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
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
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.
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.
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.
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.
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.
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.