Configure Success with CPQ Sales Product Configuration Dedicated

Configure Success with CPQ Sales & Product Configuration Dedicated to Dynamics 365, AX, NAV, CRM

Agenda § Introduction § What do you want from CPQ? § e-Con: One tool for all § Why is e-Con the ideal choice for advanced CPQ? § Demo 2

About e-Con Solutions § § Focus on Dynamics since 1999 Global Customers & Partners Sell through direct & indirect channels US, Netherlands, & Australia offices 3

Meet us all over the world 11, 000+ Users 500+ Companies 100+ Partners 400+ consultants in 30 countries 4

“Our error margins saw a huge reduction, the margin went to virtually nil after the first several months of using e -Con. And if sales wants to add a new product, they don’t struggle to create a configuration. ” Simon van Loon, IT Director 5

e-Con: One tool for all departments Sales Marketing Engineering Provide specs, prices, and quotes in rich, easily-generated documents Visualization highlights value while “building” products and services Users can add complex products in minutes to the system Procurement Production After Sales Convert quotes into production- or fulfillment-ready orders Jump-start production or fulfillment with orders that include BOMs, routings, specs, and more Quality and efficiency that meets requirements and satisfies customers 6

What makes e-Con the right investment? § § § Multiple deployment options Unbeatable integration with Microsoft Dynamics Runs on any device or browser, tailored to your role The most flexible and accurate rules engine available e-Con Studio tools that save time and effort Power to configure anything you want 7

Omnichannel CPQ to facilitate internal as well as external users: Integration UI/UX Rules Engine Internal users Mobile/POS Indirect (portal) Direct (web shop) Offline Studio Visualization 8

Business Process Architecture Create a new Opportunity Cust Detail CRM Create a New Quote Configure an Item Update Quote detail with Config Approval Workflow Save to CRM E-Con to copy this quote to ERP Item Detail ERP

Integration Deployment Integration UI/UX Rules Engine Studio § Use all Dynamics data and logic § Create real-time quotes, orders, pricing, BOMs and more § Read/write to any table in Dynamics § Use as a Smart Bridge to Dynamics ERP and CRM § Integrate with 3 rd party apps such as CAD Visualization 10

User Interface and Experience Deployment Integration UI/UX § Runs on any device or browser § Responsive design § Role-based UI and UX § Real-time visualization § Customizable templates Rules Engine Studio Visualization 11

Rules Engine Deployment Integration UI/UX § Declarative engine frees users from following rigid sequence § What-if scenario analysis provides predictability § Detection of duplicates prevents possible pollution of master data Simplify Complexity § Smart part numbering Rules Engine § Connects and combines data for any and all configurations Studio § Generates quotes (and other documents) with all production-ready documentation Visualization § Checks, balances, prompts, alerts ensure accurate, feasible choices and results § Draws from real-time Dynamics data with automatic updates 12

e-Con Studio Deployment Integration UI/UX § Intuitive environment with wizards and formula builders § Create and reuse models, logic, rules § Drag and drop from Dynamics fuels accuracy and speed Rules Engine Studio Visualization 13

Visualization Deployment Integration UI/UX Rules Engine Studio Visualization § Different levels of visualization available: § Static pictures § Sketches / vector based drawings § Composing/ real time rendering of 2 d pictures § Composing/ real time rendering of 3 d models § Augmented reality with Hololens 14

Next Steps: Explore e-Con Demo lab Brochure configurator ROI estimator Configure a bike, copier machine, project, calculation, and more Configure a brochure that’s tailored to your specific questions and needs Evaluate whether e-Con could be profitable investment for you www. e-consolutions. com/demolab www. brochureconfigurator. com www. roi-estimator. com 15

Dynamics 365 F&O Sales Order with e-Con 1 2 3 1) Create a new Sales Order in D 365 F&O 2) Start a new Sales Line 3) Configure opens e. Con model 16

Dynamics 365 F&O Sales Order with e-Con 4 5 4) Start configuring your equipment 5) Build complex BOMs & Routers 6) Save, Edit, Delete or publish to D 365 Sales order line 17

e-Con Dealer Portal The e-Con Dealer Portal allows different types of users to access your configurable products and constrains prices, options and promotions that apply to each user type. - Configure from any browser - Edit orders, copy past orders - Multiple Models in your portal – Parts, Configured goods - Send Portal Orders to ERP/CRM - User authentication - Change CSS in a snap for your own look and feel 18

e-Con Solutions US LLC e-Con Solutions Australia & New Zealand Distributor 201 17 th Street, Suite 300 Atlanta, GA 30363 United States of America Phone: +1 678 538 6479 Newtonstraat 2 3902 HP Veenendaal The Netherlands Phone: +31 (0)85 489 56 26 17/653 Mountain Highway Bayswater 3153 Australia Phone: +61 400 008 045 19