enCloud9 delivered a short presentation for the Denver IAMCP meeting in May 2018 on Dynamics 365 for Sales and Dynamics 365 for Marketing

1. DYNAMICS 365 FOR SALES AND
MARKETING
Presented by Brian Begley – www.encloud9.com

2. ABOUT
ENCLOUD9
 Dynamics 365 Cloud Customer Relationship
Management – Silver
 10 years experience working with small to mid sized
businesses to modernize sales, marketing customer
service
 Work with companies throughout the US and
Canada
 Primary focus is on Cloud-based Dynamics 365
Customer Engagement Platform
 Partners with ClickDimensions for Marketing
Automation

3. DYNAMICS 365
CUSTOMER
ENGAGEMENT
 The product formerly known as Dynamics CRM Online
 Deployed on premises, hosted or in Microsoft Office 365 cloud
 Five Modules for Customer Engagement
 Sales
 Marketing
 Customer Service
 Project Service Automation
 Field Service
 Integrates with Microsoft Stack
 Exchange Online
 Office
 SharePoint
 Azure
 Flow and PowerApps
 Etc etc etc

4. DYNAMICS
365 FOR
SALES
 Configurable Solution to Manage Sales process
 Leads – Unqualified Prospects
 Opportunities – Sales – with $ attached and estimated
close date
 Business Process Ribbon – Manages the most important
touchpoints of the sales process

5. DYNAMICS
365 FOR
MARKETING
 Full Featured Marketing Automation Solution
 Integrates within Dynamics 365 – shares same contact
records
 Customer Journeys (Drip Campaigns)
 Email marketing
 Web Landing Pages
 Surveys
 Event Management
 Social Media Engagement
 Licensed by # of contacts in Dynamics 365 database

6. RESOURCES
 Contact Brian Begley – bbegley @ encloud9.com
 LinkedIn linkedin.com/in/brianbegleydynamicscrm
 Microsoft Community Site - https://community.dynamics.com/
 Our website – encloud9.com