BRK 2025 Office 365 Azure IOT Power BI
BRK 2025
Office 365 | Azure IOT | Power BI | Cortana Intelligence | App. Source Application Platform (Power. Apps, Power BI Embedded, Flow) and Common Data Model
Complex challenges 9% Decrease in new client penetration over the last 3 years 1 6% Increase in employee attrition over the last 3 years 5% Decrease in billable employees in the last year SPI Research analysis for Microsoft based on 2016 Professional Services Maturity™ Benchmark study data for 257 organizations with over 100 employees and an average size of 1, 315 employees.
Deepen engagement Empower professionals Optimize growth
Top 20% of organizations has implemented structured business processes and utilize integrated information systems to assure there is “one view of the business. ” 100% 90% 80% 68% 72% 57% 45% 40% 22% 20% 5% 0% Bid-To-Win Ratio Top 20% Billable Utilization On-Time Projects EBITDA Other 80% SPI Research analysis for Microsoft based on 2016 Professional Services Maturity™ Benchmark study data for 257 organizations with over 100 employees and an average size of 1, 315 employees.
Single end-to-end solution for customer engagement across project sales, resourcing, delivery and billing. Opportunity management COO / Practice Director Project planning Account Manager Resource management Team collaboration Project Manager Resource Manager Time and expenses Customer billing Analytics and integration Partner Manager Team Member End Customers
Account Manager Opportunity management Project planning Resource management Team collaboration Time and expenses Customer billing Analytics and integration
Account Manager End Customer Opportunity management Project planning Resource management Team collaboration Time and expenses Customer billing Analytics and integration
Account Manager Project Manager End Customer Opportunity management Project planning Resource management Team collaboration Time and expenses Customer billing Analytics and integration
Project Manager End Customer Opportunity management Project planning Resource management Team collaboration Time and expenses Customer billing Analytics and integration
Resource Manager Project Manager Opportunity management Project planning Resource management Team collaboration Time and expenses Customer billing Analytics and integration
Resource Manager Project Manager Partner Opportunity management Project planning Resource management Team collaboration Time and expenses Customer billing Analytics and integration
Team Member End Customer Opportunity management Project planning Resource management Team collaboration Time and expenses Customer billing Analytics and integration
Team Member Project Manager Opportunity management Project planning Resource management Team collaboration Time and expenses Customer billing Analytics and integration
Project Manager Opportunity management Project planning Resource management Team collaboration Time and expenses Customer billing Analytics and integration
Practice Director Opportunity management Project planning Resource management Team collaboration Time and expenses Customer billing Analytics and integration
CRM DSF/ CRM EDW Dynamics CRM Power Bl Azure SQL Power BI Desktop
Purpose-built Productive Intelligent Adaptable
https: //www. microsoft. com/en-us/dynamics/crm-free-trial-overview. aspx
Install and customize Project Service Automation Configure Project Service Automation Manage project-based sales Account Manager Project Manager Resource Manager Time, Expense, and Collaboration Basic guide to quoting, pricing, and billing Advanced guide to quoting, pricing, and billing Guide to project planning and tracking Resource management Reporting External system integration
www. microsoft. com/itprocareercenter www. microsoft. com/itprocloudessentials www. microsoft. com/mechanics https: //techcommunity. microsoft. com
http: //myignite. microsoft. com https: //aka. ms/ignite. mobileapp
3 rd Party Industry & Functional Solutions (examples) Cable & Utilities Real Estate & Facilities Mobile Health Care Public Safety Transport Crews Installation & Maintenance Laboratory & Testing Assessors & Adjustors Architecture & Engineering Accounting & Legal Inspection & Compliance Investment Banking Advertising & Public Relations Advisory & Support 1 st Party Functional Solutions Marketing Sales Customer Service Field & Project Service Campaign team scheduling Opportunity pursuit team scheduling Support queue staffing Crew dispatch & project scheduling Accelerating Vertical ISV & CSP Solutions Service Delivery Foundation Service Intelligence Self-Service: Resource match recommendations Predictive maintenance Omni-channel Agreements Product & Service Item Orders Customer Assets & Warranties Voice-of-the-Customer Assisted Service Skill/proficiency/preference updates Service delivery risk predictions Web Portal Field Service Knowledge Management (Mobile) Case Management Service Parts Inventory Service Orders Project Estimation & Pricing Projects Management Unified Service Desk Returns & Repairs Appointment Booking Project Contracts & Billing Project Team Scheduling Resources (people/equipment) Skills-Capabilities. Preferences Recommend best resource Project Service Automation Tracking Resources & Bookings Service Contracts & Billing Schedule optimization Contingent labor marketplace Bookings & Availability Time & Absence Reporting Expense Management Azure Team collaboration Dispatch service technician Azure Io. T Suite
