, UK, West India, China
Reliable and resilient service delivery
SERVICE
AVAILABILITY
Monthly
DISASTER
RECOVERY
Failover/RPO/RTO
SUPPORT INCIDENT
RESPONSE TIMES
PLANNED
MAINTENANCE
Notice/Schedule
MONTHLY SERVICE
CREDIT
BD 99.9%<15 minutes/< 20 minutes
24x7*< 1 hour*
5 days
< 99.5%–25%
< 99%–50%
< 95%–100%
Client
Care99.9%
< 15 minutes/< 20 minutes
5 days
Field
Service99.9%
< 15 minutes/< 20 minutes
5 days
Project
Management99.9%
<15 minutes/< 20 minutes
5 days
Operations 99.5% <5 s/2 days5 days/weekend
Customer controls timeslot
100+ datacenters
Top 3 networks in the world
2.5x AWS, 7x Google DC Regions
G Series – Largest VM in World, 32 cores, 448GB Ram, SSD…
Operational
Announced/Not Operational
Central US
Iowa
West US
California
East US
Virginia
US Gov
Virginia
North Central US
Illinois
US Gov
Iowa
South Central US
Texas
Brazil South
Sao Paulo State
West Europe
Netherlands
China North *
Beijing
China South *
Shanghai
Japan East
Tokyo, Saitama
Japan West
Osaka
India South
Chennai
East Asia
Hong Kong
SE Asia
Singapore
Australia South East
Victoria
Australia East
New South Wales
India Central
Pune
Canada East
Quebec City
Canada Central
Toronto
India West
Mumbai
Germany North East **
Magdeburg
Germany Central **
FrankfurtNorth Europe
Ireland
East US 2
Virginia
United Kingdom
Regions (2)
US DoD East
TBD
US DoD West
TBD
* Operated by 21Vianet ** Data Stewardship by Deutsche Telekom
West US2
California
36 Regions Worldwide, 24 Generally Available…
Global datacenter footprint
France
Regions (2)
South Korea
Regions (2)
Networking
Security & Management
Active
Directory
Store /
Marketplace
AD Privileged
Identity
Management
Azure telemetry
Pipeline
Dynamics Lifecycle
Services
HybridOperations
Backup
Site Recovery
Automation
Storage & DataBI & Analytics
Application platform
Business application suite
Retail Manufacturing Services SCM HRM Administration
Global ecosystemCustomers Partners ISV’s
24x7 prioritized resolution support & critical
situation escalation management
For Med/Large business, operating a 24/7
production environment and requires access
to experts for lite advisory and escalation
services
For large enterprise >250 people operating a
24/7 complex environment and requires
immediate access to experts and full range of
proactive services
Per user, PAYG
Microsoft Dynamics 365
(1) Price for disaster recovery solution per year based on 5-year lifetime for Dynamics 365 for Operations
On-premises
H/W & S/W upfront
Included
Included
Not included
Included
Included
Included (2)
Not included
Not included
Not included
License price (enterprise user)i.e., how much a user pays for rights to access the solution
Disaster recoveryi.e., hardware, software, networking
Sandbox environment
Servicing production environmenti.e., provisioning, updates, pro-active monitoring
Additional usage rights softwarei.e., embedded Power BI
High-availability infrastructure i.e., hardware, software, networking, energy, housing
$21,486 (1)
(2) Included for Dynamics 365 for Operations only
Next stepsSchedule a “live” demo – 30 minutes
Organize a “proof of concept” – 1 week to 1 month
Run a pilot – including light-house practice group
Rollout firm-wide – targeting wider audience of
professional and support staff
Thank you!
www.xRM4Legal.com
www.xRM4Accounting.com
www.xRM4Finance.com
www.xRM.website