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Dynamics 365
Sales and Service Roadmap Update
Guy Riddle
Rowan Miller
Dynamics 365 – Sales and Service
Roadmap Update
Sales
Relationship
Insights
Unified business
process
Gamification Mobile sales
Document
suggestions
Social
Service Portal
Customer
Insights
Machine
Learning
Connected
Field Service
Scheduling
Optimisation
Project Service
Automation
Platform Editable Grids
Dynamics 365
App for
Outlook
Backup and
Restore
Data
Warehouse
Office 365
Integration
Cloud
migration
Dynamics 365 – Sales and Service
Roadmap Update
Sales
Relationship
Insights
Unified business
process
Gamification Mobile sales
Document
suggestions
Social
Service Portal
Customer
Insights
Machine
Learning
Connected
Field Service
Scheduling
Optimisation
Project Service
Automation
Platform Editable Grids
Dynamics 365
App for
Outlook
Backup and
Restore
Data
Warehouse
Office 365
Integration
Cloud
migration
4
Relationship Insights
Unified Process
Designer
 Visual designer for
Business Analysts
 Business process flows
 Task flows
 Portable business logic
 Actionable rule-based
recommendations
 Portable business logic
collaboration across teams.
Gamification
 Participate in individual
and team-based games
 Updated user interface
 Increased productivity,
engagement, and
performance as well as
user adoption of business
applications
Mobility
Document
Suggestions
 Discover documents that
are relevant to your
current work
 Based on record similarity
rules
 Copy the most helpful
documents to your record
repository
Social Engagement
 Auto tags and adaptive learning
on tags
 Chinese and Japanese sentiment
analysis
 Smart data sets
 Instagram as a new source
 Automatically assign posts
Dynamics 365 – Sales and Service
Roadmap Update
Sales
Relationship
Insights
Unified business
process
Gamification Mobile sales
Document
suggestions
Social
Service Portal
Customer
Insights
Machine
Learning
Connected
Field Service
Scheduling
Optimisation
Project Service
Automation
Platform Editable Grids
Dynamics 365
App for
Outlook
Backup and
Restore
Data
Warehouse
Office 365
Integration
Cloud
migration
Customer Insights
 Customer 360º
 Customer knowledge &
interactions
 Pre-built integrations
 Bring your own data
 Build your own applications
 Insights for each business role
Machine Learning
 Auto-suggest of relevant
knowledge articles
 Case topic analysis
 Cross-sell / up-sell
recommendations
 First element of democratising
AI
Connected Field
Service
 Enabling any CRM entity to be
IOT enabled
 Diagnosing and fixing issues
remotely
 Automating the process of
responding to service alerts
 Proactive service experience for
customer
Scheduling
Optimisation
 Automatically Schedule work to
the most appropriate resources
while optimizing to fit in the
most appointments per day.
 Automatically scheduled for
things like time travel, distance,
or even service level agreement
with a customer
 Schedule gets re-optimized in
real time to ensure the field
service is efficient
Project Service
Automation
 MS Project integration
 Actuals integration with
Dynamics 365 Operations
 Exchange booking
integration
Dynamics 365 – Sales and Service
Roadmap Update
Sales
Relationship
Insights
Unified business
process
Gamification Mobile sales
Document
suggestions
Social
Service Portal
Customer
Insights
Machine
Learning
Connected
Field Service
Scheduling
Optimisation
Project Service
Automation
Platform Editable Grids
Dynamics 365
App for
Outlook
Backup and
Restore
Data
Warehouse
Office 365
Integration
Cloud
migration
Editable Grids
 In-Grid editing of records
 Web client and Mobile
 Home-grid or sub-grid level
 Navigate using keyboard or
mouse
 Configurable business logic
Dynamics 365 App
for Outlook
 Enhanced user interface
 One-click Track and Set
Regarding
 Display Dynamics 365 data
when composing e-mails
 Outlook App for Mobile*
* CRM Online and Exchange Online only
Backup and Restore
 Backup to Azure storage
 Download & connect to
On-Premise
 Secure transfer
Data Warehouse
 Replication of data to
customer owned stores
 Supports variety of data
stores
 Full fidelity replication
 Visibility & diagnostics
 Data recovery, reset &
rebuild
Office 365
 Associate to existing group
 Auto-update group
membership
 Guest-access scenarios
On-premises to
Cloud migration
 Guided Process to move to
CRM Online
 Mechanism to bring CRM
on-premises database to
Azure as a staging area
CRM
Online
On-Premise
CRM
CRM on
Azure
Future Roadmap
 http://crmroadmap.dynamics.com/
 New Dynamics 365 Roadmap site
in Q2 FY17 to incorporate both
Dynamics CRM and Dynamics AX

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Dynamics Day 2016 - Microsoft Dynamics 365 sales and customer service (CRM) 2017 roadmap

  • 1. Dynamics 365 Sales and Service Roadmap Update Guy Riddle Rowan Miller
  • 2. Dynamics 365 – Sales and Service Roadmap Update Sales Relationship Insights Unified business process Gamification Mobile sales Document suggestions Social Service Portal Customer Insights Machine Learning Connected Field Service Scheduling Optimisation Project Service Automation Platform Editable Grids Dynamics 365 App for Outlook Backup and Restore Data Warehouse Office 365 Integration Cloud migration
  • 3. Dynamics 365 – Sales and Service Roadmap Update Sales Relationship Insights Unified business process Gamification Mobile sales Document suggestions Social Service Portal Customer Insights Machine Learning Connected Field Service Scheduling Optimisation Project Service Automation Platform Editable Grids Dynamics 365 App for Outlook Backup and Restore Data Warehouse Office 365 Integration Cloud migration
  • 5. Unified Process Designer  Visual designer for Business Analysts  Business process flows  Task flows  Portable business logic  Actionable rule-based recommendations  Portable business logic collaboration across teams.
