Microsoft Dynamics Customer Model Departments Work Poster LoRes
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8/6/2019 Microsoft Dynamics Customer Model Departments Work Poster LoRes http://slidepdf.com/reader/full/microsoft-dynamics-customer-model-departments-work-poster-lores 1/1 Microsoft and Dynamics areeither trademarks or registered trademarks of Microsoft Corporation o r its affiliates in theUnited States and/or other countries.This document is for informationalpurposes only.MICROSOFT MAKESNO WARRANTIES,E XPRESS,IMPLIED ORSTATUTORY,ASTO THE INFORMATION IN THISDOCUMENT.The Microsoft Dynamics Customer Modeldoes not relate tothe structureor organization of any Microsoft product or thefunctionality they cover.Portions of theCustomer Modelareinspired by the SCORModelcreated by the Supply Chain Council:www.supply-chain.org.Complying with allapplicablecopyright laws is theresponsibility of the user.Without limiting theri ghts under copyright,nopart of this document may bereproduced,stored in or introduced intoa retrievalsystem, or transmitted in any formor by any means (electronic,mechanical, photocopying,recording,or otherwise),or for any purpose,without the express written permission of Microso ft Corporation. Microsoft may havepatents,patent applications, trademarks,copyrights,or other intellectual property rights covering subject matter in this document.Except as expressly provided in any written licenseagreement fromMicrosoft,the furnishing of this document does not giveyou any licenseto thesepatents, trademarks,copyrights,or other intellectualproperty. Thenames of actualcompanies and products mentioned herein may bethetrademarks of their respectiveowners.©2006 Microsoft Corporation.All rights reserved.For questions or comments,please contact [email protected]. The Microsoft Dynamics Customer Model describes how people in departments do work within and across organizations. It is the repository for all of the Microsoft Dynamics division’s information and research regarding processes and people and is used to ensure that we are focusing on a common set of people and processes when we build software. MARKETING HUMAN RESOURCES MANAGE ORGANIZATION RECRUIT WORKFORCE RETAIN WORKFORCE MOTIVATE WORKFORCE FINANCE PAY COLLECT TREASURY MANAGEMENT CAPITAL ASSETS CLOSE ANALYZE MARKETPLACE DEVELOP MARKETING PLAN CONDUCT CAMPAIGN SALES ESTABLISH SALES FORECAST MANAGE SALES FORCE GENERATE SALES SCHEDULE CUSTOMER ACTIVITIES MAKE THE SALE PROCESS SALES ORDERS DESIGN & ENGINEERING PRODUCT DESIGN PROJECT ENGINEERING OPERATIONS OPERATION PLANNING PURCHASING RECEIVING CUSTOMER SERVICE DELIVER SERVICE PLAN SERVICE FULFILL SERVICE CONTRACTS HANDLE CUSTOMER ENQUIRIES Analyze market share& competition Perform internal analysis Research customer needs Collect forecast data Create forecast Distribute forecast Assign territories Define sales processes Establish sales targets Monitor sales progress Review and adjust sales targets Plan product quality and cost targets Design product Define materialand product process Product and production prototyping Create documentation Manage transition into production Identify and aggregate requirements Resource availability planning Master planning Material requirement planning Planning optimization Communicate plans QUALITY ASSURANCE Inspect products Inspect return products Test products (sample) Receive and inspect product at customer site Determine service performance Forecast servicelevels Identify peopleand resources Schedule resource working hours Develop and establish contract Monitor and implement contract Update and evaluate contract Receive customer inquiries and prioritize Determine solution or assign service case Follow up on customer case Determine customer satisfaction level Authorize customer returns Plan and allocate service orders Prepare for service Deliver service Finalizeand closeorder Outsourced inspection PRODUCTION Finalize engineering Schedule production activities Issue materials Produceand test incl. subcontracting Release product for delivery WAREHOUSEOPERATIONS Schedule warehouse activities Moveproduct War ehouse services Put-away Picking Pack and moveto dispatch Inventory counting Identify sources and supply Select final supplier and negotiate Manage purchase requisitions and orders Manage, receive, and verify discrepancies Authorize supplier payment Manage return goods Receive products Verify products Receive return products Verify return products Refine existing products Manage product changes Plan product quality and cost targets Detail specification of WBS Engineer components Identify critical resources of supply Create documentation Review and approve specifications