Microsoft Dynamics 365Intelligent Business ApplicationsJuan RafaelMVP Business SolutionsConsultant Infrastructure, ERP-AX

Digital Transformation

Engage your customers

Transform your products

Optimize your

operations

Empower your employees

CRM ERP

Next Generation Intelligent Business Applications

Next Generation Intelligent Business Applications

CRM ERPMicrosoftDynamics 365

SalesCustomer Service

OperationsField Service

Marketing + Adobe

Project ServiceAutomation

Dynamics 365 Advantage

Start with what you need and grow at your own pace

Familiar tools in the context of your business processes

Built-in intelligence to proactively guide to optimal outcomes

Grow, evolve and transform with modern,

extensible platform

Productive Adaptable

Intelligent

Purpose-built

Digital Transformation

Engage your customers

Transform your products

Optimize your

operations

Empower your employees

Engage your customers

Engage your customers

Personalized experiences, across all channels Smartly engage customers from consideration to purchase to support

Empower youremployees

Familiar tools, in context of business processesEnable people to do their best work with processes and productivity

Optimize youroperations

Intelligent processes, predictive guidance Anticipate and manage business from manufacturing to finance to retail

Transform yourproducts

Extensible platform, integrated applications Innovate with new business models and shift from reactive to proactive faster

Dynamics 365

Apps Plans

Full extensibility, workflow, & embedded business intelligence

App specific extensibility, workflow, & embedded business

intelligence

“FULL USERS”

Team Members

Light use, knowledge sharing & embedded business intelligence

“LIGHT USERS”

A new approach to business application licensing

Operations

Sales

Field Service

Customer Service

Sales

Field Service

Customer Service

Operations

Common application platform: PowerApps, Microsoft Flow, Common Data Model

Microsoft AppSource

Dynamics 365Intelligent business applications in the cloud

Azure IoT

Power BI

Cortana Intelligence

Marketing + Adobe

Sales Customer Service

Field Service

Project ServiceAutomation

Operations

Microsoft Dynamics 365

Customer Insights

Roadmap

Redefined business processes

Fall and spring releases

Common user experience and integrated navigation

Common application platform with PowerApps

Common Data Model with integration to existing schemas

How do I adapt and extend the standard business processes provided by the services?

Business Processes

DYNAMICS 365 BUSINESS APPS

Sales

Customer Service

Marketing

Field Service

Project Service Automation

Operations

Data Data

Business Processes Business Processes

Adaptability of business processes

Other datasources

Microsoft AppSource

3rd PARTY APPS PURPOSE BUILT APPS FOR MY TEAM

Custom Apps by PowerApps

Common Data Model

Compose Workflow by Microsoft Flow

Business Processes

APPS &

DASHBOARDS

PRODUCTIVITY

ExtensibilityCitizen Dev Pro Dev

IT Pro | Power User Developer | System Integrator

ExtensibilityDynamics 365 PowerApps/ MSFT

Flow

Build custom business logic

Build integrations & workflows

Configure Business Processes

Build custom LOB apps &

automationCitizen Dev

Pro Dev

new

ExtensibilityConfigure Business Processes

1. App DesignerModularized; Task-based apps

2. Visual Process DesignerDrag-and-drop interface

3. Workflow DesignerDeclarative & reusable

4. Security ModelRole, Record, and Field-based

5. Learning Guides

In-product trainingCONFIGURABLE

Business Processes

DECLARATIVE

Applies to: Dynamics 365 for Sales, Customer Service, Project Service Automation, Field Service

ExtensibilityBuild custom LOB apps & automation

CONNECTOR

CONNECTORS

GATEWAYS

PowerApps

MSFT Flow

Cloud services

On-premise

data

Dynamics 365CUSTOM

Customer Stories:

3rd partyapps

Common Data Model

ExtensibilityBuild custom business logic

Clients

Dynamics 365Applications

Sealed Cloud

Platforms

or custom

Compute

Storage

Runtime

1

2 3

1. CUSTOM APPSDKs, Odata v4

2. PLUG-IN & CUSTOM WORKFLOWCustom business logic leveraging the transaction pipeline through event handlers

3. CODE EXTENSION & PLUG-INCompiled assemblies

Compute

Storage

Runtime

1Available for Dynamics 3652Available for Dynamics 365 for Sales, Customer Service, Project Service Automation, Field Service3Available for Dynamics 365 for Operations

ExtensibilityBuild custom business logic

1. SDKGuide for developers writing solutions, server-side code, client applications and extensions, custom business logic, plug-ins, integration modules, custom workflow assemblies, and code extensions

2. Client-side SDKClient-side events and object models

3. Transaction PipelineExecutes assemblies through execution pipeline events

4. Custom Workflow ActivitiesWorkflow assemblies

5. Server-to-server Authentication3rd party application authentication using Azure AD

DEV-DRIVEN

Microsoft Azure

Pro Dev Customizations

Applies to: Dynamics 365 for Sales, Customer Service, Project Service Automation, Field Service

ExtensibilityBuild integrations & workflows

DEV-DRIVEN

Microsoft Azure

Pro Dev Customizations

Applies to: Dynamics 365 for Operations

INTEGRATIONS

WORKFLOWS• Logic Apps Connector

• OData ServiceExposes all the data entities that are marked as IsPublic and supports complete CRUD (create, retrieve, update, and delete) functionality that users can use to insert and retrieve data from the system•Metadata Service

Read-only service that provides metadata information for elements• JSON-based Custom Service

Enables X++ classes to be consumed as JSON services

ExtensibilityTooling

1. ALM PortalLeverage Microsoft Dynamics Lifecycle Services – Implementation Projects

2. Dev in-a-boxCustomize and extend – includes Visual Studio tools

3. ALM ToolsMove code and data across your environments

4. Sandbox TiersDev, Test, and Performance Testing

DEV-DRIVEN

Microsoft Azure

Pro Dev Customizations

Applies to: Dynamics 365 for Operations

ExtensibilityOptions

DEV-DRIVEN

Microsoft Azure

Pro Dev Customizations

CUSTOM

MSFT Flow

PowerApps

CONFIGURABLE

Business Processes

DECLARATIVE

Common Data Model

Microsoft AppSource

Simplifies the discovery,

trial, and acquisition of

line-of-business apps

An ecosystem to help business users get started using apps

faster

An ecosystem to help business users get started using apps

faster

One destination for business users to discover, trial, and acquire line-of-business SaaS apps

MobilityCitizen Dev Pro Dev

IT Pro | Power User Developer | System Integrator

DEV DRIVEN

Microsoft Azure

Pro Dev Customizations

DECLARATIVE COMPOSIT MOBILE APPS

CONFIGURABLE1ST PARTY MOBILE APPS

Options

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