Dynamics 365

Carlina Martínezcarmar@microsoft.com

Partner Technology Strategy Dynamics 365 - LNM

16 febrero 2017

Microsoft Dynamics 365Business applications

Microsoft

Sales

CustomerService

Field Service

Project ServiceAutomation

Operations

Finance

Marketing+ Adobe

Microsoft

Sales

CustomerService

Field Service

Project ServiceAutomation

Operations

Finance

Marketing+ Adobe

Purpose-built

Productive

Adaptable

Dynamics 365

Characteristics

Intelligent

Purpose-built business applications

SalesActionable

InsightsPersonal

EngagementCustomer

ManagementSales

PerformanceIntelligence

Customer

ServiceOmni-channelengagement

Self-Service and Communities

UnifiedExperience

Knowledge Base Intelligence

Marketing *

Field

ServiceOptimized scheduling

Service agreements

Inventorymanagement

Mobile productivity

Connected devices

Customer Communication

sIntelligence

Project

Service

Automation

Solution selling

Project planningResource

schedulingMobile

productivityTime +

expensesCustomer billing Intelligence

Operations RetailProcurement and sourcing

Supply chain management

Project accounting

Human capital management

ManufacturingFinancial

managementIntelligence

Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.

Turn relationships into revenue

PersonalEngagement

CustomerManagement

Actionable Insight

Sales Performance

Seller

Customer

Manager

Microsoft Dynamics 365 for Customer Service

?

Customer

Agent

Earn customers for life

What Companies to Target

Organization Characteristics

• 5 – 50 employees

• 5 or more customer-facing employees

• Minimum of 5 seats, 10 suggested

• Revenues from new and repeat customers

Industries

Commercial Industries

• Financial Services

• Manufacturing

• Retail

• Consumer Goods

• Professional Services

What Buyers to Target

Role Targets for Marketing

Business Decision Makers

Primary

• Business Owner

• President

• Partner

Secondary

• Sales or service VP or general manager

What Process?

• OportunityManagement

• Customer Care/Services

• Marketing Automation

• Social Media Insight

Sales Marketing

Increase your Sales

• Opportunity & Pipeline Management

• Planning & Management

• Mobile Sales

• Sales Intelligence

Sales Productivity

• Outlook Integration

• Immersive Excel templates

• Document generation capabilities from CRM – Word and Excel

• Manage CRM documents across SharePoint, Office 365 Groups, OneDrive for Business

• Native Skype for Business Integration

Digital Marketing

• CampaignManagement

• Marketing Resource Management.

• Lead Management

• Multi-Channel Campaigns

Customer Care

• Call Center process

• Ticket automation

• SLA

• Case/Complaints/Information requests

Services

Social Engagement

• Optimized for 250+ Employees

• Comprises CRMOL and AX

• Online / On premises dual use rights

• 20 user minimum on AX related SKUs

• Optimized for 10-250 Employees

• Financials (“Project Madeira”)

• Sales (future) and Marketing (future)

• Cloud Only

• 300 seat maximum

Sales (tbd)

Financials

Marketing (tbd)

Apps Plans

Financials Sales*

Marketing* Future

Apps*

Sales*

Marketing* Future

Apps*

Financials

“full users”

Team Members

Light use, knowledge sharing & embedded business intelligence

“light users”

DYNAMICS 365, BUSINESS EDITION (FUTURE PLAN)

SALES MARKETING

● (Cloud only)

Field Service

Sales Customer Service

Project Service Automation

Marketing (Adobe) Operations

Operations Sales

Field

Service

Customer

Service

Sales

Field

Service

Customer

Service

Operations

CURRENT CRM COMPONENTS/PLAN 1 BIZ APPSNEW APP

$

CURRENT CRM + NEW APPS

PLAN 1 + OPERATIONS

$

CURRENT ‘AX7’

● ● ● ●

● ● ● ●

● ● ● ● ●

● ●

---------------------------------------- Enterprise edition--------------------------------------- Business edition

*Sales and Customer Service will receive Dual Use Rights to CRM Professional, and Team Members to

CRM Essential, prior to Dynamics 365 on-premises release.

Existing SKUs will be replaced by Dynamics 365 SKUs

Customers with an existing subscription or agreement will be able to add additional seats under current

contract terms

●

●

●

● (existing only)

●

● (dual rights) ● (dual rights)

● (dual rights) ● (dual rights)

● (dual rights) ● (dual rights)

---------- Perpetual On-Prem ---------- --------------- Dynamics 365 -------------

MARKETING

Existing SKUs will be replaced by Dynamics 365 (on-premises) SKUs

Customers with an existing subscription or agreement will be able to add additional seats of existing SKUs

until renewal.

Starts at $115 per user per month

(sold by FST for $25 pupm)

All prices are ERP per month

Dynamics 365 Plan 1

CRMOL Professional Baseline

$65

Step up to CRMOL Enterprise

$200

Additional cost purchased separately

$125

Plan 1 functionality

in CRM Online model

$325 per user

Additional minimum purchase per tenant in CRM Online model

$835

$50

$150

$500

$135

Why Go Online?

Feature Online On-Premise

Project Service Automation

Field Service

Standalone PowerApps

Equivalent On-Premises Rights

Feature Online On-Premise

PowerApps (embedded)

Portal

Offline Mobile

Voice of the Customer

Social Engagement

Gamification

Online subscriptions include cost of IT infrastructure, and resources for service maintenance

Secure Government cloud option available

App Availability & Dynamics 365 Cloud License Entitlements

Why Go Online – Feature DifferencesFeature Online On-Premise

Learning Path (guided help)*

Office 365 Groups Integration**

OneNote Integration**

Immersive experience, Excel Online**

Delve Integration**

Organization Insights Dashboard

(system usage stats)*

Next generation search*

Task flow for mobile

Authenticated Mashups in Mobile

Data Warehouse for CRM Online*

Threat Management with SIEM**

Feature Online On-Premise

CRM Online Administration

Online Customer Backup and Restore

Document Recommendations

(P) Company news & timeline*

(P) Product recommendations (Azure

ML)*

(P) Bulk Data Loader for CRM Online*

(P) **Relationship Insights*

(P) **Mobile with Relationship

Intelligence*

(P) Customer Insights*

(P) Advanced Service Analytics

*This is an Azure service designed for our CRM Online offering

** This is an Office365 service designed for our CRM Online offering

(P) This is in preview

Dynamics

Partner

Telephony

CRM - Customer

Engagement

Document

Management &

Workflows

Office 365

BI, IoT, Dashboards

Mobile Access

Business Consulting

Customer

Deeply understands customers’ business processes

Owns customers’ technology strategy

Owns solution integration and validation

Owns the billing relationship

Offers a comprehensive solution

Leads with the Cloud

Offers managed services including support

ERP

End-to-end intelligent business applications in the cloud

Start with the right fit for your business & grow at your own pace in the cloud

Empower employees with productivity tools surfaced in

context of processes

Start with what you need

Productivity where you need it

Guide employees to optimal outcomes with intelligence embedded

in processes

Intelligence built-in

Stay nimble & adapt in real-time with flexible, extensible applications

& platform

Ready forgrowth

Cloud Solution Provider

Next Steps

Cloud Solution Provider

Summary: Why add Dynamics 365 Online

to your services portfolio?

Thankscarmar@microsoft.com