1. 7/3/2018 7:47 PM
Microsoft Dynamics 365 for Sales Productivity and Relationship Insights
Madan Natu
Principal Lead Program Manager
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2. S4 Solutions Specialist Summit
7/3/2018 7:47 PM
Productivity & Relationship Insights in Dynamics 365 Customer Engagement
Productivity Update
Dynamics 365 App for Outlook
Productivity with Unified Client
Relationship Insights
Roadmap …
© 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. S4 Solutions Specialist Summit
7/3/2018 7:47 PM
Productivity with Office 365
Discover relevant documents
Track incoming
Pipeline management
Create proposal
Take notes while visiting a customer
Qualify
Develop
Propose
Close
Follow-up call with lead
Post deal updates
Sales team collaboration
Generate quote and share with customer
Contextual and Immersive
Intelligent and Predictive
Cloud, Mobile
MICROSOFT CONFIDENTIAL – INTERNAL ONLY
MICROSOFT CONFIDENTIAL – UNDER NDA
© 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4. Outlook and tracking customer communications
7/3/2018 7:47 PM
Outlook and tracking customer communications
Microsoft Dynamics 365
Outlook Client (COM add-in)
Folder-level tracking
for any client
App for Outlook
Server-side Sync
Outlook Sync
© 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. Dynamics 365 App for Outlook
7/3/2018 7:47 PM
Dynamics 365 App for Outlook
© 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. Dynamics 365 App for Outlook Looking ahead
7/3/2018 7:47 PM
Dynamics 365 App for Outlook Looking ahead
© 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Dynamics 365 App for Outlook Using Unified Client
7/3/2018 7:47 PM
Universal
Dynamics 365 App for Outlook Using Unified Client
Productive
Intelligent
Delightful
Adaptable
© 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Track and set regarding

9. All UI and functionality are subject to a change

10. All UI and functionality are subject to a change

11. All UI and functionality are subject to a change

12. Global search
Search records in Dynamics 365 and apply advanced filters to your search

13. All UI and functionality are subject to a change

14. All UI and functionality are subject to a change

15. All UI and functionality are subject to a change

16. All UI and functionality are subject to a change

17. View and edit records
View all the record’s field and edit record within Outlook

18. All UI and functionality are subject to a change

19. Get insights
Get the latest insights in a dashboard

20. All UI and functionality are subject to a change

21. S4 Solutions Specialist Summit
7/3/2018 7:47 PM
Dynamics 365 App for Outlook - Roadmap
SUPPORT FOR TASKS
on UC (w/ accessibility)
ENHANCED CONTEXTUAL DASHBOARD
FOR SOCIAL, AND RI
SUPPORT FOR CONTACTS
on UC (w/ accessibility)
SUPPORT FOR ANDROID
COMPLETE APP ACCESS
with UC
EXTEND MOBILE SUPPORT
FOR CONTACTS & TASKS
© 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22. Server-side Sync Reliability and Scalability
Office 365 admin approval not needed for straight-forward cases
Improve mailbox UI to reflect current state
Immediate feedback for Test and Enable process
Users can easily request Office 365 approval (if needed)
Simplify alert wall to reflect current status of mailbox

23. Server Side Sync Redesign
7/3/2018 7:47 PM
Server Side Sync Redesign
CRM Runtime
Scalable
CRM Runtime
DSF
Reliable
Async Server
JOBS
Performant
Sync Service
Exchange Server
Org DB
Org DB Bottleneck : Write for very async job, Polling by Async servers, Progress Tracking
Potential CPU Utilization Bottleneck - Async job handlers & Async Runtime are on the same server
Elastic Scale
Reduced utilization of org db for mailbox state
Utilizes DSF subscription for metadata and entity changes.
Better Performance & Scale
Notification driven sync cycles from Exchange & CRM
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

24. Document Management on Unified Interface
7/3/2018 7:47 PM
Document Management on Unified Interface
Create and upload documents directly from you mobile device
Use recommendations carousel to add relevant documents
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. Demo Document Management & Recommendations
7/3/2018 7:47 PM
Demo Document Management & Recommendations
Madan Natu
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

26. What makes a good life? Lessons from the longest study on happiness
7/3/2018 7:47 PM
What makes a good life?
Lessons from the longest study on happiness
Robert Waldinger
Psychiatrist, psychoanalyst and Zen priest
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

27. “Good relationships keep us happier and healthier”
7/3/2018 7:47 PM
“Good relationships keep us happier and healthier”
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

28. Dynamics 365 Relationship Insights
7/3/2018 7:47 PM
Forecast
Equipment maintenance
Accounts
Opportunities
Service requests
Orders
Support case
Shipments
Meetings
Documents
Calendar
Tasks
Message
People
Storage
Relationships
Skills
Professional contacts
Job History
Talent
Social
MSN
Search
Chatbot
Cortana
Services
Cognitive
Intelligence
Azure iOT suite
Surfaces
Connected cars
Auto Data Capture
Spend more time selling with automated data capture
Relationship Analytics
Stay on top of your relationships and uncover new ones
Engagement
Stay engaged with your customers analyzing interactions
Relationship Assistant
Focus on what’s important in your pipeline with your personal sales assistant
Connected Data: Dynamics Office LinkedIn
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

