Surfacing real business data with Office Business Applications Michael McClary – Architect Evangelist michael.mcclary@microsoft.com https://blogs.msdn.com/mm

People are Talking about Microsoft Dynamics and Microsoft Office 1/17/2019 2:50 PM People are Talking about Microsoft Dynamics and Microsoft Office “MBS in general is showing that its overall strategy of tying MBS closer to the Office worker suite is where Microsoft is getting its traction in the market… and it's paying off. The good news is that Microsoft has cracked the nut.” “This is the first application [Microsoft Dynamics CRM 3.0], other than Office, that Microsoft can really sell to large companies. If you can use Office, you can use this. It'll be a big hit for Microsoft. The new product is ‘so much like Office that people won't even realize they are using a CRM product.” – Joshua Greenbaum, Enterprise Applications Consulting, eWeek – Bruce Richardson, AMR Research Inc., Bloomberg News “From the beginning, the whole logic of Microsoft entering this business was the idea of combining the Office and ERP applications, and clearly that's got people very excited, I think that's why they had a lot of momentum with CRM; people got to see a business application fully integrated with Office." – Jim Shepherd, AMR Research in Boston, eWeek ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Vision + Software 1/17/2019 2:50 PM Dynamics AX Integrate, Extend and Connect with Microsoft’s flagship ERP product Build compelling applications Integrate, Extend, Connect Office Business Applications Windows Workflow SQL Business Intelligence .NET Business Connector integration Enhanced Application Integration Framework support Additional Web Services Integration with CRM People + Processes Business Vision + Software Company+ Ecosystem MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Dynamics CRM Business Application Platform Workflow Foundation Web Services API Sync and Asynchronous .NET Plug-ins Multi-tenancy Multi-lingual Multi-currency Internet-scale performance Deployment Choice Enhanced Customization Data lifecycle management Dynamics CRM On-Premise Live Partner Hosted

1/17/2019 2:50 PM Microsoft Dynamics CRM with the 2007 Office system user experience from within Microsoft Outlook CRM Toolbar Ribbon-based CRM UI enables efficient access to CRM functionality inside of Outlook Full access to CRM functionality from within familiar Outlook environment CRM Quick Access Pane ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

1/17/2019 2:50 PM Tight integration between Microsoft Dynamics and Microsoft Office makes it easier to work with data in Office applications Easily access Microsoft Dynamics data from Word, Excel, and Outlook, and insert into business documents Insert Microsoft Dynamics data into documents Attach documents to Microsoft Dynamics data ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

1/17/2019 2:50 PM Collaboration within an organization is enhanced with 2007 Office Server and the Microsoft Dynamics portals ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

1/17/2019 2:50 PM Rich, consistent, end-to-end workflow experience in Microsoft Dynamics, using Windows Workflow They are typically 65 days late to pay but pays 100% of the time. 200.00 $0.29 $58.00 AARONFIT0001 Aaron Fitz Electrical WAREHOUSE 11403 45 St. South SO2049 WIRE-MCD-0001 Foot Order ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

1/17/2019 2:50 PM Search on structured and unstructured data based on the interface with Microsoft Office SharePoint Search engine Submit search term Search on Microsoft Dynamics structured data and Microsoft Office unstructured data Interface with Office SharePoint Search engine using Microsoft Dynamics Web Services Word document; unstructured data Microsoft Dynamics; structured data ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Live Excel spreadsheets 1/17/2019 2:50 PM Microsoft Dynamics working with Microsoft Excel Server provide critical and refreshable Business Intelligence Dashboards Common Filters Live Excel spreadsheets KPI Lists ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Demo

Questions Michael McClary – Architect Evangelist michael.mcclary@microsoft.com https://blogs.msdn.com/mm

©2005 Microsoft Corporation. All rights reserved. 1/17/2019 2:50 PM © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.