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Takes two to tango - Integrating Episerver and Dynamics 365

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Elevated CX is not just personalised, it is personal. This talk from Episerver meetup in den Bosch, NL we showed how to integrate Episerver and Dynamics 365 to elevate your CX.

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Takes two to tango - Integrating Episerver and Dynamics 365

  1. 1. Takes two to tango Elevated CX with Episerver ♡ Dynamics Theo Paraskevopoulos CEO
  2. 2. The dance floor Meet your partner First steps Synchronisation Performing live
  3. 3. Elevated CX is not personalised.
 It is personal. Customers are more important than prospects. Elevate their CX, and they will stay loyal, generating more and better business. 3
  4. 4. B2B Customer Experiencer map. 
 
 Delivering a seamless experience across channels and touch- points. 4 Objectives Our Advisor recommended that we decrease exposure to US Shares in favour of Bonds. After evaluating a few firms, we invited the short-listed ones to submit a proposal. After agreement in principle, we must conduct due diligence, review and sign contracts. For compliance and performance tracking, we need both real-time and Quarterly reports. At regular intervals, we need an in-depth investment review with the portfolio manager. Research Selection Conversion Delivery ChangeStage Channels Press Searches MorningStar for suitable managers Linked In Check network for relevant contacts Website Contact Bio > Fixed Income > Homepage > Investment process > FAQ > Contact us Website Sign-in > Tender documentation Email Contact, qualification Offline In-person presentation Website Sign-In > On-boarding documents exchange > Electronic signatures App Download > Sign-in > Verify Account Website Sign-in > Real-time valuations > Statements and Valuations Library Email New Valuation notification App Sign-in > View Message > Set fingerprint access > Review performance App Sign-in > Arrange investment review Offline In-person presentation App Explore and visualise scenarios during meeting Website Sign-In > Review scenarios > Authorise changes Email Group notified of change Jayne Pension Trustee, Frankfurt Investable assets Domain literacy Risk appetite £5,000,000 Professional Medium
  5. 5. The dance floor Meet your partner First steps Synchronisation Performing live
  6. 6. CMS is not just about Content. CRM is not just about Contacts. Development platforms for building Digital Experiences, and Business Applications. 6
  7. 7. Digital Experience Platform Content, Commerce, Marketing, Search, Personalisation, Recommendations, Social, Analytics, Headless… Plus strong links to Developers and Azure. 7
  8. 8. Business Applications Platform Salesforce Automation, Customer service, Field service, Talent and HR, Finance and Operations, Marketing, Retail / ERP… Also strong links to Developers and Azure. 8
  9. 9. 9 The complete notion of business transformation is something that only Microsoft can do… It’s about Dynamics at the centre of the company. Satya Nadella, Microsoft CEO
  10. 10. The dance floor Meet your partner First steps Synchronisation Performing live
  11. 11. Lead capture and marketing automation Creating Leads and Contacts in the CRM from form submissions 11 Objectives Our Advisor recommended that we decrease exposure to US Shares in favour of Bonds. After evaluating a few firms, we invited the short-listed ones to submit a proposal. After agreement in principle, we must conduct due diligence, review and sign contracts. For compliance and performance tracking, we need both real-time and Quarterly reports. At regular intervals, we need an in-depth investment review with the portfolio manager. Research Selection Conversion Delivery ChangeStage Channels Press Searches MorningStar for suitable managers Linked In Check network for relevant contacts Website Contact Bio > Fixed Income > Homepage > Investment process > FAQ > Contact us Website Sign-in > Tender documentation Email Contact, qualification Offline In-person presentation Website Sign-In > On-boarding documents exchange > Electronic signatures App Download > Sign-in > Verify Account Website Sign-in > Real-time valuations > Statements and Valuations Library Email New Valuation notification App Sign-in > View Message > Set fingerprint access > Review performance App Sign-in > Arrange investment review Offline In-person presentation App Explore and visualise scenarios during meeting Website Sign-In > Review scenarios > Authorise changes Email Group notified of change Jayne Pension Trustee, Frankfurt Investable assets Domain literacy Risk appetite £5,000,000 Professional Medium
