Overview DYN365O
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Introducción a la nueva suite de ERP y CRM, MS Dynamics 365 for Operations
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Overview DYN365O
- 3. CRM ERP
- 8. employees
- 9. operations
- 10. products
- 12. Common application platform: PowerApps, Microsoft Flow, Common Data Model Microsoft AppSource Microsoft Dynamics 365
- 13. Redefined business processes Fall and spring releases Common user experience and integrated navigation Common application platform with PowerApps Common Data Model with integration to existing schemas
- 15. DYNAMICS 365 BUSINESS APPS Other data sources Microsoft AppSource 3rd PARTY APPS PURPOSE BUILT APPS FOR MY TEAM Custom Apps by PowerApps Compose Workflow by Microsoft Flow APPS & DASHBOARDS PRODUCTIVITY
- 16. Extensibility Citizen Dev Pro Dev IT Pro | Power User Developer | System Integrator
- 17. Dynamics 365 PowerApps/ MSFT Flow Citizen Dev Pro Dev new
- 18. 1. App Designer Modularized; Task-based apps 2. Visual Process Designer Drag-and-drop interface 3. Workflow Designer Declarative & reusable 4. Security Model Role, Record, and Field-based 5. Learning Guides In-product training CONFIGURABLE DECLARATIVE Applies to: Dynamics 365 for Sales, Customer Service, Project Service Automation, Field Service
- 20. Clients Dynamics 365 Applications Sealed Cloud Platforms or custom Compute Storage Runtime 1 2 3 1. CUSTOM APP SDKs, Odata v4 2. PLUG-IN & CUSTOM WORKFLOW Custom business logic leveraging the transaction pipeline through event handlers 3. CODE EXTENSION & PLUG-IN Compiled assemblies Compute Storage Runtime 1Available for Dynamics 365 2Available for Dynamics 365 for Sales, Customer Service, Project Service Automation, Field Service 3Available for Dynamics 365 for Operations
- 21. 1. SDK Guide for developers writing solutions, server-side code, client applications and extensions, custom business logic, plug-ins, integration modules, custom workflow assemblies, and code extensions 2. Client-side SDK Client-side events and object models 3. Transaction Pipeline Executes assemblies through execution pipeline events 4. Custom Workflow Activities Workflow assemblies 5. Server-to-server Authentication 3rd party application authentication using Azure AD DEV-DRIVEN Microsoft Azure Pro Dev Customizations Applies to: Dynamics 365 for Sales, Customer Service, Project Service Automation, Field Service
- 22. DEV-DRIVEN Microsoft Azure Pro Dev Customizations Applies to: Dynamics 365 for Operations INTEGRATIONS WORKFLOWS • Logic Apps Connector • OData Service Exposes all the data entities that are marked as IsPublic and supports complete CRUD (create, retrieve, update, and delete) functionality that users can use to insert and retrieve data from the system • Metadata Service Read-only service that provides metadata information for elements • JSON-based Custom Service Enables X++ classes to be consumed as JSON services
- 23. 1. ALM Portal Leverage Microsoft Dynamics Lifecycle Services – Implementation Projects 2. Dev in-a-box Customize and extend – includes Visual Studio tools 3. ALM Tools Move code and data across your environments 4. Sandbox Tiers Dev, Test, and Performance Testing DEV-DRIVEN Microsoft Azure Pro Dev Customizations Applies to: Dynamics 365 for Operations
- 24. DEV-DRIVEN Microsoft Azure Pro Dev Customizations CUSTOM MSFT Flow PowerApps CONFIGURABLE DECLARATIVE Common Data Model
- 25. Simplifies the discovery, trial, and acquisition of line-of-business apps An ecosystem to help business users get started using apps faster An ecosystem to help business users get started using apps faster One destination for business users to discover, trial, and acquire line-of-business SaaS apps
- 26. Mobility Citizen Dev Pro Dev IT Pro | Power User Developer | System Integrator
- 27. DEV DRIVEN Microsoft Azure Pro Dev Customizations DECLARATIVE COMPOSIT MOBILE APPS CONFIGURABLE 1ST PARTY MOBILE APPS
Editor's Notes
- Today, we are taking the first step to bring our customers next generation, modern, enterprise-ready intelligent business apps with the introduction of Microsoft Dynamics 365. Technology is transforming our personal lives with apps and services that are simple and intuitive, and deliver helpful assistance to improve our lives. In contrast the apps and services we use to drive business process are often difficult to use, try and deploy. Some even make you pay extra for capabilities like visualization, workflow automation and predictive insights. We imagine a better world for business users everywhere. One where there is no artificial divide between CRM and ERP, where you have integrated solutions so you can track leads, automate field service, drive sales and improve operations using modern, mobile, enterprise-ready intelligent business apps from the cloud that are as easy to use as the consumer apps that help us all get rides, book rooms, listen to music and take actions to improve our health.
