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What is dynamics 365? - aOS Canadian tour (Toronto)

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Page 1: What is dynamics 365? - aOS Canadian tour (Toronto)

aOS 2017Canadian Tour

Fueled by

QuebecMontrealOttawaToronto

February 6February 7 February 8February 10

Page 2: What is dynamics 365? - aOS Canadian tour (Toronto)

What is Dynamics

365?How Microsoft is using Azure and Office

365 to modernize their business applications?

Nicolas GeorgeaultEmergent technologies Officer

[email protected]@ngeorgeault

Page 3: What is dynamics 365? - aOS Canadian tour (Toronto)
Page 4: What is dynamics 365? - aOS Canadian tour (Toronto)

86% Of CEOs see digital as their # 1 priority

The CEOs are convinced that of all the current global trends, It is the technology that will have the most impact and transform their business.

Technological advancesDemographic Changes

Global change in economic powerRare resources & climate change

Urbanization

Page 5: What is dynamics 365? - aOS Canadian tour (Toronto)

How is your business impacted by the digital revolution?When is it your business model?

Digitale transformation Result

Engage your customers

Make your employees more Agile

Optimize your operations

Transform your

products

Digitale tranformation

Page 6: What is dynamics 365? - aOS Canadian tour (Toronto)

Create an intelligent cloud computing

platform

Customize your environment

Reinvent Productivity and Business Processes

Differentiation · Agility · Cost

TRANSFORMATION OF

BUSINESS PROCESSES

Page 7: What is dynamics 365? - aOS Canadian tour (Toronto)

Azure and Office 365 as support for application modernization

Page 8: What is dynamics 365? - aOS Canadian tour (Toronto)

• Simplify management and operations• Continue to take advantage of previous development investments• Reassure users with identical versions

• Unify authentication• Provide an "abstraction layer" of the service• Consuming Services Available in Office 365• Homogenize the Experiences

• Transforming the backend without worrying users• Innovate on the management and structure of data in a

transparent way• Edit in depth and take advantage of the BigData

• Benefit from the contribution of Azure services• Enrich the product with intelligence functionalities• Connect systems altogether• Identify correlations in uses and processes

Publish applications “as is” in the cloud

Make client applications

more reliable

Transform the backend

Extend cross- functionalities

Modernization in 4 acts

Page 9: What is dynamics 365? - aOS Canadian tour (Toronto)

What is Dynamics 365?

Page 10: What is dynamics 365? - aOS Canadian tour (Toronto)

CRM ERP

A new era of intelligent business applications

Page 11: What is dynamics 365? - aOS Canadian tour (Toronto)

CRM ERPMicrosoftDynamics 365

A new era of intelligent business applications

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Microsoft Dynamics 365

Applications intelligentes : Office 365, Power BI, la suite Cortana Intelligence et Azure loTVENTES OPÉRATIONS FINANCE

SMARKETING SERVICE CLIENTSERVICE SUR

SITEAUTOMATISTION DE PROJET DE SERVICE

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An intelligente platform

ACTIONINTELLIGENCE

Office 365

Dynamics 365 LinkedI

n

Etc..Météo

loTAnalyseweb

Médias sociaux

CRM + ERP

Page 14: What is dynamics 365? - aOS Canadian tour (Toronto)

Microsoft Dynamics 365Before Now

Dynamics CRM• Sales, Service, Marketing• Field Service• Project Service Automation• Social Engagement

Dynamics AX

‘Project Madeira’

Dynamics 365 for Sales Dynamics 365 for Customer ServiceDynamics 365 for Marketing Dynamics 365 for Field ServiceDynamics 365 for Project Service Automation

Dynamics 365 for Operations (Enterprise Edition)

Dynamics GPDynamics NAVDynamics SL

Dynamics GPDynamics NAVDynamics SL

Dynamics 365 for Financials (Business Edition)

• Portals• Gamification• Voice of the

Customer• Unified Service Desk

Page 15: What is dynamics 365? - aOS Canadian tour (Toronto)

MicrosoftDynamics 365

Sales

CustomerService

Field Service

Project ServiceAutomation

Operations

Finance

Marketing

Page 16: What is dynamics 365? - aOS Canadian tour (Toronto)

