management for middle and big companies Project management Sales management solution Sales management for professionals Build customer relationships at scale with relationship selling Dynamics 365 Commerce Retail management Dynamics 365 Human Resources Human resource management Mobile solution for ERP and CRM solutions Schedule any data in Customer Engagement Dynamics 365 Sales insights AI-driven insights in sales Dynamics 365 Customer service insights Dynamics 365 Customer insights AI-driven insights and virtual agents in customer service Power personalized engagement with customer insights Dynamics 365 Virtual agent for Customer service Virtual agent configuration tool Dynamics 365 Fraud protection Dynamics 365 Product Insights AI anti fraud solution Products and services real- time insights Dynamics 365 Connected Store Real-time observational data to improve in-store operationstool Dynamics 365 Finance Insights Microsoft Customer Data Platform (CDP) Built-in AI tools to improve cash flow Solution to the problem of disconnected customer data systems Dynamics 365 Remote Assist Mixed reality remote presence tool Dynamics 365 Product Visualize Place a 3D digital twin of product in real life Dynamics 365 Guides Holographic instruction tool Dynamics 365 Planning service Tool importing 3D models to MR solutions operations External micro service for planning Dynamics 365 Inventory on-hand service External micro service for inventory Configurable business documents reporting in Word and Excel External micro service to setup documents Robotic process automation Enterprise resource management for small and medium companies Customer service management Dynamics 365 Finance Dynamics 365 Supply Chain Management Dynamics 365 Project Operations Dynamics 365 Business Central Dynamics 365 Sales Dynamics 365 Sales Professional Dynamics 365 Microsoft Relationship Sales Dynamics 365 Customer Service Dynamics 365 Customer Service Professional Dynamics 365 Field Service Customer service management for professionals Field service and maintenance management Dynamics 365 Marketing Marketing management Dynamics 365 Mobile Apps Dynamics 365 Universal Resource Scheduling Dynamics 365 Omnichannel for Customer service Connect with customers thru different channels Dynamics 365 Gamification Employee and teams competitions management Dynamics 365 App for Outlook Employee and teams competitions management Dynamics 365 LinkedIn Connector Seamless synchronization of LinkedIn leads Dynamics 365 Unified service desk Framework for call centers Dynamics 365 for phones and tablets Unified app for phones and tablets Dynamics 365 Import tool Power Automate Business intelligence solution Power BI Business solutions tool Power Apps Intelligent virtual agents Power Virtual Agent Portal management Power App portals Office solutions Microsoft 365 Cloud computing solution Microsoft Azure Collaboration portal to manage the application lifecycle Lifecycle Services Gateway to data and intelligence Microsoft Graph Dynamics 365 Customer Voice Enterprise feedback management application Customer portal for Dynamics 365 SCM Power Apps portal template for B2B sites Electronic invoicing Add- on Sending electronic documents to the designated parties Nonprofit Media & Communications Manufacturing Healthcare Financial Services Education Automotive 01 02 03 04 05 06 07 08 09
companies Revenue Recognition Credit management Intercompany Treasury Organization administration Accounts receivable Budgeting Audit workbench Accounts payable Cash and bank management Vendor Invoice Automation Cost management Consolidations General ledger Fixed assets Expense management Payroll Tax Finance insights integration Financials embedded Power BI Asset Leasing Delegation of multiple purchasing work items Finance and Operations data in Azure Data Lake Dynamics 365 Supply Chain Management Supply chain management for middle and big companies Asset management Master planning Self service portal Retail headquarter management Transportation management Inventory management Human resources Production control Product information management Procurement and sourcing Enhanced cost allocation Inventory visibility Cloud & Edge scale unit Engineering Change Management Service management Sales and marketing Questionnaire Project management and accounting Warehouse management Vendor collaboration Time and attendance Fleet management Mixed Reality Guides for Mfg. IoT Intelligence Scale Unit Manager Cost management & accounting Dynamics 365 Project Operations Project management Project sales management Project accounting Inventory-based projects Price list management Microsoft Project integration Billing Project contracts management Requirements management Project invoice proposal selection parameter by funding source Resource planning Schedule table Offer management Lead management Time and expense management Client management Teams collaboration Comprehensive project Enterprise resource management for small and medium companies XBRL Task management Service management Finance management Self service portal Accounts payable Treasury Inventory management Workflow Accounts receivable Planning (MRP/MPS) Warehouse management Assembly management Production management Analytics Dynamics 365 Business Central Budgeting Project management Human resource management CRM Fixed assets Integration with CDS Embedded Power BI Approvals in Power Automate Integration with MS Teams Unlimited number of companies 01