29. Relationship Assistant on Unified Interface
7/3/2018 7:47 PM
Relationship Assistant on Unified Interface
ASSISTANT
ASSISTANT
Dashboard
Form
Global Navigation Bar
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

30. Relationship Analytics on Unified Interface
7/3/2018 7:47 PM
Relationship Analytics on Unified Interface
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

31. Relationship Assistant
Dynamics 365
User Activities & Opportunity, Contact, Account, Case, Lead
Incoming
Intent Detection
Stamp Intent
Dynamics 365
Database
Generate Insights
Office Substrate

32. Relationship Assistant
Internet
(5) Enrich with web content
(Bing APIs – news, maps, flights)
Intent Detection
Stamp Intent
(3) Get Substrate Insights & Correlate with Dynamics 365
(1) Request Insights
Dynamics 365
(5) Show Insights
(2) Get Dynamics 365 Insights
Dynamics 365
Database
Office Substrate

33. Relationship Assistant - Future
Internet
(5) Enrich with web content
(Bing APIs – news, maps, flights)
Generalize
Generalize Assistant for voice, vision, notes, chats to discover actionable insights
(3) Get Substrate Insights & Correlate with Dynamics 365
(1) Request Insights
Dynamics 365
(5) Show Insights
(2) Get Dynamics 365 Insights
Dynamics 365
Database
Intent Detection
CONNECTION GRAPH
Leverage text analytics
for intent detection
Leverage the relationship graph
to close more deals
EXTEND
Extend RI scenarios to Marketing, LinkedIn, Service, Talent, Field & Project Service, MSE and 3rd party
Office Substrate Insights

34. Auto Capture – includes future roadmap
(4) Get/Update contact information from signature
(4) Get meetings from smart match
Exchange MARS
(4) Get s from smart match
(1) Get Activities
Dynamics 365
(5) Combine & Show Results
(2) Smart match contacts, opportunities, accounts, leads
(3) Get Dynamics activities
Dynamics 365
Database
Auto Capture

35. Relationship Analytics & Health
Normalize interactions to Time Spent
# Interactions
Time Spent
Response Rate
Response Time
Top Contacts
Etc.
Dynamics 365
DCI
Exchange MARS
Admin configuration – Activity Weights
Relationship Analytics
Time Decay – Significantly higher weight
for recent activities
Health and Trend

36. Relationship Analytics & Health - Future
# Interactions
Time Spent
Response Rate
Response Time
Top Contacts
Etc.
Dynamics 365
Organizational Benchmarks
LinkedIn
DCI
Skype for Business
New Data Sources
Exchange MARS
Admin Cofiguration
Relationship Analytics
Time Decay Adjustment
Customer Sentiment
Health and Trend

37. Email Engagement & Email Template Analytics
Relationship Analytics KPIs and Health
User sends in Dynamics 365
Dynamics 365
delivered
Template used
Embeds transparent image (Opened s)
Pushes attachments to OneDrive for Business (Opened attachments)
Redirect links through Azure (clicked links)
Open
Link Click
Attachment Open
RI Service Fabric
Recommended Templates
Capture statistics
Template Analytics

38. Demo Relationship Insights
7/3/2018 7:47 PM
Demo Relationship Insights
Madan Natu
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

39. S4 Solutions Specialist Summit
Relationship Intelligence Timeline
7/3/2018 7:47 PM
2017 Update
Relationship Assistant
Relationship Analytics
on Unified interface
Nov 2016
Public Preview for:
Auto Data Capture
Relationship Assistant
Engagement
Fall 2016
2017 Update
2017 Update
Private Preview
Relationship Analytics with Exchange MARS and CRM Data
Public Preview
Auto Data Capture
Relationship Assistant
Engagement
March 2017
Private Preview for Relationship Analytics
Stay on top of your relationships and uncover new ones
© 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

40. S4 Solutions Specialist Summit
7/3/2018 7:47 PM
Productivity & Relationship Insights in Dynamics 365 Customer Engagement
Productivity Update
Dynamics 365 App for Outlook
Productivity with Unified Client
Relationship Insights
Roadmap
© 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

41. Roadmap collaborate Enlighten Communicate Immersive Experience
7/3/2018 7:47 PM
Roadmap
collaborate
Enlighten
Communicate
Immersive Experience
Chat/Audio/Video/Sharing
Incoming call
Call analytics & insights
Collaborate in Teams or Dynamics 365
Show CRM context in Teams
Bring chat updates in Timeline
Full Chat experience in Dynamics 365
Extensibility: Apps + 3rd party
Generalize: chat, voice, vision
Connection Graph
Enrich: Data Sources
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

42. Please evaluate this session
Tech Ready 15
7/3/2018
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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.

43. 7/3/2018 7:47 PM
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.