Manage changes to scopeand product Find new customers Qua li fy l eads Assi gn l ea ds C on ta ct n e w prospects Up sellto existing customers Report and track sales opportunities Find new customers Q ual if y l eads Respond toRFQ/RFP Contact customer and gather requirements Offer solution tocustomer Close dealand implement Process inquiry and quote Receive, enter and validate orders Manageback orders and exceptions Complete invoice information Identify opportunities Plan organizational elements Manage work environment Manage workforce Offboard workers Prepay for product or service Pay for product or service Pay expense/ commission/ salary Refund customers Collect for product or service Process customer prepayments Collect other income Collect supplier refunds Deposit bank funds Reconcile bank account Transfer bank funds Manage short-term investments Manage long-term investments Manage short-term borrowings Manage long-term borrowings Netting accounts Capitalize asset Transfer/ lend asset Revalue asset Split asset Depreciate/ amortize asset Dispose/ retireasset Process closing transactions Allocate costs/income Revalue currency amounts Prepare pre-closing reports Cl o seboo ks P re pa re closing statements Source jobs Manage recruitment Onboard workers Manage training Manage KSAs Manage timeand attendance Manage performance Manage benefits Manage compensation Develop marketing strategy Determine marketing channels Create marketing plan and budget Define individual campaign Select target audience Run campaign and manage vendors Process incoming leads Monitor and achieve campaign PROJECT MANAGEMENT PROJECT MANAGEMENT Initiate project Schedule and manage resources Manage project budget Monitor progress and performance Manage risks and issues Manage project supplies SHIPPING Consolidate orders Route shipments Plan and build loads Select carrier and rate shipments Load vehicle, generateship docs and ship product Receive and verify products at customer site SUPPLY CHAIN PLAYERS Outsourcing Subcontractor Industrial Distribution Maketo Stock Maketo Order Engineerto Order Professional Service Organization SalesOffice/ WHS Consumer Distribution Business Customer Consumer TIER 4 TIER 3 TIER 2 TIER 1 DEMAND Business Customer The supply chain players diagram outlines the different positions individual companies can have in the global supply chain and the possible interrelation and dependencies that exist between supply chain players. The process boxes show the generic internal business processes across company types.
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Transcript of Microsoft Dynamics Customer Model Departments Work Poster LoRes
8/6/2019 Microsoft Dynamics Customer Model Departments Work Poster LoRes
http://slidepdf.com/reader/full/microsoft-dynamics-customer-model-departments-work-poster-lores 1/1
Microsoft and Dynamics areeither trademarks or registered trademarks of Microsoft Corporation or its affiliates in theUnited States and/or other countries.This document is for informationalpurposes only.MICROSOFT MAKESNO WARRANTIES,E XPRESS,IMPLIED ORSTATUTORY,ASTO THE INFORMATION IN THISDOCUMENT.TheMicrosoft Dynamics Customer Modeldoes not relate tothe structureor organization of any Microsoft product or thefunctionality they cover.Portions of theCustomer Modelareinspired by the SCORModelcreated by the Supply Chain Council:www.supply-chain.org.Complying with allapplicablecopyright laws is theresponsibility of theuser.Without limiting theri ghts under copyright,nopart of this document may bereproduced,stored in or introduced intoa retrievalsystem, or transmitted in any formor by any means (electronic,mechanical, photocopying,recording,or otherwise),or for any purpose,without the express written permission of Microsoft Corporation.Microsoft may havepatents,patent applications, trademarks,copyrights,or other intellectual property rights covering subject matter in this document.Except as expressly provided in any written licenseagreement fromMicrosoft,the furnishing of this document does not giveyou any licenseto thesepatents, trademarks,copyrights,or otherintellectualproperty. Thenames of actualcompanies and products mentioned herein may bethetrademarks of their respectiveowners.©2006 Microsoft Corporation.All rights reserved.For questions or comments,please contact [email protected].
The Microsoft Dynamics Customer Model describes how people
in departments do work within and across organizations. Itis the repository for all of the Microsoft Dynamics division’sinformation and research regarding processes and people and isused to ensure that we are focusing on a common set of peopleand processes when we build software.
