1. What is Microsoft Dynamics 365 & What Does It Mean for My Business?
John Stucky
TrinSoft, LLC

2. What is Dynamics 365? Microsoft’s first cloud accounting/ERP offering
Two editions:
Business – This is primarily what we’re looking at today and also known as Dynamics 365 for Financials
Enterprise - This for very large companies, Fortune 500, etc.

3. Microsoft Dynamics 365 Evolution from Current Offerings
Before
Now
Dynamics CRM
Field Service
Project Service Automation
Parature
Dynamics 365 for Sales
Dynamics 365 for Customer Service
Dynamics 365 for Field Service
Dynamics 365 for Project Service Automation
Dynamics AX
Dynamics 365 for Operations
Start with what you need and grow at your own pace
Familiar tools in the context of your business processes
Built-in intelligence to proactively guide to optimal outcomes
Grow, evolve and transform with modern, extensible platform
Project Madeira
Dynamics 365 for Financials
Dynamics GP
Dynamics NAV
Dynamics SL
Dynamics GP
Dynamics NAV
Dynamics SL

4. Microsoft Dynamics Roadmap

5. Does the Introduction of Dynamics 365 Mean That Microsoft Will Stop Investing in GP, NAV & SL?
No. Microsoft recognizes the investment that existing customers and partners have made in GP, SL and NAV products. They will continue to enhance GP, SL, and NAV so customers can maximize the return on their investments. If and when customers are ready to adopt the cloud – Microsoft will ensure that it is easy and cost effective for them to move – by offering them a significant discount on the cost of Dynamics 365.

6. Introducing Dynamics 365 for Financials
For small and midsized businesses that have outgrown existing accounting software, Microsoft Dynamics 365 for Financials is the comprehensive business management solution that easily and seamlessly connects people and processes. Dynamics 365 for Financials is deeply integrated with Office 365 and includes built-in intelligence, so it’s easy to create and share reports that help you make better business decisions.
Dynamics 365 for Financials puts flexibility at the core of your business, enabling you to grow at your own pace and adapt in real time. That means you can start small with the right fit for employees’ roles, your industry and business needs, and pay only for what you need.
Start and grow easily

7. Dynamics 365 for Financials automatically pulls your systems and processes together so your people don’t have to, getting your entire company in sync.

8. Deploy a Single, Comprehensive Solution
Automatically pull systems and processes together to manage financials, sales, service, and operations
Connect with 3rd party applications like payroll, banking, CRM, or industry-specific systems
Connect your people and processes with a single, unified solution, so data can be quickly and easily shared with key people throughout the company. Free your business and your people from the limitations of multiple, disconnected solutions and the inefficient employee workarounds that waste hours every week. Automate critical processes with easy-to-create workflows and audit trails that secure processes without adding complexity. As you grow, it’s easy to add applications and configure Dynamics 365 for Financials to fit business needs or industry demands.
Functions like payroll, banking, and CRM systems are just as integrated, so your people can share the most current data and respond to customer requests faster with the most accurate information. Few examples include:
1.) With PayPal Payments Standard extension, users can pay invoices faster using a trustworthy payment service and without having to enter their credit card information on websites
2.) Yodlee Bank Feeds service allows users to quickly reconcile payments by linking system bank account to their online bank accounts
3.) Integrate with Dynamics 365 for Sales to synchronize common data types such as customers, contacts, and sales information, and keep the data up-to-date in both locations. For example, the sales person in Dynamics 365 for Sales can use the price lists and reference inventory levels (availability) from Dynamics 365 for Financials when they create a sales order.

