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Microsoft Dynamics 365
Marc Hadley-Smith – QuantiQ
Microsoft Dynamics 365
Business applications
Microsoft
Sales
Customer
Service
Field Service
Project Service
Automation
Operations
Finance
Marketing
Microsoft
Sales
Customer
Service
Field Service
Project Service
Automation
Operations
Finance
Marketing
Purpose-built
Productive
Adaptable
Dynamics 365
Characteristics
Intelligent
Microsoft Dynamics Portfolio
Evolution from current offerings
Before Now
Dynamics CRM
• Field Service
• Project Service Automation
Dynamics AX
Project Madeira
Dynamics 365 for Sales, Enterprise Edition
Dynamics 365 for Customer Service, Enterprise Edition
Dynamics 365 for Field Service, Enterprise Edition
Dynamics 365 for Project Service Automation, Enterprise
Edition
Dynamics 365 for Operations
Dynamics GP
Dynamics NAV
Dynamics SL
Dynamics GP
Dynamics NAV
Dynamics SL
Dynamics 365 for Financials
Common application platform: PowerApps, Microsoft Flow, Common Data Service
Microsoft AppSource
Azure IoT
Suite
Power BI
Cortana Intelligence
Suite
Dynamics 365 Enterprise
Microsoft
Dynamics 365
Enterprise
Sales
Customer Service
Operations
Field Service
Marketing
Project Service
Automation
Dynamics 365 Enterprise functionality
Sales
Opportunity
management
Social selling
Content
collaboration
Mobile sales
Planning &
management
Intelligence
Customer
Service
Omni-channel Portal
Agent
enablement
Onsite
service
Knowledge Intelligence
Marketing Email Marketing
Campaign
automation
Event
management
Lead scoring Surveys Intelligence
Field
Service
Scheduling
and dispatch
Asset and
warranty
management
Service
agreements
Inventory
management
Mobile Intelligence
Project Service
Automation
Opportunity
management
Resource
management
Time and
expenses
Project planning
Team
collaboration
Customer billing Intelligence
Operations Retail
Procurement and
sourcing
Supply chain
management
Project
accounting
Human capital
management
Manufacturing
Financial
management
Intelligence
Common application platform: PowerApps, Microsoft Flow, Common Data Service
Microsoft AppSource
Azure IoT
Suite
Power BI
Cortana Intelligence
Suite
Dynamics 365 Business
Microsoft
Dynamics 365
Business
Financials
Purchasing
Inventory
Management
Project
Management
Sales
Dynamics 365 Business functionality
Financials
Financial
Management
Sales Purchasing
Inventory
Management
Project
Management
Dynamics 365
Licensing and Packaging Overview
Dynamics Licensing Structure
FULL
USER
S
LIGHT
USER
S
oDynamics 365 Plan 1 Enterprise Edition
o No minimum number of users
o Bundled applications:
o PowerApps for Dynamics 365
o Flow for Dynamics 365
o Microsoft Social Engagement Enterprise
o Office Online
o Word, Excel, PowerPoint, OneNote
o SharePoint Online (Plan 2)
o Project Online Service and Desktop Client
o Dynamics 365 P1
o Sales, Customer Service, Project Service, Field Service
o Portal
o Non-Production environment
Dynamics 365 Enterprise
 Previously over £400 a month!
Licensing Guide
http://snip.ly/ego9w
thank you

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QuantiQ outlines Dynamics 365

  • 1. Microsoft Dynamics 365 Marc Hadley-Smith – QuantiQ
  • 3.
