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Microsoft Dynamics 365

This post was co-authored by Jujhar Singh and Seth Patton.

As you’ve probably heard Satya Nadella say since he became CEO, “At our core, Microsoft is the productivity and platform company for the mobile-first and cloud-first world. We will reinvent productivity to empower every person and every organization on the planet to do more and achieve more.”

We often get asked what this means for Microsoft Dynamics. One area is the role Dynamics plays in helping organizations reinvent business processes to be more productive. Satya talks about how business productivity is about bringing together individual productivity, team or group productivity and business process productivity. And, Microsoft is unique in that we provide powerful tools across this full spectrum, from Office productivity tools and Power BI, a hyper scale Cloud platform in Azure and Dynamics for modern business apps.  

Dynamics plays a particularly important role in bringing these components together to help organizations improve business process productivity. We do this with the applications we deliver in our core products – ranging from sales productivity, marketing and customer service to finance, retail commerce, supply chain and operations. We also do this by providing a powerful business process platform that helps customers and partners rapidly configure and extend the out-of-the-box applications to meet unique requirements for their industry or business environment.

Some great examples of customers who are using Dynamics today to reinvent their business processes are New Belgium Brewery, Trek Bicycles, Mattress Firm, City of Barcelona and Metro Bank.  In each example, these organizations are using Dynamics to reinvent business processes and transform how they operate to be more productive and deliver better service to their customers.

With Microsoft Dynamics CRM 2015, we are taking this a step further by enhancing our business process platform, and by releasing Industry Templates that kick start customer implementations.

The enhancements to our business process platform (referred to as xRM) include the ability to add near real-time calculations and roll-ups for business information, branching of processes based on business rules and client API that allows users to control the information displayed to users based on business needs.

We are especially excited about the work our teams are doing, with input from customers and partners, to develop Industry Templates for Microsoft Dynamics CRM. The Industry Templates leverage xRM and include a data model, relevant business processes, industry specific business rules, automated workflows and some sample data. We began developing templates with the CRM 2013 release. By the end of this calendar year, we plan to release the following Industry Templates:

Public Sector:

  • Donor & Volunteer Management Template for Large Organizations for Microsoft Dynamics CRM
  • Public Sector Case Management Template for Microsoft Dynamics CRM
  • Tax, Permitting and License Compliance Template for Microsoft Dynamics CRM
  • Citizen Services Template for Microsoft Dynamics CRM
  • Grant Management Template for Microsoft Dynamics CRM
  • Health plan Sales Template for Microsoft Dynamics CRM
  • Patient Scheduling Template for Microsoft Dynamics CRM
  • Patient Relationship Management Template for Microsoft Dynamics CRM
  • Higher Education Admissions Template for Microsoft Dynamics CRM
  • Donor, Volunteer & Donation Management Template for Microsoft Dynamics CRM

Financial Services:

  • Life Insurance Sales Template Microsoft Dynamics CRM
  • Retail Banking Template for Microsoft Dynamics CRM
  • P&C Insurance Template for Microsoft Dynamics CRM
  • Deal, On-boarding and Account Planning Template for Microsoft Dynamics CRM
  • Wealth Management Template for Microsoft Dynamics CRM

Professional Services:

  • Cable and Telco Customer Service Template for Microsoft Dynamics CRM
  • Government Contractor Capture Management Template for Microsoft Dynamics CRM
  • Service Offering Innovation and Sales Template for Microsoft Dynamics CRM

Manufacturing and Resources:

  • Connected Devices (IOT) Template for Microsoft Dynamics CRM
  • Automotive Lead Qualification and Management for Microsoft Dynamics CRM
  • Automotive Warranty Claims Management Template for Microsoft Dynamics CRM
  • Connected Marketing, Sales and Service Template for Microsoft Dynamics CRM
  • Service Call: Repair and Return Template for Microsoft Dynamics CRM

Retail:

  • Retail Customer Service Template for Microsoft Dynamics CRM
  • Selling to Business Accounts Template for Microsoft Dynamics CRM

Other:

  • Sports Management Template for Microsoft Dynamics CRM
  • Event Management Template for Microsoft Dynamics CRM

The Industry Templates will be available for download for customers and partners from Microsoft Pinpoint.  To view and download an existing template, click on the name of the template below. We will continue to enhance these templates and release additional templates in future releases for Dynamics CRM.

Existing Templates:

Microsoft Dynamics CRM for Nonprofits

Seth and Jujhar

We're always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think!