SalesSales

Features

Opportunity Management

Social Selling

Office 365 Productivity

Mobility

Account Management

Activity Management

Intelligence

Scenarios

B2B or B2C pipeline management

Stakeholder Management

Membership Management

Wealth Management

Donations and Fundraising

Grants Management

Loyalty Management

Page 17: What is dynamics 365? - aOS Canadian tour (Toronto)

Sales examples

Page 18: What is dynamics 365? - aOS Canadian tour (Toronto)

MarketingMarketing

* Empired support Marketo and ClickDimensions as strategic marketing platform providers partners. There are other Marketing platforms that integrate with Dynamics 365 additionally.

Features

Lead Management

Campaign Planning

Marketing Lists

Social Engagement

Intelligence

Enterprise Marketing*

Business Marketing*

Scenarios

Nurture marketing

Contextual personalisation

Omni-channel marketing

Progressive profiling

Event management

Web analytics

Page 19: What is dynamics 365? - aOS Canadian tour (Toronto)

Marketing examples

Page 20: What is dynamics 365? - aOS Canadian tour (Toronto)

Field ServiceField

Service

Features

Scheduling & Dispatch

Asset and Warranty Management

Service Agreements

Inventory Management

Resource Management

Customer billing

Dedicated Mobile App

Scenarios

Connected Field Service (IoT)

Traditional asset break/fix

Healthcare client management

Financial services on-the-road

Home services (car service, home maintenance)

Facilities booking

Page 21: What is dynamics 365? - aOS Canadian tour (Toronto)

Field Service examples

Page 22: What is dynamics 365? - aOS Canadian tour (Toronto)

Project Service Automation Project Service Automation

Features

Scheduling

Resource Management

Time & Expenses

Project Planning

Team Collaboration

Customer Billing

Intelligence

Scenarios

Business / Professional Services

Construction

Engineering

Legal

Accounting

IT

Page 23: What is dynamics 365? - aOS Canadian tour (Toronto)

Project Service

Page 24: What is dynamics 365? - aOS Canadian tour (Toronto)

Customer Service Customer Service

Features

Case Management

Self Service Portal

Agent Enablement (Unified Service Desk)

Integrated Social Engagement

Knowledge Base Management

Omni-Channel Communication

Intelligence

Scenarios

Employee Self Service (HR / Help Desk)

Customer / Partner Self Service

Complaints and Issues Management

Call Centre

Public sector citizen services

Claims management

Client care

Page 25: What is dynamics 365? - aOS Canadian tour (Toronto)

OperationsOperations

Features

Retail Budget Control

Procurement & Sourcing Warehouse Management

Supply Chain Management Transportation Management

Project Accounting Inventory Management

Human Capital Management Order fulfillment

Manufacturing Mobility

Financial Management (AR/AP/GL) Analytics and Reporting

Page 26: What is dynamics 365? - aOS Canadian tour (Toronto)

Operations

Page 27: What is dynamics 365? - aOS Canadian tour (Toronto)

Finance (‘Project Madeira’)Finance

Features

Supplier / Vendor Management Sales Invoicing

General Ledger Product Management

Accounts Payable Mobility

Accounts Receivable Analytics and Reporting

Page 28: What is dynamics 365? - aOS Canadian tour (Toronto)

Empired Ltd.

Financials example

Page 29: What is dynamics 365? - aOS Canadian tour (Toronto)

Purpose-built end-to-end business processEmpower people to delight customers through an end-to-end view PROCESSProspect Cash

Lead Opportunity Quote Sales Order Fulfillment Invoice

PERSONAS

Customer lifetime value

ACCOUNT MANAGER

Pricing, discounts, taxation

SALESMANAGER

Product availability

PRODUCTION PLANNER

Order information, resource reservations

CREDIT AND COLLECTION MANAGER

Payment history

SALESREPRESENTATIVE

CustomerService

Problems, Issues, Requests

CUSTOMER SERVICE

Page 30: What is dynamics 365? - aOS Canadian tour (Toronto)

Unified UI

Page 31: What is dynamics 365? - aOS Canadian tour (Toronto)

Embedded Power BI

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Page 33: What is dynamics 365? - aOS Canadian tour (Toronto)

Mobility

Page 34: What is dynamics 365? - aOS Canadian tour (Toronto)

Outlook Integration

Page 35: What is dynamics 365? - aOS Canadian tour (Toronto)

How are my people supported in their decision making?