MARKETING
HUMAN RESOURCES
MANAGE ORGANIZATION RECRUIT WORKFORCE RETAIN WORKFORCE MOTIVATE WORKFORCE
FINANCE
PAY COLLECT TREASURY MANAGEMENT CAPITAL ASSETS CLOSE
ANALYZE MARKETPLACE DEVELOP MARKETING PLAN CONDUCT CAMPAIGN
SALES
ESTABLISH SALES FORECAST MANAGE SALES FORCE GENERATE SALES
SCHEDULE CUSTOMER ACTIVITIES MAKE THE SALE PROCESS SALES ORDERS
DESIGN & ENGINEERING
PRODUCT DESIGN PROJECT ENGINEERING
OPERATIONS
OPERATION PLANNING PURCHASING RECEIVING
CUSTOMER SERVICE
DELIVER SERVICE
PLAN SERVICE FULFILL SERVICE CONTRACTS
HANDLE CUSTOMER ENQUIRIES
Analyzemarketshare&competition
Performinternalanalysis
Researchcustomerneeds
Collectforecastdata
Createforecast
Distributeforecast
Assignterritories
Definesalesprocesses
Establishsales targets
Monitorsalesprogress
Reviewand adjustsales targets
Plan productquality andcost targets
Designproduct
Definematerialandproductprocess
Product andproductionprototyping
Createdocumentation
Managetransitionintoproduction
Identify andaggregaterequirements
Resourceavailabilityplanning
Masterplanning
Materialrequirementplanning
Planningoptimization
Communicateplans
QUALITY ASSURANCE
Inspectproducts
Inspect returnproducts
Test products(sample)
Receiveand inspectproduct atcustomer site
Determineserviceperformance
Forecastservicelevels
Identifypeopleandresources
Scheduleresourceworkinghours
Developand establishcontract
Monitorand implementcontract
Updateand evaluatecontract
Receivecustomerinquiriesand prioritize
Determinesolution orassign servicecase
Follow upon customercase
Determinecustomersatisfactionlevel
Authorizecustomerreturns
Plan andallocateserviceorders
Preparefor service
Deliverservice
Finalizeandcloseorder
Outsourcedinspection
PRODUCTION
Finalizeengineering
Scheduleproductionactivities
Issuematerials
Produceandtest incl.subcontracting
Releaseproduct fordelivery
WAREHOUSE OPERATIONS
Schedulewarehouseactivities
M oveproduct Warehouseservices
Put-away Picking Pack andmovetodispatch
Inventorycounting
Identifysources andsupply
Select finalsupplier andnegotiate
Managepurchaserequisitionsand orders
Manage,receive,and verifydiscrepancies
Authorizesupplierpayment
Managereturn goods
Receiveproducts
Verifyproducts
Receivereturnproducts
Verify returnproducts
Refineexistingproducts
Manageproductchanges
Plan productquality andcost targets
Detailspecificationof WBS
Engineercomponents
Identifycriticalresourcesof supply
Createdocumentation
Reviewand approvespecifications
Managechanges toscopeandproduct
Find newcustomers
Q ua li fy l ea ds A ss ig n l ea ds C on ta ct n e wprospects
Up selltoexistingcustomers
Report andtrack salesopportunities
Find newcustomers
Q ua li fy l ea ds Re sp on dtoRFQ/RFP
Contactcustomer andgather
requirements
Offer solutiontocustomer
Closedealandimplement
Processinquiryand quote
Receive,enter andvalidate
orders
Managebackorders andexceptions
Completeinvoiceinformation
Identifyopportunities
Planorganizationalelements
Manageworkenvironment
Manageworkforce
Offboardworkers
Prepay forproduct orservice
Pay forproduct orservice
Pay expense/ commission/ salary
Refundcustomers
Collectfor productor service
Processcustomerprepayments
Collectotherincome
Collectsupplierrefunds
Depositbank funds
Reconcilebank account
Transferbank funds
Manageshort-terminvestments
Managelong-terminvestments
Manageshort-termborrowings
Managelong-termborrowings
Nettingaccounts
Capitalizeasset
Transfer/ lend asset
Revalueasset
Splitasset
Depreciate/ amortizeasset
Dispose/ retireasset
Processclosingtransactions
Allocatecosts/income
Revaluecurrencyamounts
Preparepre-closingreports
C lo se b oo ks P re pa reclosingstatements
Source jobs
Managerecruitment
Onboardworkers
Managetraining
ManageKSAs
Managetimeandattendance
Manageperformance
Managebenefits
Managecompensation
Developmarketingstrategy
Determinemarketingchannels
Createmarketingplan andbudget
Defineindividualcampaign
Select targetaudience
Runcampaignand managevendors
Processincomingleads
Monitor andachievecampaign
PROJECT MANAGEMENT
PROJECT MANAGEMENT
Initiateproject
Scheduleand manageresources
Manageprojectbudget
Monitorprogress andperformance
Managerisks andissues
Manageprojectsupplies
SHIPPING
Consolidateorders
Routeshipments
Plan andbuild loads
Select carrierand rateshipments
Load vehicle,generateshipdocs and shipproduct
Receiveand verifyproducts atcustomer site
SUPPLY CHAIN PLAYERS
Outsourcing
Subcontractor
IndustrialDistribution
MaketoStock
MaketoOrder
EngineertoOrder
ProfessionalServiceOrganization
SalesOffice/ WHS
ConsumerDistribution
BusinessCustomer
Consumer
TIER 4 TIER 3 TIER 2 TIER 1 DEMAND
BusinessCustomer
The supply chain players diagram outlines the different positions individual companies can have in the global supply chain and the possible interrelationand dependencies that exist between supply chain players. The process boxes show the generic internal business processes across company types.
