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Cortana
Intelligence
ABNKBUS
26
Collect every customer data point
from every channel and app
Understand real-time user sentiment
and needs through social media or other
support channels
Get a single relevant view
of role-based insights customized
for employees’ individual needs
Fine-tune offers and campaigns
with built-in predictive analytics
Customer Insights
Engagement Profile
Loyalty
60%RFM
20%
Email Conversion Rate:
100%
CustomerFeature added!
No-fee ATM use
at location of
your choice
From: [email protected]
To: [email protected]: “My bank’s ATM is
2 far from my bus route!”
Intelligent analysis Actionable Insights
• Customer purchase history
• Demographics & segmentation
• Social media statements
• Transactions & interactions
• Real-time offer management
• Brand sentiment
• Recommended products
• Lead & opportunity scoring
Dynamics 365 for Customer InsightsData Sources
Microsoft + Other apps
• Dynamics CRM
• ZenDesk
• Salesforce
• Loyalty Management
• Mobile App Analytics
• Social
Provide instant suggestions
to front-line staff on how to best serve the customer
Areas of investmentFinance
Accounts
Payable
Fixed
Assets
Expense
Project
Accounting
Credit &
Collections
Accounts
Receivable
General
Ledger
Invoicing &
Billing
Cash & bank
Management
Budget &
Forecast
Industry-wide
Warehouse
Management
Production
Control
Master
Planning
Cost
Management
Product
Info Mgmt
Inventory
Management
Procurement
& Sourcing
Transportation
ManagementManufacturing
Distribution
The Power of Microsoft Cloud
Retail
MerchandizingOmni-channel Clienteling
Centralized
Management
Workforce
Management
Order
Management
Store
Operations
Promotions Mobile
Apps
Store
InventoryOrder
ManagementCall center
Talent
HCM Mobile
AppsAdministration DevelopmentReporting &
Analytics
Office
IntegrationCore HR
Engagement Performance ComplianceOnboardingDevelopment Learning Compensation
Benefits
Areas of investment
The Power of Microsoft Cloud
Too much information, too little insight
Productivity & email
Social networksCRM
Productivity & email
Social networksCRM
LinkedIn Sales Navigator
Dynamics 365for Sales
Office 365
Unify the seller
experience
Bring relationship data together and…
Bring relationship data together and…
Dynamics 365 for Sales
LinkedIn Sales Navigator
Office 365
Unify the seller
experience
Microsoft Relationship Sales solution
Build relationships with the right people
Engage at scale
Offer insights & recommendations
AWARENESS SUSPECT LEAD OPPORTUNITY CUSTOMER FORMER CUSTOMER
T H E C U S T O M E R E N A G E M E N T L I F E C Y C L E
M A R K E T I N G
CAMPAIGNMANAGEMENT
CAMPAIGNMANAGEMENT
CAMPAIGNMANAGEMENT
RELATIONSHIPINSIGHTS
S A L E S
S E R V I C E
S O C I A L
SOCIALCAMPAIGNS
EVENTMANAGEMENT
SURVEYS SEGMENTATIONANALYSIS
CMSINTEGRATION
PERSONAL-SATION
CLIENTINSIGHT
LEADCONVERSION
LEADMANAGEMENT
CROSS SELL / UP SELL
SOCIALANALYTICS
S E L F S E R V I C E
PERSONALISEDWEB CONTENT
EVENTPORTALS
ACCOUNTMANAGMENT
COMPLAINTS
M A R K E T I N G
CAMPAIGNMANAGEMENT
CAMPAIGNMANAGEMENT
CAMPAIGNMANAGEMENT
RELATIONSHIPINSIGHTS
S A L E S
S E R V I C E
S O C I A L
SOCIALCAMPAIGNS
EVENTMANAGEMENT
SURVEYS SEGMENTATIONANALYSIS
CMSINTEGRATION
PERSONAL-SATION
CLIENTINSIGHT
LEADCONVERSION