Page 36: What is dynamics 365? - aOS Canadian tour (Toronto)

Data

Interactive dashboardsWhy did it happen?

PredictionsWhat will happen?

RecommendationsWhat should I do?

Decision automation

Decision support

VALUE

Static reportsWhat happened?

Manual process

Journey from data to action… Dynamics 365 — Intelligence built-in

Dashboards and reports

Power BI

Forecasting

Artificial Intelligence

Page 37: What is dynamics 365? - aOS Canadian tour (Toronto)

Relationship Insight

Page 38: What is dynamics 365? - aOS Canadian tour (Toronto)
Page 39: What is dynamics 365? - aOS Canadian tour (Toronto)

Dynamics 365 intelligenceIntelligence built-in today

Sales Relationship Insights Cross-sell / Up-sell Product Recommendations

Customer Service Knowledge Base Insights Previous Case

recommendations Customer Insights

Marketing Lead Scoring Intent Analysis Sentiment Analysis

Field Service Preemptive Service Resource Optimisation

Project Service Automation Resource Optimisation

Operations Demand Forecasting Cash Flow Forecast Predictive Sales and Inventory Forecast

Page 40: What is dynamics 365? - aOS Canadian tour (Toronto)

How do I adapt and extend the standard business processes provided by the services?

Page 41: What is dynamics 365? - aOS Canadian tour (Toronto)

Business Processes

DYNAMICS 365 BUSINESS APPS

Sales

Customer Service

Marketing

Field Service

Project Service Automation

Operations

Data Data

Business Processes Business Processes

Adaptability of business processes

Other datasources

Microsoft AppSource

3rd PARTY APPS PURPOSE BUILT APPS FOR MY TEAM

Custom Apps by PowerApps

Common Data Service

Compose Workflow by Microsoft Flow

Business Processes

OFFICE 365,

APPS & DASHBOARDS

PRODUCTIVITY

Page 42: What is dynamics 365? - aOS Canadian tour (Toronto)

AppSource

Page 43: What is dynamics 365? - aOS Canadian tour (Toronto)

Microsoft AppSource

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

Page 44: What is dynamics 365? - aOS Canadian tour (Toronto)
Page 45: What is dynamics 365? - aOS Canadian tour (Toronto)

PowerApps

Page 46: What is dynamics 365? - aOS Canadian tour (Toronto)

ExtensibilityDynamics 365 PowerApps/ Microsoft

Flow

Build custom business logic

Build integrations & workflows

Configure Business Processes

Build custom LOB apps &

automation

Power User / IT Pro

Systems Integrator

/ Developer

new

Page 47: What is dynamics 365? - aOS Canadian tour (Toronto)

Extensibility

CONNECTOR

CONNECTORS

GATEWAYS

PowerApps

MSFT Flow

Cloud services

On-premise

data

Dynamics 365CUSTOM

3rd partyapps

Common Data Service

Office 365

Page 48: What is dynamics 365? - aOS Canadian tour (Toronto)

Common Data Model - CDM

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Page 52: What is dynamics 365? - aOS Canadian tour (Toronto)

The Common Data Model - backbone for all your business data

Cloud services

IntelligenceOperational data storeTransaction Processing Store

Common Data Modeland custom entities

Real time sync Data

API

Pro development tools

PowerAppsPower BI Microsoft Flow

Security Model

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Public Roadmap

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Roadmap produits Microsoft Dynamics

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https://www.microsoft.com/en-ca/dynamics365

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Your questions?

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Page 58: What is dynamics 365? - aOS Canadian tour (Toronto)

• Dive into the Microsoft Common Data Model – Ignite 2016• https://channel9.msdn.com/events/Ignite/2016/BRK3315

• PowerApps and the Common Data Service – Azure Friday• https://channel9.msdn.com/Shows/Azure-Friday/PowerApps-and-the-Comm

on-Data-Service

• Dynamics 365 public roadmap• https://roadmap.dynamics.com/

References


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