Dynamics 365 Operations is Microsoft's ERP solution that provides functionality for financial management, supply chain management, and business analytics. It offers adaptability of business processes through integration with other Microsoft apps and third party solutions. Dynamics 365 Operations has been continuously improved over time with additional features for areas like warehouse management, production scheduling, inventory management, and analytics through integration with Power BI. The presentation demonstrates an end-to-end scenario showing integration between Dynamics 365 Sales and Operations for managing the sales process from order creation to inventory fulfillment using features like Excel integration, machine learning for demand forecasting, mobile apps, and Power BI.

1. Dynamics 365
Operations

2. What is Dynamics 365 Operations

3. DYNAMICS 365 BUSINESS APPS
Adaptability of business processes
Other data
sources
Microsoft
AppSource
3rd PARTY APPS PURPOSE BUILT APPS FOR MY TEAM
Custom Apps
by PowerApps
Compose Workflow
by Microsoft Flow
OFFICE 365,
APPS &
DASHBOARDS
PRODUCTIVITY

4. 4
History of Dynamics 365 Operations

5. Continuous improvement

6. • Production floor management workspace
• Master planning workspace
• Demand forecasting (Microsoft Excel Integration)
• Demand forecasting (Azure Machine Learning integration)
• Warehouse Mobile Devices Portal
• Consignment stock
• Vendor collaboration
• Visual production scheduling
• Warehouse enhancements for high volume distribution centers
• Additional warehouse support in manufacturing
• ……

7. • Financial performance
• Human resource management
• Retail
• Cost management
• Sales and performance
• Purchase spend analysis
• Cost accounting
• Asset management Power BI content
• Cash flow forecasting Power BI content
• Cost accounting Power BI content
• Credit and collection management Power BI content
• Expense management Power BI content
• Warehousing PowerBI content
• ……

8. Provide power users with a platform to design mobile experiences for their
organization without coding.
• On-hand inventory across facilities
• Mobile warehouse app
• Mobile approval of POs and Invoices
• Mobile time and expense entry
• ……

9. Dynamics 365
Operations What’s hot

10. • Dynamics 365 Sales integration
• Excel integration
• Machine learning
• Mobile app
• PowerBI integration
10
What are we looking at today

11. End to end scenario
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI

12. Dynamics 365 Sales and Operations
integration
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI

20. Master data management with
Excel integration
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI

27. Sales order integration
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI

32. Demand planning with Machine learning
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI

36. Releasing orders with Mobile app
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI

38. Managing inventory with Power BI
Create
customer in
D365 Sales
Manage master
data using Excel
integration
Create Sales
order in D365
Sales
Demand planning
with Machine
learning
Release sales
order using
mobile device
Manage
inventory
using Power
BI

42. Thank you.