Presentation delivered at CRMUG Summit EMEA celebrated in Amsterdam in April 2017. It shows how Microsoft Dynamics CRM and AX work together within Microsoft Dynamics 365 using Microsoft Flow, Common Data Service and Microsoft PowerApps.

2. CRM & AX Rock Together:
an End to End Demo in the
Real World
Summit EMEA | Amsterdam | 4–6 April 2017 | #SummitEMEA17
Welcome

3. Summit EMEA | Amsterdam | 4–6 April 2017 | #SummitEMEA17
Demonstrate how Sales, Service and
Operations work together on a real
enterprise scenario using PowerApps
Learn how to integrate CRM and AX using
Microsoft Flow and Common Data Service
Learn how to use PowerApps to extend
and complete business solutions.
Session goals

4. Session
Agenda
Summit EMEA | Amsterdam | 4–6 April 2017 | #SummitEMEA17
WHO WE ARE
WHAT? Helping 365
HOW?
WHY CRM?
WHY AX?
FORMER SCENARIO
CURRENT SCENARIO
DEMO

5. CRM Solution Architect working for Investec
in London
Design & Development of Dynamics CRM
Solutions and related technologies
Over 10 years experience with Dynamics
CRM & Microsoft Technology Stack

6. AXAZURE
w w w . A X A Z U R E . c o m
w w w . e l r i n c o n d y n a m i c s . e s

7. "We want companies to encourage
donations to institutions through a
campaign based on donating the same
amount as the employee using
Helping365"
Helping365 Initiative :
Summit EMEA | Amsterdam | 4–6 April 2017 | #SummitEMEA17

8. Helping 365 Proposal:
ONGs
Flow
ERP
CRM
CDS
PowerApps
Company
PowerBI

9. Centralized database of NGOs as part of accounts
Initiatives management as opportunities
Relationship management (activities track)
Dashboards & Reporting
…

10. Financial integration
Donation control by employee and company
NGO vendor master data and financial history
Analytics
…

12. Summit EMEA | Amsterdam | 4–6 April 2017 | #SummitEMEA17
ONGs
ERP
CRM
Company
WS
WS
WS
Donation
WS
WS
2016 Scenario

14. Summit EMEA | Amsterdam | 4–6 April 2017 | #SummitEMEA17
D365 Scenario
Company
ONGs
ERP
CRM
CDS
Flow
PowerApps
Helping 365
PowerBI
HR Director

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