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Ebook Reinvent Business Productivity with Microsoft Dynamics 365 and Microsoft 365 Learn More
E-book Digital resilience with a scalable, secure platform: Microsoft 365 and Dynamics 365 Executive summary As customer expectations for more personalized experiences increase, businesses need to make every minute count and every customer engagement shine without sacrificing security. Microsoft Dynamics 365 is a comprehensive business management solution that makes it easier for businesses to manage financials, sales, service and operations on a secure and scalable solution. This e-book explores how Dynamics 365 integrated with Microsoft 365 improves productivity and provides insights to your daily tasks — and how Azure Activity Directory (Azure AD) enables secure single sign-on capabilities across applications. You’ll also get an inside look at three day-in-the-life scenarios that illustrate how Microsoft’s unique capabilities help business owners, sales representatives and accountants be more productive while improving customer experiences. 2 Disconnected systems hold businesses back As a business professional, your workday consists of managing emails, daily stifles your ability to scale and cuts into time that could be better spent tasks and participating in meetings. To keep up, you’re probably spending much developing new business. of your day navigating between multiple, disconnected systems. But with Microsoft Dynamics 365 and its integrated Azure Active Directory, you You might use accounting software to prepare an invoice, a CRM system can create a single sign-on experience across Microsoft 365 and Dynamics 365 to manage your contacts and sales pipeline, a separate email solution for applications. This capability helps your teams get through tasks faster, focus communication, and perhaps a different application for meetings. -
Manufacturing Factsheet
Microsoft Dynamics 365 for Operations Microsoft Dynamics for Operations Manufacturing Factsheet | 1 Microsoft Dynamics 365 for Operations 1 3D printing adoption 12% 24% 36% 29+25+10+3+1+ Experimenting to determine how we might apply Emerging trends Prototyping only in manufacturing Prototyping and production Building products that can’t be By the numbers made by traditional methods Production of final products/ components only 33 Not implementing Expected barriers to growth in next 12 months2 100+100+95+74+62+62+56+44+36+31+18 39% Lack of demand Legislative/regulatory pressures Monetary exchange rate 2575%+75+V Taxation policies Lack of qualified workers Decreasing profitability % of manufacturers who Oil/energy prices are planning to increase Competition from foreign markets spending in the next 12 Capital constraints months.2 Pressure for increased wages Higher interest rates billion Automating jobs By 2025, 15–25% of $300 50% tasks undertaken by industrial workers in developed countries and 5–15% of those in Investment increase in developing countries Estimated losses in the United industrial robots between could be automated.5 States as a result of IP theft.3 2008 and 2014.4 billion Sources: 1. PwC, 2013 Global Innovation Survey, 2013 2. PwC, Manufacturing Barometer, 2015 3. The Commission on the Theft of 20.8 American Intellectual Property, The IP 85%of manufacturers cite Commission Report, 2013 product or service cost 4. McKinsey Global Institute, 2014 improvements as their top 5. BCC Research, Strategic Analytics, Frast & Sullivan, Morgan Stanley Research, 2014 investment priority.7 6. Gartner, Inc., Forecast: The Internet of Projected number of Internet Things, Worldwide, October 2015 connected objects by 2020.6 7. -
Driving Sales, Marketing, and Service Results Without the Hassle of IT
Microsoft Dynamics® CRM Online Buyer’s Guide Driving sales, marketing, and service results without the hassle of IT VERSION 1.0 – JUNE 2011 Introduction BUSINESS IMPACTS—THE BASICS OF CRM IN THE CLOUD Momentum......................................................................3 The Microsoft cloud computing experience ..........................................5 Evaluating the cloud option .......................................................5 IS THE CLOUD RIGHT FOR YOU? Three ways to build your cloud.....................................................6 Comprehensive choices with Microsoft ..............................................7 Key principles in cloud computing ..................................................7 MEETING YOUR NEEDS WITH MICROSOFT DYNAMICS CRM ONLINE Introducing Microsoft Dynamics CRM Online ........................................8 Selling more and keeping customers happy..........................................8 Delivering peace of mind and convenience ..........................................9 Key technical benefits............................................................10 Datacenter facilities..............................................................12 Security ........................................................................13 Backup and recovery . 13 WORKING WITH MICROSOFT DYNAMICS CRM ONLINE Service operation and management ...............................................14 Support ........................................................................14 Change management ............................................................14 -
Administering CRM 2015 for Online and On- Premises
Administering CRM 2015 for online and on- premises Version 7.1.1 This document is provided "as-is". Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. The videos and eBooks might be in English only. Also, if you click the links, you may be redirected to a U.S. website whose content is in English. © 2015 Microsoft. All rights reserved. Microsoft, Active Directory, Azure, Bing, Excel, Internet Explorer, Microsoft Dynamics, Outlook, SharePoint, SQL Server, Windows, and Windows Server are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners. Contents Administering CRM 2015 ................................................................................................................. 9 What's new for administrators and customizers in Microsoft Dynamics CRM 2015 and CRM Online ........................................................................................................................................ 9 Getting started ............................................................................................................................ 22 64-bit supported -
Insideview Insights
