1. An ERP-CRM Combination
Microsoft Dynamics 365
An ERP-CRM Combination

2. Think about all the separate software you use in your job every day…
An ERP system for operations
A CRM solution for sales and marketing
Outlook for
These software are a lot of detached applications where your data is isolated and being stored.
If you are currently running Office365, PowerBI, and any Dynamics product on your computer right now, they are all separate entities. You have to leave one application to go to the other.
For years, we have all lost hours of productivity and patience switching between Excel and an ERP system but not anymore. Microsoft is closing that gap with Dynamics 365.
This is only one reason why Microsoft’s latest release is going to be a game changer for business management technology as we know it.
Excel for spreadsheets
Skype for communication

3. What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is a cloud ERP solution that combines Microsoft’s best technology all into
one system.
This technology integrates with Office 365 to connect the ‘structured workflow’ of business apps with the ‘unstructured workflow’ of collaboration and productivity.
It brings all of your information together into one platform, incorporating the familiarity of
productivity tools like Excel, Word, PowerPoint and Outlook.

4. What is Microsoft Dynamics 365?
This cloud software has combined CRM (Customer Relationship Management software) with
ERP (Enterprise Resource Management software) into one cloud service with new purpose-built apps
to help manage specific business functions such as financials, sales, operations and customer service.

5. Dynamics 365 ‘Purpose-Built’ Apps/Modules
Sales
Customer Service
Operations
Financials
Dynamics 365 merges CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, marketing, field service, project service automation, financials, and operations. These new apps are “purpose-built,” helping you manage specific business functions based on what you need. 
These apps are designed to be easily and independently deployed, while fitting seamlessly together with your existing Microsoft system. This means that you can start small with apps that are the right fit for your role, industry, and business – and pay only for what you need. As you grow, you can continue to add apps and adjust to your requirements, with the end goal that you run your entire business, from Office 365 to Dynamics CRM, in the trusted Microsoft cloud.
These modules/apps are a combination of existing Microsoft ERP and CRM Online modules.
(next slide: explanation of apps)
Field Service
Project Service Automation
Marketing

6. Sales Actionable insights
Empower your salespeople with predictive analytics, digital intelligence, and automated lead scoring. And with signals from both the Sales app and Office 365 to help them assess their customer relationships, they get all the tools they need to choose the next step.
Divided into several modules
Sales
Service
Marketing
Settings
Training

7. Sales are divided into several modules:
The following can be found in the sales module
My Work
Customers
Sales
Collateral
Marketing
Goals
Tools

8. Service Module Divided into submodules My Work Customers Service
Collateral
Goals
Tools

9. Marketing Module Divided into submodules My Work Customers Marketing
Collateral
Tools

10. Settings Divided into submodules Business Customization System
Process Center
Extensions
Application

11. Training
Divided into submodules
Resources
Learning Path

12. Customer Service Earn customers for life
Offer world-class customer service that leads to loyalty. Dynamics 365 for Customer Service unifies the way people experience your business—across self-service, peer-to-peer service, and assisted service.
This is the homepage of Customer service application.
The graphs that appear here can be customized by the user to fit his/her business needs.

13. Operations Warehousing
With Microsoft ERP, your warehouse managers can better control their put-away, quality-control, and picking operations. And, with a flexible workflow engine, they can rapidly respond to changing business needs.
POS system
This enterprise resource planning software delivers rich clienteling, real-time inventory lookup, back-office capabilities, and consolidated purchase data—for the right information at the right time.

14. Quoting, invoicing, + payment Purchasing + inventory management
Financials
Quoting, invoicing, + payment
Users can create personalized sales quotes and they are able to convert them into professional invoices without leaving Outlook.
Purchasing + inventory management
Supply chain management can be simplified and improved through dynamically updated inventory levels, automated ordering and data-driven forecasting
For quoting: Dynamics 365 for Financials makes it easy to automatically process payments and reconcile bank accounts – easily identifying past due accounts to expedite collections
For purchasing: Built-in predictive intelligence helps forecast sales while monitoring open orders and tracking vendor lead times to reduce out-of-stocks.

