Dynamics 365 for

Finance & Operations

Carri Lesatz, ERP
Practice Director
(North America)

[email protected]
920-819-9107
AGENDA

1 The Evolution of Microsoft Dynamics AX

to Dynamics 365

2 Overview of Microsoft Dynamics 365 Solution

3 High Level Review of Microsoft Dynamics

365 Finance and Operations Workload

4 Microsoft Dynamics as your end-to-end

Solution
Microsoft Dynamics 365
 ERP/
CRM
AX
The Evolution of Dynamics AX

2002 2006-2011 2016 2017 July 2017

• Axapta 3.0 • Dynamics • Rainier • Dynamics • Dynamics

• Microsoft AX 4.0 • Dynamics 365 for 365 for
Acquires • Dynamics AX7 Operations, Finance
AX 2009 • Dynamics Enterprise and
• Dynamics 365 edition Operations
AX 2012

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08
Driving
DrivingSuccess
Successfor
forYour
Your
End-to-end
End-to-endJourney
Journey
Microsoft Dynamics 365

Talent

Retail

*Brought to you by Adobe Marketing Cloud

Powering the digital Microsoft Dynamics 365
transformation for Finance and Operations
Intelligent insights

Financial
Provide unified view of your business performance and
customer needs to deliver real-time response and increase
revenue.

Supply chain
Streamline and better execute supply chain and
distribution process that delivers on customer demands.

Warehousing & transportation

Empower employees to effectively run operations, reduce
transportation costs and increase delivery accuracy.
“Microsoft technology runs our business. Dynamics
365 for Operations provides the backbone
infrastructure for the Renault Sport Formula One
team, supporting everything from design to
manufacturing to our success on the race track.”
Cyril Abiteboul, Managing Director, Renault Sport Racing
 Productive experiences

Employee empowerment
Enable cross-functional collaboration and access to real-
time and actionable data to deliver business impact.

Innovation at pace
Drive faster innovation and continuous improvement to
satisfy customer demands.

Seamless integration
Implement seamless integration of financial and business
operations to keep ahead of the competition.

“Because Microsoft Dynamics 365 for Operations is a

global solution that fosters increased collaboration
and reduces administrative work, we’re going to
better meet the needs of our employees, and in turn
we’ll deliver better service to customers.”
Rob Teitelbaum, Controller, Chemonics
Power of cloud

Predictable, repeatable
implementations
Deliver fast and repeatable implementation, update or upgrade
through Microsoft Dynamics Lifecycle Services (LCS).

Business continuity
Implement seamlessly integrated applications to ensure business
continuity with high availability and disaster recovery.

Global footprint
Grow new business in existing market or expand to new markets
easily and confidently.

“I’m convinced that with the Microsoft solutions we

brought in, we are able to much better compete.”

Paul Ossewold, VP of Digital Operations, Priva

 Business anytime, anywhere

Mobile interface
Enable intuitive and seamless user interface to do business
anywhere, anytime, on any device.

Task-based mobile apps

Enable your employees to complete commonly repeated
tasks easily on their preferred mobile device.

Innovate business models

Better enable your business and find new business models
“Our focus in moving to the cloud was to allow our to perform local or remote point-of-sale from any device.
team to access our data anywhere. [It] is
revolutionizing our relationship with our customers
and it’s empowering us with information on hand to
answer questions anytime, anywhere.”
Ben Hagler, VP of Engineering and Operations, Hagler
General Business Processes Supported by Finance & Operations

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018
 General Business Processes Supported by Finance & Operations
Empower People to delight customers through an end-to-end view
Process

Lead Opportunity Quote Sales Order Fulfillment Invoice

Business value

PAYMENT HISTORY* PRODUCT AVAILABILITY

CUSTOMER LIFETIME VALUE PRICING, DISCOUNTS, TAXATION ORDER INFORMATION, RESOURCE RESERVATIONS

CUSTOM QUOTE

PRIORITIZE ACCOUNTS PROVIDE ACCURATE DELIVERY (UP)DATES TIMELY RESOURCE ALLOCATION

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019
 Transformational intelligence platform

Dynamics
365 Intelligence Action
 Transformational intelligence platform

Web Social
IoT
Analytics Media

Office Dynamics
365 365
LinkedIn Intelligence Action

Weather Legacy More…

CRM + ERP
Reporting
PowerBI: Experience Your Data
Any data, any way, anywhere
PowerBI
 Dynamics 365 for Finance & Operations
Deployment options
cloud local business data cloud + edge

• Cloud – MS managed,
• Fully managed by Microsoft cloud
• Disconnected data center • Edge – customer managed
service
• Local data residency • Multiple local compute and storage
• Systems of Intelligence
• Capitalize HW investments workplaces for retail, shop floor and
• Planned multi Instance federation
warehouse while utilizing cloud for scale,
• Elastic scale out • Single instance only
master data mgmt., data aggregation
• Local data residency in addition to cloud
Dynamics 365
Roadmap
Dynamics 365
Service Level Agreements
 SERVICE DISASTER PLANNED
SUPPORT INCIDENT MONTHLY SERVICE
AVAILABILITY RECOVERY MAINTENANCE
RESPONSE TIMES CREDIT
Monthly Failover/RPO/RTO Notice/Schedule

Up to 15 minutes/
Sales 99.9% 5 days
Up to 20 minutes

Customer Up to 15 minutes/
99.9% 5 days
Service Up to 20 minutes

< 99.5%–25%
Field Up to 15 minutes/ 24x7*
99.9% 5 days < 99%–50%
Service Up to 20 minutes < 1 hour*
< 95%–100%

Project
Up to 15 minutes/
Service 99.9% 5 days
Up to 20 minutes
Automation

5 days/weekend
Operations 99.5% <5 s/2 days Customer controls
timeslot
 For large enterprise >250 people operating a
24/7 complex environment and requires
immediate access to experts and full range of
proactive services

For Med/Large business, operating a 24/7

production environment and requires access
to experts for lite advisory and escalation
services

24x7 prioritized resolution support & critical

situation escalation management
• •

•
Send questions to
Carri.Lesatz@hcl-
powerobjects.com
Thank You