9. Quote to Cash, All Within Outlook
Create quotes, process orders, and submit invoices without leaving Outlook
Access live Dynamics 365 for Financials data, directly from Microsoft Excel, to read, write, and update items, sales orders, and purchase orders
Create professional looking, customizable quotes and invoices in Word
With Dynamics 365 for Financials, it’s easy to set up your customers or vendors and get to work. Go from quote to cash without leaving your Outlook inbox. Create a quote by pulling product details and quantities directly from a customer’s , input key points into your quote template in Outlook, and the final quote in minutes. The process is just as simple when it’s time to create and send an invoice for payment.
As part of the experience inside Microsoft Outlook, real-time customer and vendor history is immediately accessible from within contextual s. Access to the most current information enables users to be more productive and make quicker decisions without accessing additional applications.
Dynamics 365 for Financials reduces the loss of productivity that happens when you’re forced to toggle between multiple applications. Instead, users can take immediate action directly from a single screen, sharing information and insights that lead to better customer experiences.
Users can access live Dynamics 365 for Financials data, directly from Microsoft Excel, to read, write, and update Items, Sales Orders, and Purchase Orders. Integration with Excel offers powerful capabilities such as bulk imports / exports / updates, and Excel based data analysis using Charts and Pivot Tables.
Integration with Microsoft Word allows users to customize and brand all outgoing documents such as quotes and invoices. Users can create/edit/modify the report layout in a Microsoft Word document using a WYSIWYG editing experience.

10. Add Industry Specific Apps with Ease
Extend Dynamics 365 for Financials to fit industry or business needs with integrated add-on apps
Connect to data sources and services — Excel files, SharePoint lists and CRM records with Microsoft PowerApps
AppSource helps business owners do more with solutions like Dynamics 365 for Financials by providing an ecosystem of apps to discover, trial, and deploy. We’re simplifying the process of expanding your financial platform by providing relevant, line-of-business solutions that integrate within the entire Microsoft Intelligent Cloud. Microsoft AppSource, our online library of solutions, enables business users to easily find and evaluate line of business SaaS apps, add-ins, and content packs from Microsoft and our partners—including those built on top of Dynamics 365, Office 365, Cortana Intelligence, and the Azure platform. 
With integrated add-on applications and Microsoft Power Apps it’s easy and cost-effective to extend Dynamics 365 for Financials to fit your industry or business needs. Quickly create apps that work on any device using a Microsoft Office-like experience, templates to get started quickly and a visual designer to automate workflows. Users can leverage built-in connections, or ones built by your company, to connect PowerApps to cloud services such as Office 365, Dynamics CRM, Salesforce, Dropbox and OneDrive and on-premises systems including SharePoint, SQL Server, Oracle databases, SAP and more. Share PowerApps like documents. It’s as simple as typing an address and your coworkers can take advantage of an app you created.

11. Automate & Secure Business Processes
Streamline business processes with easy-to-create workflows to synchronize files, route documents, and compose recurrent reports
Ensure compliance with audit trails and enterprise-level security
Core approval workflows for purchases documents, sales documents, payment journals, customer cards, and item cards are available in assisted setup. For example, when a record, such as a purchase document or a customer card, needs to be approved by someone in your organization, you send an approval request as part of a workflow. Based on how the workflow is set up, the appropriate approver is then notified that the record requires their approval. You can also setup reminder approval workflow for overdue approval requests.
Dynamics 365 for Financials has a strong audit trail with built-in, automatic tracking of every transaction based on transaction date, time, and the user id of the person making the transaction. No one can edit a posted invoice, or adjust a journal entry, without leaving a visible, easy to follow 'paper trail' that includes the name of the person who made the change and the date/time of all changes.

12. Get the complete picture from across your business, with reports when and where you need them.

13. End-to-End View of Your Business
Centralize data from accounting, sales, purchasing, and inventory to get an accurate view of your business
Real-time data updates help you spot trends, prevent issues, and deliver great customer experiences
Dynamics 365 for Financials connects your people and processes with a single, unified solution, so data can be quickly and easily shared with key people throughout your company.
You have access to the most current, accurate data so you’re making the most informed decisions possible. For example, the second a sales rep in the field makes a change to a customer quote, it gets reflected in the numbers being pulled for a forecast report back at the office. With more accurate information at your fingertips, decisions have a bigger impact on the bottom line.

