Data has become the new currency, and firms 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 allows firms to adopt individual business apps such as Marketing, BD, Client Care and Operations, but as firms adopt more of the apps, synergies will be unleashed in the form of ‘Intelligent Business Processes’.  This will help proactively guide employees & clients to generate optimal outcomes.   As an example – you can adopt Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to accounts, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.   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.

2. Microsoft
Business
Development
Client Care
Field Service
Project
Management
Operations
Finance
Marketing
+ Adobe
(or MailChimp/
ClickDimensions)
Purpose-built
Productive
Adaptable
Dynamics 365
Characteristics
Intelligent

3. Before Now
Dynamics CRM
• Field Service
• Project Service Automation
• Parature
Dynamics AX
Project Madeira
Dynamics 365 for Business Development
Dynamics 365 for Client Care
Dynamics 365 for Field Service
Dynamics 365 for Project Management
Dynamics 365 for Operations
NetDocuments Email & Document ManagementSharePoint for Legal Document Management
Dynamics 365 for Financials/Gravity Finance

5. Purpose-built business applications for legal, accounting & finance firms
Business
Development
Opportunity
management
Social &
business
networking
Content
collaboration
Mobile access
Planning &
management
Intelligence
Client Care Omni-channel Portal
Client self
service
Onsite
service
Knowledge Intelligence
Marketing *
(or MailChimp, ClickDimensions,
Concep, DotMailer etc.)
Field
Service
Scheduling
and dispatch
Asset and
warranty
management
Service
agreements
Inventory
management
Mobile Intelligence
Project
Management
Opportunity
management
Resource
management
Time &
expenses
Project
planning
Team
collaboration
Client billing Intelligence
Finance Financials Revenue Purchasing
Project
accounting
Inventory Reports EOS scorecard Intelligence
Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.

6. Purpose-built end-to-end business processes for Dynamics 365
CONFIGURATION & MANAGEMENT
• Admin Portal
• Entity Mapping
DATA SYNCHRONIZATION
• Change Tracking
• Templates
• Dynamics 365 apps onlyIntegration
Services

7. Empower practice groups to delight clients through an end-to-end view
PROCESS
BUSINESS VALUE
Prioritize
clients
Custom
pitch
Provide accurate
service (up)dates
Timely resource
allocation

8. Empower practice groups to delight clients through an end-to-end view
PROCESS
PERSONAS
Client
lifetime value
Pricing, discounts,
taxation
Resource
availability
Finance information,
resource reservations
Client needs

9. Empower practice groups to delight clients through an end-to-end view
PROCESS
MASTER DATA TRANSACTIONAL DATA
Practice Areas

Operations
Clients
Business Dev.

Operations Business Dev.
Time & Billing
 
Operations Business Dev.

11. Dynamics 365
Configure and use your
out-of-the-box business app
Use apps tailored to
Professional Services
Industry
Create and add purpose-
built apps for your team
with no code required
Single Sign-on
Access anywhere

12. Dynamics 365

14. Dynamics 365 — Intelligence built-in

15. Microsoft
BD
Client
Care
Field Service
Project
Management
Operations
Finance
Marketing
+ Adobe

17. DYNAMICS 365 BUSINESS APPS
Other data
sources
Microsoft
AppSource
3rd PARTY APPS PURPOSE BUILT APPS FROM xRM
Custom Apps
by PowerApps
Compose Workflow
by Microsoft Flow
APPS &
DASHBOARDS
PRODUCTIVITY

18. Extensibility
Citizen Dev Pro Dev/xRM
IT Pro | Power User Developer | System Integrator

19. Dynamics 365 PowerApps/ MSFT Flow
Citizen Dev
Pro
Dev/xRM
new

20. 1. App Designer
Modularized; Task-based apps
2. Visual Process Designer
Drag-and-drop interface
3. Workflow Designer
Declarative & reusable
4. Security Model
Role, Record, and Field-based
5. Learning Guides
In-product training
CONFIGURABLE DECLARATIVE
Applies to: Dynamics 365 for BD, Client Care, Project Management, Field Service

