September 14th 2017

Sandro Muster - Delivery Manager

René Horner - PreSales Consultant

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Index

AlfaPeople RHO

What is Dynamics 365 RHO

A proven approach SMU

Experiences made SMU

Resists and Conflicts SMU

Recommendations and challenges SMU/RHO

Ready for theDigital Transformations?

AlfaPeople Group

German, Englisch, French, Danisch,

Arabian, Portugues, Spanish,

Chinese,

Different IndustriesManufacturing, Retail, Real Estate, Service,

Proffesional Services, Distribution, Retail, Call

Center, etc...

Certifications

600TOTAL

295

175

50

35

35

CRM

AX

SP, ITSM, Add-On

Management & Admin.

Sales & Marketing

Employee

Lean Manufacturing, Trade & Logistics, Industry Equipment Manufacturing & Retail, System Integration, Human Resources, Finance, Costing & InventoryValue, Project Management

and many more

15 Countries

Switzerland, Germany, Dennmark, Great Britain, China, UAE, Saudi Arabia, India, Chile, Brazil, Colombia, Costa Rica, Guatemala, Mexico, USA

AlfaPeople Switzerland

German, Englisch, French, Danisch,

Spanish

Different IndustriesManufacturing, Retail, Real Estate, Service,

Proffesional Services, Distribution, Retail, Call

Center, etc...

Certifications

45TOTAL

5

18

4

1

2

CRM

AX

Sales

HR/Admin

Marketing

Employee

Lean Manufacturing, Trade & Logistics, Industry Equipment Manufacturing & Retail, System Integration, Human Resources, Finance, Costing & Inventory Value, Project Management

Switzerland, Glattbrugg/ZH

Hohenbühlstrasse 2, CH-8152 Glattbrugg, Switzerland

15Nearshore Minsk

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What is D365

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What is D365 and Cloud

Microsoft Dynamics 365

• Microsoft Dynamics 365 is Microsoft’s Cloud first

combination of ERP and CRM

• It is build on ‘app-centric’ model

• Integrates O365, PowerBI, Cortana, Flow, PowerApps

Cloud

• Cloud computing involves using a network of remote servers, hosted virtually, to store, manage and process Data.

• Run Software, applications and other services

• We all have been using cloud computing for many years (e.g. Mobile Banking, Hotmail, iTunes)

• Azure cloud is safe and compliant to the higest international encryption standards up to AES256. Furthermore Microsoft can provide privacy centers for any particular confidential data.

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Advantages of Cloud computing

• Cloud installations can be accessed at any time form anywhere in the world and from any device

• On cloud you will pay only for what you need

• The cost of purchasing, supporting and upgrading operational systems can be reduced

• MS gives advantage of the cloud, paired with the power of proven Microsoft technology

• Integrates fully with Office 365

• Speed and agility of execution, combined with scalability

• Freed-up capital investments in IT infrastructure into operating expenses

• Ability to access and use added services that otherwise involve high entry costs

• Quickly create and deploy servers and manage services flexibly

See also:

https://alfapeople.com/us/cloud-vs-premise-solutions/

https://alfapeople.com/us/cloud/

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Advantages of Cloud computing

• Mobility

Access your business information from wherever you are and from any wireless device. This competitive advantage enhances a client’s ability to serve customers from anywhere, increasing productivity and results.

• Storage capacity

Working in the Microsoft Cloud offers virtually unlimited storage, due to its scalable model. Clients can expand their storage options to meet business needs.

• Flexibility

The Microsoft Cloud allows clients to manage periods of high demand and then return to normal processing capabilities.

• Affordability

Clients can greatly reduce technology costs by removing the need for any upfront investment and by using the option of an OPEX monthly payment related to required usage. In addition, there’s no need to own expensive technology infrastructure.

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Dynamics 365 offerings

Dynamics 365 Editions

• Enterprise Edition

optimized for businesses with 250+ employees combining CRM and ERP based on former Microsoft Dynamics AX and Microsoft Dynamics CRM Online products.

• Business Edition

Optimized for businesses with less than 250 employees and has currently only one App available Dynamics 365 Financials based on former Microsoft Dynamics NAV

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Dynamics 365 offerings

Dynamics 365 Applications

• Retail

• Talent

• Sales

• Customer Service

• Project Service Automation

• Field Service

• Power Apps

• Finance and operations (former AX), this APP is not available as Standalone APP

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Dynamics 365 offerings

Dynamics 365 Plans

• Customer Engagement Plan

Includes following Applications: Sales, Customer Service, Project Service Automation and Field Service

• Unified Operations Plan

Includes following Applications: Finance and Operations, Retail and Talent

• Dynamics 365 Plan

Includes following Applications: Sales, Customer Service, Project Service Automation, Field Service, Finance and Operations, Retail and Talent

Plans include:

Productive Instance with disaster recovery and high availability, 2 Sandbox Systems, Default Database Storage, Default File Storage and PowerApps

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Power Apps, Flow, Common Data Service

• 3 Components for a new way of developing Business Functions

Microsoft PowerApp allows you to create useful and simple applications without writing code. This will give you all new ways to implement specific requirements on any mobile device as smart phone or web.

Microsoft Flow is used to create workflows across applications. Example your company could monitor twitter on a specific # and create an event in your CRM System and notify someone about this event. Of course Flow will also be used to trigger events in the ERP System if a specific event happens in CRM.

Microsoft Common Data Service is a Azure Based Business Application Data Model and storage application. This tool helps you to map fields from different Business Databases into one common Database. Common Data Service can be extended with custom entities, this will give you even more powerful options to create power apps and flows.

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A proven approach – 4 important columns to success

• What does the customer need?

• What does the customer already have?

• What is the future where we want to go?

• What is possible and realistic?

A proven approach – 4 important columns to success

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A proven approach – 4 important columns to success

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A proven approach – 4 important columns to success

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• Agreed plan and shared with the whole team

• Adjust the plan and commit to it

• Communicate and raise problems upfront

• Plan enough time on customer ressources

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Experiences made

• Technical approaches

• Collaboration/onboarding Microsoft (DSE Team)

• Systems

• Releases

• Development environment

• What is still possible and what has changed in development

• Technical

• From IT

• From Users

• Who is responsible for what

Resists and Conflicts

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Recommendations and challenges

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• Onboard Microsoft and (possible) partner as early as possible

• Develop an IT Solution Architecture from beginning

• What will be used from Microsoft stack and what is additionally needed

• Be clear about a long term strategy before starting

• Understand and clarify licensing and transition model

• Make use of knowledge sources (DLP, customer source, wiki, docs etc.)

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Questions, Comments

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