- Let’s talk about digital transformation. Digital transformation is not simply about technology—it’s a business strategy that requires leaders to re-envision existing business models and embrace a different way of bringing together people, data, and processes to create value for their customers and capture new opportunities for their organizations. Digital transformation means re-envisioning how you: Engage your customers Empower your employees Optimize your operations And Transform your products To enable digital transformation strategies – so organizations can grow, evolve and meet the changing needs of customers, as well as capture new business opportunities, companies need intelligent business applications… and that’s where Microsoft Dynamics 365 comes in.
- Microsoft is unifying all its business applications. Breaking down the artificial silo’s of ERP and CRM and delivering new purpose-built applications in the cloud.
- These applications work seamlessly together to manage specific business processes across, Sales, Customer Service, Field Service, Operations, Project Service Automation and Marketing. Specifically on the marketing front, we want to note Microsoft’s recent announcement with Adobe, they are partnering with them to make Adobe Marketing Cloud the preferred marketing service for Dynamics 365 for the Enterprise Edition. This is exciting as we help businesses deliver compelling and personalized experiences through every phase of their customer relationships. In addition, they are also introducing Dynamics 365 for Customer Insights, a new class of analytics applications from Microsoft. Customer Insights connects and analyzes data from Microsoft – and other widely used CRM, ERP, web, social and IoT sources – and applies intelligence to it to give you a 360-degree customer view with automatic suggestions to improve engagement. Now what makes Dynamics 365 unique is that it harnesses the power of One Microsoft. Data has become the new currency, and organizations create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 will allow organizations to adopt individual business apps such as Marketing, Sales, Service and Operations, but as organizations adopt more of the apps, synergies will be unleashed in the form ‘Intelligent Business Processes’. This will help proactively guide employees & customers to generate optimal outcomes. Take Project Service Automation as an example. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to accounting, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App. It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.
- Let’s talk about the Dynamics 365 advantage. What makes it so well positioned in the market to change the way people use business applications today. Dynamics 365 brings together a unique set of capabilities for organizations. Dynamics 365 is: Purpose-built: with applications that fit roles, industries and businesses – so organizations can start with and pay only for what they need and grow at their pace to run their entire business in the cloud. As an example – a customer can adopt Sales for Salesforce Automation, create quotes with standard prices and so on…. But as you grow and add Operations to it, the pricing that will show up when you quote customers will consider tax rules, pricing & discount calculations, and it will automatically impact the inventory and manufacturing forecasts in the Operations App for more accurate and cost effective planning. Productive: enabling greater productivity where people need it by seamlessly integrating with familiar tools like Outlook and Excel, surfacing them in the context of business processes, roles and jobs. For example, a sales person receives an email, and can respond directly in Office with a quote that is created based on information from both Finance and Sales applications, stored back to the right app, with right pricing, discounting etc. All without the user having to leave Outlook. Alternative example: A sales rep works on an opportunity in Dynamics 365 Sales with embedded access to multiple Productivity tools to more effectively progress the opportunity. The rep can collaborate with team members by sharing real-time updates in Yammer and across Groups, compiling team notes and input on the opportunity in OneNote, and seamlessly generating a quote in Word – all without leaving the context of the opportunity. Intelligent: delivering built-in Intelligence with business processes that infuses big data, advanced analytics and IoT to proactively guide employees and customers to optimal outcomes. For example, Cortana Intelligence will enable cross-sell recommendations to help sales reps predict which products and services a customer will need. Access to IoT data inside Dynamics 365 for Field Service will enable preemptive action from field service agents by connecting asset monitoring and anomaly detection so they can take action before failures occur avoiding costly customer service issues. Adaptable: enabling organizations to transform at the speed of business. Business leaders can change and evolve their processes in real-time using a modern consistent, and extensible platform – so they are not being held back by legacy technology. For example using PowerApps and the common data model you can create custom built apps that can connect your CRM and ERP or even third party data to help you get the right information to do your job. Only Microsoft Dynamics 365 can deliver the breadth of these capabilities in the cloud.
