Creating a Seamless Sales to manufacturing customer Experience 11/15/2018

Agenda Initiative Overview Technical Architecture Decisions AX Foundation and Integration  Order Management via D365 CRM/Portal  Q & A 

Streamlining Sale Operations Enterprise Excellence “Easy to do business with” Sales Operations Platform Play365 Quote to Order – Connects to AX Foundation Opportunities, design tools, quotes, orders, customers, products, pricing, reporting AX Foundation ordering, purchasing, planning, manufacturing, shipping, finance 2017 - 2019 2013 - 2016

Overall Objectives: Increase efficiencies by 30% Replace legacy applications with integrated solution, reducing number of stand-alone systems  Reduce waste: data entry, rework, reconciliation, paper, processing, sys admin    Improve Design Tools and provide training to enable Rep Self-Service   Increase quality by 30% Measured by clean orders (no holds) Measured by Clean and On-time Shipments   Efficiency + Quality   More Capacity to grow the business  Rep Adoption – increase users and usage Design Requests – decrease requests that can be done via RepStudio Data entry, rework, reconciliation, waiting, paper, processing, storage

Dynamics 365 was Announced in 2016

Solution Architecture Leveraged Microsoft’s Technology Center & Strategy Team to assess components and licensing  Considerations:  Leverage AX investments for operations & finance  Needed to replace current legacy systems for sales operations & customer service   Needed a Rep Portal as reps have their own CRM systems – licensing cost factor  Sales process requires sharing many large drawing files with rep orgs & customers  Role level security is needed for rep organizations to manage their business with us   Needed to integrate our custom design and configuration tools  Wanted a complete view of our business for reporting sales pipeline and BI analytics 

Solution Architecture Decisions for Solution Components:  AX2012 R3  CRM (Sales & Customer Service)/ D365 Portal Scribe  Required for on prem AX Jet Reports Datawarehouse tool Power BI Microsoft Cloud Office365, Exchange Online, SharePoint Online, ADFS  Custom Design & Configuration Tools

AX Integration Considerations AX to be the source of truth for products & pricing AX to be the starting point for customer data (source) Required significant data cleansing 2-way sync for customer data – shared Web Services approach for Scribe between CRM & AX Challenges: Customer Data Mapping Data Cleansing

CRM & Portal Considerations Outlook Integration Sync of data (customer, product, price list, etc.) Business Processes needed to be reworked Portal - Security, Support & Development, Usability, Licensing Challenges: Release Management of Microsoft updates and our updates Importance of automated regression testing to test Microsoft updates Performance and time outs

Reporting Considerations Enterprise Data Warehouse (AX & CRM data) Shared Dimensions Jet Reports PowerBI Challenges: Alignment of cross-functional business teams and data flows Reporting requirements were not fully baked – moving target Jet Reports connecting to CRM

Demo of System – showcase Design/Quote request feeding Opportunity Mgmt Creation of Quote Integration of Design Tools (talk thru quote import) SharePoint integration Outlook integration Repricing a quote – Rep self-service Customer Management / Melissa Data Rep places an Order and syncs to AX Manufacturing updates AX/CRM with status & shipping info and notifies rep

Q&A