INSIDEVIEW INSIGHTS Installation Guide Product Version 4.3 OCTOBER, 2019 Table of Contents Chapter 1: Introduction to InsideView Insights ....................................................................................3 What’s New in this Release? ..................................................................................................................... 4 Chapter 2: Installation and Configuration ...........................................................................................6 Setting Up InsideView Insights .................................................................................................................. 6 Supported Version of Microsoft Dynamics 365 and On-premises ......................................................... 6 Supported Version of Microsoft Dynamics CRM via Outlook Client....................................................... 7 System and Software Requirements ....................................................................................................... 7 Required User Credentials .................................................................................................................... 10 Chapter 3: Installing InsideView Insights ........................................................................................... 11 Installing InsideView Insights via AppSource Marketplace ................................................................... 11 Making InsideView Insights Available through the Dynamics Web Client ........................................... 16 -
Dynamics 365 Infographic
Dell Technologies Services Optimize... Microsoft Dynamics 365 Experiences Review Internal Business Processes Identify what’s working well, what challenges still exist and determine any processes currently outside the existing solution that could be streamlined with Dynamics 365. These ndings are critical inputs for the new Dynamics 365 solution. Analyze Personas Understand how workers do their job and group them into personas. Conduct “day-in-the-life” persona reviews to understand successes and challenges that need to be factored into the new solution. Perform a Fit-Gap Analysis Identify business requirements met by “out-of-the-box” functionality (t) and those that are not (gap). Determine critical gaps that warrant an ISV integration or customized Dynamics 365 solution. Consider Cloud or On-Premises Weigh the benets of faster deployment and scaling in the cloud with updates fully managed by Microsoft vs. the longer deployment of an on-premises solution where data and the application are managed locally. Formulate Data Migration Strategy Develop a strategy to review, cleanse and migrate data into the new solution, keeping in mind some data may only need to be available for lookup or reference. Identify Data Integrations Ensure there is a single master data source and limited duplication of data entry for any integrations with enterprise applications and ISV solutions. Leverage Business Intelligence Empower workers with built-in reporting to create custom reports, dashboards and data visualizations to help them make more informed decisions faster. Secure the Solution Ensure workers can only access what they need to do their jobs with multiple levels of built-in security and integration with Oce 365 and Azure Active Directory. -
Microsoft Dynamics 365 Licensing Guide
Microsoft Dynamics 365 Licensing Guide July 2018 Microsoft Dynamics 365 Licensing Guide | July 2018 Contents Subscription Licensing Requirements .......................................................................................................................................... 1 Licensing Programs ............................................................................................................................................................................. 6 International Availability .................................................................................................................................................................... 6 Minimum License Purchase Requirements ................................................................................................................................ 6 Microsoft Dynamics 365 Subscription License Types ............................................................................................................ 7 Custom Entities ..................................................................................................................................................................................... 9 Dynamics 365 Applications .............................................................................................................................................................. 9 Dynamics 365 Modular Applications ........................................................................................................................................ -
Insideview Insights
INSIDEVIEW INSIGHTS Installation Guide Product Version 5.0 JULY, 2020 Table of Contents Chapter 1: Introduction to InsideView Insights ....................................................................................3 What’s New in this Release? ..................................................................................................................... 5 Chapter 2: Installation and Configuration ...........................................................................................6 Setting Up InsideView Insights .................................................................................................................. 6 Supported Version of Microsoft Dynamics 365 and On-premises ......................................................... 6 Supported Version of Microsoft Dynamics CRM via Outlook Client....................................................... 7 System and Software Requirements ....................................................................................................... 7 Required User Credentials .................................................................................................................... 10 Chapter 3: Installing InsideView Insights ........................................................................................... 11 Installing InsideView Insights via AppSource Marketplace ................................................................... 11 Making InsideView Insights Available through the Dynamics Web Client ........................................... 15 Instructions -
Financial Services
