Microsoft’s hot topic lately has been the newest 365 trio— SharePoint, Office 365, and Dynamics 365 (Sales). Whether your organization falls into enterprise level or small-business, these three major solutions work together to make your company communicate and work more efficiently. Steve will cover each solution’s depth while honing in on how they integrate, communicate, and ultimately offer you a full solution experience.

1. 365 Degrees:
Looking at Office 365,
SharePoint & Dynamics 365
Stephen Reid
KTL Solutions
May 17, 2017
Dynamics 365

2. Today’s Agenda
Microsoft’s Cloud for Business
Office 365
SharePoint – The New Way to Work Together
Dynamics 365 – Customer Experience Matters
Case Studies
Questions

3. < Partner Logo >
Microsoft Cloud for Business
Platform
Business Apps
Productivity
93%
45%
81%

4. >85%
Fortune 500
use the
Microsoft
Cloud
More
Compliance
Certifications
than any
other Cloud
Azure Momentum
>120,000
New Azure customer
subscriptions / month
>500 Million
Users in
Azure Active Directory
777Trillion
Storage Transactions
per day
2 Trillion
Messages per week
processed by Azure IoT

5. Data backup Disaster recovery
Virtual machine
deployment
Website hosting
SharePoint SQL Server
Databases
Orders
Product
AP
Business
Applications
CRM Acct
HR
Virtual
Machines
Key Azure scenarios
.
Provide easy, scalable
data backup services
in the cloud
Quickly deploy and
manage applications
in the cloud
Offer peace
of mind with ongoing
cloud-based DR
services
Grow your business
helping customers
move their websites to
the cloud

6. Get the tools you need for
today’s business.
Worry
less
Work
easier
Work
together
Always up to date, best-in-class productivity tools from Office 365 can help you:

7. Protect what you value most.
Your data – secure
and in your control
All the compliance features
you need, in one place
Access to 24/7 real-time
support for critical issues
Worry less.

8. Work the way you want to.
Consistent, familiar and
synced experience across
phone, tablet and desktop
On-the-go access to files,
emails and conferencing
1TB online storage
Create and edit documents
in real time with colleagues
Work easier.

9. Secure platform allows
private IMs with approved
customers and vendors
Multi-location meeting access
and hosting via HD Video
Seamless document review,
creation and collaboration
Flexibility for your collaborative workforce.
Work together.

10. What is Office 365?
Office 365 applications Online services
+ Skype for Business

11. Key Workloads and Questions
Access files in one
secure, reliable place,
with 1TB of storage.
Manage your business communications across
devices, share easily and securely with 50GB
mailbox storage
Share ideas and work. Organize
information, people and projects.
Get messaging, audio and video calls, online
meetings and sharing capabilities – in one app.

12. Cross-platform experiences
Familiar, consistent experience across favorite devices makes
on-the-go document creation, review and collaboration easy.

13. Trust Center – trust.office365.com
Our ongoing commitment to the highest level of security,
privacy and compliance you need for your business.

14. Plan comparison BUSINESS1 ENTERPRISE2
BUSINESS
BUSINESS
ESSENTIALS
BUSINESS
PREMIUM
PROPLUS E1 E3 E5
Estimated retail price per user per month $USD (with annual commitment)
STANDARD
SERVICES
Install Office on up to 5 PCs/Macs + 5 tablets + 5 smartphones per user Business3 Business3 ProPlus4 ProPlus4 ProPlus4
Access to Office apps and documents from all major smartphones and iPad     
OneDrive for Business – personal online document storage 1 TB 1 TB 1 TB 1 TB 1 TB Unlimited8 Unlimited8
Office Online – Create/view/edit rights for online versions of core Office apps for collaborating on
documents
      
Sway for Office 3655       
Sites - team collaboration & internal portals (SharePoint)     
Private social networking (Yammer)     
Email - 50 GB email, contacts, shared calendars (Exchange)     
Meetings & communications - Web conferencing, IM, video, presence (Skype for Business)     
ADVANCED
SERVICES
On-premises Active Directory synchronization for single sign on       
Mobile Device Management (MDM) for Office 3656       
Access to equivalent on-premises server workloads (Exchange Server, SharePoint Server, Skype for
Business Server)
  