  • 6. Gamification  Participate in individual and team-based games  Updated user interface  Increased productivity, engagement, and performance as well as user adoption of business applications
  • 8. Document Suggestions  Discover documents that are relevant to your current work  Based on record similarity rules  Copy the most helpful documents to your record repository
  • 9. Social Engagement  Auto tags and adaptive learning on tags  Chinese and Japanese sentiment analysis  Smart data sets  Instagram as a new source  Automatically assign posts
  • 10. Dynamics 365 – Sales and Service Roadmap Update Sales Relationship Insights Unified business process Gamification Mobile sales Document suggestions Social Service Portal Customer Insights Machine Learning Connected Field Service Scheduling Optimisation Project Service Automation Platform Editable Grids Dynamics 365 App for Outlook Backup and Restore Data Warehouse Office 365 Integration Cloud migration
  • 11. Customer Insights  Customer 360º  Customer knowledge & interactions  Pre-built integrations  Bring your own data  Build your own applications  Insights for each business role
  • 12. Machine Learning  Auto-suggest of relevant knowledge articles  Case topic analysis  Cross-sell / up-sell recommendations  First element of democratising AI
  • 13. Connected Field Service  Enabling any CRM entity to be IOT enabled  Diagnosing and fixing issues remotely  Automating the process of responding to service alerts  Proactive service experience for customer
  • 14. Scheduling Optimisation  Automatically Schedule work to the most appropriate resources while optimizing to fit in the most appointments per day.  Automatically scheduled for things like time travel, distance, or even service level agreement with a customer  Schedule gets re-optimized in real time to ensure the field service is efficient
  • 15. Project Service Automation  MS Project integration  Actuals integration with Dynamics 365 Operations  Exchange booking integration
  • 16. Dynamics 365 – Sales and Service Roadmap Update Sales Relationship Insights Unified business process Gamification Mobile sales Document suggestions Social Service Portal Customer Insights Machine Learning Connected Field Service Scheduling Optimisation Project Service Automation Platform Editable Grids Dynamics 365 App for Outlook Backup and Restore Data Warehouse Office 365 Integration Cloud migration
  • 17. Editable Grids  In-Grid editing of records  Web client and Mobile  Home-grid or sub-grid level  Navigate using keyboard or mouse  Configurable business logic
  • 18. Dynamics 365 App for Outlook  Enhanced user interface  One-click Track and Set Regarding  Display Dynamics 365 data when composing e-mails  Outlook App for Mobile* * CRM Online and Exchange Online only
  • 19. Backup and Restore  Backup to Azure storage  Download & connect to On-Premise  Secure transfer
  • 20. Data Warehouse  Replication of data to customer owned stores  Supports variety of data stores  Full fidelity replication  Visibility & diagnostics  Data recovery, reset & rebuild
  • 21. Office 365  Associate to existing group  Auto-update group membership  Guest-access scenarios
  • 22. On-premises to Cloud migration  Guided Process to move to CRM Online  Mechanism to bring CRM on-premises database to Azure as a staging area CRM Online On-Premise CRM CRM on Azure
  • 23. Future Roadmap  http://crmroadmap.dynamics.com/  New Dynamics 365 Roadmap site in Q2 FY17 to incorporate both Dynamics CRM and Dynamics AX