FINANCIAL SERVICES KAREN CONE: MICROSOFT According to a recent PwC report, artificial intelligence (AI) will play a substantial role in the reshaping of client engagement in financial services over the next decade. Smart businesses will develop new forms of virtual engagement capable of integrating themselves into customers’ lives. They will stick because they will be personal: informed by intelligence gathered from data about consumer behaviours, choices and volunteered preferences. This is something we explore further in the following pages, where we discover how AI is already proving transformative across both retail banking and insurance. Plus, there’s the usual mix of case studies and thought leadership from across our partner network. 58 FEATURE How AI can enhance the customer experience We explore how artificial intelligence could improve banks’ ability to personalise the customer experience and identify patterns in ways that humans can’t BY REBECCA LAMBERT hat makes a consumer choose one Upper Class. A separate app then measures their particular brand over another? Cost? reaction and collects data that Virgin can use to WConvenience? The overall customer refine its customer experience. experience? For over 20 years, airline operator Of course, Virgin is not the only company Virgin Atlantic has put its success down to its doing this kind of thing. Look into any indus- unswerving focus on providing the best possible try and you’ll see the most successful businesses customer experience. Ask a frequent flyer and focusing their efforts on continually improving loyalty programme member why they choose the customer experience. to fly with Virgin, and many highlight its atten- Some are more innovative than others. -
Hugh Milward, General Manager, Three Million New Technology Jobs Over the Next Corporate Affairs at Microsoft UK
UK impact overview Social, environmental and economic impact of Microsoft in the UK With viable vaccines being rolled out and ever better In doing so, we must also ensure we build a society where we should increase our investments. I’m proud treatment protocols, we are learning to not just live that embraces diversity in all its forms, expands that it also celebrates a small sample of the great with the disease, but to suppress it. A return to a our own pool of talent and welcomes it from work that is already being done such as Get On 2021, more normal life is on the horizon and we will move, around the world. a new campaign which aims to help 1.5 million however haltingly, into the ‘recover’ and ‘reimagine’ people build tech careers in the next 5 years, no phases of the pandemic. As we do, Microsoft is At Microsoft, we often ask ourselves what is our matter what industry. working side by side with its customers and partners broader role, how do we best fulfil our mission to Foreword to reinvigorate the UK economy, rebuild confidence help every person and every organisation on the Whilst it is certain that technology will continue and continue driving the digital transformation that planet to achieve more? Of course, a large part of to define the decade to come, the real question will secure a prosperous future for the UK. delivering on that mission is in creating the products perhaps is how can we make its beneficial impacts and services that allow creators and innovators much more broadly felt? The hard challenges we We should not, however, let ourselves be persuaded here in the UK to build successful businesses, that face demand innovative solutions, but they must be that getting back to ‘business as usual’ post COVID-19 can tackle the hardest challenges. -
Microsoft Dynamics 365 Licensing Guide
Microsoft Dynamics 365 Licensing Guide May 2018 Microsoft Dynamics 365 Licensing Guide | May 2018 Contents Subscription Licensing Requirements .......................................................................................................................................... 1 Licensing Programs ............................................................................................................................................................................. 6 International Availability .................................................................................................................................................................... 6 Minimum License Purchase Requirements ................................................................................................................................ 6 Microsoft Dynamics 365 Subscription License Types ............................................................................................................ 7 Custom Entities ..................................................................................................................................................................................... 9 Dynamics 365 Applications .............................................................................................................................................................. 9 Dynamics 365 Modular Applications ........................................................................................................................................ -
Volume Licensing and Pricing Guide
Microsoft Dynamics CRM 2016 On-Premises Volume Licensing and Pricing Guide December 2016 Using This Guide Use this guide to improve your understanding of how to license Microsoft Dynamics CRM 2016 for on-premises deployments. It is not intended to guide you in choosing your products and services. The examples presented in this guide are illustrative. Microsoft Corporation reserves the right to revise the existing version without prior notice. For help determining the right technology solution for any given organization, including the license requirements for a specific product or scenario, consult with your Microsoft Dynamics Certified Partner or your Microsoft account team. This guide does not supersede or replace any of the legal documentation covering use rights. Contents What’s new in this release ..........................................................................................................................4 Introduction.................................................................................................................................................4 How to License Microsoft Dynamics CRM 2016 for On-Premises Deployment.....................................4 Basic Licensing Requirements................................................................................................................................................................................4 Licensing the Microsoft Dynamics CRM 2016 Solution Functionality ..................................................................................................5