  12. 12. Direct integration Using Episerver Dynamics Connector, Microsoft .NET SDK or built-in Rest API 12 Business App DX App Customer
  13. 13. 13
  14. 14. The dance floor Meet your partner First steps Synchronisation Performing live
  15. 15. Engagement with a CRM- powered portal Secure distribution of personal information stored in the CRM 15 Objectives Our Advisor recommended that we decrease exposure to US Shares in favour of Bonds. After evaluating a few firms, we invited the short-listed ones to submit a proposal. After agreement in principle, we must conduct due diligence, review and sign contracts. For compliance and performance tracking, we need both real-time and Quarterly reports. At regular intervals, we need an in-depth investment review with the portfolio manager. Research Selection Conversion Delivery ChangeStage Channels Press Searches MorningStar for suitable managers Linked In Check network for relevant contacts Website Contact Bio > Fixed Income > Homepage > Investment process > FAQ > Contact us Website Sign-in > Tender documentation Email Contact, qualification Offline In-person presentation Website Sign-In > On-boarding documents exchange > Electronic signatures App Download > Sign-in > Verify Account Website Sign-in > Real-time valuations > Statements and Valuations Library Email New Valuation notification App Sign-in > View Message > Set fingerprint access > Review performance App Sign-in > Arrange investment review Offline In-person presentation App Explore and visualise scenarios during meeting Website Sign-In > Review scenarios > Authorise changes Email Group notified of change Jayne Pension Trustee, Frankfurt Investable assets Domain literacy Risk appetite £5,000,000 Professional Medium
  16. 16. Mediated integration Improve performance with Runtime or Azure Redis caching 16 Business App DX App CustomerCache layer
  17. 17. The dance floor Meet your partner First steps Synchronisation Performing live
  18. 18. Real-time collaboration Explore scenarios in face-to-face account meetings. 18 Objectives Our Advisor recommended that we decrease exposure to US Shares in favour of Bonds. After evaluating a few firms, we invited the short-listed ones to submit a proposal. After agreement in principle, we must conduct due diligence, review and sign contracts. For compliance and performance tracking, we need both real-time and Quarterly reports. At regular intervals, we need an in-depth investment review with the portfolio manager. Research Selection Conversion Delivery ChangeStage Channels Press Searches MorningStar for suitable managers Linked In Check network for relevant contacts Website Contact Bio > Fixed Income > Homepage > Investment process > FAQ > Contact us Website Sign-in > Tender documentation Email Contact, qualification Offline In-person presentation Website Sign-In > On-boarding documents exchange > Electronic signatures App Download > Sign-in > Verify Account Website Sign-in > Real-time valuations > Statements and Valuations Library Email New Valuation notification App Sign-in > View Message > Set fingerprint access > Review performance App Sign-in > Arrange investment review Offline In-person presentation App Explore and visualise scenarios during meeting Website Sign-In > Review scenarios > Authorise changes Email Group notified of change Jayne Pension Trustee, Frankfurt Investable assets Domain literacy Risk appetite £5,000,000 Professional Medium
  19. 19. Decoupled integration Scalable, real-time messaging service with Service Bus and SignalR. 19 Business App DX App CustomerService bus
  20. 20. 20 Business App DX AppQueue What is Azure Service Bus? Messaging service for high-availability, asynchronous integrations. Send Receive
  21. 21. 21 Business App DX AppTopic What is Azure Service Bus? Service Bus Topics contain filters, so multiple systems can connect Other app Publish FilteredSubscribe
  22. 22. Q A Cologne office +49 221 5847 9978 hello@growcreate.de growcreate.de Oxford office +44 1844 202 522 hello@growcreate.co.uk growcreate.co.uk

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