LEADMANAGEMENT
OPPORTUNITYMANAGEMENT
GOALS MOBILITYINC OFFLINE
CROSS SELL / UP SELL
SOCIALANALYTICS
SOCIALSELLING
SOCIALINSIGHTS
COMPETITORANALYSIS
PRODUCTIVITYCOLLABORATION
S E L F S E R V I C E
PERSONALISEDWEB CONTENT
EVENTPORTALS
CUSTOMERPORTALS
POWERAPPS
KNOWLEDGE
CUSTOMERONBOARDING
ACCOUNTMANAGMENT
COMPLAINTS
M A R K E T I N G
CAMPAIGNMANAGEMENT
CAMPAIGNMANAGEMENT
CAMPAIGNMANAGEMENT
RELATIONSHIPINSIGHTS
S A L E S
S E R V I C E
S O C I A L
SOCIALCAMPAIGNS
EVENTMANAGEMENT
SURVEYS SEGMENTATIONANALYSIS
CMSINTEGRATION
PERSONAL-SATION
CLIENTINSIGHT
LEADCONVERSION
LEADMANAGEMENT
OPPORTUNITYMANAGEMENT
GOALS MOBILITYINC OFFLINE
CROSS SELL / UP SELL
SOCIALANALYTICS
SOCIALSELLING
SOCIALINSIGHTS
COMPETITORANALYSIS
PRODUCTIVITYCOLLABORATION
S E L F S E R V I C E
PERSONALISEDWEB CONTENT
EVENTPORTALS
CUSTOMERPORTALS
POWERAPPS
KNOWLEDGE
CUSTOMERONBOARDING
ACCOUNTMANAGMENT
COMPLAINTS
M A R K E T I N G
CAMPAIGNMANAGEMENT
CAMPAIGNMANAGEMENT
CAMPAIGNMANAGEMENT
RELATIONSHIPINSIGHTS
S A L E S
S E R V I C E
S O C I A L
SOCIALCAMPAIGNS
EVENTMANAGEMENT
SURVEYS SEGMENTATIONANALYSIS
CMSINTEGRATION
PERSONAL-SATION
CLIENTINSIGHT
LEADCONVERSION
LEADMANAGEMENT
OPPORTUNITYMANAGEMENT
GOALS MOBILITYINC OFFLINE
CROSS SELL / UP SELL
SOCIALANALYTICS
SOCIALSELLING
SOCIALINSIGHTS
COMPETITORANALYSIS
SOCIALMONITORING
SOCIALSENTIMENT
PRODUCTIVITYCOLLABORATION
SOCIALENGAGEMENT
S E L F S E R V I C E
PERSONALISEDWEB CONTENT
EVENTPORTALS
CUSTOMERPORTALS
POWERAPPS
KNOWLEDGE COMMUNITYFORUMS
WEBCHAT BOTS
CUSTOMERONBOARDING
ACCOUNTMANAGMENT
FIELD SERVICE
KNOWLEDGEMANAGEMENT
COMPLAINTSCONNECTED FIELD SERVICE
PROJECT SERVICE AUTO’
M A R K E T I N G
CAMPAIGNMANAGEMENT
CAMPAIGNMANAGEMENT
CAMPAIGNMANAGEMENT
RELATIONSHIPINSIGHTS
S A L E S
S E R V I C E
S O C I A L
SOCIALCAMPAIGNS
EVENTMANAGEMENT
SURVEYS SEGMENTATIONANALYSIS
CMSINTEGRATION
PERSONAL-SATION
CLIENTINSIGHT
LEADCONVERSION
LEADMANAGEMENT
OPPORTUNITYMANAGEMENT
GOALS MOBILITYINC OFFLINE
CROSS SELL / UP SELL
SOCIALANALYTICS
SOCIALSELLING
SOCIALINSIGHTS
COMPETITORANALYSIS
SOCIALMONITORING
SOCIALSENTIMENT
PRODUCTIVITYCOLLABORATION
SOCIALENGAGEMENT
S E L F S E R V I C E
PERSONALISEDWEB CONTENT
EVENTPORTALS
CUSTOMERPORTALS
POWERAPPS
KNOWLEDGE COMMUNITYFORUMS
WEBCHAT BOTS
CUSTOMERONBOARDING
ACCOUNTMANAGMENT
FIELD SERVICE
KNOWLEDGEMANAGEMENT
COMPLAINTSCONNECTED FIELD SERVICE
PROJECT SERVICE AUTO’
Attracting talent/vacancy advertising
Interviewing talent
Offer management
Onboarding/offboarding talent
Personnel management
Performance
Learning and development
Benefits management
Leave and absence
Compensation
Payroll
Employee self serve
Manager self serve
People Analytics
HRKey areas of HCM
Employees
onboard efficiently
and effectively
They manage the
process, keeping
candidates and hiring
managers informed at
every stage
Recruitment are
responsible for
attracting the
best talent for
the business
Managers work with
employees to enhance
their skills, retaining the
best employees
The business has a
clear understanding
of their employees
and can transform
effectively
Employees
self serve, work independently
and have great job
satisfaction
Example HCM journey
Microsoft Dynamics 365 for Talent
ATTRACT:INNOVATE TALENT ACQUISITION
Find and hire the most qualified
people for your organization.
