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Agenda
 Marketingresource
management –streamlining
marketing operations
 Multichannel campaigns -
designing your customer
journey
 Leadmanagement and
scoring -building sales
pipeline anddrive revenue
 Social marketing –listen and
engage customers onsocial
 Marketingintelligence -
demonstrate resultsand
impact
Marketing
 Social listening –helping
expose customers
sentiments
 Intelligent social-
understanding market
insights
 Social engagement –
connecting better with
customers
 Social CRM-drivingCRM
with social
Customer Srvice
 Including: FieldService,
Project Service and
Employee Self-Service
 Portal -makecustomer
serviceeffortless
 Agent enablement –
Empowering agents to wow
customers
 Onsite service-smartonsite
care
 Knowledge management –
providing tools to getthe
right answers attheright
time
 Service intelligence -analyze
andanticipate
 Omni-channel -offer service
anytime, anywhere
Field Service
 Automating salesprocesses
to boostproductivity
 Gainingkeyinsights into
salesdata with Power BI,
PowerApps andFlow
 Streamlining salescycles
 Reducing costs, featuring a
highly intuitive interface and
Microsoft Office embedded
capabilities
 Mobile-stayingconnected
to customers anytime,
anywhere
Sales
Microsoft Dynamics 365
Before Now
Dynamics CRM
• Field Service
• Project Service Automation
• Parature
Dynamics AX
Project Madeira
Dynamics 365 for Sales
Dynamics 365 for Customer Service
Dynamics 365 for Field Service
Dynamics 365 for Project Service Automation
Dynamics 365 for Operations
Dynamics GP
Dynamics NAV
Dynamics SL
Dynamics GP
Dynamics NAV
Dynamics SL
Dynamics 365 for Financials
Creating a secure and
connected
experience using
Portals
Any Device
Multichannel
Microsoft Dynamics 365
Employee Customer Partner
D365 Portals Roadmap
Self-service
Create exceptional service experiences.
Employee self-service
Empower employees and drive productivity.
Community
Encourage customers to help themselves and each other.
Partners and Consortiums
Enabling partners, succeeding together
Dynamics 365 Portals and Microsoft Blockchain
JP Morgan, Microsoft and
others.
Financial enterprise
blockchain
Nodes available as TEE in
Azure
Quorum
Blockchain
• BaaS
• Allows for “coupling” of
blockchains
• Truffle Smart Contracts
• TEE
• Working on integration
with Dynamics 365
Coco Framework
• Available solution in Azure
for requisitioning a multi-
tenant ETH enterprise
blockchain.
• Working on integration
with Dynamics 365
Private Ethereum
Coco Framework -
Blockchain
Quorum Blockchain
and Dynamics 365
Dynamics 365: Secure Portals and Confidential Consortiums
Dynamics 365: Secure Portals and Confidential Consortiums

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Dynamics 365: Secure Portals and Confidential Consortiums