21. CONNECTOR
CONNECTORS
GATEWAYS
PowerApps
MSFT Flow
CUSTOM
Common
Data Model

22. Clients
Dynamics 365
Applications
Sealed Cloud
Platforms
or custom
Compute
Storage
Runtime
1
2 3
1. CUSTOM APP
SDKs, Odata v4
2. PLUG-IN & CUSTOM WORKFLOW
Custom business logic leveraging the transaction
pipeline through event handlers
3. CODE EXTENSION & PLUG-IN
Compiled assemblies
Compute
Storage
Runtime
1Available for Dynamics 365
2Available for Dynamics 365 for BD, Client Care, Project Management, Field Service
3Available for Dynamics 365 for Operations

23. 1. SDK
Guide for developers writing solutions, server-side code, client applications
and extensions, custom business logic, plug-ins, integration modules,
custom workflow assemblies, and code extensions
2. Client-side SDK
Client-side events and object models
3. Transaction Pipeline
Executes assemblies through execution pipeline events
4. Custom Workflow Activities
Workflow assemblies
5. Server-to-server Authentication
3rd party application authentication using Azure AD
DEV-DRIVEN
Microsoft Azure
Pro Dev
Customizations
Applies to: Dynamics 365 for BD, Client Care, Project Management, Field Service

24. DEV-DRIVEN
Microsoft Azure
Pro Dev
Customizations
Applies to: Dynamics 365 for Operations
INTEGRATIONS
WORKFLOWS
• Logic Apps Connector
• OData Service
Exposes all the data entities that are marked as IsPublic and supports
complete CRUD (create, retrieve, update, and delete) functionality that users
can use to insert and retrieve data from the system
• Metadata Service
Read-only service that provides metadata information for elements
• JSON-based Custom Service
Enables X++ classes to be consumed as JSON services

25. 1. ALM Portal
Leverage Microsoft Dynamics Lifecycle Services – Implementation Projects
2. Dev in-a-box
Customize and extend – includes Visual Studio tools
3. ALM Tools
Move code and data across your environments
4. Sandbox Tiers
Dev, Test, and Performance Testing
DEV-DRIVEN
Microsoft Azure
Pro Dev
Customizations
Applies to: Dynamics 365 for Operations

26. DEV-DRIVEN
Microsoft Azure
Pro Dev
Customizations
CUSTOM
MSFT Flow
PowerApps
CONFIGURABLE DECLARATIVE
Common
Data Model

27. Simplifies the discovery,
trial, and acquisition of
line-of-business apps
An ecosystem to help
business users get started
using apps faster
An ecosystem to help
business users get started
using apps faster
One destination for business users to discover, trial, and acquire line-of-business SaaS apps

28. Mobility
Citizen Dev Pro Dev/xRM
IT Pro | Power User Developer | System Integrator

29. DEV DRIVEN
Microsoft Azure
Pro Dev
Customizations
DECLARATIVE COMPOSITE
MOBILE APPS
CONFIGURABLE
1ST PARTY MOBILE APPS

32. Implementation Details
• State-of-the-art physical security
measures.
• 24x7 incident response teams to
mitigate threats and attacks.
• Encryption of data transferred between
our data centers and at rest.
• Every production deployment has its
own Virtual Private Network and
dedicated Compute and Storage.
• Single sign-on federated through
Azure Active Directory.
Security goals:
• Safeguard data using state-of-
the industry security
technology and processes.
• Use the same identity platform
as Office 365, so users have
same username and password
for all.
• Production infrastructure and
client data is isolated from
other tenants.
Security

33. Implementation Details
• Customer chooses Azure DC to deploy
to.
• All data is classified. Customer Data
storage and movement is controlled.
• All data in transit and at rest
is encrypted.
• Role based security puts you in charge.
• Documented data handling practices in
the Microsoft Online Services in the
Microsoft Trust Center.
Privacy goals:
• You own your data.
• You know where your data
is located.
• You control your
client data.
Privacy

