Intro Microsoft Dynamics 365
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This document introduces Microsoft Dynamics 365 business applications, including Customer Engagement apps like Sales, Marketing, Customer Service, and Field Service as well as Finance and Operations apps. It provides an overview of the fundamentals and evolution of Dynamics 365 from CRM and ERP to integrated cloud-based business applications. Resources for learning more about Dynamics 365 through self-paced learning, instructor-led training, and certification are also presented.
Intro Microsoft Dynamics 365
- 3. Introduction to Dynamics 365 • MVP | MCT Juan Rafael • [email protected] • @jlc_rve
- 4. Agenda Business apps Microsoft Dynamics 365 Fundamentals What you need to know Resources
- 5. Evolution of CRM and ERP to business applications Mainframe Database Marketing CRM, ERP and SFA Cloud-based CRM Dynamics 365
- 6. Overview of Dynamics 365 Business Applications
- 7. Why Microsoft Business Applications? Adaptable to match companies' business requirements Extendable to tailor each specific company’s needs Integrated with Microsoft Power Platform and 3rd party applications from AppSource
- 8. Dynamics 365 Fundamentals Customer Engagement apps Finance & Operations apps Artificial Intelligence and Mixed reality apps Microsoft platform components for Dynamics 365
- 9. Customer Engagement apps Sales Relationship Sales Marketing Customer Service Field Service
- 10. Dynamics 365 Sales Actionable insight Seller Personal engagement Customer Customer management Sales performance Manager
- 11. Dynamics 365 Marketing Generate leads across multiple channels Nurture and prioritize leads Deliver sales-ready leads with insights
- 12. Dynamics 365 Customer Service Virtual Agents Service recommendation Omnichannel engagement: Personalized service across channels Unified routing & work distribution CUSTOMER EMPLOYEE Agent productivity: Unified, contextual experience Remote assist Proactive service: Remote device commanding Proactive insights Insights & AI: Performance & trends across channels Agent performance & utilization
- 13. Dynamics 365 Field Service Work Orders Connected Field Service Resource scheduling Resource Scheduling Optimization (RSO) Proactive customer service Field Service Mobile Dynamics 365 Remote Assist Dynamics 365 Guides
- 14. Finance and Operations apps Finance Supply Chain Management Human Resources Commerce Business Central
- 15. Dynamics 365 Finance General ledger Accounts receivable Accounts payable Budgeting & forecast Time & expense management Financial reporting & analytics Credit and collections Cash and bank management Fixed assets Public sector financials Revenue recognition Project accounting Cost accounting Consolidations Regulatory compliance Configurable e-invoicing & payments Configurable tax & regulatory reporting Regulatory discovery & alerting service
- 16. Dynamics 365 Supply Chain Management Vendor Vendor Shipment Transfer License plate Management Transfer Production Master Planning Inventory management And/or Warehouse Management Shipment Sales Order Delivered Delivered Vendor Invoice Purchaser Order Payment Payment Purchaser Seller Finance Pick & Pack Product Receive Item Arrival & Registration
- 17. Dynamics 365 Human Resources Organizational Management Jobs and positions Employee Employee profile Manager insights Managers Compensation and Benefits Leave and Absence Employee Benefit enrollment Analytics and Power BI HR Pros Extensibility
- 18. Dynamics 365 Commerce Integrated end-to-end Commerce solution Centralized management & visibility Complete omnichannel across physical and digital stores Flexible – Cloud, Edge, Hybrid Intelligent, extensible & continuously updated Customer care and campaign management Inventory management Clienteling Customer management Retail & Commerce Endless Aisle e-Commerce Mobile commerce Analytics & intelligence Empowered workforce Order management
- 19. Dynamics 365 Business Central Microsoft Dynamics 365 Business Central Project management Operations management Reporting & analytics Supply chain management Sales & service management Financial management
- 20. AI and Mixed Reality apps Customer Insights Sales Insights Fraud Protection Mixed Reality
- 21. Platform components Microsoft Cloud Security GDPR Connect to, import, export and analyze data Integration with Office 365, Email, Word, and Excel
- 22. Questions
- 23. What you need to know Learning Path Self-Paced Learning Instructor Led Training Certification
- 24. Microsoft Learn
- 26. Certification
- 27. Resources to continue learning Learning path aka.ms/D365FundamentalsLP Certification details aka.ms/D365Certs_Fundamentals Instructor-led training aka.ms/D365FundamentalsILT
- 28. © Copyright Microsoft Corporation. All rights reserved.
