Digital Transformation Using Dynamics 365 and Office 365...Venkat Rao Talent Development Specialist, PowerObjects [email protected] Ken Kelly President, Kelly Roofing

Digital Transformation

Using Dynamics 365 and Office 365

PowerObjects is 100% focused on Microsoft Dynamics 365. Driving success for your end-to-end journey with our four pillars

of service, support, education and add-ons.

Venkat RaoTalent Development Specialist,

[email protected]

Ken KellyPresident, Kelly Roofing

[email protected]

Agenda

Microsoft’s Definition of Digital Transformation

The Essentials: What Does A Business Start With?

CRM Solution: Why Do You Need It, and How Does It Benefit Your Business & Customers?

Supporting solutions for Document Management, Mobility, Task Automation, and Self Scheduling & Collaboration

Why Is Digital Transformation Necessary?

Keeping Up With Technology

Digital Transformation

Digital Transformation: Microsoft’s Definition

page06

Digital transformation is about reimagining how you bring together people, data, and processes to create value for your customers and maintain a competitive advantage in a digital-first world.

• Engage Your Customers• Empower Your Employees• Optimize Your Operations• Transform Your Products

The Essentials

The Essentials

page08

Domain Name & Email Address

Phone Systems

Email

Office Suite

The Essentials

page09

Domain Name & Email Address

The Essentials

page010

Phone Systems

The Essentials

page011

Email

The Essentials

page012

Office Suite

CRM Solution

page014

01 Engage With Prospects & Customers 04 Follow Up Tasks

02 Track Communication 05 Verification & Validation

03 Notes 06 Everything At Your Fingertips!

CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?

page015

01 Engage With Prospects & Customers

CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?

page016

01 Engage With Prospects & Customers

CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?

page017

02 Track Communication

CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?

page018

03 Notes

CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?

page019

04 Follow Up TasksCRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?

page020

05 Verification & Validation

CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?

page021

06 Everything At Your Fingertips!

CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?

Supporting Solutions

Supporting Solutions

page023

Document Management

• SharePoint• OneDrive for

Business

Videos

Stream• Planner• Microsoft Teams• Yammer

Mobile

PowerApps

Integration/ Automation

Flow

Reporting

Power BI

Planning & Collaboration

Stream

Self-Scheduling

Bookings

Supporting Solutions

page024

Document Management

• SharePoint• OneDrive for

Business

Supporting Solutions

page025

• Planner• Microsoft Teams• Yammer

Planning & Collaboration

Supporting Solutions

page026

Stream

Self-Scheduling

Bookings

Supporting Solutions

page027

Videos

Stream

Supporting Solutions

page028

Mobile

PowerApps

Supporting Solutions

page029

Integration/ Automation

Flow

Supporting Solutions

page030

Reporting

Power BI

Dynamics 365SharePointExcelOneDriveMany Other

Why Is Digital Transformation

Necessary?

Digital Transformation: Microsoft’s Definition

page032

Digital transformation is about reimagining how you bring together people, data, and processes to create value for your customers and maintain a competitive advantage in a digital-first world.

• Engage Your Customers• Empower Your Employees• Optimize Your Operations• Transform Your Products

Some Statistics

page037

Tech-savvy SMBs grew revenue

faster than SMBs using less advanced technology

as many tech-savvy SMBs say they are innovative thanks to technology.

billion connected “things” will be in use in 2020.

Source: Gartner

Source: The Boston Consulting Group

Source: The Boston Consulting Group

Source: PWC CEO Survey

Trends that will transform business, next five years (%)

Technological advancesDemographic shifts

Shift in global economic powerResource scarcity & climate change

Urbanization

CEOs believe technology will transform their business more than any other global trend

Keeping Up With Technology

o PowerObjects Blog: The number one Dynamics 365 blog in the world! Be sure to subscribe to it to get information on everything Dynamics 365. Doesn’t matter if you are new to Dynamics 365 or a veteran – there is content for everyone.Twitter: @powerobjects

o Microsoft Dynamics 365 Team Blog: A great place to learn about new and updated features in Dynamics 365. o Twitter: @MSFTDynamics365

o Office 365 Blog: Learn about newly announced and released features in all Office 365 products.o Twitter: @Office365

o Power BI Blog: Want to take reporting and business intelligence to the next level? The Power BI team constantly adds exciting features, and posts them here. You don’t want to miss out on all the fun if you are a data wizard.o Twitter: @MSPowerBI

o Microsoft Flow Blog: Automating mundane tasks is fun. What’s even more fun is making multiple systems talk to each other. The Flow team also keeps adding new features regularly, and this is a great place to keep track of all new and upcoming features.o Twitter: @MicrosoftFlow

o Power Apps Blog: o Twitter: @PowerApps

o Webinars – PowerObjects does multiple webinars a month. Webinars include information on new releases, tips and tricks, best practices, industry trends and several other exciting and informative topics.

Keeping Up With Technology

https://www.powerobjects.com/blog/https://blogs.msdn.microsoft.com/crm/https://twitter.com/MSFTDynamics365https://blogs.office.com/en-us/https://twitter.com/Office365https://powerbi.microsoft.com/en-us/blog/https://flow.microsoft.com/en-us/blog/https://powerapps.microsoft.com/en-us/blog/https://twitter.com/PowerAppshttps://www.powerobjects.com/microsoft-dynamics-crm-education/webinars-on-demand/

Customer Journey

Thank You!

Digital Transformation Using Dynamics 365 and Office 365Slide Number 2Slide Number 3Slide Number 4Slide Number 5Digital Transformation: Microsoft’s DefinitionSlide Number 7The EssentialsThe EssentialsThe EssentialsThe EssentialsThe EssentialsSlide Number 13CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?CRM Solution: Why Do You Need It, and How Does It Benefit Your business & Customers?Slide Number 22Supporting SolutionsSupporting SolutionsSupporting SolutionsSupporting SolutionsSupporting SolutionsSupporting SolutionsSupporting SolutionsSupporting SolutionsSlide Number 31Digital Transformation: Microsoft’s DefinitionSome StatisticsSlide Number 38Slide Number 39Slide Number 40Slide Number 41