  • 1.
  • 3.  Marketingresource management –streamlining marketing operations  Multichannel campaigns - designing your customer journey  Leadmanagement and scoring -building sales pipeline anddrive revenue  Social marketing –listen and engage customers onsocial  Marketingintelligence - demonstrate resultsand impact Marketing  Social listening –helping expose customers sentiments  Intelligent social- understanding market insights  Social engagement – connecting better with customers  Social CRM-drivingCRM with social Customer Srvice  Including: FieldService, Project Service and Employee Self-Service  Portal -makecustomer serviceeffortless  Agent enablement – Empowering agents to wow customers  Onsite service-smartonsite care  Knowledge management – providing tools to getthe right answers attheright time  Service intelligence -analyze andanticipate  Omni-channel -offer service anytime, anywhere Field Service  Automating salesprocesses to boostproductivity  Gainingkeyinsights into salesdata with Power BI, PowerApps andFlow  Streamlining salescycles  Reducing costs, featuring a highly intuitive interface and Microsoft Office embedded capabilities  Mobile-stayingconnected to customers anytime, anywhere Sales
  • 4. Microsoft Dynamics 365 Before Now Dynamics CRM • Field Service • Project Service Automation • Parature Dynamics AX Project Madeira Dynamics 365 for Sales Dynamics 365 for Customer Service Dynamics 365 for Field Service Dynamics 365 for Project Service Automation Dynamics 365 for Operations Dynamics GP Dynamics NAV Dynamics SL Dynamics GP Dynamics NAV Dynamics SL Dynamics 365 for Financials
  • 5. Creating a secure and connected experience using Portals Any Device Multichannel Microsoft Dynamics 365 Employee Customer Partner
  • 8. Employee self-service Empower employees and drive productivity.
  • 9. Community Encourage customers to help themselves and each other.
  • 10. Partners and Consortiums Enabling partners, succeeding together
  • 11. Dynamics 365 Portals and Microsoft Blockchain JP Morgan, Microsoft and others. Financial enterprise blockchain Nodes available as TEE in Azure Quorum Blockchain • BaaS • Allows for “coupling” of blockchains • Truffle Smart Contracts • TEE • Working on integration with Dynamics 365 Coco Framework • Available solution in Azure for requisitioning a multi- tenant ETH enterprise blockchain. • Working on integration with Dynamics 365 Private Ethereum

Notes de l'éditeur

  1. The traditional CRM implementation includes relevant business processes in which internal CRM users connect for Sales, Service and Marketing purposes. With customers engaging through various methods such as email, phone, in person, social and web. And as users increasingly prefer engaging with organizations through the web and mobile the opportunity for CRM to play a central role in all these interactions is tremendous. Providing a web portal interface takes these user trends and brings any engagement, including partner and employee scenarios directly into CRM to create a modern connected experience for both external users and internal business operations. What we want you to understand is that a CRM portal brings your customers, employees or partners into the business processes by surfacing Dynamics CRM data to the web. Enabling portal users and internal CRM users to work together with self-service capabilities that maximizes the productivity of every interaction. This allows for businesses to scale their operations as they reduce call center costs, manual processing, resolution times while at the same time improving end user satisfaction, transparency and scale of operations.
  2. By enabling a customer self-service experience as an additional support offering, organizations help to meet the desires for their customers to quickly answer their questions with the web enabled device of their choice. Providing knowledge to customers through a portal deflects higher cost support options in the traditional customer service model and allows your support agents to focus their time on the more complex issues. With a self-service portal customers receive the support the desire, access to discussion forums that build customer loyalty, access to their support entitlement data and the ability to provide organizations with feedback through polls, ratings and comments.
  3. Employee self-service empowers employees by providing secure access to knowledge that helps employees increase productivity. Employees are able to find answers to commonly asked questions, participate in communities within their organization and share feedback.
  4. When thinking about service strategies, consider the powerful role that community can play. Users become ambassadors and influencers for an organization, and in return that organization can realize tremendous value in terms of cost-savings, brand loyalty and trust. Create a robust community through by enabling discussion forums, create blogs and articles, provide methods for capturing feedback with polls, ratings and comments and collect ideas while sharing idea outcomes.
  5. As competitive pressures squeeze operating budgets and globalization presents new revenue opportunities, the demand to go to market through a strong partner channel has never been greater. Strong partner programs enhanced with “one-to-many” self-service options help your partners succeed. Providing partners with the tools and access to information they need enables them to succeed. These can be delivered with a partner portal that distributes leads, tracks deals and opportunities and provides account management capabilities.
  6. So what is Dynamics 365 for Sales and how does it help your business? Here are 3 key benefits. And then we’ll go deeper into each one to show you exactly how it can help your company. First, it enables people in your organization to get the information they need to provide exceptional customer experiences Next, it helps you boost productivity, so your sales team can be more efficient and do great work – from anywhere they need to be And last, it provides business insight – so you can make informed decisions to keep your business on track and grow sales Those are some of the main benefits of Dynamics 365 for Sales. Now let’s dive into some examples of how Dynamics 365 for Sales can help your business to make it real.