Editor's Notes
- #2: This is a 100 level session 30 minutes in total. 20 minutes of content and 10 minutes of Q&A
- #5: Introduce the topic - introduce the concepts that are presented in the fundamentals path Basics you need to know All the resources available at Microsoft to continue your learning journey i.e. fundamentals learning path, certification, and Virtual Training Days (if appropriate) Highlight the Learning Zone and the Cloud Skills Challenge as event CTAs
- #6: Explain the evolution of CRM from 1950s-1960s the mainframe era. 1980s the Database Marketing Late 1980s the CRM, and Early 1990s the ERP and SFA (Sales Force Automation) software Late 1990s the CRM goes online 2000s The SaaS based applications of Microsoft CRM 2010s – present the Dynamics 365 Business Applications
- #7: Dynamics 365 is a family of business applications covering a wide range of business areas.
- #8: Dynamics 365 Business Applications are:
- #11: Today, the process of engaging customers can't be one-size-fits-all. It needs to be adaptive across all touch points and within the context of who your customer is and what they are doing. Microsoft Dynamics enables your company to build customer trust, loyalty, and insight, while also enabling your sales, service, and marketing professionals to be as productive as possible. With Dynamics 365, we help your company deliver exceptional customer experiences.
- #12: It helps you to create and nurture and prioritize leads, by running targeted, multi-channel campaigns and personalize each buyer’s journey to generate more sales-ready leads.
- #13: Elaborate on the five core areas that customer service organizations should invest in, in order to stay relevant and competitive in the changing customer service landscape.
- #16: The figure shows the core capabilities of Dynamics 365 Finance Emphasize on what will be elaborated in this module
- #17: Dynamics 365 Supply Chain Management streamlines end to end production oversight, delivering intelligent insights on every transaction from ordering, to warehousing, to transport, and to final delivery. Explain this animated slide, and elaborate on the sequence of each process.
- #18: Dynamics 365 Human Resources helps HR professionals get the workforce insights needed to build data-driven employee experiences across compensation, benefits, leave and absence, compliance, payroll, performance feedback, training and certification, and self-service programs. Dynamics 365 Human Resources connects people and operations data to ensure businesses can optimize workforce costs and take better care of employees.
- #19: New exam MB-340 for Commerce announced Ignite Dynamics 365 Commerce is an end-to-end retail solution delivering unified commerce across all channels encompassing sales, mobility, intelligence and productivity to help retailers and workers achieve more in a cloud-first, mobile first way. But Commerce also adjusts to your business needs, with flexible deployment options, D365 Commerce is able to deploy in the cloud, on premise or as a hybrid option for customers in remote locations. As a SaaS Solution it is infused with intelligence, extensible to your business needs and always up to date to drive innovation to improve productivity, operations and business outcomes.
- #20: Dynamics 365 Business Central automatically pulls systems and processes together, enabling users to manage financials, sales, service, and operations.
- #22: GDPR
- #25: https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RWtQJJ
- #26: Learning Path: https://aka.ms/D365FundamentalsLP Show learning path
- #27: https://aka.ms/D365FundamentalsILT
- #28: Exam and Certification https://docs.microsoft.com/en-us/learn/certifications/exams/mb-901 aka.ms/D365Certs_Fundamentals
- #29: All the resources available at Microsoft to continue your learning journey i.e. fundamentals learning path, certification, and Virtual Training Days (if appropriate) Learning Path: https://aka.ms/D365FundamentalsLP Certification: https://docs.microsoft.com/en-us/learn/certifications/d365-fundamentals https://aka.ms/D365FundamentalsILT
- #30: Appreciate you spending time with us and good luck with your learning journey