This session is to encourage NAV APAC partners to deliver even more attractive presentations, attract greater attention from prospective customers and ultimately win out over competing ERP/CRM software. Since customer motivations differ depending on position and business scenario, we need to work on Dynamics CRM / Dynamics Marketing (now in public preview) to build the entire Dynamics 365 Business. Dynamics 365 – “Business Central”(codenamed Tenerife) will be available soon. The point of this is clear: Dynamics 365 has to be more than pure Business Applications; it must be a centralized part of the customers’ cloud platform, where AI proposes new services and products to differentiate from other competitors based on business-oriented big data that has been collected from IoT/M2M by the systems around Dynamics365.

1. w w w . d i r e c t i o n s a s i a . c o m
The Dynamics SMB Focused Partner Community
＃DirectionsAsia

2. How to make a Dynamics NAV
presentation more attractive!
Part 2
Facilitated by:
Demonstrations in the D365 Era
Ryohei Yoshijima (Pacific Business Consulting, Inc.)
Microsoft MVP for Business Solutions
＃DirectionsAsia

3. Agenda
■Introduction
■Looking Back at Last Year’s Demonstrations
■The History of NAV Improvements
■CRM⇔ERP Integrations
■Demonstrations
■Objectives and Key Takeaways
■Discussion & Summary
＃DirectionsAsia

4. Biography
Ryo, Strategic Planning Office Director,
Pacific Business Consulting, Inc. (PBC)
Microsoft MVP for Business Solutions
With experience in Microsoft Dynamics ERP
(NAV/AX) that goes further back than anyone in
Japan, Ryo has taken part in international
projects in Japan and 29 other countries since
2001, traveling enough miles to circle the globe
some 70 times. He is continually involved with
several international projects. On the strength of
his project experience, expertise in R&D for
Dynamics ERP and the global network he
maintains with Microsoft and other Dynamics
partners, he has made appearances at many
related events in Japan and abroad. In
recognition of these achievements, Ryo became
the first in Japan to receive an MVP award for
Microsoft Dynamics ERP 2015.
Takeshi, Marketing Group, Strategic Planning Office,
Pacific Business Consulting, Inc. (PBC)
Takeshi joined a Japanese accounting package developer in
2005. After gaining experience for six years in the sales
division, he further refined his expertise in the product
planning and marketing divisions. Since 2015, he has been
engaged in marketing and pre-sales for Microsoft Dynamics
ERP/CRM at Pacific Business Consulting, Inc. and is
regarded as a talented presenter in Japan.
Ryo, Senior CRM Consultant, Strategic Planning Office,
Pacific Business Consulting, Inc.(PBC)
Ryo Joined PBC as a Dynamics CRM Senior Consultant in
2017. From 1995 to 2007, he worked at Microsoft Japan as
a technical evangelist specializing in .NET Framework, Visual
Studio and developing applications on the Windows platform.
From 2008, he was involved with development and
consulting connected to the Dynamics CRM business. Ryo
has since been offering business consulting services related
to marketing automation and sales process management,
and is one of the most renowned Microsoft Dynamics CRM
consultants in Japan. His hobby is to perform…

5. 運命
Destiny
https://youtu.be/5fEQljbZMCo?t=6
皇帝
Emperor
https://youtu.be/NOWUDdwy2aU?t=21s

6. Japan (HQ)
Hong Kong
China
Bangkok
Vietnam
Locations
HQ
J-pack
(Japan)
C-pack
(China)
H-pack
(Hong
Kong)
V-pack
(Vietnam)
T-pack
(Thai)
Pacific Business Consulting, Inc.

7. Objectives
and Key Takeaways

8. Objectives & Key Takeaways
• This session is to encourage NAV APAC partners to deliver even more
attractive presentations, attract greater attention from prospective
customers and ultimately win out over competing ERP/CRM software.
• Since customer motivations differ depending on position and business
scenario, we need to work on Dynamics CRM / Dynamics Marketing
(now in public preview) to build the entire Dynamics 365 Business.
• Dynamics 365 – “Business Central”(codenamed Tenerife) will be
available soon. The point of this is clear: Dynamics 365 has to be
more than pure Business Applications; it must be a centralized part
of the customers’ cloud platform, where AI proposes new services
and products to differentiate from other competitors based on
business-oriented big data that has been collected from IoT/M2M by
the systems around Dynamics365.

