1. Microsoft Dynamics 365
Terry Roe

2. Agenda What is Dynamics 365?
What is new for Dynamics 365 for Operations
Dynamics 365 for Operations Overview Demonstration

3. About your Presenter 4 yrs with Microsoft
20 yrs in Enterprise Software
12 in Finance, Operations and Marketing in Industrial Equip Industry
CPA, Certified in Dynamics AX Finance and Trade & Logistics

4. IT is at the intersection
“It’s not just about Dynamics, its that Dynamics is at the center of everything that you do.
-Satya Nadella
CEO, Microsoft
Create more personal computing
Reinvent productivity & business processes
Build the intelligent cloud
IT is at the intersection
Narrative

5. Next Generation Intelligent Business Applications
Microsoft Worldwide Partner Conference 2016
5/5/2018 4:35 PM
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.

6. Microsoft Dynamics 365 Cortana Intelligence Azure IoT PowerApps
Power BI
Project Service Automation
Sales
Finance and Operations
PowerApps
Microsoft Flow
Common Data Service
AppSource
Marketing*
Customer Service
Microsoft Dynamics 365 for Customer Service improves each step of the service experience. Our service solution is part of Microsoft Dynamics 365, which is the next generation of intelligent business applications, helping organizations engage customers, empower employees, optimize operations and find new ways to provide value to their customers.
These applications work seamlessly together to manage specific business processes across, Sales, Customer Service, Field Service, Operations, Project Service Automation and Marketing. This is exciting as we help businesses deliver compelling and personalized experiences through every phase of their customer relationships.   
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.
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.
Sample narrative
Let’s take a step back and quickly look how customer service fits into the bigger Microsoft Dynamics 365 picture. Dynamics 365 is Microsoft’s next generation of intelligent business applications, helping organizations engage customers, empower employees, optimize operations and find new ways to provide value to their customers.
Talent
Retail
Field Service
*Brought to you by Adobe Marketing Cloud

7. The intelligent business cloud
AppSource
Office 365
Power BI
Cortana Intelligence
Azure IoT
Dynamics
3rd party
business apps
Application platform (PowerApps, Power BI Embedded, Flow) and Common Data Model
Azure
Retail
Manufacturing
Public Sector
Distribution
Service
industries
Project
Budget formulation
Expense
Finance
HCM

8. Prospect to Cash using Data Sync Approach
Lead
Opportunity
Quote
Order (Active)
Order (Fulfilled)
Order (Invoiced)
Dynamics 365
Sales
Account & Contact
Product
Order and product line (Master for Sales)
Data Sync
Integrator
CDS
| Customer | Contact | Address | Product | UoM | Price | Currency | | Sales order | Order line | Order status | Invoice information | … |
Integrator
Customer & Contact
Product
Sales order and lines
(Master for Fulfillment and Invoicing)
Invoice
Dynamics 365
Operations
Sales Order (Active)
Sales Order (Delivered)
Sales Order (Invoiced)
Master
Microsoft confidential – under NDA

9. Dynamics 365 adaptability
PowerApps and Microsoft Flow bring new extensibility scenarios
A unified experience to discover and launch apps
Build apps without writing code using PowerApps
Create Dynamics Leads based on Tweets
Automating tasks by integrating Dynamics 365 and other applications with Microsoft Flow

10. Microsoft Dynamics 365 Before Now Evolution from current offerings
5/5/2018 4:35 PM
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
Project Madeira
Dynamics 365 for Financials
Dynamics GP
Dynamics NAV
Dynamics SL
Dynamics GP
Dynamics NAV
Dynamics SL
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Dynamics 365, Enterprise Edition Service Overview
SALES, FIELD SERVICE, CUSTOMER SERVICE, PROJECT SERVICE AUTOMATION
OPERATIONS
Production Instance
1 Included
Non-Prod Instance
Sandbox 1 and 2
Portal
N/A
File Storage
N/A
100 GB
Database Storage
10GB (Plus 5GB per 20 Full Users)
We want to start by giving you a run through of what will come standard when you start a subscription for either the Plan 1 Business Apps, or the Operations App. All Plan 1 Business Apps, Sales, Field Service, Customer Service, and Project Service Automation, will leverage the same tenant and infrastructure will accrue across this one tenant. Operations leverages an entirely different tenant.
<CLICK> First, Instances – 1 production and 1 non-product instance will be included for Plan 1 Business Apps, and likewise for Operations. In addition, Plan 1 business Apps will also include the first Portal to extend engagement across Customers, Partners, and Employees, limited to 1M page views per month. <CLICK>
Next is storage, and we have a lot of changes here. Versus former CRM online deployments, we are now increasing included DB storage from 5GB to 10GB. In addition, we are also doubling how fast additional storage is earned, from 2.5GB per 20 Pro seats to 5GB per 20 full (ie non team members) users. <CLICK> You might also note that we have removed the maximum of 50GB of free storage. On the AX front, the new Operations offer keeps the 10GB of basic storage, and will also accrue 5GB per 20 full users. <CLICK>
Finally, all Business apps will include Dual Use rights where an equivalent functionality exists on premises. For Plan 1 business apps that is Dyanmics 365 fall update functionality, and for Operations that is AX2012 R2. Lastly, all of these offers will have named user and device license options.
Dual Use Rights
To Dynamics 365 (On-Premises)
To AX 2012 R3
Subscription Licenses
Named Users & Devices
All included items are per tenant
Microsoft Confidential

