where does crm fit in the d365 world? · microsoft dynamics 365 unifies crm and erp capabilities by...
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www.crgroup.com© 2017 Corporate Renaissance Group. Any unauthorized use, disclosure, or distribution is prohibited.
Where Does CRM
Fit in the D365
World?
CRGroup Connections 2017
www.crgroup.com© 2017 Corporate Renaissance Group. Any unauthorized use, disclosure, or distribution is prohibited.
Agenda:
• Dynamics 365 – Enterprise Edition
• Demonstration
• Portals
• Voice of the Customer
Providing Expertise & Solutions for
Better Business Performance Since 1989
@crgroup
www.crgroup.com
1.800.576.6215
www.crgroup.com© 2017 Corporate Renaissance Group. Any unauthorized use, disclosure, or distribution is prohibited.
What is
Dynamics 365?
www.crgroup.com© 2017 Corporate Renaissance Group. Any unauthorized use, disclosure, or distribution is prohibited.
What is Microsoft Dynamics 365?
Dynamics 365 is the next generation of intelligent business applications in the cloud.
www.crgroup.com© 2017 Corporate Renaissance Group. Any unauthorized use, disclosure, or distribution is prohibited.
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 unifies CRM and ERP capabilities by delivering new purpose-built applications to help manage specific business functions, including:
• Dynamics 365 for Sales• Dynamics 365 for Customer Service• Dynamics 365 for Field Service• Dynamics 365 for Project Service Automation• Dynamics 365 for Finance and Operations• Dynamics 365 for Retail• Dynamics 365 for Talent
www.crgroup.com© 2017 Corporate Renaissance Group. Any unauthorized use, disclosure, or distribution is prohibited.
CRM, CRM Online, Dynamics 365
• Jan 2003 – CRM 1.0
• Dec 2003 – CRM 1.2
• Dec 2005 – CRM 3.0
• Dec 2007 – CRM 4.0
• Feb 2011 – CRM 2011 (CRMOL or on-premise)
• Nov 2013 – CRM 2013
• Sep 2014 – CRM 2015
• Nov 2015 – CRM 2016 (v8, 8.1)
• Nov 2016 – D365 (CRM 2016 v8.2)
• July 2017 – D365 update (v9)
www.crgroup.com© 2017 Corporate Renaissance Group. Any unauthorized use, disclosure, or distribution is prohibited.
Microsoft Dynamics 365, Enterprise Edition
Plan vs Apps
• Dynamics 365 Customer Engagement Plan (includes PowerApps)
• Dynamics 365 for Sales
• Dynamics 365 for Customer Service
• Dynamics 365 for Field Service
Plan vs Apps
• Dynamics 365 Unified Operations Plan
• Dynamics 365 for Finance and Operation
• Dynamics 365 for Retail
• Dynamics 365 for Talent
www.crgroup.com© 2017 Corporate Renaissance Group. Any unauthorized use, disclosure, or distribution is prohibited.
Licenses – Customer Engagement
• Production + 1 non-production Instance
• Plan vs Apps• Dynamics 365 Customer Engagement Plan (includes PowerApps) ($139.80)• Dynamics 365 for Sales ($115.60)• Dynamics 365 for Customer Service ($115.60)• Dynamics 365 for Field Service ($115.60)• Dynamics 365 for Project Service Automation (include Project Online Premium) ($115.60)
• Users vs Devices• Full• Team Member ($9.70)
www.crgroup.com© 2017 Corporate Renaissance Group. Any unauthorized use, disclosure, or distribution is prohibited.
Additional Features
• Microsoft PowerApps
• Voice of Customer
• Microsoft Project Online (with Project Service)
• Dynamics 365 Portal
• Dual Rights – online and on premise, but…
www.crgroup.com© 2017 Corporate Renaissance Group. Any unauthorized use, disclosure, or distribution is prohibited.
Thank You!
Download slides and material at
crgroup.com/connections2017
@crgroup
#CRGroupConnections
Doug Hum
613.232.4295 x:286