- Now let’s tie Dynamics 365 to Digital Transformation – starting with Engaging Customers
- Engaging Customers Dynamics 365 enables organizations to build personalized experiences across all customer touchpoints from consideration to purchase to support by harnessing contextual data to get a complete view of customers, and draw actionable insights that can deliver personalization at scale. Dynamics 365 enables companies to power these types of omni-channel customer experiences across the web, social, email, phone or in person. Dynamics 365 provides a 360-degree view of all customer interactions to deliver personalized, contextual engagement regardless of how and when the customer choses to connect with the company across sales, customer service, marketing, field service, finance or more. Customers want quick resolution – whether it is learning more about a product, making a purchase or resolving a problem. Dynamics 365 enables companies to create effortless, outcome-driven experiences for customers by harnessing the power of advanced analytics, so companies can predict what customers want before they even know it.
- Empower Employees Dynamics 365 helps organizations empower people to achieve more by giving them proven processes, familiar tools and intelligent guidance to take the next best action - so they can do their best work. Dynamics 365 is designed to guide employees to the next action to take, whether it’s directly with customers or on the shop floor. Process guidance empowers every employee with best practices for how to do the job most effectively. Office 365 is infused seamlessly into business processes in Dynamics 365. The familiar, easy-to-use productivity tools that employees’ use every day are surfaced in the context of business applications (managing a sales pipeline in Excel, directly in the context of Dynamics 365 for Sales) so employees stay in the context of the task they are performing. Dynamics 365 delivers a modern user experience that works across devices and platforms and is inherently designed to work how people work. Advanced Analytics, based on Cortana Intelligence and Power BI is natively embedded within Dynamics 365 to empower people be more data driven, guide them to optimal outcomes.
- Optimize Operations Dynamics 365 helps accelerate the speed of doing business, improve service levels, and reduce costs with intelligent processes that anticipate the future and coordinate people and assets more efficiently from manufacturing to finance to retail. Dynamics 365 for Operations, brings together a complete set of ERP capabilities across financials, demand planning, procurement/ supply chain, manufacturing, distribution and retail. Dynamics 365 enables organizations to run industry-specific and operational business processes that are extendable with specific solutions from (business) partners. Dynamics 365 for Operations helps people make smarter decisions quickly with built-in intelligence. It helps them transform business processes faster with proven methodologies and practices.
- Transform products Dynamics 365 provides an extensible platform and integrated applications so organizations can use data as a strategic asset, shifting from reactive to proactive, automating processes, and innovating with new business models, services, products, and experiences—all to differentiate and create opportunities. Dynamics 365 provides actionable business insights through Cortana intelligence and Azure machine learning, as well as the flexibility to adjust business processes as needed. This enables companies to keep up with the pace of business and proactively shift or create new business models to take advantage of market opportunities. Business are able to get a complete integrated view into their business processes – from the manufacturing floor to sales and service - with the new common data model within Dynamics 365 so they can more effectively plan their business and deliver amazing customer experiences. The new Dynamics 365 common data model combined with Power Apps and Microsoft Flow allows business analysts to compose new applications and easily extend and modify existing business processes to adapt to new business models, customer needs or new trends in the marketplace.
