Prepare for Launch with Microsoft Dynamics CRM
Now available, Dynamics 365 is Microsoft’s new approach to end-to-end intelligent business applications in the cloud. Microsoft Dynamics CRM uniquely delivers all of the pieces of an intelligent business cloud to deliver cloud solutions unlike anything else on the market.
No Excuse not to Transform
Dynamics 365 brings cloud ERP to small and medium-sized businesses to revolutionize productivity and transform business processes. You can access the service from anywhere you are, through your web browser, or using apps for Windows, iOS or Android devices.
- Dynamics 365 takes a new approach to business applications. The current CRM and ERP cloud solutions will be unified into one cloud service with new purpose-built apps to help manage specific business functions such as Finance, Sales and Marketing. Other Microsoft cloud services enhance the Dynamics 365 offering.
- Power BI and Cortana Intelligence are natively embedded to help companies reach their goals with predictive insights, prescriptive advice and actionable next steps. Azure IoT (Internet of Things) brings device data to enable preemptive action to business functions like field service.
- Power BI is embedded throughout the Dynamics 365 experience. As a result, you will get business insights for each of your business areas via one central dashboard page powered by Power BI.
- Traditional On-premise business apps (NAV, AX, SL etc.) always had integrations with Office 365 and could exchange data with Microsoft Word, Excel and Outlook. But the scenarios and capabilities were somewhat limited. With Dynamics 365, the integration goes to a whole new level and provides users a full-blown integration. For example, you can drill into the details of a customer record of Dynamics 365 from within your Outlook email and even see further details such as associated sales opportunities, and launch the Dynamics 365 for Sales app apps from within the email.
- Dynamics 365 is inherently mobile with full offline mode support (For Windows, Android and iOS). With Dynamics 365, Customers can have mobile apps out of the box and can create apps literally for any area/App.
The Time to Transform is Now
Several megatrends are driving new approaches to business transformation and market disruption and the business solutions that enable its implementation and execution. These trends include:
- Tipping point around cloud adoption. Business are adopting cloud solutions across all aspects of their business. The perception of cloud security within enterprises is improving dramatically year-over year as cloud applications mature. Cloud has reached the tipping point in enterprises as the preferred method for running their businesses.
- IT budget decision-making is shifting from IT departments to LoB. In most companies, LOB executives now have the power of the purse strings over IT budgets. It’s one of the biggest shifts in enterprise application development and deployment. Gartner estimates that by 2017, 50% of all IT spending will be outside of IT and the CIO’s control. To address individual LoB needs, software vendors need to provide applications that address particular LoB needs and not monolithic suites.
- With finite resources, productivity is critical for businesses to scale. 40% of worker’s productivity time is lost when switching tasks. This costs the global economy $450B per year. Companies have automated business processes. Now they are looking to embed productivity tools directly into business processes to save time and get more productivity out of their employees. Source: The 40% loss of productivity when switching tasks comes from a study done by the American Psychological Association back in 2001: http://www.apa.org/pubs/journals/releases/xhp274763.pdf
- Technology innovation is increasing the speed of business. New technology is not only enabling new business models, it’s at a much faster rate than ever before. To be successful, companies need to enable their people and processes to respond quickly to changes in the market to capture new revenue opportunities. If they aren’t agile and don’t adapt to the new speed of business, they will no longer exist.
Dynamics 365 has the potential to be the category killer for business solutions.
Mobile first, Cloud First
Overall, Dynamics 365 is perfectly aligned with Microsoft’s “mobile-first, cloud-first” strategy and brings the Dynamics platform and business applications to the forefront of Microsoft enormous R&D investment. This ensures Dynamics customers should expect continuous innovation in the business applications with integrated capabilities with Microsoft Cloud apps such as Office 365, Azure, Cortana Intelligence Suite, Power BI, PowerApps, Flow, IoT, Machine Learning and more.
Artificial Intelligence in Dynamics 365
Microsoft and other big companies like Google, Amazon and more are betting their future on Artificial intelligence. With Artificial intelligence built-in in Dynamics 365, you can now get product recommendations, have your office 365 data (email communications and more) automatically populated into Dynamics 365 Sales or even get proactive automated personal sales assistance with warnings and recommendations when needed.
Microsoft has also launched AppSource, the new destination for business users to easily find and evaluate line of business SaaS apps, add-ins and content packs from Microsoft and ISV partners, including those built on top of Dynamics 365, Office 365, Cortana Intelligence and the Azure platform. AppSource is available in preview and customers can try out more than 200 solutions.
So what does Dynamics do for me, really?
Building on the Common Data Model are more tools Microsoft is releasing; Microsoft Flow and PowerApps. These tools Microsoft’s approach to enabling people to build their own personal tools to get their work done better. Flow works by mashing applications together to deliver results to people. Consider, for instance, a marketer that has created a new Twitter campaign, and wants to immediately create a CRM lead for any Twitter user that uses the campaign’s hashtag.
In the old model, she would have to request that IT develop the tool to do that, and who knows if it would be created in time for the campaign launch. With Flow, she could simply link Twitter to CRM with the Hashtag rule and have Flow create those leads instead, all without developer intervention.
PowerApps are even more powerful. They are purpose-built mobile apps that require no developer intervention to make. Imagine you have a salesperson that only sells one of your product lines, and wants a streamlined catalog on their phone to show clients showing them options from that product line. With PowerApps, pulling data from CRM for the Product, and SharePoint for the Product images and even AX for the Product Price is entirely possible, enabling said Salesperson to get the tool they need to sell more effectively. And if you have any custom line-of-business work that your users need access to, developers can actually register your home-grown work with PowerApps so end-users can still access your unique tools.
Of course, this all is designed to work with Microsoft’s existing technologies. Office 365, PowerBI, and Cortana will all support Dynamics 365 and the Common Data Model.
Can Dynamics 365 actually transform my organization?
Dynamics 365 allows for much nimbler deployment of business process and applications. Core to this concept is something Microsoft calls the Common Data Model. The CDM is intended to address a major issue virtually every company deals with, “How do I consistently define my client data across my whole business?” This topic is the source of endless angst and integration difficulty and miscommunication between departments. So what Microsoft has done is created a baseline data model that Dynamics 365 and Office 365 will both “speak”. For example, when you say “Customer” in your sales tools, your accounting application will know exactly what you mean, and vice versa. But the most powerful part of the Common Data Model is that it’s extensible. So the data that makes your business unique, and the processes that you use to compete in the market can be supported in the new Data Model, across all your business.