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What is Microsoft Dynamics 365 & What Does It Mean for My Business?

John StuckyTrinSoft, LLC

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What is Dynamics 365?

• Microsoft’s first cloud accounting/ERP offering• Two editions:

Business – This is primarily what we’re talking about today and also known as

Dynamics 365 for Financials

Enterprise - This for very large companies, Fortune 500, etc.

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Microsoft Dynamics 365Evolution from Current Offerings

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

Before NowDynamics CRM• Field Service• Project Service Automation• Parature

Dynamics AX

Project Madeira

Dynamics 365 for Sales Dynamics 365 for Customer Service Dynamics 365 for Field ServiceDynamics 365 for Project Service AutomationDynamics 365 for Operations

Dynamics GPDynamics NAVDynamics SL

Dynamics GPDynamics NAVDynamics SL

Dynamics 365 for Financials

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Microsoft Dynamics Roadmap

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Does the Introduction of Dynamics 365 Mean That Microsoft Will Stop Investing in GP, NAV & SL?

• No. Microsoft recognizes the investment that existing customers and partners have made in GP, SL and NAV products. They will continue to enhance GP, SL, and NAV so customers can maximize the return on their investments. If and when customers are ready to adopt the cloud – Microsoft will ensure that it is easy and cost effective for them to move – by offering them a significant discount on the cost of Dynamics 365.

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Introducing Dynamics 365for Financials

Start and grow easily

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Deploy a Single, Comprehensive Solution

• Automatically pull systems and processes together to manage financials, sales, service, and operations

• Connect with 3rd party applications like payroll, banking, CRM, or industry-specific systems

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Quote to Cash, All Within Outlook• Create quotes, process orders, and

submit invoices without leaving Outlook

• Access live Dynamics 365 for Financials data, directly from Microsoft Excel, to read, write, and update items, sales orders, and purchase orders

• Create professional looking, customizable quotes and invoices in Word

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Add Industry Specific Apps with Ease

• Extend Dynamics 365 for Financials to fit industry or business needs with integrated add-on apps

• Connect to data sources and services — Excel files, SharePoint lists and CRM records with Microsoft PowerApps

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Automate & Secure Business Processes• Streamline business

processes with easy-to-create workflows to synchronize files, route documents, and compose recurrent reports

• Ensure compliance with audit trails and enterprise-level security

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End-to-End View of Your Business• Centralize data from

accounting, sales, purchasing, and inventory to get an accurate view of your business

• Real-time data updates help you spot trends, prevent issues, and deliver great customer experiences

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Gain Deeper Insights with Advanced Analytics

• Perform ad hoc, customized reporting by analyzing data across multiple dimensions

• Create custom dashboards for real-time analysis using Microsoft Power BI

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Fast from the Start• Handle business processes

like quotes, orders, invoicing, purchasing, cash management, and reporting, from day one

• Built in the cloud, Dynamics 365 for Financialsis easy to set up and manage

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Looks & Feels Like Office

• Drive quicker adoption and reduce training time with the same easy-to-use interface as the Office tools you already know

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Works Where Your Business Takes You

• Desktop, laptop, tablet, or phone you get the same powerful capabilities and rich functionality

• Get one experience that’s consistent and secure across Windows, iOS, and Android

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Be Ready for Growth• Start with what you

need and grow at your own pace to run your business securely in the trusted Microsoft cloud

• Easily manage growth using flexible licensing plans, adaptable business applications, and a scalable database

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Dynamics 365 Core Capabilities

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Upcoming Webinars…

• December 6: Dynamics NAV Year-End Prephttp://www.trinsoft.com/landing-pages/nav-year-end-webinar-lp.aspx

• December 8: Dynamics GP Year-End Prephttp://www.trinsoft.com/landing-pages/gp-year-end-webinar-lp.aspx

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Thank You

Thank you for attending today’s webinar.

Please contact John Stucky if you have any questions, or if you would like a copy of the slides of today’s presentation.

John Stucky 859.252.6225 x1013jstucky@trinsoft.com