Upcoming services: Office 365 Video   
Legal compliance & archiving needs for email – archiving, eDiscovery, mailbox hold  
Information protection – message encryption, rights management, data loss prevention  
Enterprise Voice w/Skype for Business (on-prem only)7 
Advanced eDiscovery, Secure Attachments and URLs, Access Control 
End User and Organizational Analytics 
Cloud PBX 
PSTN Conferencing 

15. THE NEW WAY TO
WORK TOGETHER

16. SharePoint is a Platform
• Is not a desktop application like Word,
Excel, & PowerPoint.
• Accessed from a browser
• Desktop, Laptop, Tablet & Phone
• Information stored in the cloud
• Collaboration is one of the key
workloads:
• Organizing information
• Sharing content
• Organizing teams
• Building sites
• Building workflows & automating tasks

21. Organize all your team
communications in
one place

22. Manage permissions

27. < Partner Logo >
Platform
Business Apps
Productivity

28. Common application platform: PowerApps, Microsoft Flow, Common Data Service
Microsoft AppSource
Microsoft Dynamics 365

29. Are you making the
most of your customer
opportunities?
Are we focusing
on the right
opportunities?
How can we
manage our sales
pipeline better?
Who are our
most profitable
customers?
Do I know my
customers better
than my
competitors do?
Where will the
next big
opportunity
come from?
How can my sales
team work better
on the road?
Is everyone able to
access the same
customer history?

30. Why should a smaller business care?
Because customer experience matters now more than ever
…and in an increasingly connected
world, your reputation is more
important than ever.
of all internet users are
now active on social
media
72%
of internet users trust
consumer opinions
posted online
68%
of consumers are willing
to pay more for a better
customer experience
86%
of customers have left a
brand due to bad
customer service
65%
It’s what differentiates you
It’s how you win and keep customers
It’s how you grow your business

31. What if you could easily manage customer experience as
an extension of familiar tools like Office 365?
Differentiate your business by delivering
exceptional customer experiences
Focus efforts on opportunities with the
best immediate and long-term potential
Close sales faster with more efficient
processes and more productive teams

32. Microsoft Dynamics 365
Get visibility into your
organization to make
informed decisions and grow
your business
Business
Insight
Make it easy for people in
your organization to get the
information needed to deliver
great customer experiences
Opportunity
Management
Empower your sales,
customer service, field service
team to do their best work
from virtually anywhere on
any device
Mobile
Productivity

33. Challenge
Everyone in your organization needs to have easy access to consistent,
detailed customer information—all in one place.
Opportunity
Management

34. Opportunity
Management
Make it easy for everyone in your organization to
access complete, consistent customer information.
Solution:
With Dynamics 365 and Office 365, your
teams can easily access information
using tools they already know
Give your team a single, centralized
source of the truth with all their
customer information in one place
Build trust with customers by delivering
personalized experiences no matter who
they talk to in your organization

35. Opportunity
Management
Review customer information, plan your
day, and connect with customers
in a few clicks
Use Outlook and Dynamics 365
together for scheduling, tracking,
and emailing customers
Maximize opportunities by engaging
customers in real-time with online
meetings in Skype for Business
Make staying in touch with customers a seamless
part of your sales team’s day-to-day activities.
Solution:

36. Challenge
The workforce is becoming increasingly mobile, with a need to be productive
anywhere. Your teams need tools that make it seamless to work across
multiple locations, whether at the office, at home, or on the road.
Mobile Productivity

37. With Dynamics 365 for Sales on mobile
devices, your team can access up-to-
date customer info anywhere
Enable employees to work seamlessly
across their tablets and phones
Let employees update information from
the road in real-time
Let your team connect with customer information
wherever they are, on whatever device.
Solution:
Mobile Productivity

38. Use consistent, streamlined processes
that help sales, customer service and
field service teams be more productive
Automate repetitive tasks and free up
more time to help customers
Onboard new staff and get them up to
speed quickly and easily
Build winning teams by boosting productivity,
freeing up more time to spend with customers.
Solution:
Mobile Productivity

