Dynamics 365 for Finance & Operations

Kaitlyn Bowden, Finance ConsultantKaitlyn.Bowden@hcl-powerobjects.com

815-762-1083

Carri Lesatz, ERP Practice Director (North America)Carri.Lesatz@hcl-powerobjects.com920-819-9107

AGENDA

1 The value of your partner in implementation and support

2 About PowerObjects

3How Dynamics 365 for Finance and Operations integrates with the other workloads

4 How Dynamics 365 solutions can benefit your organization

Page04

The Value of Your Partner

Participates in

Community

Provides Training

Opportunities

Hires the “A” TeamDelivers

on the Project

Has a Clear Mission

About PowerObjects

• Founded in 1993 and acquired by HCL in 2015, PowerObjects, an HCL Technologies Company is a leader for providing exceptional offerings of Service, Support, Education and Add-ons for Microsoft Dynamics 365.

• Microsoft Partner of the Year multiple years running.

• One of the most widely visited Dynamics 365 websites and blog in the world.

• Experts in delivering digital transformation solutions for Manufacturing, Financial Services, Healthcare, Retail/CPG, and more.

PowerObjects Experience

• Working with Dynamics AX and Dynamics 365 Finance and Operations Since 2002

• Experience implementing Dynamics in a wide range of industries including retail, distribution, manufacturing, healthcare, hi-tech and financial services.

• Hundreds of full life cycle implementations for Mid Market and Global enterprises

• Direct industry experience working in roles such as CFO, CIO, CS Manager, CPA and Product Development

• Skills beyond implementing Dynamics including business process transformation, change management, integrations, large scale training deployments, Lean and Six Sigma and ScrumMaster

PowerObjects is 100% focused on Microsoft Dynamics 365. Driving success

for your end-to-end journey with our four pillars of service, support,

education and add-ons.

Page08

SERVICE SUPPORT EDUCATION ADD-ONS

4 Pillars

Awards

• 2017 Microsoft Worldwide Partner of the Year Award for Dynamics 365 Consulting and Systems Integration

• 2017 Microsoft Cloud Customer Relationship Management Award Finalist

• 2016 Microsoft Modern Marketer Partner of the Year

• 2015 Cloud Customer Relationship Management Partner of the Year

• 2014 Microsoft Customer Relationship Management Award Finalist

• 2014 Customer Excellence Award for Cloud Transformation

• 2013 Microsoft Dynamics CRM Partner of the Year

• 2012 Microsoft Dynamics CRM Partner of the Year

Dynamics 365 Global Delivery Model

United StatesLocations:Minneapolis, MNDallas, TX

D365 Onshore Resources: 400 +

CanadaLocations:Toronto, ON

D365 Onshore Resources: 30+

IndiaLocations:Hyderabad, IndiaMadurai, India

D365 Onshore Resources: 300 +

United KingdomLocations:Manchester, UK

D365 Onshore Resources: 45+

Page011

Proven Process

• Customer interested in D365• RFP received

• Ask – Listen – Learn • Diagnosis & document• Solution demonstration• Proposal presentation• Reach agreement• Client transition

• PSoW with estimates• Internal transition document• Client transition agenda and

PowerPoint

• Signed PSoW received• Identify and introduce delivery

team• Relevant documents provided

to delivery team• Notify client we are moving to

the next phase

• Signed PSoW received• Identify and introduce delivery

team• Relevant documents provided

to delivery team• Notify client we are moving to

the next phase

• Project planning and kickoff• Define project scope• Project team training• Business process analysis

sessions• Develop and present

requirements documents• Training planning

• BRD/Design document• Detailed project scope• Project plan for implementation

• Kickoff completed with BDD/AE in loop

• Sign off on project scope (requirements/design) and obtain plan for success

• Define roles and responsibilities for PO and client teams

• Provide delivery operations DPSD• Notify client we are moving to the

next phase

• Kickoff completed with BDD/AE in loop

• Sign off on project scope (requirements/design) and obtain plan for success

• Define roles and responsibilities for PO and client teams

• Provide delivery operations DPSD

• Notify client we are moving to the next phase

• Deploy the base system• Create organization structure• Define users, roles, and security• Configure the data model• Data migration• Design & Build: processes,

reports, integrations, & customizations

• Validate and test system• Refine training plan

• Update design document to include customizations, data migrations, and integrations

• D365 solution (build)• Test cases and results• Detailed technical designs

• D365 solution developed as per agreement

• D365 solution tested and ready for training/UAT

• Any new design approaches agreed with client

• Test case results signed off• UAT users and test cases

identified• Notify client we are moving to

the next phase

• D365 solution developed as per agreement

• D365 solution tested and ready for training/UAT

• Any new design approaches agreed with client

• Test case results signed off• UAT users and test cases

identified• Notify client we are moving to

the next phase

• System administrator training• End user training• Deployment • Go live with system• Finalize training plan• Execute end user testing

• Training document• Go live plan

• Training completed• UAT completed and signed off• Go-No-Go decision made• System deployed and ready

for use by end users• Notify client we are moving to

the next phase

• Training completed• UAT completed and signed off• Go-No-Go decision made• System deployed and ready

for use by end users• Notify client we are moving to

the next phase

• Technical support• Small change management• Additional training• Future phases and projects• Define post go-live support

process• Internal project wrap

• Project wrap document• Support process/contract

• Project wrap-up meeting completed

• Steps for next phase identified• Support process/contract

setup• Standard email for project

wrap sent• Notify delivery operations to

close project

How Dynamics 365 for Finance & Operations integrates with other

Workloads

Driving Success for Your End-to-end Journey

The ‘App Gap’