15. Financials Reporting + analytics
Improve your overall financial management with a complete picture of your financial data across accounting, sales, purchasing inventory and customer accounts.
Get better outcomes by empowering your employees connected processes, predictive analytics, and real-time data.

16. Customer communications
Field Service
Optimized Scheduling
Field service includes tools for service representatives and dispatchers plus an automated tool that schedules appointments for them.
Customer communications
Using the customer portal, plus interoperability with Glympse and Twilio APIs, you can give them a complete of their cases, a live map and photo of their technician en route and updates by text message and phone call.

17. Project Service Automation
Resource scheduling
Unify resourcing and scheduling, so your managers can assign the best consultants to each project based on their skills, availability, and interest.
Customer billing
Managers have one location where they can review, override and approve all job costs. They can generate, approve, and distribute customer invoices in and on the web.
Resource scheduling:
Customer billing: Staying compliant is easier because our app works with your financial systems

18. -Shantanu Narayen President and CEO, Adobe
Marketing
Delighting your customers
Strengthen your brand and enliven your customer
Experiences with Adobe Marketing Cloud working with Dynamics 365 and running on Microsoft Azure.
“Ultimately it’s all about delighting customers through this partnership.”
-Shantanu Narayen President and CEO, Adobe
Microsoft and Adobe are partnering to help you personalize your customers experiences: (read the text on the slide )

19. Create visualizations
Customer Insights
Gather insights
Connect disparate silos for a comprehensive look at your customers. Customer insights and interactions are
stored in one place.
Create visualizations
Create rich visualizations that illustrate your customer’s engagement and user journey in one easy-to-reference dashboard. No need to sort through numerous disparate data silos.

20. Microsoft Dynamics 365: Business Edition and Enterprise Edition
There are two primary editions of Dynamics 365:
Business Edition
Enterprise Edition
Small business solution optimized for 10–250 employees
Includes Financials, Sales, and Marketing modules
Available through Cloud only
$40
Designed for companies with minimal financial requirements
ERP and CRM solution optimized for 250+ employees
Includes Sales, Marketing, Customer Service, Field Service, Financials, Operations, and Project Service Automation modules
Dual use (Available both through the Cloud and On Premise)
$115
Designed for companies with advanced financial and ERP needs
BUSINESS EDITION NOTES:
* Microsoft Dynamics 365, Business edition services do not include dual use rights, the option to deploy either in Microsoft’s cloud or in a private on-premises or partner-hosted cloud. The Business edition is available only as an online service.

21. Microsoft Dynamics 365: Licensing
Pay For What You Need With Dynamics 365
Licensing has historically caused some pain. Even though most users don’t exist in traditional departmental structures anymore, licensing by application has stayed in the same constrained parameters as it always has. Which is why the impending launch of Microsoft Dynamics 365, with an all new licensing model, is going to be revolutionary.
Microsoft Dynamics 365 is Microsoft’s new approach to end-to-end business intelligence. Designed to improve productivity and collaboration in your business, Dynamics 365 is a cloud platform that fully integrates all of your data from business apps with Office 365, Power BI, Azure, and Cortana Intelligence.
No matter what your role is, everyone needs some access to data that is held in business apps. Although credit controllers should only need access to Finance, they are able to provide additional value to those numbers when they can see what’s in the Sales pipeline. In the license by application model, only the lucky few that you’ve paid for have access to this data. When the time comes to find something that doesn’t fall under your department, the reality is that you have to ring up a person with access and waste their time trying to find that information.
The new licensing model in Dynamics 365 is inclusive where roles are built around business outcomes.
Everybody gets access to the functionality they need across Apps, Plans, and Team Members,
which are the building blocks to the licensing structure.
These three building blocks essentially offer you a spectrum of licenses to pick and choose from for one or
many products, for any type of user, and for businesses of any size.