34. Implementation Details
• Adhere to strict privacy and security
practices when building features and
when operating the service.
• Pass internal / external audits.
• Cross Industry Certifications are first
Priority.
Compliance goals:
• Define and document
standard operating
procedures that meet
multiple certification
requirements.
• Run service in a compliant
fashion and collect evidence.
• Control and audit access to
production environments.
Compliance

35. Implementation Details
• Client data not used for advertising.
• No third party (including law
enforcement, other government entity,
or civil litigant) given direct or
unfettered access to client data except
as you direct.
• Client data only used for purposes
compatible with providing services
(troubleshooting, improving features).
• You have access to your data, even if
you stop using a service.
Transparency goals:
• Know how we secure your
data.
• Choose where your data is
stored.
• Control who can access your
data and on what terms.
• Transparent about how we
respond to government
requests for your data.
Transparency

36. AMERICA
UNITED STATES CANADA BRAZIL
EAST
US
EAST
US2
CENTRAL
US
NORTH
CENTRAL
US
SOUTH
CENTRAL
US
WEST
CENTRAL
US
WEST
US
WEST
US2
US-GOV
WEST
US-GOV
EAST
CANADA
EAST
CANADA
CENTRAL
BRAZIL
SOUTH
BD ✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓
Client
Care
✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓
Field
Service
✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓
Project
Management
✓ NP NP NP ✓ NP ✓ NP ✓ ✓ ✓ ✓ ✓
Operations ✓ ✓ ✓ ✓ ✓ ✓ ✓ - - - ✓ ✓ ✓
✓
Data stored in
this Data Center
NP Not planned
- Under consideration

37. EMEA
EUROPE GERMANY UNITED KINGDOM
NORTH EUROPE WEST EUROPE
GERMANY
CENTRAL
GERMANY
NORTHEAST
UK WEST UK SOUTH
BD ✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17
Client
Care
✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17
Field
Service
✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17
Project
Management
✓ ✓ H1CY17 H1CY17 H1CY17 H1CY17
Operations ✓ ✓ H1CY17 H1CY17 - -
✓
Data stored in
this Data Center
NP Not planned
- Under consideration

38. APAC
ASIA AUSTRALIA INDIA JAPAN CHINA
SOUTHEAST
ASIA
EAST
ASIA
AUSTRALIA
EAST
AUSTRALIA
SOUTHEAST
CENTRAL
INDIA*
WEST
INDIA*
SOUTH
INDIA*
JAPAN
EAST
JAPAN
WEST
CHINA
WEST
CHINA
EAST
BD NP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -
Client
Care
NP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -
Field
Service
NP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -
Project
Management
NP ✓ ✓ ✓ ✓ NP ✓ ✓ ✓ - -
Operations ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ H1CY17 H1CY17
* India DCs are only available to organizations with a business presence in India
✓
Data stored in
this Data Center
NP Not planned
- Under consideration

39. Deployed Services Integration Services
BD
Load Balancing
Azure Active Directory
Multifactor Authentication
Express Route*
IoT Suite
Azure IoT Hub1
Notification Hubs
BizTalk Services2
Visual Studio Team Services3
Azure Site Recovery4
Client
Care
Field
Service
Project
Management
Operations
✓ Available globally unless noted.
* ExpressRoute connection points: US (Atlanta, Chicago, Dallas, Las Vegas, Los Angeles, New York, Seattle, Silicon Valley, Washington DC), Canada (Montreal, Quebec City, Toronto), South America
(Sao Paulo), Europe (Amsterdam, Dublin, Paris, London, Newport (Wales, UK)), Asia (Hong Kong, Singapore, Australia (Melbourne, Sydney), India (Chennai, Mumbai), Japan (Osaka, Tokyo), Germany
(Berlin, Frankfurt), China (Beijing, Shanghai)
1Available in East US, West US, Europe, Germany, Asia, Australia, Japan 3Available in North Central US, South Central US, Brazil, West Europe, Australia East, South India
2Available East US, East US 2, Central US, North Central US, South Central US, West US, Brazil, Europe, Asia, Australia, Japan 4Available for Operations in private preview Q4CY2016 serviced from West Central US, West US 2, Canada,
Germany, UK, West India, China