  • 6. Microsoft Dynamics Portfolio Evolution from current offerings Before Now Dynamics CRM • Field Service • Project Service Automation Dynamics AX Project Madeira Dynamics 365 for Sales, Enterprise Edition Dynamics 365 for Customer Service, Enterprise Edition Dynamics 365 for Field Service, Enterprise Edition Dynamics 365 for Project Service Automation, Enterprise Edition Dynamics 365 for Operations Dynamics GP Dynamics NAV Dynamics SL Dynamics GP Dynamics NAV Dynamics SL Dynamics 365 for Financials
  • 7. Common application platform: PowerApps, Microsoft Flow, Common Data Service Microsoft AppSource Azure IoT Suite Power BI Cortana Intelligence Suite Dynamics 365 Enterprise Microsoft Dynamics 365 Enterprise Sales Customer Service Operations Field Service Marketing Project Service Automation
  • 8. Dynamics 365 Enterprise functionality Sales Opportunity management Social selling Content collaboration Mobile sales Planning & management Intelligence Customer Service Omni-channel Portal Agent enablement Onsite service Knowledge Intelligence Marketing Email Marketing Campaign automation Event management Lead scoring Surveys Intelligence Field Service Scheduling and dispatch Asset and warranty management Service agreements Inventory management Mobile Intelligence Project Service Automation Opportunity management Resource management Time and expenses Project planning Team collaboration Customer billing Intelligence Operations Retail Procurement and sourcing Supply chain management Project accounting Human capital management Manufacturing Financial management Intelligence
  • 9. Common application platform: PowerApps, Microsoft Flow, Common Data Service Microsoft AppSource Azure IoT Suite Power BI Cortana Intelligence Suite Dynamics 365 Business Microsoft Dynamics 365 Business Financials Purchasing Inventory Management Project Management Sales
  • 10. Dynamics 365 Business functionality Financials Financial Management Sales Purchasing Inventory Management Project Management
  • 11. Dynamics 365 Licensing and Packaging Overview
  • 13. oDynamics 365 Plan 1 Enterprise Edition o No minimum number of users o Bundled applications: o PowerApps for Dynamics 365 o Flow for Dynamics 365 o Microsoft Social Engagement Enterprise o Office Online o Word, Excel, PowerPoint, OneNote o SharePoint Online (Plan 2) o Project Online Service and Desktop Client o Dynamics 365 P1 o Sales, Customer Service, Project Service, Field Service o Portal o Non-Production environment Dynamics 365 Enterprise  Previously over £400 a month!

Notes de l'éditeur

  1. We make business simpler Working with QuantiQ gives you a partner that appreciates the mission critical nature of building intelligent business systems that spark productivity. QuantiQ is a leading Microsoft Dynamics partner, deploying industry leading CRM, AX, NAV and Analytics solutions in the Cloud, Hybrid Cloud and On-Premise. Providing business consulting, design, implementation and managed services, we have successfully deployed Microsoft Dynamics over 680 times.  Making it easy for our clients to do business with us governs all we do, from the frequency and clarity of how we communicate progress to invoicing based on validated and approved time sheets. Our dedicated teams use our SWIFT DYNAMICS approach, with predefined documentation and fast-track deployment of functionality for new solutions or to replace ageing unsupported ERP and CRM technology…fast! We are specialists in Dynamics for Manufacturing Distribution eCommerce Life Sciences Pharmaceutical Professional Services Delivering solutions with the highest level of professionalism means we build strong client relationships whilst growing a team of smart innovative thinkers.
  2. Microsoft is unifying all its business applications. Breaking down the silo’s of ERP and CRM and will deliver a new Business Process-As-A-Service And all the apps brings together the best of all of Microsoft’s ambitions across RBP, MPC, and CI – apps integrate deeply with O365 (connecting the structured workflow with biz apps with unstructured work of collab and productivity), apps have great personalized experiences across all end points (including full offline capabilities that SF.com does not offer), and deep BI and intelligence with Power BI and Cortana Intelligence Integration (for rich data visualization and things like pipeline close rate prediction (not sure if this is true, we should get the right accurate example))
  3. Purpose-built Productive Intelligent Adaptable EXAMPLE TO ROMANCE ON THE VALUE OF A BUSINESS PROCESS AS A SERVICE MODEL “Data has become the new currency, and organizations create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 will allow organizations to adopt individual business apps such as Marketing, Sales, Service and Operations, but as organizations adopt more of the apps, synergies will be unleashed in the form ‘Intelligent Business Processes’.  This will help proactively guide employees & customers to generate optimal outcomes.   As an example – you can adopt Sales for Salesforce Automation, create quotes with standard prices and so on…. But if you have both the Sales and Operations Apps the pricing that will show up when you quote customers will consider tax rules, pricing & discount calculations from the Operations App, and it will automatically impact the inventory and manufacturing forecasts in the Operations App for more accurate and cost effective planning.   Another example could be derived from Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to account, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.   It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.  