22. Team Members, Apps, and Plans Overview
The core applications available in Dynamics 365 are: Financials, Operations (Dynamics AX 2016), Sales,
Field Service, Customer Service, Customer Insight, Project Service Automation, and Marketing.
(read this first) Licensing by application is still relevant and available. With Dynamics 365, you have the option to buy applications individually or buy them through a Plan.
The core applications available in Dynamics 365 are: Financials, Operations (Dynamics AX 2016), Sales, Field Service, Customer Service, Customer Insight, Project Service Automation, and Marketing. Power BI and Cortana Intelligence will be embedded in all apps. They will also come with two new extensibility apps, PowerApps and Flow, which allows you to pull data from any app and data source and build web apps and workflows based on all those data sources. You can buy Dynamics 365 apps on a standalone basis and add to them easily through Microsoft AppSource as you grow.
Power BI and Cortana Intelligence will be embedded in all apps.
They will also come with two new extensibility apps, PowerApps and Flow, which allows you to pull data from
any app and data source and build web apps and workflows based on all those data sources
You can buy Dynamics 365 apps on a standalone basis and add to them easily through Microsoft AppSource
as you grow

23. Team Members, Apps, and Plans Overview
Licensing by Plan is a package of apps for
companies with people who need to access
multiple apps. 
Here are the Plans available in the Dynamics 365 Enterprise Edition:
(Licensing by Plan is a package of apps for companies with people who need to access multiple apps.) This option is more affordable when you need a solution that caters to Joe who does Sales and a bit of Marketing and Mary who does Operations and Finance. Dynamics 365 takes these normal roles and adds value by giving these employees the flexibility they need to work in more than one app. By leveraging the integration across the Dynamics 365 platform, you are enabling your employees with more information to do their jobs better. You also have the ability to build whatever customized role within the span of the use rights in the plan. If you have a user who leaves, you can easily adjust what an employee uses or assign to other employees over time.

24. Team Members, Apps, and Plans Overview
A Team Member License in Dynamics 365 gives read rights to all other apps.
If you cover a person with this license, they can review data from all Dynamics 365 applications.
Roles can be much more productive and effective when they have the opportunity to range across all the business apps deployed within the client. A Team Member license in Dynamics 365 gives read rights to all other apps. If you cover a person with this license, they can review data from all Dynamics 365 applications. Why is this such an exciting new offer? Because it means that there are no barriers for allowing your employees to consume information anymore.
One Team Member license instantly makes use rights and knowledge sharing accessible to all employees – which also puts an end to double licensing. You do not need to buy a separate license for someone that wants to read data in Dynamics AX and in Dynamics CRM. Team Member licenses are included in all Apps and Plans.
If you buy Dynamics 365 Enterprise Edition for Team Members, you get this:
-One SKU that covers all light use scenarios and knowledge sharing use rights
-Limited rights to power apps and flow so you’re plugged into the platform
-A rich feature set in addition to collaboration tools
-Lower TCO! i.e buy more seats, pay less
Why is this such an exciting new offer? 
Because it means that there are no barriers for allowing your employees to consume information anymore.
One Team Member license instantly makes use rights and knowledge sharing accessible to all employees –
which also puts an end to double licensing. You do not need to buy a separate license for someone that wants
to read data in Dynamics AX and in Dynamics CRM. Team Member licenses are included in all Apps and Plans.

25. Choose Your License Based on User Type
Microsoft has segmented its licensing based on two broad categories of users: Light Users and Full Users.
Light Users are your everyday people who read and consume data
They don’t need full permissions to every single department, but in order to do light task like write reports, they still need to be able to see data across the company
Full Users are professional users, people who specialize in one business application. These are the employees with licensed business apps and full permissions today.
In every business you have a mix of highly specialized employees and general employees. Because of this, Microsoft has segmented its licensing based on two broad categories of users: Light Users and Full Users.
Light Users are your everyday people who read and consume data. They don’t need full permissions to every single department, but in order to do light task like write reports, they still need to be able to see data across the company.
Full Users are professional users, people who specialize in one business application. These are the employees with licensed business apps and full permissions today.

26. END

27. REFERENCES
dynamics-365-an-erp-crm-cloud-workflow-combo/#c0408a76008e
erp
licensing-details-revealed/
ion-to-microsoft-dynamics-365-licensing/