40. Reliable and resilient service delivery

41. SERVICE
AVAILABILITY
Monthly
DISASTER
RECOVERY
Failover/RPO/RTO
SUPPORT INCIDENT
RESPONSE TIMES
PLANNED
MAINTENANCE
Notice/Schedule
MONTHLY SERVICE
CREDIT
BD 99.9%
<15 minutes/
< 20 minutes
24x7*
< 1 hour*
5 days
< 99.5%–25%
< 99%–50%
< 95%–100%
Client
Care
99.9%
< 15 minutes/
< 20 minutes
5 days
Field
Service
99.9%
< 15 minutes/
< 20 minutes
5 days
Project
Management
99.9%
<15 minutes/
< 20 minutes
5 days
Operations 99.5% <5 s/2 days
5 days/weekend
Customer controls
timeslot

43.  100+ datacenters
 Top 3 networks in the world
 2.5x AWS, 7x Google DC Regions
 G Series – Largest VM in World, 32 cores, 448GB Ram, SSD…
Operational
Announced/Not Operational
Central US
Iowa
West US
California
East US
Virginia
US Gov
Virginia
North Central US
Illinois
US Gov
Iowa
South Central US
Texas
Brazil South
Sao Paulo State
West Europe
Netherlands
China North *
Beijing
China South *
Shanghai
Japan East
Tokyo, Saitama
Japan West
Osaka
India South
Chennai
East Asia
Hong Kong
SE Asia
Singapore
Australia South East
Victoria
Australia East
New South Wales
India Central
Pune
Canada East
Quebec City
Canada Central
Toronto
India West
Mumbai
Germany North East **
Magdeburg
Germany Central **
Frankfurt
North Europe
Ireland
East US 2
Virginia
United Kingdom
Regions (2)
US DoD East
TBD
US DoD West
TBD
* Operated by 21Vianet ** Data Stewardship by Deutsche Telekom
West US2
California
36 Regions Worldwide, 24 Generally Available…
Global datacenter footprint
France
Regions (2)
South Korea
Regions (2)

44. Networking
Security &
Management
Active
Directory
Store /
Marketplace
AD Privileged
Identity
Management
Azure telemetry
Pipeline
Dynamics Lifecycle
Services
Hybrid
Operations
Backup
Site Recovery
Automation
Storage & DataBI & Analytics
Application platform
Business application suite
Retail Manufacturing Services SCM HRM Administration
Global ecosystem
Customers Partners ISV’s

46. 24x7 prioritized resolution support & critical
situation escalation management
For Med/Large business, operating a 24/7
production environment and requires access
to experts for lite advisory and escalation
services
For large enterprise >250 people operating a
24/7 complex environment and requires
immediate access to experts and full range of
proactive services

48. Per user, PAYG
Microsoft Dynamics 365
(1) Price for disaster recovery solution per year based on 5-year lifetime for Dynamics 365 for Operations
On-premises
H/W & S/W upfront
Included
Included
Not included
Included
Included
Included (2)
Not included
Not included
Not included
License price (enterprise user)
i.e., how much a user pays for rights to access the solution
Disaster recovery
i.e., hardware, software, networking
Sandbox environment
Servicing production environment
i.e., provisioning, updates, pro-active monitoring
Additional usage rights software
i.e., embedded Power BI
High-availability infrastructure
i.e., hardware, software, networking, energy, housing
$21,486 (1)
(2) Included for Dynamics 365 for Operations only

49. Next steps
Schedule a “live” demo – 30 minutes
Organize a “proof of concept” – 1 week to 1 month
Run a pilot – including light-house practice group
Rollout firm-wide – targeting wider audience of
professional and support staff

50. Thank you!
www.xRM4Legal.com
www.xRM4Accounting.com
www.xRM4Finance.com
www.xRM.website