- With Dynamics 365, Microsoft has not only evolved our product strategy, they’ve also reinvented our approach to pricing and packaging – focused on simplicity and transparency. Dynamics 365 licensing is predominately user-based. When we think of users, we think of 2 categories, Light & Full Light is most of the people within a company …they look up customer information, they consume knowledge, they run reports, they complete light tasks like time and expense and create accounts or contacts. I am a perfect example of this. I approve POs, do expense reports and enter my vacation time. Our Team member SKU supports light users with a lower price point. Full users leverage the majority of functionality – think of a sales rep, customer service agent, HR manager or Finance manager that works in a business application every day. They can PURCHASE TWO WAYs APPS BASED – this is the traditional approach to licensing. A customer can license a user at an individual application level. PLAN BASED: this is the New Licencing model, which we are very excited about: - Plan based licensing allows a company to buys a single user licence with flexibility to leverage whatever functionality they need to fit their specific user types. This means companies can create real world roles for their employees – who might be primarily in manufacturing, but need to manage customer orders and field service orders. Why are we excited It is simple, flexible, It Improves ROI – buy one license HIGHLIGHT – Role-based licensing provides users with full usage rights to PowerApps and Microsoft Flow to compose new apps and easily extend and modify existing ones. HIGHLIGHT - A customer service representative who needs access to sales, customer service and field service capabilities would have to pay approx. 4 to 5x more for separate services from our leading competitors in the CRM space vs. comparable Dynamics 365 functionality purchased via our Enterprise Plan.
- To recap, Dynamics 365 is breaking the business application paradigm. It brings together business applications with the best of Microsoft – in productivity, collaboration, intelligence and platform to give you and your business the right set of tools to grow, evolve and transform.
- Lets wrap up by talking about the Roadmap. Dynamics 365 will be GA in Q4 of 2016. Microsoft will continue our ongoing rhythm of innovation, with Fall and Spring releases for Dynamics 365 – adding new capabilities with each update. Specifically, some key areas Microsoft will be focusing on include- A Common user experience and integrated navigation – you will see a lot of this when they GA. Dynamics 365 is redefining business processes to enable new end-to-end scenarios like prospect to cash. Microsoft is investing in a common application platform where power users can build custom applications with PowerApps And last but not least, they’ll deliver the common data model with integrations to existing application schemas to enable customers to easily build upon, extend and get the most from their Dynamics 365 applications. We hope you’re as excited about Dynamics 365 as we are!
- Ready for Growth – Dynamics 365 enables companies to adapt and innovate in real time with nimble, adaptable applications so you can compose, modify and extend processes. Business users are empowered to change and adapt without IT. And you can reimagine your business model with a common data model and a flexible, extensible business application platform. Microsoft uniquely delivers all of the pieces of an intelligent business cloud. First party business applications are at the heart of the intelligent business cloud. Dynamics 365 takes a new approach to business applications. Our current CRM and ERP cloud solutions will be unified into one cloud service with new purpose-built apps to help manage specific business functions, including: Sales, Customer Service, Finance, Field Service, Operations, Marketing and Project Service Automation. Power BI and Cortana Intelligence are natively embedded to help companies achieve their business goals with predictive insights, prescriptive advice and actionable next steps. Azure IoT brings device data to enable preemptive action to business functions like field service. Deep integration between Dynamics 365 and Office 365 brings together the two worlds of business process and personal productivity. Historically users have been the point of integration between business processes and the email, spreadsheet and word processing tools they use. This meant lot of time flipping between apps and a lot of cutting and pasting. With Dynamics 365, we connect the structured workflow of business apps with the unstructured work of collaboration and productivity for empowered employees and a much more productive experience. Business applications will be able to adapt and innovate in real-time with a common data model and extensible business application platform. Dynamics 365 apps: Use a common data model, shared with Office 365, to simplify data management and integration across apps and business processes. Offer tech savvy business customers/analysts, aka “citizen developers,” (using Power Apps, Power BI Embedded and Microsoft Flow) and professional developers (using Azure platforms services) a consistent business platform they can use to compose new apps and easily extend and modify existing ones. Come with connectors that let you integrate with applications and services from Microsoft and our partners - including custom API’s and on premise systems. We are also introducing Microsoft AppSource – Microsoft's new destination for business users to easily find and evaluate line of business SaaS apps, add-ins and content packs from Microsoft and our 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.