14. Gain Deeper Insights with Advanced Analytics
Perform ad hoc, customized reporting by analyzing data across multiple dimensions
Create custom dashboards for real- time analysis using Microsoft Power BI
For deeper insights, Dynamics 365 for Financials includes advanced analytics, making it simpler to access, model, and analyze data across multiple dimensions for ad hoc, customized reports. Rich data from virtually any data source can be fed into company dashboards. Capabilities such as the Q&A Search Bar let your people type in a question, drill into the answer and share with others inside or outside the organization.
Or use Microsoft Power BI to transform data into rich visuals and dashboards. It’s a powerful tool that lets you see all your data live, together all in one place. Prebuilt dashboards let you explore your data in rich detail, and then share insights in colorful, interactive reports or live dashboards. Live updates make sure you’re always looking at the latest data—it’s actionable intelligence anyone in the company can use!

15. Dynamics 365 for Financials lets you get up and running quickly
Dynamics 365 for Financials lets you get up and running quickly. Connect your people with a comprehensive yet easy-to-use solution that reduces training time, resulting in quicker adoption by employees.

16. Fast from the Start
Handle business processes like quotes, orders, invoicing, purchasing, cash management, and reporting, from day one
Built in the cloud, Dynamics 365 for Financials is easy to set up and manage
Right from the start, handle the most common tasks—quotes, orders, invoicing, purchasing, cash management, and reporting. If you’re currently using QuickBooks, transferring your company’s financial data into Dynamics 365 for Financials is quick and painless. Intuitive migration tools let you import all the data you need for maximum business continuity. Changing financial platforms doesn’t have to impact your day-to-day workflow when you’re working with familiar tools and processes.

17. Looks & Feels Like Office
Drive quicker adoption and reduce training time with the same easy-to-use interface as the Office tools you already know
A new solution doesn’t mean hours of training or disruption of key processes. By using familiar Office tools your people already know, everyone gets up to speed quickly and without extensive training. Applications like Outlook, Word, and Excel provide the comprehensive and reassuring experience that gives employees confidence. Dynamics 365 for Financials lets you handle the most common business processes from day one. There’s no need to slow down processes like creating quotes, invoices, purchase orders, or reports on current cash flow.

18. Works Where Your Business Takes You
Desktop, laptop, tablet, or phone you get the same powerful capabilities and rich functionality
Get one experience that’s consistent and secure across Windows, iOS, and Android
One of the features that makes Dynamics 365 for Financials unique—there are no compromises with the mobile experience. Often, mobile versions don’t provide the same rich functionality. Dynamics 365 for Financials supports all mobile experiences equally. Your people get the same desktop capabilities and experience on Windows, iOS and Android platforms, using their device of choice. Essentially you can run your business from any platform with a consistent user experience from desktop to smartphone with the latest high-level security features built in.

19. Be Ready for Growth
Start with what you need and grow at your own pace to run your business securely in the trusted Microsoft cloud
Easily manage growth using flexible licensing plans, adaptable business applications, and a scalable database
Get the freedom to begin with the applications you need and add new solutions at your pace. Using flexible applications and a scalable database means rapid business changes lead to more opportunities. Growth stays positive and builds business momentum. Exactly what you’d expect when your business runs securely on the Microsoft Cloud.
Microsoft Dynamics 365 for Financials is a powerful flexible platform that helps your business run at the pace of change.

20. Dynamics 365 Core Capabilities
Microsoft Dynamics 365 for Financials is a business management solution that’s connecting people and processes like never before. From day one, it makes ordering, selling, invoicing, and reporting easier and faster.

21. Upcoming Webinars… December 6: Dynamics NAV Year-End Prep
December 8: Dynamics GP Year-End Prep

22. Thank You
Thank you for attending today’s webinar. Please contact John Stucky if you have any questions, or if you would like a copy of the slides of today’s presentation. John Stucky x1013