9. The History of NAV Improvements

10. MS Flow Integrations
NAV 2017
PowerApps
Azure Machine
Learning Integrations
Outlook Integrations
The Concepts Behind Each Version
NAV 2018
????
????
????
????
NAV 2016
Work Flow
Phone Client
Power BI Integration
CRM Integration
NAV 2015
・Tablet Client
・Word Layout
Enhancements
for End Users

11. MS Flow
NAV 2017
PowerApps
Azure Machine
Learning
Outlook
NAV 2016
Workflow
Phone Client
Power BI
CRM Integration
NAV 2015
・Tablet Client
・Word Layout
The Concepts Behind Each Version
NAV 2018
????
????
????
????

12. NAV 2016
ワークフロー
スマホ対応
Power BI連携
CRM連携
The Concepts Behind Each Version
NAV 2015
・タブレット対応
・Word Layout
NAV 2018
????
????
????
????MS Flow
NAV 2017
PowerApps
Azure Machine
Learning
Outlook
Enhancements
for
Power Users

13. MS Flow
NAV 2017
PowerApps
Azure Machine
Learning
Outlook
NAV 2016
Workflow
Phone Client
Power BI
CRM Integration
NAV 2015
・Tablet Client
・Word Layout
The Concepts Behind Each Version
NAV 2018
????
????
????
????

14. The Concepts Behind Each Version
NAV 2018
Visual
Studio
Code (AL)
REST API
In Client
Designer
Docker
Enhancements
for Developers
Team Service
/GitHub
“Tenerife”
D365BC

15. New Enhancements in NAV 2018
 User Task
 Employee Ledger Entry
 Setup and Extensions
 Pre-Configured Excel Reports
 Power BI
 Updated integration with Dynamics 365 for sales
 Synchronize vendors with Lexmark ICS for better OCR results
 Cancel or correct job related posted invoices
 Posting setup improvements and missing posting notifications
 Bulk posting of orders, invoices and credit memos
 Change global dimensions improvement
 Intrastat reporting improvements
 Submission of EC Sales List with more than 9999 lines
 Posting directly to general ledger accounts from documents
 Migration from QuickBooks
 Bulk invoicing from Bookings
 Application user docs
 Changes to C/AL functions, data types, properties, and
triggers
 Dynamics NAV Server instance and application configuration
settings for default language and supported languages
 Change server settings without restarting the server
 Delayed delete of company data
 Change the display name for a company
 New Media Set data type functions
 Session Settings data type
 Obsolete State and Obsolete Reason properties on tables,
fields, and keys
 Tenant management code unit
 Personalization in the Web Client
 Report preview in the Web Client

16. A
Dynamics 365
“Business Central”
(codenamed Tenerife)
is coming soon

17. Dynamics CRM
- Sales
- Service
- Field Service
- Project Service
Dynamics AX (AX7)
Dynamics NAV
(Project Medaira)
Dynamics 365 for Finance and
Operations, Enterprise Edition
Dynamics 365 for Finance and
Operations, Business Edition
Dynamics 365 for Sales
Dynamics 365 for Customer Service
Dynamics 365 for Field Service
Dynamics 365 for Project Service
Dynamics 365 Business Central

18. Dynamics
365
Sales
Customer
Service
Field
Service
Project
Service
Finance &
Operations
Marketing
Talent
Business
Central

19. Looking Back
at Last Year’s Presentation

20. MS as a Decathlon Player
CRM
The King of Athletes
ERP
OS
Cloud
Platform
Groupware
Mobile
Marketing
The King of the 100m Sprint ?
ERP
The King of High Jump ?
CRM
The King of Pole Vault ?
Cloud

21. In
On
With
Plus
Office 365
Azure
CRM
Power BI
Extend VSC/PowerApps/MSFlow…
Dynamics NAV 2017

22. Follow NAV Strategy - 「In」「On」「With」「Plus」「Extend」
Visual Studio Code
Cortana Intelligence/
Azure Machine
Learning
Fin Sales Purchase Inventory
MF Service PJ Marketing
Dynamics
365
Power BI
Outlook
OO
OneNote
N
Excel
E
Word
W
SharePoint
S
Skype
for Business
S
D365 for Sales
(Dynamics CRM)
Dynamics
NAV
PowerApps
Microsoft Flow
Chat Based
Communication
Forecast
Data
Visualization
Common
Data
Service
Extensions
SaaS

23. Who is the decision maker?
ERP User
non-ERP
User
IT TeamCXO

24. Take the Right Approach!
ERP User
non-ERP User
IT Team
CXO
Office365
Excel
Word
Outlook
OneNote..
In On With Plus Extend
VSC
Chat Tools
Azure ML
Power Apps
MS Flow
Power BI
Biztalk
Connector
CRM
(D365S)

