Microsoft Dynamics Business Solutions Shootout

Business Solutions ShootoutSeptember 21, 2017

Turnkey Technologies, Inc. | www.turnkeytec.com

Microsoft Dynamics


Microsoft Dynamics ERP ShootoutSeptember 21, 2017


7:30 - 8:00 Breakfast / Networking8:00 - 8:05 Welcome & Introduction8:05 - 8:50 Dynamics GP (formerly Great Plains)

Chris Gherardini, CEO8:50 - 9:00 Break9:00 - 9:50 Dynamics 365 Enterprise (formerly AX or Axapta)

Tony Mercurio, D365 Enterprise Practice Director9:50 - 10:00 Break10:00 – 10:50 Dynamics 365 Business (formerly NAV or Navision)

Bill Droege, Senior Dynamics ERP Consultant10:50 – 11:00 Recap / Questions

Agenda



What is ERP? Enterprise Resource Planning or back office systems that encompass: financials, supply chain, manufacturing, project, human capital, analytics, etc.

Quick overview of three (3) distinct ERP solutions: capability, industry fit, licensing models, etc.

Narrow solution candidates down

Goals for event



Turnkey positioning



Turnkey Summarized Offering 2017 - 2018

• Microsoft Dynamics Portfolio Stack

• Dynamics GP

• Dynamics 365 – Enterprise aka Dynamics AX

• Dynamics 365 – Business aka Dynamics NAV

• Dynamics 365 – Sales, Service, Marketing, Field Service, PSA

• Dynamics Talent

• Industry Partners – Rental, Services, Supply Chain, CPM, more

• Turnkey Cloud – Private Dynamics GP Hosting

• Microsoft Cloud Stack

• Azure

• Office365

• Power Bi

• SharePoint

• Coming soon… SalesForce, Intact

• Professional Services: Design, Implementation, Integration, Migration, Maintenance,

Customization, Training, Support, Managed Services



Dynamics GP

Presented by Chris Gherardini



Key Solution Details

• Microsoft Acquired 2001

• 32 years in market solution

• Current release GP 2016R2, GP 2018 due out Dec

2017.

• ~50,000 companies using in North America

• Large customer community

• Local and National user groups

• Large partner ecosystem



Key Solution Details

• Offers full client and web client (HTML5) experiences

• Full, limited and self service user licensing

• CAL and Subscription licensing options

• Offered on premise and hosted through partners

• Extensive Industry Solutions (ISV)

• Supports Multiple Entities (no additional cost)

• Role Based user security (pessimistic application)

• Extensible via: Data driven tools, Dexterity, Visual

Basic, .Net, SSRS,

• Integration support: web services, econnect, SSIS,

Scribe, etc.



Microsoft Stack Integration

• Windows Server (2012, 2016)• SQL Server (2012, 2016)• Office365

• Mail• Word• Excel• Power BI• SharePoint

• Dynamics 365 Sales, Service, Marketing• Map Point



What is included / Available from MS



Industry solution examples

• Budgeting/Forecasting• MultiEntity Management• Credit Card Processing• eCommerce & Customer Portals• Integrated EDI Solution • Warehouse Management• Shop Floor Data Collection• Shipping (parcel/LTL/TL)• Job Costing• Equipment Management• Field Services• Dynamics 365 Sales & Service

• Collections Management• Commissioning• Container Planning• Demand Planning• Visual Planning



Dynamics GP Live Demo



Dynamics 365 Enterprise Edition

Presented by Tony Mercurio



Microsoft Stack



Complete Solutions



Financial Backbone



Globalization



Modules



Workspaces



Deployment Options

cloud cloud + edge local business data

• Fully managed by Microsoft cloud service• Systems of Intelligence • Planned multi Instance federation• Elastic scale out

• Cloud – MS managed, • Edge – customer managed• Multiple local compute/storage workplaces:

• retail, shop floor, warehouse • utilize cloud for scale, MDM, data

aggregation• Local data residency in addition to cloud

• Disconnected data center• Local data residency• Capitalize HW investments• Single instance only



Dynamics 365 Enterprise Live Demo



Dynamics 365 Business Edition

Presented by Bill Droege



D365





The Sales Rep The Accountant

Procure to pay Manage your inventory

The Owner

Technology Highlights

Dynamics 365 for Financials

KPIs and Charts

Power BI

Quote to invoice


Microsoft Outlook


PayPal integration with Invoices


Microsoft Outlook

Microsoft Word forms


Dynamics 365 for Sales



Edit Chart of Accounts

Post a journal entry

The Bookkeeper


OCR Service




Create Purchase Invoice

Pay the Vendor


Top selling items

Suggested vendors

Cortana Intelligence

Set up a new company


Getting started

Import master data via Excel or IIF

Connect to Yodlee bank service

Approve an increase

customer credit terms



Embedded workflow

Working with Excel



Microsoft Excel

Data connection

Integrated online “app”

store


AppSource


Manage opportunities



Pipeline management

Convert opportunity to quote

RO

LES

BU

SIN

ESS P

RO

CESSES



D365 Financials ERP

888.876.5393 | www.turnkeytec.com

575 Maryville Centre Drive Suite 1S | St. Louis, MO, 63141



Role based workspaces – exception management focused

Role based security

Financial account structure that includes default dimensioning

Financial schedules / Power BI reporting for focus on KPI’s

Budgeting / Fixed Assets

Excel Add-in integration

WorkFlow / Approvals

Notifications

O365 Single credential sign on

Let’s take a look!



Templates and Posting Groups to minimize data management

Bank Services interfaces

Multi Currency

Job Costing / Budgeting

Resource allocation

Time Sheets

Multi-Company Instances to support managed services

business model




Inventory by location

Assembly BOM processing

Cortana Intelligence inventory forecasting

Content management for store front integration

Purchasing

Cycle Counts

Product Information Management




GP / QB data migration mapping

Excel template imports for transactional data

Sandbox / Test / Production instances

Try then Buy after reviewing software

Quick to Deploy / Quick to ROI - No IT Resource required

RapidStart Implementation




Example slide Heading 1



Application Module based

Training and Support

Data Migration Support

Customer Portal – documentation & training tools

Ala Carte Model

Implementation Services / Support











Dynamics GP• All SaaS – from

$275/user/month, 3 user minimum, 36 month agreement

• Private single tenant hosting through Turnkey

• On premise – CAL Starter pack from $5,000 for 3 full users, $3,000 additional users plus annual SA

• Implementation budgets from 120 hours

Dynamics 365 Enterprise• All SaaS -

$210/user/month, minimum 20 users, 12 month agreement

• Includes ERP & CRM components

• Microsoft Azure Public Cloud

• Implementation budgets from 240 hours

Dynamics 365 Business• All SaaS - $40/user/month,

minimum 1 user, 12 month agreement

• Microsoft Public Cloud• Implementation budgets

from 40 hours

Contact Turnkey to get started! www.turnkeytec.com\contact

http://www.turnkeytec.com/contact



Contact Turnkey Technologies

www.turnkeytec.com/contact

[email protected]

http://www.turnkeytec.com/contact

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Microsoft Dynamics Business Solutions Shootout

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