CRMUG – Minneapolis What’s New with Microsoft Dynamics 365 Charles Winkler, Account Executive Anthony Mancuso, Technical Specialist

Agenda Sonoma Partners Introduction Demonstration Dynamics 365 Upcoming Events

Sonoma Partners Introduction

Sonoma Partners Overview CRM-only partner Offices throughout the U.S. Successfully deployed 1000+ CRM solutions “Inspired” by Sonoma Wine Country 15 years of successive growth and profitability 150+ employees

Sonoma Partners Microsoft Dynamics Experience Gold Partner Three-time Global Dynamics CRM Partner of the Year Microsoft Dynamics Gold Partner 2 Global MVP’s on Staff Top 1% of Microsoft Dynamics Global Partner network Dynamics CRM Service Industries FY15 Partner of the year Successfully deployed CRM for 500+ customers

Demonstration

App Designer Canvas

Relationship Analytics

Relationship Analytics – Inline Intelligence

Relationship Analytics – Reporting Opportunity to sell overstock inventory Health: Fair Days Until Close: 12 Estimated Revenue: $120,000

Relationship Analytics – Relationship Health

Relationship Analytics – Activity Analysis

Document Recommendations - Mobile

Document Recommendations - Browser

Dynamics 365

Next Generation Intelligent Business Applications Microsoft Worldwide Partner Conference 2016 4/30/2018 7:42 AM Next Generation Intelligent Business Applications CRM ERP Microsoft is unifying all its business applications. Breaking down the artificial silo’s of ERP and CRM and delivering new purpose-built applications in the cloud. © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Next Generation Intelligent Business Applications Microsoft Worldwide Partner Conference 2016 4/30/2018 7:42 AM Next Generation Intelligent Business Applications Sales Customer Service Operations Field Service Marketing Project Service Automation CRM ERP Microsoft Dynamics 365 These applications work seamlessly together to manage specific business processes across, Sales, Customer Service, Field Service, Operations, Project Service Automation and Marketing. Specifically on the marketing front, we want to note out our recent announcement with Adobe, that we are partnering with them to make Adobe Marketing Cloud our preferred marketing service for Dynamics 365 for the Enterprise Edition. This is exciting as we help businesses deliver compelling and personalized experiences through every phase of their customer relationships.    Now what makes Dynamics 365 unique is that it harnesses the power of One Microsoft. 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.   Take Project Service Automation as an example. 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 accounting, 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. © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Project Service Automation Dynamics 365 Intelligent business applications in the cloud Microsoft AppSource Microsoft Dynamics 365 Azure IoT Power BI Cortana Intelligence Sales Customer Service 3rd party applications Operations Field Service Project Service Automation Financials To recap, 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. + Marketing Common application platform: PowerApps, Microsoft Flow, Common Data Model

Dynamics 365 Team Members Apps Plans A new approach to business application licensing “LIGHT USERS” “FULL USERS” Team Members Apps Plans Operations Sales Field Service Customer Service Sales Field Service Customer Service Operations With Dynamics 365, we’ve not only evolved our product strategy, we’ve also reinvented our approach to pricing and packaging – focused on simplicity and transparency. Dynamics 365 licensing is predominately user-based. When we think of users, we think of 2 categories, Light & Full Light is most of the people within a company …they look up customer information, they consume knowledge, they run reports, they complete light tasks like time and expense and create accounts or contacts. I am a perfect example of this. I approve POs, do expense reports and enter my vacation time. Our Team member SKU supports light users with a lower price point. Full users leverage the majority of functionality – think of a sales rep, customer service agent, HR manager or Finance manager that works in a business application every day. They can PURCHASE TWO WAYs APPS BASED – this is the traditional approach to licensing. A customer can license a user at an individual application level. PLAN BASED: this is our New Licencing model, which we are very excited about: - Plan based licensing allows a company to buys a single user licence with flexibility to leverage whatever functionality they need to fit their specific user types. This means companies can create real world roles for their employees – who might be primarily in manufacturing, but need to manage customer orders and field service orders. Why are we excited It is simple, flexible, It Improves ROI – buy one license HIGHLIGHT – Role-based licensing provides users with full usage rights to PowerApps and Microsoft Flow to compose new apps and easily extend and modify existing ones. HIGHLIGHT - A customer service representative who needs access to sales, customer service and field service capabilities would have to pay approx. 4 to 5x more for separate services from our leading competitors in the CRM space vs. comparable Dynamics 365 functionality purchased via our Enterprise Plan. Light use, knowledge sharing & embedded business intelligence App specific extensibility, workflow, & embedded business intelligence Full extensibility, workflow, & embedded business intelligence © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Upcoming Events

Exploring Dynamics 365 with Sonoma Partners How does this rebranding impact Dynamics CRM as we know it? What new features are included with the release? What does the product roadmap look like?

BRIX Event for Manufacturing and Distribution March 20th – March 22nd, 2017 La Cantera Resort + Spa San Antonio, Texas “BRIX is a great way for industry-specific attendees to meet and discuss immediate issues they are facing.” John Jedrzejewski, Director Business Process Optimization, Key Technology brix.sonomapartners.com

For more information visit us at sonomapartners.com Charles owns Q/A