management Marketing LinkedIn integration Sales Order management Proposal management Lead management Enterprise-grade Forecasting Gamification Product information management Competitors management Microsoft Teams Integration Microsoft Relationship Sales integration Business process management Dynamics 365 Sales Professional Sales management for professionals Visual insights Simplified opportunity-to- invoice process Customer 360 view Sales data Business process flow Documents templates Document management Outlook add-in Teams add-in Customer Voice support Sharepoint support Dynamics 365 Customer Service Build customer relationships at scale with relationship selling Customer service center Connected customer service Queue management Case management Task management Service calendar management Product information management Embedded analytics Client management Service management Integration with Dynamics 365 Virtual Agent for Customer Service Knowledge article templates Knowledge management Service scheduling migration tool Dynamics 365 Customer Service Professional Customer service management Customer service hub Service scheduling Contacts management Workflow Mobile client Resources management Dynamics 365 Marketing Marketing management Customer journey Deep personalization experience Event management Client management Digital marketing Marketing campaign management E-mail marketing campaigns Segments from Customer Insights Layout editor Email A/B testing Support approvals using Power Automate LinkedIn connector Customer journey designer Logistic management Customer Insights integration MS Teams for virtual events Dynamics 365 Microsoft Relationship Sales Customer service management Dynamics 365 Field Service Field service and maintenance management Connected field service Competence management Resource management Proactive service delivery Resource scheduling dashboard Resource planning Customer assets management Surveys with Customer Voice Field Service inspections Using Power Automate for Field Service workflow Service orders management IoT alert AI-based suggestions Contracts/Offers management Sales Return management Billing Procurement management Integration with Supply Chain Management Work order metrics LinkedIn Sales Navigator integration Relationship visualization Contacts analysis Next best action PointDrive integration InMail communications support 02
commerce Fraud protection integration Pricing Sales channel management Stores management Shift management Assortment management Product categories Omnichannel excellence Integration with MS teams Gift card purchase Employee management Retail server Call centers Loyalty management Cloud scale unit Cloud POS & Modern POS Replenishment management Online stores Retail HQ PayPal payments connector Experimentation Abandoned cart capabilities Dynamics 365 Human Resources Human resource management Schedule any data in Customer Engagement Dynamics 365 Universal Resource Scheduling People management Task management Compensation management Compliance HR programs optimization Alerts management Leave and absence management Employee self service Self-service in MS Teams LinkedIn Talent integration Employee development Organization administration Employee transfer management Personal management Benefits management Learning Business processes management Skills management Performance management Multi-resource scheduling Facility scheduling Resource pools Predictive work duration Fulfillment preferences Schedule board tab Resource crew scheduling Predictive technician travel time and travel outside of working hours Dynamics 365 Omnichannel for Customer service Connect with customers thru different channels Communication panel management Next best action Single interface Survey in Customer Voice Dynamics 365 Gamification Employee and teams' competitions management Customer Engagement solution for Microsoft Outlook Dynamics 365 App for Outlook Gamification management KPI’s management Gamification portal Contacts and leads Link emails to contacts Relationship assistant Email templates Global search Phone calls and tasks Dynamics 