39. Challenge
Business leaders need quick visibility into areas that require attention.
They need to understand what is and isn’t working, make decisions quickly,
and take corrective actions to ensure they meet the goals of the business.
Business Insight

40. Business Insight
Use live dashboards and interactive
reports that let you visualize how your
business is doing
Identify and act on troubled areas, such
increasing sales efforts in a region where
products are not selling well
Take corrective actions fast to optimize
sales operations and ensure you’re
meeting revenue goals
Stay on target with real-time visibility into your
business.
Solution:

41. Business Insight
Reveal hidden opportunities with the
ability to visualize new sales trends
Anticipate customer needs and sell them
new products and services they are likely
to purchase
Ensure your sales team is focused on
opportunities that are most
profitable—and most likely to close
Uncover new opportunities and drive business
growth with deeper insights.
Solution:

42. Dynamics 365
Part of a family of products from Microsoft designed to work together across all the areas
of your business
Access customer history, set up meetings, and
connect with anyone in a few clicks
Use business apps that work seamlessly with
familiar tools, like Outlook and Excel
Rely on an affordable enterprise-class cloud
infrastructure from Microsoft
Manage financials, streamline operations, and grow
your business
$
Microsoft
Dynamics 365
for Financials
Microsoft
Dynamics 365
for Sales

43. Solves their immediate
upgrade needs, but gives
them room to grow into the
cloud
It appears they need a solution that:
 25 employees
 Mix of Office XP and 2010
 Have email but not ready for cloud
 Some usage of mobile devices
Customer profile
1. I would like to be using the latest Office applications

44.  25 employees
 Mix of Office XP and 2010
 Have email but not ready for cloud
 Some usage of mobile devices
Customer profile
1. I would like to be using the latest Office applications
 Fully installed Office on up to 5 PCs/Macs per user
Outlook, Word, Excel, PowerPoint, OneNote, Publisher
 Office apps on tablets and phones
 1TB storage per user with OneDrive for Business
Office 365 Business

45. Gives employees maximum
flexibility to work anywhere,
while enabling the owner to
maintain control of business
activities
It appears they need a solution that:
2. My employees are remote. I need more consistency.
 45 employees – often working remotely
 Mix of mobile devices - BYOD
 No consistent platform for email and sharing
 Using QB online & No-CRM (Staff use Excel)
 Systems & Information siloed
Customer profile

46. 2. My employees are remote. I need more consistency.
 45 employees – often working remotely
 Mix of mobile devices - BYOD
 No consistent platform for email and sharing
 Using QB online & No-CRM (Staff use Excel)
 Systems & Information siloed
Customer profile
 Fully installed Office on up to 5 PCs/Macs per user
Outlook, Word, Excel, PowerPoint, OneNote, Publisher
 Office apps on tablets and phones
 1TB storage per user with OneDrive for Business
 Exchange Online email with Unlimited email storage
 HD videoconferencing with Skype for Business
 Team sites with SharePoint
 Fully integrated ERP and CRM System
Office 365 & Dynamics 365 Financials & Sales

47. They can depend on, and
that provides additional data
management capabilities
This customer needs a solution that:
 50 employees
 Legal business – always on the go
 Cloud oriented – no internal IT staff
 On-Prem email & file storage
 Using Office 2013
Customer profile
3. I have a lot of data that needs to stay secure no matter what

48.  Fully installed Office on up to 5 PCs/Macs per user
Outlook, Word, Excel, PowerPoint, OneNote, Publisher
 Office apps on tablets and phones
 1TB storage per user with OneDrive for Business
 Exchange Online email with unlimited storage
 HD videoconferencing with Skype for Business
 Team sites with SharePoint
 Enterprise Mobility Suite
 Advanced email with archiving and legal hold
 Unified eDiscovery center
 Rights management, data loss prevention, and encryption
Office 365 Enterprise E3
3. I have a lot of data that needs to stay secure no matter what
 50 employees
 Legal business – always on the go
 Cloud oriented – no IT staff
 On-Prem email & file storage
 Using Office 2013
Customer profile

49. Thank You