- CONTEXT CITIZEN DEV understand business challenges and can quickly build and deliver solutions without writing code. PRO DEV easily extend capabilities for power users and take advantage of rich platform services such as Azure.
- SUMMARY In the past, you customized business applications by editing the source code. This created complications because each organization had unique changes and it was very difficult, or extremely expensive, to upgrade. Then, application developers started exposing application programming interfaces (APIs) so that other developers could interact with the application and add their own logic without touching the source code. This was moderately better because it means developers can extend the application without changing it. But it still requires a developer to write code. Today, modern business applications use a metadata-driven architecture so that people can customize the application without writing code. Metadata means “data about data” and it defines the structure of the data stored in the system. With this metadata, an application knows about any changes to the data structure and this enables the application to adapt as the data structure changes. Since the metadata is known, additional capabilities can be included that are tied to the metadata. When you configure using the configuration tools in the application, you’re adding or updating the metadata or data used by features that depend on the metadata. Because we know the kinds of data used to configure the system, we can take this data into account and add new features without breaking your system. This way you should always be able to apply an update rollup or upgrade to the latest version and enjoy the best new features. We expect that you can do most of your configurations with the tools provided. Everything you do by using those tools is supported by Microsoft because they apply changes to the metadata or data that depends on the metadata. But, if the configuration tools don’t meet your needs, you can install a solution provided by a third party or hire a developer to code your customizations by building custom business logic or custom integrations & workflows. TAKE AWAY Configure or Customize – Microsoft offers organizations choice. Organizations are not limited to out of the box business processes and are empowered to extend these to their requirements. Choice and robust tooling ultimately reduces time to value and total cost of ownership for any organization that requires flexibility, adaptability and growth.
- App Designer lets you quickly create simple (single entity) or complex (multi-entity) modular apps. The app designer, which is a tile-based information structure, makes the process of designing apps much simpler because of its intuitive interface. You can simply pick the required set of components such as forms, views, dashboards, charts, and process flows, and create simple or complex apps. These are modular apps under the context of Dynamics 365. Visual Process Designer is a simplified user interface for business process flows, task flows, and business rules. The design environment is based on a visual drag-and-drop interface. Workflow Designer is a design environment to create or modify workflows. Security Model Learning/Task Guides
- TAKE AWAY Organizations often time require rapid building of purpose-built custom LOB apps. These may require data from many sources whether these are from cloud services, on-premise data, or business applications such as Dynamics 365. PowerApps and Flow provide integration via Connectors and Gateways that make it possible for organizations to get data out of services they are already using. Options: Connector for Dynamics 365 (AX/CRM) is a purpose built connector to get data out of Dynamics 365 apps. Connectors for cloud services is a custom built connector organization can build to get data out of services. On-Premises Data Gateways make it possible to get data out of in-house LOB solutions/apps. New: Office 365 integration using SharePoint Modern lists
- 1. Mobile apps are very popular these days. By using industry standard protocols like SOAP and OData in your app code, your modern or mobile apps can connect to Microsoft Dynamics 365 web services, execute custom business logic, and access organization data. 2. A plug-in is custom business logic (code) that you can integrate with Dynamics 365 to modify or augment the standard behavior of the platform. Another way to think about plug-ins is that they are handlers for events fired by Microsoft Dynamics 365. You can subscribe, or register, a plug-in to a known set of events to have your code run when the event occurs. 3. In Microsoft Dynamics 365 for Operations, you can customize model elements by creating extensions. Unlike the overlayering capabilities of Microsoft Dynamics AX 2012, extensions don’t overlay the baseline model elements. Instead, extensions are compiled as a separate assembly that adds to or customizes the model and the associated business logic. You can extend metadata, for example, by adding a field to a table or adding a control to a form, and also extend or customize business logic by defining event handlers and plug-in classes. You can now author event handlers on several pre-defined events on tables, forms, form data sources, form controls, and others. Plug-ins are also a new extensibility concept that enables replacing or extending the business logic of the application.
