Downloaded 54 times
Uploaded byJuan Fabian
Introduccion a MS Dynamics 365
The document outlines the features and applications of Microsoft Dynamics 365, covering areas such as customer engagement, finance and operations, and retail management. It highlights the platform's adaptability, integration capabilities, and various components like AI and mixed reality solutions. Additionally, it provides links for further learning resources and certification details.
In this document
Powered by AI
Overview of Virtual DEV Show 2021. Introduction to Dynamics 365 by Juan Rafael, Technical Manager.
Dynamics 365 encompasses CRMs and ERPs. It's adaptable, extendable and integrates with Microsoft Power Platform.
Includes apps for Sales, Marketing, Customer Service, and Field Service with personalized customer management.
Focus on lead generation strategies and omnichannel engagement to improve customer and agent experience.
Tools for managing work orders and field service through resource scheduling, mobile assistance, and proactive service.
Techniques in finance, supply chain, HR, and commerce with insights and analytics for operational efficiency.
Detailed process flows from vendors to payments, focusing on inventory control and order management.
Managing organizational structures, performance analytics, compensation, and benefits integration with Power BI.
Centralized commerce solutions connecting digital and physical stores with analytics for enhanced customer care.
Overview of project, operations, supply chain, and financial management capabilities within Dynamics 365.
Focus on intelligent applications in customer insights, sales insights, and mixed reality innovations.
Key components including cloud security, GDPR compliance, and integration capabilities with Microsoft tools.
Concluding remarks, questions, and resources for further learning including certification and training paths.
Concluding remarks, questions, and resources for further learning including certification and training paths.
More Related Content
Similar to Introduccion a MS Dynamics 365
![Vibe Coding vs. Spec-Driven Development [Free Meetup]](https://cdn.slidesharecdn.com/ss_thumbnails/vibecodingvsspecdrivendevelopment-251209105622-43f455e7-thumbnail.jpg?width=640&height=640&fit=bounds)
Introduccion a MS Dynamics 365
- 1. #CumbreVirtual2021 @VirtualDEVShow Cumbre Virtual 2021@VirtualDEVShow CUMBRE VIRTUAL Aprende – Comparte – Conecta Introduction to Dynamics 365 Juan Rafael Technical Manager Dynamics 365 F&O + CE + Retail @jlc_rve
- 2.
- 3.
- 5. Adaptable to matchcompanies' business requirements Extendable to tailor each specific company’s needs Integrated with Microsoft Power Platform and 3rd party applications from AppSource
- 7. Customer Engagement apps •Sales • Relationship Sales • Marketing • Customer Service • Field Service
- 8. Dynamics 365 Sales Actionableinsight Seller Personal engagement Customer Customer management Sales performance Manager
- 9. Generate leads across multiplechannels Nurture and prioritize leads Deliver sales-ready leads with insights
- 10. Virtual Agents Service recommendation Omnichannelengagement: Personalized service across channels Unified routing & work distribution CUSTOMER EMPLOYEE Agent productivity: Unified, contextual experience Remote assist Proactive service: Remote device commanding Proactive insights Insights & AI: Performance & trends across channels Agent performance & utilization
- 11. Dynamics 365 FieldService Work Orders Connected Field Service Resource scheduling Resource Scheduling Optimization (RSO) Proactive customer service Field Service Mobile Dynamics 365 Remote Assist Dynamics 365 Guides
- 12. Finance and Operationsapps • Finance • Supply Chain Management • Human Resources • Commerce • Business Central
- 13. General ledger Accounts receivable Accounts payable Budgeting & forecast Time &expense management Financial reporting & analytics Credit and collections Cash and bank management Fixed assets Public sector financials Revenue recognition Project accounting Cost accounting Consolidations Regulatory compliance Configurable e-invoicing & payments Configurable tax & regulatory reporting Regulatory discovery & alerting service
- 14. Vendor Vendor Shipment Transfer License plate Management Transfer Production Master Planning Inventory management And/or WarehouseManagement Shipment Sales Order Delivered Delivered Vendor Invoice Purchaser Order Payment Payment Purchaser Seller Finance Pick & Pack Product Receive Item Arrival & Registration
- 15. Organizational Management Jobs and positions Employee Employee profile Manager insights Managers Compensationand Benefits Leave and Absence Employee Benefit enrollment Analytics and Power BI HR Pros Extensibility
