Dynamics 365 Customer Engagement Platform Julie Dillon Sr

Dynamics 365 Customer Engagement Platform Julie Dillon Sr. Functional CRM Consultant Synoptek

Synoptek Overview and D 365 CE Services

Services Portfolio Comprehensive, integrated portfolio of services embedded with IT Leadership, Consulting and Management • • IT Strategy and Planning IT Service Management Assessment • • M&A Due Diligence and Planning Business IT Services Cost Optimization Assessment • Business Systems and IT Risk Assessment • • Program and Project Management Retained CIO/CTO/CISO/Service Management Services © 2019 Synoptek. All Rights Reserved. 3

Microsoft Dynamics 365 Customer Engagement Services Synoptek helps you with thought leadership and practical project actions to help our clients adopt digital transformation through Microsoft Dynamics CRM platform. Transform sales, marketing, call centers, field services, and customer facing teams that connect and communicate internally as well as with customers to build lasting, profitable revenue. • We serve all key CRM practice domains through five individual workloads— Sales Management, Customer Care, Field Services, Project Service Automation, and Marketing • We provide business intelligence and productivity solutions through natively integrated Office 365 productivity and collaboration solutions, and the Power BI analytics platform • We are a Microsoft Managed Partner with a Gold competency in CRM • We are led by experienced thought leaders in the CRM solution space • We are a Tier 1 cloud solutions provider Migration, optimization, streamlining, reorganizing, training • Microsoft certified CRM consultants Support and maintenance • Flexible, affordable engagement models Power BI • Collaborative support team with end-to-end resource coverage, with follow-the-sun capability Business advisory and planning services Complete implementation services Development: customization and integration Application development © 2019 Synoptek. All Rights Reserved. 4

Agenda

AGENDA Dynamics 365 for Sales Capabilities • • • Marketing and Prospecting o Linked In Sales Navigator o Account Management Managing Potential Business o Leads o Opportunities o Outlook Integration Dynamics AX/D 365 ERP Integration o Quotes o Orders o Invoices • Surveys • Campaigns • Sales Manager’s Viewpoint = Power. BI • Q&A © 2019 Synoptek. All Rights Reserved. 6

Dynamics 365 Customer Engagement

Dynamics 365 Customer Engagement Overview Dynamics 365 for Sales Dynamics 365 for Customer Insights Dynamics 365 for Customer Service Dynamics 365 Customer Engagement Dynamics 365 for Project Service Automation Dynamics 365 for Field Service Dynamics 365 for Marketing © 2019 Synoptek. All Rights Reserved. 8

Dynamics 365 for Sales Going beyond sales management software by bringing digital intelligence into each deal to better predict customer’s needs — and delivering the personal attention that builds relationships and revenue. Fostering customer relationships with Microsoft Relationship Sales solution – combining Dynamics 365 for Sales with Linked. In Sales Navigator to help sellers identify the right customers - and the right time and way to engage with them. © 2019 Synoptek. All Rights Reserved. 9

Dynamics 365 for Sales Role-oriented End-to-end Business Process © 2019 Synoptek. All Rights Reserved. 10

Demo

Dynamics 365: Linked. In Sales Navigator • Embedded in CE System • Search Leads and Accounts • View Similar • Icebreakers • Get Introduced/Team Link • In. Mail Tracked in CRM © 2019 Synoptek. All Rights Reserved. 12

D 365 CE and D 365 FO Integration • Dynamics AX/D 365 FO is the Source of Record (SOR) for Customers, Orders and Invoices • Product Catalog and Price Lists integration © 2019 Synoptek. All Rights Reserved. 13

Power. BI Dashboard – Sales Manager Example © 2019 Synoptek. All Rights Reserved. 14

Power. BI • Pre-built connection to D 365 CE Data • Visualize data in a variety of ways • Works on mobile devices © 2019 Synoptek. All Rights Reserved. 16

Deployment Methodology

Methodology: Key Deliverables and Milestones Discovery Design Execution Project Management Kickoff and Delivery Structure Solution Design Document (SDD) Technical Design Documents Document Current State Final Scope Tollgate Versioned Solution Files Business Requirements Document (BRD) Technical Documentation UAR Master Task Log © 2019 Synoptek. All Rights Reserved. 18

Thank you Synoptek 19520 Jamboree Road #110 Irvine, CA 92612 888. 796. 6783 www. synoptek. com • • Irvine, CA Sacramento, CA Boise, CA Denver • Chicago, IL • Saint John, Canada • Boston, MA • New York, NY • Rochester, NY • Ahmedabad, India • Pune, India © 2019 Synoptek. All Rights Reserved. 19