26. In Office365
Excel
Integration
Case 1 : ExcelERP User
Non-ERP User

27. In Office365
Outlook
Integration
Case 2 : OutlookERP User
Non-ERP User
-Setup Procedure
1 NAV Password Authentication
2 SSL Certification
3 NAV Web Server Setup
4 Assist Setup

28. On
Machine Learning
Case 3 : Azure ML
Azure
CXO
ERP User

29. With CRM
Outlook
Integration
Case 4 : CRM Integration
SO（CRM）
SO（NAV）
NAVNAV CRMCRM
ContactsContacts LeadLead
CustomerCustomer CustomerCustomer
OpportunityOpportunity
QuoteQuote
Sales
Order
Sales
Order
InvoiceInvoice
Sales
Order
Sales
Order
InvoiceInvoice
FlowFlow
LeadLead SalesSales OrderOrder
ERP User
Non-ERP User

30. Case 5 :
Power BI
Plus Power BI
Power BI
ERP
（NAV）
Dynamics
CRM
Opportunity
Sales Records
Power
BI
CXO
ERP User Azure
ML
Forecast

31. Case 6 :
PowerApps/MS-Flow
PowerApps
MS-Flow
Ext.
PowerApps
MS-Flows
PowerApps Microsoft Flow
ERP User
Non-ERP User

33. Case 7 :
Integration(Scenario)
Ext.
SSIS/
Connector
ERP to ERP
Integration
NAV
NAV NAV
NAV
BizTalk
Service Bus
SAP/AX
/Oracle
/NAV
Financial
Consolidation
Azure
IT Team

34. Case 7 :
Integration(Scenario)
NAV
NAV NAV
NAV
BizTalk
Service Bus
SAP/AX
/Oracle
/NAV
Consolidation
Accounting
Azure
[Usage Examples]
• Master Data Management
• Purchase Order to Sales Order
• Financial ConsolidationExt.
SSIS/
Connector
ERP to ERP
Integration
IT Team

35. Case 7 : Integration
SAP
/AX
NAV
BizTalk
/SSIS
NAV
NAV
Connector Connector
Ext.
SSIS/
Connector
ERP to ERP
Integration
IT Team

36. Case 7 : Integration
NAV NAVSSISConnector Connector
Ext.
SSIS/Connector
PowerApps
ERP to ERP
Integration
IT Team
EFG Corp.ABC, Inc.

37. Ext. LINE
Inventory
Inquiry
NAV
May I help you?
Case 8 : Chat Tool
Do you have
Surface in stock?
Yes, here you are.
-----------------
Surface Pro 4 : 99
Surface 3 : 83
Surface 2 : 22
Do you need to make
a purchase order?
Inventory Inquiry
Non-ERP User

38. Ext. LINE
Inventory
Inquiry
Case 8 : The trick is…
Inventory Inquiry
Odata
(XML and
Json)
NAV
Non-ERP User

39. Ext. LINE
Expense
Case 9 : Chat Tool
NAV
Purchase
Invoice
Expense
Management
Non-ERP User

40. Ext. LINE
Expenses
Case 9 : The trick is…
Purchase
Invoice
LINE
bot
LUIS
Logic Apps
Expense Management
NAV
Share
Point
Non-ERP User
MS Flow

41. Ext. LINE
Expense
NAV
Cash Management
Cash Flow?
You are running
out of cash, pls
borrow 2,000,000
THB until end May!
Non-ERP User Looking Back Case 10 :
If with Voice Chat Tool

42. More Attractive with Bot Service

43. More Attractive with Mixed Reality

44. Strategic Demonstration

45. Who is the decision maker?
ERP User Sales MarketingCXO IT Team

46. Take the Right Approach!
ERP User
Sales
Marketing
CXO
Office365
Excel
Word
Outlook
OneNote..
In On With Plus Extend
Azure ML
Power BICRM
(D365S)
IT Team
Marketing
(D365M)
VSC
CDS
ERP
(D365BC) Power
Apps
MS Flow
Chat Tools
(Teams)

47. The Concept of D365
Microsoft Azure
- Power Apps
- Microsoft Flow
- Power BI
- Office 365
CRM ERP

48. Essential Demo Scenario
NAV
D365
for Sales
Power BI

49. Advanced Demo Scenario
NAV
D365BC
D365
for Sales
PowerBI
Azure Machine
Learning
SNS
(LinkedIn)
ChatbotChat tool
(LINE / Teams)
D365
for MKTG