Naos Roadmap Shared FS/PSA resource view ARE FS PSA Availability View Multi-day Scheduling Resource Requirements Schedule Board Intra-day Scheduling Unified FS/PSA Scheduling RSO PSA FS solution Resource Scheduling resource availability control (intra-day -> multi-day) Schedule Assistant Scheduling Assistant API & controls WO Requirements Resource Requirements solution Resources / Skills / Bookings CRM Core One view of resource availability, bookings across FS/PSA Universal Scheduling • Any entity scheduling • B 2 C scheduling ready (OOB portal planned) • Auto-scheduling for any requirement, including without geocode* (preview) solution Resources / Skills / Bookings CRM Core Common scheduling experience across FS/PSA Schedule the right resource to any Customer Engagement business process
Simplify Navigation: Each App has its unique sitemap Reduce Clutter: Filtered view of Dashboards, Views, Forms, BPF etc. Four OOTB Apps: Sales, Service, Field Service, Project Service
Visual: Tile based view of all artifacts of the application App development: Add new or existing artifacts to an application , Surface required components of an app Sitemap Designer: Brand new WYSIWYG integrated sitemap designer
Know your customer: personal info (Contact) IF Business Account Know your customer: org info (Account) Deal structuring: Product selection (Opportunity) PBL IF Checking Account > $10 K THEN Set Recommendation (PBL is on the Opportunity entity, not the Process entity) Microsoft proprietary and confidential information not for distribution
FIELD & PROJECT SERVICE CAPABILITIES FOR MICROSOFT DYNAMICS CRM ONLINE Americas (31) q q q q q q q q May 2016 Argentina Bahamas Barbados Belize Bermuda Bolivia Brazil Canada Cayman Islands Chile Colombia Costa Rica Curacao Dominican Republic Ecuador El Salvador Guatemala Honduras Jamaica Mexico Nicaragua Panama Paraguay Peru Puerto Rico St. Kitts and Nevis Trinidad and Tobago United States Uruguay Venezuela Virgin Islands, U. S Asia Pacific (18) EMEA (81) q q q q q q q Albania Algeria Angola Armenia Azerbaijan Austria Bahrain Belarus Belgium Bosnia & Herzegovina Bulgaria Cameroon Cape Verde Cyprus Côte d'Ivoire Croatia Czech Republic Denmark Egypt Estonia Faroe Islands Finland France Georgia Germany Ghana Greece q q q q q q q Hungary Iceland Iraq Ireland Israel Italy Jordan Kazakhstan Kenya Kyrgyzstan Kuwait Latvia Lebanon Libya Liechtenstein Lithuania Luxembourg Macedonia Malta Mauritius Moldova Monaco Mongolia Montenegro Morocco Netherlands Nigeria NDA Disclosure only q q q q q q q Norway Oman Palestinian Territories Pakistan Poland Portugal Qatar Romania Russia Rwanda Saudi Arabia Senegal Serbia Slovakia Slovenia South Africa Spain Sweden Switzerland Tunisia Turkey Turkmenistan Ukraine United Arab Emirates United Kingdom Uzbekistan Zimbabwe q q q q q Australia Bangladesh Brunei Fiji Hong Kong India Indonesia Japan Korea Macau SAR Malaysia New Zealand Philippines Singapore Sri Lanka Taiwan Thailand Vietnam Web and mobile clients Arabic* Chinese Simplified Chinese Traditional Danish Dutch English Finnish French German Greek Hebrew* Italian Japanese Norwegian Polish Portuguese Russian Spanish (Neutral) Swedish Thai Turkish * Right-to-left screen mirroring partially supported in the web client and not in mobile clients. **Solution availability in government and sovereign clouds varies. CRM admins must decide whether to allow use of mobile apps and services that cross compliance boundaries.
Buyers demand a range of value-added services, tailorable to their business needs High Scenario Elevator manufacturing Scenario: 4 Guaranteed elevator uptime – monthly fee-per-unit Managed Service manage, optimize, predict 3 Cloud Solution Provider (CSP) Business process uptime – monthly fee-per-user + Project Service customize, integrate Internet-of-Things (Io. T) Accelerating “servitization” of products As-a-Service thinking 2 install, maintain 1 Low Degree of CE + Field Service Driving consumption of “managed services” Self + Assisted Service support Product businesses Service businesses Seamless integration across service channels improves provider efficiency and competitive differentiation
- Slides: 36