365 LinkedIn Connector Seamless synchronization of LinkedIn leads LinkedIn authentication Matching strategy management Dynamics 365 Unified service desk Framework for call centers Unified app for phones and tablets Dynamics 365 for phones and tablets Note capturing Agent scripting Application integration Configurable toolbars Audit trails Session management Configurability UX themes Unified Interface Access to all apps Offline work support Agent configurator Agent dashboard / work items Video / audio calls support Real-time language translation Mobile solution for Finance and Operations Mobile solution for Business Central Mobile solution for Sales Mobile Solution for Fiend Service Mobile Solution for connected Fiend Service Embedded mobile chat for Customer Service Remote Assist on mobile devices Dynamics 365 Mobile Apps Mobile solution for ERP and CRM solutions Enterprise feedback management application Dynamics 365 Customer Voice Personalized surveys Multichannel survey distribution Question builder Distribution channel management Real-time insights Survey incentives Integrations management Customer Insights integration Power Apps portal template for B2B sites Customer portal for Dynamics 365 Supply Chain Management Authentication & authorization Invitation process for customers to use web site Order history Creation of orders Account information view Pre-configured user roles and entity permissions 03
accelerator Notes analysis Natural language support Relationship analytics Talking points Business data dashboard Predictive lead/opportunity scoring Assistant studio Predictive forecasting Sales Coaching & Call Intelligence Conversation intelligence Sales accelerator Dynamics 365 Customer Service Insights AI-driven insights and virtual agents in customer service Power personalized engagement with customer insights Dynamics 365 Customer Insights Automated AI-driven cases grouping Data proofing capabilities Customer satisfaction dashboard Intelligent workflow Topic details dashboard Case resolution dashboard Knowledge search historical analytics Agent suggestions Virtual agents KPI summary dashboard Incoming cases dashboard Teams and Power Automate add-in Natural language support Historical topic clustering for all channels Data enrichment / Segmentation Customer journey Profile unification Next best interaction Customer cards Profile search & discovery Teams and Power Automate add-in Predictive product recommendations Relationship management Pre-build data sources Segment analysis Synapse workspace Next best offer recommendations Incremental data ingestion from customer's Azure Data Lake Predictive transactional churn Dynamics 365 Virtual agent for Customer Service Virtual agent configuration tool Power Automate integration Virtual agent designer No code customizing CDS integration Conversation tracing AI anti fraud solution Products and services real-time insights Dynamics 365 Product Insights Adaptive AI technology Fraud protection network Loss prevention Transaction acceptance booster Risk decisioning dashboard Customer escalation support tool Loss prevention Manual review capability AI-driven smart advisor Product performance visibility Real-time issues Predefined dashboards Customers experience analytic Integration with IoT Dynamics 365 Connected Store Real-time observational data to improve in-store operations Triggered real-time alerts Venue/Zone management Equipment failures control Inventory recommendations Shelf voids Social distancing Dynamics 365 Finance Insights Built-in AI tools to improve cash flow Solution to the problem of disconnected customer data systems Microsoft Customer Data Platform (CDP) Customer payment predictions Forecast bank balance Intelligent budget proposal Treasurer workspace External data for cash flow forecasting Marketing customer profile Sales customer profile Customer service profile Multi-source data analysis Predefined connectors Daily Summary dashboards Integration with video camera's Integration with IoT Anomaly detection Trigger Power Automate workflows based on alerts Transfer chat’s to manager Customer satisfaction (CSAT) dashboards AI-assisted authoring Integrated Power Virtual Agents Dynamics 365 Fraud Protection 04
HoloLens-based Video calling Remote Assist calls dashboard File sharing Field service Connection with the all Microsoft stack Remote cooperative work Asset capture Mobile support Group calls and join to on-time call Integration with Teams Integration with Power Automate Place a 3D digital twin of product in real life Predefined integration with Dynamics 365 for Sales 3D animation View product in context Share key sales details Notes support Mobile support Predefined integration with Microsoft Teams Dynamics 365 Guides Holographic instruction tool Capture work processes tool Guides constructor Attachments support Step by step instructions Instructor cards management Time-tracking entities 3D models copying, positioning and scaling Productivity dashboards Spatial triggers Non-linear (branching) workflows Dynamics 365 Import tool Tool importing 3D models to MR solutions operations Optimize the converted 3D models Convert 3D models to GLB Layouts support Send models to Microsoft HoloLens support Visio add-in support Dynamics 365 Product Visualize 05