- This slide highlights some of the key extensibility elements available to pro developers. Key points: Server-to-server Authentication Typical scenarios for this service are 3rd party applications and internal customer applications that need to integrate with Dynamics 365 data.
- Key points: Dynamics 365 for Operations introduces a public OData service endpoint that enable access to data in a consistent way across a broad range of clients. SOAP-based Custom Service - The SOAP-based services remain the same as they were in AX 2012 JSON-based Custom Service(New) - enables X++ classes to be consumed as JSON services. OData Service(New) -exposes all the data entities that are marked as IsPublic and supports complete CRUD (create, retrieve, update, and delete) functionality that users can use to insert and retrieve data from the system. REST Metadata Service - read-only service - provide metadata information for elements Async Integrations: Data management - for bulk file based integrations is exposed using OData services as well where files can streamed on a recurring bases. Querying Manual Exposure of entities
- TAKE AWAY Configure or Customize – Microsoft offers organizations choice. Organizations are not limited to out of the box business processes and are empowered to extend these to their requirements. Choice and robust tooling ultimately reduces time to value and total cost of ownership for any organization that requires flexibility, adaptability and growth.
- Key points: One destination for business users to discover, trial, and acquire line-of-business SaaS apps Talk track: AppSource helps business users easily find and evaluate line of business SaaS apps critical to their business. SaaS apps unique to their industry and line of business (LoB) role, built by partners on top of Microsoft Dynamics, Office, Cortana Intelligence, and the Azure platform. Users can also discover content packs and add-ins for Microsoft business apps, like Dynamics CRM, Power BI, Office, and others. For Business Users Easily find and evaluate apps critical to you and your business – those unique to your industry and role built by the AppSource ecosystem partners with the power of Dynamics, Office and the Azure platform. Move from discover, through trial, to implementation faster with Microsoft-trusted AppSource partners who will help at every phase of the lifecycle. Discover content packs and add-ins to do more with the Microsoft business apps you already use every day, like Dynamics CRM, Power BI, Office and others. For partners Drive discoverability and usage of your apps within an existing global network of business customers through co-marketing opportunities, lead generation and the support of Microsoft’s worldwide ecosystem and sales force A flexible app distribution channel able to scale from few to many users, with the support of a fully managed platform that grows with you Harness Azure’s secure, intelligent cloud services platform and tools to deliver differentiated apps to customers
- CONTEXT CITIZEN DEV understand business challenges and can quickly build and deliver solutions without writing code. PRO DEV easily extend capabilities for power users and take advantage of rich platform services such as Azure.
- TAKE AWAY Configure or Customize – Microsoft offers organizations choice. Organizations are not limited to out of the box business processes and are empowered to extend these to their requirements. Choice and robust tooling ultimately reduces time to value and total cost of ownership for any organization that requires flexibility, adaptability and growth.
- On July 6, Microsoft announced Dynamics 365 to the market – the next generation of intelligent business applications in the cloud. They also announced AppSource, the new destination for business users to find and evaluate line of business SaaS applications. With Dynamics 365, they’re unifying our CRM and ERP cloud solutions and delivering new purpose-built applications across sales, customer service, operations, field service and more. It aso harnesses the power of One Microsoft, combining business applications and processes with the power of big data, advanced analytics and IOT, as well as deep integration with Office 365 for productivity. The news coverage was amazing! We had nearly broad global media placements – Including Forbes, the Wall street journal, Bloomberg and Techcrunch. It also got great reaction from industry analysts. For example, Nucleus Research points out that few other players offer a common platform and data model for CRM and ERP… and none bring in the Office productivity capabilities as Microsoft can! Microsoft also announced in September that Dynamics 365 won the HPI business against Salesforce and Oracle with our largest ever CRM deal – again with great pickup from the media! So let’s set the stage for the Dynamics 365 story with some market context.
- {Replace with partner customer story if available, using similar format.}
- {Replace with partner customer story if available, using similar format.}