50. ERP/CRM Integration

51. CRM IntegrationERP/CRM
NAV  D365 for Sales
Integration
NAV
D365
for Sales
PowerBI

52. CRM IntegrationERP/CRM
NAV  D365 for Sales
Integration
NAV
D365
for Sales
PowerBI

53. CRM IntegrationERP/CRM
NAV  D365 for Sales
Integration
NAV
D365
for Sales
PowerBI

54. CRM IntegrationERP/CRM
NAV  D365 for Sales
Integration
NAV
D365
for Sales
PowerBI

55. Additional IntegrationERP/CRM
NAV  D365 for Sales
Integration
D365
for Sales
NAV
Azure Functions
MS Flow/ Logic Apps
e.g. CDATA
Microsoft
3rd Party
NAV
D365
for Sales
PowerBI
D365
for Sales
NAV
www.directionsasia.com/schedule/session-details?tid=MV12
Richer integration
with Logic Apps for
Microsoft Dynamics
NAV and Dynamics
365 (CRM).

56. How do we cope with…ERP/CRM
NAV  D365 for Sales
Integration
NAV
D365
for Sales
PowerBI
ERP
(NAV)
D365
for Sales
Budgets?
Credit Limits?
Service Orders?
O365 Integration?
N:1 Situations?

57. Demo 1:
Power BI + AML

58. Data Analysis with ERP/CRMDemo 1
Data Analysis with PowerBI
Forecast
Sales
Sales Results
(NAV)
Forecast
(D365 for Sales)
NAV
D365
for Sales
PowerBI
Power
BI
D365
for Sales
NAV
Budget

61. How do you make relationships?Demo 1
Data Analysis with PowerBI
Power
BI
NAV
D365
for Sales
PowerBI

62. How do you make relationships?Demo 1
Data Analysis with PowerBI
Power
BI
Table 5331 is the only one which has a CRM ID.
NAV
D365
for Sales
PowerBI

63. Azure Machine Learning (ML)Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
January 1st Year-end (Q4)
Prediction
(Machine Learning)
e.g. Accumulated Sales Revenue

64. Azure Machine Learning
Predict Classify Recommend
3 Functions
Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)

65. 3 Steps to use AML
Train
Publish
Use API
Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)

66. 3 Steps to use AML
Train
Publish
Use API
Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)

67. 3 Steps to use AML
Train
Publish
Use API
Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)

68. At the pre-sales stage…
Train
Publish
Use Excel
Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)

69. Azure Machine Learning (ML)Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
January 1st Year-end (Q4)
Prediction
(Machine Learning)
e.g. Accumulated Sales Revenue

70. Azure Machine Learning (ML)Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
Today (Q1 End) Year-end (Q4)
Prediction
(Machine Learning)
e.g. Accumulated Sales Revenue
Sales Results
(NAV)

71. Azure Machine Learning (ML)Demo 1
Data Analysis with PBI/AML
Prediction
(Machine Learning)
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
Today (Q1 END) Year-end (Q4 End)
e.g. Accumulated Sales Revenue
Sales Results
(NAV)
Forecast
(D365 for Sales)

72. Advanced Data Analysis
Sales Results
(NAV)
Forecast
(D365 for
Sales)
Prediction
(Machine
Learning)
Power
BI
AML
Predict
Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
Forecast
Sales
D365
for Sales
NAV
Budget

74. Sales Results
(NAV)
Azure Machine Learning (ML)Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
NAV
D365BC
D365S AML AML
FY2017 Q1
Results
FY2017 Q4
Opportunity x ML Close
Probability (%)
FY2018 Prediction
Based on FY2017
Prediction
(Machine Learning)
Forecast
(D365 for Sales)
Prediction
(Machine Learning)
NAV
D365BC

75. Azure Machine Learning (ML)Demo 1
Data Analysis with PBI/AML
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)

77. Demo 2:
What Shall We Do?

78. Budget vs. Actual  Unexpected Revenue Shortage
 Notification  Azure Functions/ Microsoft Flow/Logic
Apps  LINE(Chat Applications)
 Dynamics CRM Sales Navigator  Reach out to Contact
 Dynamics Marketing  Generating Leads with High
Likelihood of Success

79. Azure Functions/
Microsoft Flow/Logic Apps
Demo 2
D365 for Sales with Chatbot
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
Sales
According to the
prediction, your sales
goal won’t be met.
Chatbot

80. D365 for Sales with ChatbotDemo 2
D365 for Sales with Chatbot
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)

81. D365 for Sales with ChatbotDemo 2
D365 for Sales with Chatbot
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)

82. Dynamics 365 Integration
with LinkedIn
Demo 2
D365 with Linked-In
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
D365
for Sales
D365 for
Marketing
D365
for Talent

83. Demo 2
D365 with Linked-In
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
Integration with LinkedIn
Sales Navigator

84. Demo 2
D365 with Linked-In
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
Integration with LinkedIn
Sales Navigator

