Microsoft Dynamic 365 (Introduction).pptx

Welcome to today’s session on Microsoft Dynamics 365 — Microsoft’s powerful suite of business applications that integrates CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) capabilities into one intelligent cloud-based platform.
Dynamics 365 helps organizations streamline operations, improve customer experiences, and make data-driven decisions through automation and AI insights.

1. MICROSOFT DYNAMICS 365

2. WHAT IS MICROSOFT? Founded in 1975 by Bill Gates & Paul Allen HQ: Redmond, Washington, USA Mission: “To empower every person and every organization on the planet to achieve more” Popular products: Windows, Word, Excel, Teams, Outlook HISTORY & BACKGROUND 1975 → MS-DOS for IBM computers 1985 → Launch of Windows OS Expanded into: Microsoft Office Xbox (gaming) Azure (cloud) Dynamics 365 (business solutions) LinkedIn (professional networking)

3. MAJOR PRODUCTS & SERVICES Windows OS Office Suite (Word, Excel, PowerPoint, Outlook) Microsoft 365 (cloud productivity: Teams, OneDrive ) Azure (cloud services, AI, hosting) Dynamics 365 (CRM + ERP) GitHub (developer platform) LinkedIn (professional network) Xbox (gaming & entertainment)

4. WHY MICROSOFT IS IMPORTANT? Powers 90% of businesses worldwide Leader in cloud computing (Azure) Trusted for security & reliability Universally accessible tools Real-life users: teachers, managers, students, businesses REAL-LIFE EXAMPLES Schools → Teams, OneDrive , Word Banks → Dynamics 365 for customer management Hospitals → Azure + Dynamics for patient data Developers → GitHub + Azure

5. CLOUD COMPUTING Definition: Use internet for storage, apps, services Examples: Google Drive, OneDrive , Gmail Analogy: USB vs Cloud → Cloud is accessible anywhere TYPES OF CLOUD SERVICES IaaS → Rent servers & storage (Azure VMs) PaaS → Ready platforms (Azure SQL, App Services) SaaS → Ready apps (Office 365, Dynamics 365)

6. BENEFITS OF CLOUD Scalable → grows as you need Cost-effective → pay for use only Secure → global data protection standards Accessible → any device, anywhere MICROSOFT ECOSYSTEM Microsoft 365 → Word, Excel, Teams, Outlook Azure → Cloud platform Dynamics 365 → CRM & ERP Power Platform → BI, Apps, Automate, Chatbots LinkedIn & GitHub → Networking + Development

7. MICROSOFT DYNAMICS 365 (CRM + ERP) What is Microsoft Dynamic 365? Microsoft Dynamics 365 is a suite of business applications developed by Microsoft. Why the name? “Dynamics” = business processes “365” = available all year It combines CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) into one platform Cloud-based (Azure)Integrated with Microsoft 365 & Power Platform

8. CUSTOMER RELATIONSHIP MANAGEMENT - CRM Definition: Manage customer relationships & sales Purpose: Attract → Engage → Retain customers Features: Leads & opportunities Sales pipeline Customer service Marketing campaigns Analytics CRM IN DYNAMICS 365 Sales → Leads & deals Customer Service → Complaints & support Marketing → Campaigns Field Service → On-site work management Examples: Telecom, Hospitals, Schools

9. ENTERPRISE RESOURCE PLANNING - ERP Definition: Manage internal operations Purpose: Efficiency, cost reduction, integration Features: Finance & Accounting HR & Payroll Inventory & Supply Chain Manufacturing & Procurement Reporting & Analytics ERP IN DYNAMICS 365 Finance → Budgets, payments HR → Employees, payroll Supply Chain → Stock, logistics, deliveries Business Central → All-in-one ERP for SMEs

10. CRM vs ERP 👉 Dynamics 365 = Both together CRM (Outside Focus) Customers, Sales, Marketing Example: A telecom company handling customer complaints Apps: Sales, Customer Service, Marketing, Field Service ERP (Inside Focus) money, employees, products, operations. Example: A factory managing raw materials & payroll Apps: Finance, HR, Supply Chain

11. POWER PLATFORM (OVERVIEW) Low-code/no-code tools 4 Components: Power BI → Analytics Power Apps → Build apps Power Automate → Automate tasks Power Virtual Agents → Chatbots Analogy: Like a smartphone with apps POWER BI Business Intelligence tool Turns data → dashboards & reports Examples: School → Exam results analysis Retail → Sales trends across cities

12. POWER APPS Build apps without coding Examples: School → Attendance app Shop → Sales tracking Types: Canvas, Model-driven, Portals POWER AUTOMATE Automates repetitive workflows Examples: Form submission → auto-email + CRM entry Fee payment → auto receipt + admin alert Types: Automated, Instant, Scheduled flows

13. POWER VIRTUAL AGENTS Build chatbots (no coding) Examples: University FAQs (admissions, deadlines) Hospital FAQs (visiting hours, doctors) INTEGRATION EXAMPLE Email → New Lead in CRM Lead analyzed in Power BI Meeting scheduled in Teams Alerts sent via Power Automate FAQs handled by Chatbot

14. Conclusion Microsoft = Full ecosystem of tools Dynamics 365 = Combines CRM + ERP + Power Platform Cloud = Scalable, cost-effective, always available Power Platform = Analytics, Apps, Automation, Chatbots Together = Complete business solution

15. شکریہ! آپ کی توجہ کا۔۔۔