General Ledger

Fixed Assets

Customer Relationship Management

Manufacturing Execution

Sales & MarketingCost Accounting

Human Resource Management

Procurement & Sourcing

Inventory Management

Warehousing

Logistics

Legal & Compliance

Sales & Distribution

Treasury Accounting

Tax & Statutory Compliance

Recruitment

Retail Projects

Facilities

Library management

IT support & Helpdesk

Plant Maintenance

Costing

BI & Analytics

Social Analytics

Field ServicesIoT

Mobile applications

The Microsoft Business Platform

Connected data across apps Whether built on the Common Data Service or integrated with existing systems, get more value from your data

Common Data Service Connectors & Gateways

Build modern business apps fastCompose analytics, user experiences, and automation using an integrated set of services from Microsoft

More efficient developers Seamlessly extend capabilities for power users and leverage powerful Azure platform services

Empowered power users People who understand their business needs best can now build apps quickly without writing code

Azure AppService

Azure Service Fabric

Azure Functions

Pro AppDev

Azure Logic Apps

Azure API Management

BizTalk

Pro Integration

Cortana Analytics

Azure Internet of Things

SQL Server BI

Pro BI

Connected Business Apps Powered by Microsoft Cloud

Better Together with the Microsoft Business Application Platform and Azure

General Ledger

Fixed Assets

Customer Relationship Management

Manufacturing Execution

Sales & MarketingCost Accounting

Human Resource Management

Procurement & Sourcing

Inventory Management

Warehousing

Logistics

Legal & Compliance

Sales & Distribution

Treasury Accounting

Tax & Statutory Compliance

Recruitment

Retail Projects

Facilities

Library management

IT support & Helpdesk

Plant Maintenance

Costing

BI & Analytics

Social Analytics

Field Services

IoT

Mobile applications

Power BIMicrosoft Dynamics 365

PowerApps

Flow

The Building Blocks of the Microsoft Business Platform

1 Dynamics 365 home – all your apps in one place

2 PowerApps, CDS and Connectors for Dynamics

3 Common Data Services SDK – Pro Developers

4 Dynamics 365 and CDS Data Integration Framework

5 Power BI connector for Common Data Services 6 Microsoft Flow and Azure

Logic Apps

Dynamics 365 Home

In-house Apps

The CDS & Dynamics 365 Data Integration Framework

Purpose-built business applications

Sales Opportunity management Social selling Content

collaboration Mobile sales Planning & management

Sales intelligence

CustomerService

Omni-channel Portal Agent enablement

Onsite service Knowledge Service

intelligence

Marketing *

Field Service

Scheduling and dispatch

Asset and warranty

managementService

agreementsInventory

management Mobile BusinessIntelligence

Project Service

Automation

Opportunity management

Resource management

Time and expenses

Project planning

Team collaboration

Customer billing

Analytics and integration

Finance and Operations

Financial management

Procurement and sourcing

Business intelligence

Supply chain management

Project accounting Manufacturing Talent

WorkloadRetail

Workload

Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.

Empower People to delight customers through an end-to-end view

Lead Opportunity Quote Sales Order Fulfillment Invoice

CUSTOMER LIFETIME VALUE ORDER INFORMATION, RESOURCE RESERVATIONS

PAYMENT HISTORY*

PRICING, DISCOUNTS, TAXATION

PRODUCT AVAILABILITY

PRIORITIZE ACCOUNTS

Busin

ess

valu

ePr

oces

s

CUSTOM QUOTE

PROVIDE ACCURATE DELIVERY (UP)DATES TIMELY RESOURCE ALLOCATION

Data Integration

Master DataPRODUCTS

Operations

ACCOUNTS

Sales

Operations Sales

Transactional DataORDERS

Operations Sales

Lead Opportunity Quote Sales Order Fulfillment Invoice

Proc

ess

Dynamics 365 Sales

Dynamics 365 Operations

Lead Opportunity Quote Order(Active)

Order(Fulfilled)

Order(Invoiced)

Sales Order(Active)

Sales Order(Delivered)

Sales Order(Invoiced)

Customer & Contact Product

Account &Contact Product

CDS

Order and product line (Master for Sales)

Sales order and lines(Master for Fulfillment and

Invoicing)Invoice

| Customer | Contact | Address | Product | UoM | Price | Currency || Sales order | Order line | Order status | Invoice information | … |

Integrator

Integrator

Dat

a Sy

nc

Master

Dynamics 365 – Prospect to Cash using Data Sync for Master Data & Process Flow for Orders and Invoices

Dynamics 365 Sales

Dynamics 365 Operations

Lead Opportunity Quote Order(Active)

Order(Fulfilled)

Order(Invoiced)

Sales Order(Active)

Sales Order(Delivered)

Sales Order(Invoiced)

Customer & Contact

Product

CDS

Order and product line

Sales order and lines

| Customer | Contact | Address | Product | UoM | Price | Currency | | Sales order | Order line | Order status | Invoice information | … |

Integrator

Integrator

Product

Account &Contact

Invoice

Master

Data

Syn

c

Proc

ess

Sync

DYNAMICS 365 BUSINESS APPS

Other datasources

Microsoft AppSource

3rd PARTY APPS PURPOSE BUILT APPS FOR MY TEAM

Custom Apps by PowerApps

Compose Workflow by Microsoft Flow

APPS & DASHBOARDS

PRODUCTIVITY

•

•

•

Send questions to Carri.Lesatz@hcl-powerobjects.com

Thank You