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

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

3. 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

5. 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

6. Dynamics 365 was Announced in 2016

7. 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 

8. 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

9. 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

10. 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

11. 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

12. 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

13. Q&A