THRIVEFAST TRACK GROWTH
Keep your people growing and
working for you.
OPTIMIZE: DRIVE OPERATIONAL EXCELLENCE
Deliver a cost-effective and
connected employee experience.
Strategically attract, retain and optimize your talent to achieve high-impact, sustainable business results. With Microsoft
Dynamics 365 for Talent organizations can design a high-performance, collaborative experience across the entire employee
lifecycle. Reimagine business processes with a cloud, mobile, employee-centric approach that utilizes business insights to
innovate talent recruiting, ignite employee success and drive operational excellence.
ENGAGEIGNITE EMPLOYEE SUCCESS
Set employees up to drive impactful
results.
Dynamics 365 for Talent – roadmap.dynamics.com
December 2017September 2017August 2017July 2017 - GA October 2017 November 2017
Talent Attract• Candidate Graph• Additional 3rd party
assessment providersTalent Onboard• Generalized multi-
milestone guides
Talent Human Resources• MSS Compensation• UX Updates• Absence and Leave
enhancements• 3rd Party Payroll
Integration• AX 2012 Integration• Ceridian Global Pay
Integration• Integration with
Dynamics 365 for Operations
Talent Attract• Customizable Hiring
pipeline• Integrated analytics
with PowerBI• 3rd party ATS
Connectors
Talent onboard• 3rd party activity plug-
ins
Talent Human Resources• Attract/Onboarding
Integration
Talent Attract• Candidate experience• Assessments• LinkedIn Recruiter• Hiring Stages• Interview Scheduling• Hiring Team Experience
Talent onboard• Collaborative Guides• Pre-employment
activities
Talent Human Resources• ‘Org/People’ Viewer• Mobile Enabled• Embedded Analytics• Configurable processes• Onboarding• Off-boarding• Transitions• User-defined
• Absence Management• Additional Field Support• Benefits Workspace
Talent Attract• Internal Mobility• Bulk hiring
Talent Onboard• Bulk onboarding
NEW: Learning• HR Learning Management • Unified Course Index• Course Assessments
Talent Human Resources• LinkedIn Integrations• Benefits Management• US Open Enrollment• Benefits Packages• Table Based rates
Talent Human Resources• Time & Attendance• Benefits Integrations• Leave & Absence• New Rules• Advanced Scenarios
• Grievance & Complaint Management
• Disciplinary Actions• Compensation Management• Advanced scenarios• Position budgeting
NEW: Performance Preview• Goal Management• Continuous Feedback• Performance Reviews
* Content does not reflect a commitment or promise of delivery and are subject to change without notice.
What else?
• Register for Future Decoded and encourage your customers/prospects to attend (https://futuredecoded.com/)
• Engage with the content on the event site (https://aka.ms/partnerdays)
• Register for a Dynamics 365 Talent trial below. (https://trials.dynamics.com/Dynamics365/Signup/talent)
Virtual Entity
Integrated with data sitting outside
Dynamics 365
Developer Scenario for Provider Model
OOTB customization driven ODATA
and DOCDB Provider (Preview)
Integrated into Grids, Find, Forms,
Lookups, Sub-grids
Multi-Select Option Sets
Model multi-select Option sets
Use in Forms, Editable Grids, Find,
Search
Flow Integration &
Webhooks
Integration of Microsoft Flows in the
Dynamics 365 UI enabling user-based
composite application flows to start
directly from Dynamics 365
Activity Logging
Logging of Dynamics 365 SDK activities in Office
Enablement of SIEM integration with Dynamics
365
Provides for multiple compliance and regulatory
requirements for the Financial sector