85. Demo 2
D365 with Linked-In
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
Integration with LinkedIn
Sales Navigator

86. Reference: Microsoft PixDemo 2
D365 for Marketing
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
The Microsoft Pix AI is getting even smarter, adding information from a
photographed business card to iPhone contacts and LinkedIn
https://news.microsoft.com/ja-jp/2018/03/10/blog-microsoft-pix-ai/
Capture
Business Card
Card Detail
Recognized
Connect
on LinkedIn

87. Reference: Business Cards + MLDemo 2
D365 for Marketing
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
Predicting whether a prospect is a potential customer by using Azure
Machine Learning based on the OCR data of business cards collected at
exhibitions and events. Check the 52:20 point in this video.
https://channel9.msdn.com/Events/de-code/decode-2015/DBI-004

88. D365 for Marketing
DM-Customer Journey
Demo 2
D365 for Marketing
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)

89. Demo 2
D365 for Marketing
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
D365 for Marketing
DM-Customer Journey

90. Demo 2
D365 for Marketing
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
D365 for Marketing
DM-Email Template

91. Demo 2
D365 for Marketing
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
D365 for Marketing
DM-Invitation Email

92. Demo 2
D365 for Marketing
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
D365 for Marketing
Event-Directions Asia 2018

93. Demo 2
D365 for Marketing
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)
D365 for Marketing
Event-Directions Asia 2018

94. How do we cope with…
D365
Marketing
D365
for Sales
 Too expensive license cost ...
• Linked in Sales Navigator TE
 Not relations record of event entity
and ERP datas, Expense etc.
 How to use "lead scoring value" on
opportunities of Dynamics 365 for Sales
... and so on
Demo 2
D365 for Marketing
NAV
D365
for Sales
Power
BI
Azure
Machine
Learning
D365 for
Marketing
SNS
(LinkedIn)
Chatbot
Chat tool
(LINE /
Teams)

95. Discussions & Summary

96. Develop Win Formula Scenarios
8:00
9:30
At Cafe….
Schedule Sharing Quote Preparation
NAV
Meeting Preparation
NAV
Customer
Master
OneNote
Meeting at
Client Office…
Inventory Check
NAV
Inventory
Data
Excel
Yammer
Contact
Outlook
SOS!
Teams for Business
At Own Office….
Document Modification
NAV
Word
Quote Creation
NAV
Tablet Client
Quote
Layout
Change
Approval Process
NAV
Updated
Quote
SharePoint
Notification of New
Rules
NAV
OneNote
Data Analysis
PowerBI
Knowledge Sharing
Yammer
10:00
11:30
Strongest in Asia Pacific Region.
We know Navision. We know Axapta.
NAV
CRM
Sales
Order
Data
Quote
Data
At Own Office
after Client
Meeting
Customer
Master
SS
SS
SS
AA
AML
Forecast
Data

97. Take the Right Approach!
ERP User
Sales
Marketing
CXO
Office365
Excel
Word
Outlook
OneNote..
In On With Plus Extend
Azure ML
Power BICRM
(D365S)
IT Team
Marketing
(D365M)
VSC
CDS
ERP
(D365BC) Power
Apps
MS Flow
Chat Tools
(Teams)

98. AI/IoT
Azure
IoT
Suite
Dynamics
365
Sales
Customer
Service
Field
Service
Project
Service
Finance &
Operations
Marketing
Talent
Business
Central

99. References
PowerBI: https://powerbi.microsoft.com/
Azure Machine Learning Studio: https://studio.azureml.net/Home
Power Apps: https://powerapps.microsoft.com/en-us/
Microsoft Flow: https://flow.microsoft.com/en-us/
Azure Chatbot: https://azure.microsoft.com/services/bot-service/
D365 Marketing: https://www.microsoft.com/dynamics365/marketing-preview
Sales Navigator (LinkedIn): https://www.youtube.com/watch?v=HEB6bOUXAno
Microsoft Pix: https://news.microsoft.com/ja-jp/2018/03/10/blog-microsoft-pix-ai/
Business Cards + AML: https://channel9.msdn.com/Events/de-code/decode-2015/DBI-004
LINE: https://linecorp.com/en/business/service
CData: http://www.cdata.com/

100. Pacific Business Consulting, Inc.
Ryo Yoshijima
Director, Strategic Planning Office
ryoheig@pbc.co.jp
Takeshi Setoya
Pre Sales Consultant, Strategic Planning Office
tsetoya@pbc.co.jp
Ryo Nishiya
Senior CRM Consultant, Strategic Planning Office
ryon@pbc.co.jp