Thinking of deployingOffice 365 / SharePoint?

Paul HasellMicrosoft Dynamics CRM Pre-Sales Consultant

Agenda• What is “The Cloud”?• What is Microsoft Office 365?• Benefits of Office 365• Adding value to Microsoft Dynamics

CRM• Low cost IT

The Cloud is…

The InternetThe Cloud

=

A Cloud Service is…

Online BankingOnline Shopping

Email

Video Streaming

Social Networks

What is Office 365

OutlookStorageCommunicationsDynamicsOfficeReporting

Productivity across devices

100M Office for iOS and Android downloads

500M for Android downloads

82% of the Fortune 500 have Office 365

Enable effective virtual meetings

COMMUNICATE AND COLLABORATE WITHOUT BORDERSPeople can work like they’re all in one room. Skype Meetings provides HD video, desktop sharing, co-authoring, presentations and more.*

ENABLE SKYPE MEETING BROADCASTReach thousands for very large meetings. Attendees—even external partners—can join from virtually any browser and device.

*For HD calling, compatible HD hardware and broadband connection with at least 4 Mbps required

EXTEND CONFERENCING OPTIONSPSTN Conferencing increases meeting attendees’ options to join calls, and simplifies management with a single vendor, bill, and support channel.

Co-create and share content

STORE AND SYNC FILESUse OneDrive for Business to securely store, sync, and share work files from any device or platform.

CO-AUTHOR DOCUMENTSCo-author documents like never before in Word, PowerPoint, and OneNote.*

SHARE INFORMATION SECURELYIntegrated social networking and inline social experiences across Office makes posting updates, docs, and emails easy.

Get fast, easy access to business analytics

BRING DATA TO LIFEPower BI connects users to live data through easy-to-use dashboards and provides interactive reports, while Visio brings it all to life.

DISCOVER RELEVANT INFORMATION Delve uses machine-based learning to surface personalized content and create smart connections between people, content, and conversations across Office.

MINE THE OFFICE NETWORKOffice Graph lets users navigate, discover, and search across the organization to stay connected and informed on topics that matter the most.

Execute projects faster

ORGANIZE TEAM COMMUNICATIONOffice 365 Groups help users work together more effectively by providing a shared inbox, calendar, document library, site, and Yammer feed.

EVALUATE PROJECT VIABILITYCapture new ideas with Yammer then use Project Online to evaluate ideas and align against contributions of competing requests.

SHARE PROJECT UPDATESWith Office 365 Groups and Office 365 Planner, users can easily share project tasks, conversations, notebooks, and content to track objectives and status.

Ensure security and compliance

ENABLE SECURE MESSAGINGOffice 365 Messaging Encryption protects your data at rest and in motion and lets users send secure, encrypted emails to anyone.

ENSURE PRODUCTIVITY FROM ANYWHEREMulti-factor Authentication allows people to securely access content anywhere—even when away from the corporate network.

REDUCE RISK OF LEAKING SENSITIVE DATAStore, share, and secure information with confidence. Data Loss Prevention is built in across Word, PowerPoint, Excel and Outlook

Email Tracking

TRACK EMAIL ON ANY DEVICEClient for desktop and browser plus a ‘Map to Folder’ feature that can be used on any mobile email client

MONITOR TEAM MAILBOXESAutomatically track emails sent to team mailboxes in CRM

AUTO-CREATE ENTITIES IN CRMSet rules to create any Entity type in CRM from an Email Activity e.g.. Lead, Opportunity, Case

Calendar, Task and Contact Tracking

CRM APPOINTMENTS IN CALENDARAny appointment created in CRM to which you are invited will appear in your Outlook calendar

CRM TASKS IN TASK LISTAny Task created in CRM that is assigned to you will appear in your Outlook Task List

SharePoint Storage

DOCUMENT MANAGEMENTStore documents relating to CRM entities in SharePoint rather than as attachments in CRM.

VERSION CONTROLTake advantage of document versioning, check-in/out

COLLABORATE WITH COLLEAGUESDocuments can be shared with colleagues who do not have access to CRM. Use collaborative editing to ‘brainstorm’ with colleagues in real time.

Communications

CREATE A BUZZ AROUND YOUR CUSTOMERSKeep your colleagues up-to-date with what’s happening around key customers or projects.

COMMUNICATE WITH YOUR COLLEAGUESInstant messaging, voice calls, video conferencing, screen sharing and presentations. Communicate and collaborate on documents in real time.

Marketing and Social

ENHANCED MARKETING EXPERIENCEPlanning, budgeting, digital assets, workflows, approvals, A/B testing, email, social, events, lead scoring, nurturing, analytics and more.

ANALYSE SENTIMENTListen on Twitter, Facebook, videos, blogs and news. Spot trends and receive alerts on how people feel about your products and services so that you can shape your messaging.

DRIVE ENGAGEMENTBuild deeper relationships by empowering staff to engage with social communities on Facebook and Twitter.

Office

DOCUMENT GENERATIONGenerate branded Word documents such as Quotes and Orders with data from CRM.

ANALYSE DATAInject CRM data into Excel templates for advanced analysis and reporting

MULTIMEDIA NOTESUse the power of OneNote to collect rich text, drawings, photos, video, audio and associate these with entities in CRM

Reporting

ADVANCED ANALYTICSConnect to your CRM data from PowerBI to experience advanced Dashboards and Azure ML powered plain text queries

ANALYTICS OUT OF THE BOXContent packs for Sales and Service provide ready made dashboards to get you started

Power/Cooling

IT Labour

Support

Security

Maintenance/Patching

Disaster recovery

Backup

Traditionally Acquisition cost is

20% of IT Spend

Operating cost is 80% of IT Spend

Hardware

Software

FacilitiesNetwork/Comms

Management Tools

Some costs move above the waterline in an online service model changing traditional budget dynamic

Lowering the cost of IT

Lowering the cost of IT

1 TB PER USER50 GB MAILBOXOFFICE ONLINESKYPE FOR BUSINESSYAMMERSHAREPOINT

300

FREE

Essentials

AS ESSENTIALS PLUSOFFICE ON PC/MACOFFICE ON MOBILE

300

£1.30

Premium

AS ESSENTIALS

Unlimited

FREE

E1

AS PREMIUM PLUSCOMPLIANCEDATA LOSS PREVENTIONBUSINESS INTELLIGENCE

Unlimited

£3.30

E3

Business Enterprise

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