12. Dynamics 365 for Operations: Deployment Options
cloud
cloud + edge
local business data
Fully managed by Microsoft cloud service
Systems of Intelligence
Planned multi Instance federation
Elastic scale out
Cloud – MS managed,
Edge – customer managed
Multiple local compute and storage workplaces for retail, shop floor and warehouse while utilizing cloud for scale, master data mgmt., data aggregation
Local data residency in addition to cloud
Disconnected data center
Local data residency
Capitalize HW investments
Single instance only

13. Convergence 2014
5/5/2018 4:35 PM
LCS enables predictable, repeatable, high quality implementations By delivering the right information, at the right time, to the right people
Project Manager
Collaborative workspace
Methodology automation (sure step)
Agile project management
Process methodology automation (coming soon)
Developer
Business Process Modeler (BPM)
Cloud-hosted environments (Azure deployment portal)
Configuration manager
Customization analysis
Upgrade analysis
PROJECT MANAGER
Define
BUSINESS ANALYST
Develop
DEVELOPER
Operate
IT ADMINISTRATOR
Title: LCS enables predictable, repeatable, high quality implementations
Timing: 5 minutes
Purpose: Discuss which services are associated with each of the 3 phases and 4 personas
TDM Messaging
Note: This slide is designed to highlight how the different tools and services within LCS align to each phase and persona.
Overview:
There are a number of services within Lifecycle Services so it is helpful to take a moment and show how they map to the 4 different personas and three phases of ALM.
For the Project Manager, they manage the customer owned, collaborative work space which is a key foundation to Lifecycle Services. They set up the projects and invite into them the employees and partners they want for each.
For the Business Analysts:
Business Process Modeler and Task Recorder help them incorporate competitive differentiators by creating, capturing, viewing and modifying business process hierarchies and flowcharts, standardizing business processes across their organization, and creating training and on-boarding tools.
License sizing estimator helps estimate the configuration of the different types of Client Access Licenses (CALs) that an organization could use.
Usage profiler helps you estimate the projected or current usage of Microsoft Dynamics AX 2012 implementations.
Infrastructure estimation allows you to estimate the hardware than can be necessary and useful for your Microsoft Dynamics AX 2012 R2 and later implementations to run either on-premises, or on Azure, based on the information within Usage profiler. The Azure-based estimations can be used with Cloud-hosted environments.
For the Developer:
Cloud-hosted environments helps you simplify the deployment of Microsoft Dynamics AX 2012 R3 environments on Microsoft Azure by automating the server set-up and deploying the systems and software for different environments or configurations.
Customization analysis offers Microsoft Dynamics AX 2012 customers an automated tool that validates the customer’s model files against Microsoft Dynamics AX best-practice rules helping to create higher quality, more stable, and faster code.
Upgrade analysis helps users plan their upgrade to Microsoft Dynamics AX 2012 R3 from previous versions including AX4, AX2009, and AX2012 R1, FP, as well as R2.
For IT Administrators:
System diagnostics helps IT administrators proactively monitor, understand and manage the health of one or more Microsoft Dynamics AX 2012 environments
Issue search lets you quickly search a Microsoft database for qualified and relevant KB articles, hotfixes, fixes in-progress, regulatory feature updates, and workarounds for reported issues in Microsoft Dynamics AX 2012 and AX 2009.
Cloud-powered support is a user-driven process to quickly log and resolve support cases to help reduce days-to-solution by up to 80%
Updates helps keep your Microsoft Dynamics AX 2012 R3 implementations current with the latest hotfixes and updates relevant to your implementation.
Key messages:
The services in LCS are all designed and developed to support you manage your application lifecycle
Each tool has a specific persona that it is designed to help at their stage of the application lifecycle
Additional points:
Business Analyst
Business Process Modeler (BPM)
Task recorder
License sizing estimator
Usage profiler
Infrastructure estimation
IT Administrator
System diagnostics
Issue search
Cloud-powered support
Updates
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

14. DEMO Microsoft Dynamics 5/5/2018
© 2011 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.