  4. Purpose-built Productive Intelligent Adaptable EXAMPLE TO ROMANCE ON THE VALUE OF A BUSINESS PROCESS AS A SERVICE MODEL “Data has become the new currency, and organizations create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 will allow organizations to adopt individual business apps such as Marketing, Sales, Service and Operations, but as organizations adopt more of the apps, synergies will be unleashed in the form ‘Intelligent Business Processes’.  This will help proactively guide employees & customers to generate optimal outcomes.   As an example – you can adopt Sales for Salesforce Automation, create quotes with standard prices and so on…. But if you have both the Sales and Operations Apps the pricing that will show up when you quote customers will consider tax rules, pricing & discount calculations from the Operations App, and it will automatically impact the inventory and manufacturing forecasts in the Operations App for more accurate and cost effective planning.   Another example could be derived from Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to account, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.   It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.  
  5. Purpose-built Productive Intelligent Adaptable EXAMPLE TO ROMANCE ON THE VALUE OF A BUSINESS PROCESS AS A SERVICE MODEL “Data has become the new currency, and organizations create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 will allow organizations to adopt individual business apps such as Marketing, Sales, Service and Operations, but as organizations adopt more of the apps, synergies will be unleashed in the form ‘Intelligent Business Processes’.  This will help proactively guide employees & customers to generate optimal outcomes.   As an example – you can adopt Sales for Salesforce Automation, create quotes with standard prices and so on…. But if you have both the Sales and Operations Apps the pricing that will show up when you quote customers will consider tax rules, pricing & discount calculations from the Operations App, and it will automatically impact the inventory and manufacturing forecasts in the Operations App for more accurate and cost effective planning.   Another example could be derived from Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to account, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.   It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.  
  6. Dynamics 365 is breaking the business application paradigm. It brings together business applications with the best of Microsoft – in productivity, collaboration, intelligence and platform to give you and your business the right set of tools to grow, evolve and transform.
  7. Dynamics 365 is breaking the business application paradigm. It brings together business applications with the best of Microsoft – in productivity, collaboration, intelligence and platform to give you and your business the right set of tools to grow, evolve and transform.
  8. **Slide for comparison purposes only in and aid to force a Enterprise edition sale before the Business edition release** Details on modules and functionality to be released : Spring 2017 Please be aware Modules will be different to D365 Enterprise
  9. Russian doll structure Team member - Light write and full read Individual apps - include all the rights of team members – buying just one business app Plans – include all the functionality and access as you get across apps – there are two different plans – can mix and match Certain users or plans / apps / team members – mix and match With Dynamics 365, we’ve not only evolved our product strategy, we’ve also tried to reinvent our approach to pricing and packaging The predominate licensing motion will continue to be “per user”, but in the future we’ll be thinking of the broad user base in two categories. The first category is your “light users”. This is the broad user base that predominately consumes data and reports and completes light tasks like time entry and HR updates. This user base provides the basis for our enterprise wide offers. This user base has not been a focus in the past but will be in the future. The second category of users is “full users”. Full users are the users who leverage the majority of biz apps functionality. They have also been referred to as Pros, Power Users, etc. In the future these users can PURCHASE TWO WAYs The first is using APPS BASED Licensing– This is where a user is narrowly licensed at an individual application level. (I’m a sales user, I’m only licensed for sales) This is largely how biz apps are licensed and sold today. We understand that this is still an important motion and we want to continue to support this traditional model of licensing when it is needed.. The second way, the one that is new and that we are most excited about. We call it PLAN BASED licensing: Plan based user licences allow a customer, with a single licence, the flexibility to leverage whatever functionality they need (within their plan) to fit their specific user role. This type of licensing not only provides a lot more flexibility and cost savings, it also enables customers to build custom user roles that reflect the real world, bringing more value to their organizations