- 16. Integrated end-to-end Commercesolution Centralized management & visibility Complete omnichannel across physical and digital stores Flexible – Cloud, Edge, Hybrid Intelligent, extensible & continuously updated Customer care and campaign management Inventory management Clienteling Customer management Retail & Commerce Endless Aisle e-Commerce Mobile commerce Analytics & intelligence Empowered workforce Order management
- 17. Microsoft Dynamics 365 Business Central Projectmanagement Operations management Reporting & analytics Supply chain management Sales & service management Financial management
- 18. AI and MixedReality apps • Customer Insights • Sales Insights • Fraud Protection • Mixed Reality
- 19. Platform components • MicrosoftCloud • Security • GDPR • Connect to, import, export and analyze data • Integration with Office 365, Email, Word, and Excel
- 20. @VirtualDEVShow #CumbreVirtual2021 Cumbre Virtual 2021@VirtualDEVShow Questions
- 25. Resources to continue learning Learningpath aka.ms/D365FundamentalsLP Certification details aka.ms/D365Certs_Fundamentals Instructor-led training aka.ms/D365FundamentalsILT
Editor's Notes
- #3 Introduce the topic - introduce the concepts that are presented in the fundamentals path Basics you need to know All the resources available at Microsoft to continue your learning journey i.e. fundamentals learning path, certification, and Virtual Training Days (if appropriate) Highlight the Learning Zone and the Cloud Skills Challenge as event CTAs
- #4 Explain the evolution of CRM from 1950s-1960s the mainframe era. 1980s the Database Marketing Late 1980s the CRM, and Early 1990s the ERP and SFA (Sales Force Automation) software Late 1990s the CRM goes online 2000s The SaaS based applications of Microsoft CRM 2010s – present the Dynamics 365 Business Applications
- #5 Dynamics 365 is a family of business applications covering a wide range of business areas.
- #6 Dynamics 365 Business Applications are:
- #9 Today, the process of engaging customers can't be one-size-fits-all. It needs to be adaptive across all touch points and within the context of who your customer is and what they are doing. Microsoft Dynamics enables your company to build customer trust, loyalty, and insight, while also enabling your sales, service, and marketing professionals to be as productive as possible. With Dynamics 365, we help your company deliver exceptional customer experiences.
- #10 It helps you to create and nurture and prioritize leads, by running targeted, multi-channel campaigns and personalize each buyer’s journey to generate more sales-ready leads.
- #11 Elaborate on the five core areas that customer service organizations should invest in, in order to stay relevant and competitive in the changing customer service landscape.
- #14 The figure shows the core capabilities of Dynamics 365 Finance Emphasize on what will be elaborated in this module
- #15 Dynamics 365 Supply Chain Management streamlines end to end production oversight, delivering intelligent insights on every transaction from ordering, to warehousing, to transport, and to final delivery. Explain this animated slide, and elaborate on the sequence of each process.
- #16 Dynamics 365 Human Resources helps HR professionals get the workforce insights needed to build data-driven employee experiences across compensation, benefits, leave and absence, compliance, payroll, performance feedback, training and certification, and self-service programs. Dynamics 365 Human Resources connects people and operations data to ensure businesses can optimize workforce costs and take better care of employees.
- #17 New exam MB-340 for Commerce announced Ignite Dynamics 365 Commerce is an end-to-end retail solution delivering unified commerce across all channels encompassing sales, mobility, intelligence and productivity to help retailers and workers achieve more in a cloud-first, mobile first way. But Commerce also adjusts to your business needs, with flexible deployment options, D365 Commerce is able to deploy in the cloud, on premise or as a hybrid option for customers in remote locations. As a SaaS Solution it is infused with intelligence, extensible to your business needs and always up to date to drive innovation to improve productivity, operations and business outcomes.
- #18 Dynamics 365 Business Central automatically pulls systems and processes together, enabling users to manage financials, sales, service, and operations.
- #20 GDPR
- #23 https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RWtQJJ
- #24 Learning Path: https://aka.ms/D365FundamentalsLP Show learning path
- #25 https://aka.ms/D365FundamentalsILT
- #26 Exam and Certification https://docs.microsoft.com/en-us/learn/certifications/exams/mb-901 aka.ms/D365Certs_Fundamentals
- #27 All the resources available at Microsoft to continue your learning journey i.e. fundamentals learning path, certification, and Virtual Training Days (if appropriate) Learning Path: https://aka.ms/D365FundamentalsLP Certification: https://docs.microsoft.com/en-us/learn/certifications/d365-fundamentals https://aka.ms/D365FundamentalsILT