Multi-tenant What if analysis Planning insights External Signals support Real time Hyper Scale Dynamics 365 Inventory on hand service Configurable business documents Reporting in Word and Excel External micro service for inventory External micro service to setup documents Real time Improved performance Predefined templates Document lifecycle management Simply to share Simply to integrate Extended Data Model Routing Electronic Invoicing Add-on Sending electronic documents to the designated parties Multiple e-invoicing formats External web services Certification handling through digital signatures Batch processing of e-invoice messages Out of the box integration with Finance and SCM Electronic invoice process configuration Regulatory Configuration Service 06
constituent management Fundraising Awards Case management Constituents Program delivery Impact tracking data IATI Hub Project management & program design Humanitarian logistics Volunteer management Logical frameworks Connecting logframes to internal, external, and standard indicators Disaster relief, disaster preparedness, and field services Media and communications Common Data Model for media and entertainment industries Concepts for fan engagement Event and venue management Sports management Ticket sales Guest management Display and advertising sales A sample power portal app, enabling self-registration of media events Intelligent supplier relationship management and onboarding Power App Portal: Enable new suppliers to contact a manufacturer Qualify a new supplier Enable API data integration onboarding Maintain and provide ongoing visibility into supplier transactions Manufacturing Common Data Model for manufacturers Healthcare Common data Model for healthcare organizations Financial services Common Data Model for banking and insurance Education Common Data Model for primary/secondary schools and higher education Deals and sales contract Specifications Fleet and warranties Inspection Test drives Branding and models Customer-vehicle relationship Automotive Common Data Model for dealerships and OEMs Vehicles and equipment Leads Service management After-sales management Aggregate KPIs Wealth management Insurance customer Endorsement Insurance policy and products Insured asset Claims and coverages Documents Commissions & claims Maintain and provide ongoing visibility into API data exchange Model-driven app: Manage and approve access requests Manage and approve supplier requests Manage and track supplier health Invoicing based on the IATI standard Manufacturing sales Basic concepts for health Patients Practitioners Organizations Devices Healthcare Services Clinical Impression Problems Allergy Intolerances Medication Administration Home health Tasks & procedures Medication Requests Care Plans & risk assessments Episodes of Care Observations & encounters Specimens & medications Nutrition Orders Appointments (EMR) Referral Requests Member 360 Care coordination Life sciences workloads Revenue cycle and talent management Banking data model Know your customer (KYC) Referral sharing Onboarding Opportunities Financial products Commercial loans Mortgages and landings Education data model Installable scenarios Student and K-12 portals Business partner dashboard Accomplishment s Grants Student and faculties Extracurricular activities Higher education tele- advising Previous education Test scores and courses Academic periods Programs and test types Registration status Areas of interest Collect school paperwork and forms Student behavior management Internship 07
processes between systems Predefined integration templates Robot Process Automation Mobile support Tasks automation Steps recorder UI Flows connector AI Builder integration Power Automate Desktop Teams integration Contextual help for makers Power BI Business intelligence solution Predefined dashboards Power BI Insights Apps Power Automate visual Embedded analytic Composite models over Power BI datasets and Azure Analysis Service Azure Monitor integration Big data foundation AI visualization Common Data Service for Analytics Performance Accelerator for Azure Synapse Analytics Overload alerts Power BI mobile Process automation Application constructor Common Data Service for Apps Built-in mixed reality Custom pages in model-driven apps Customer ready templates Build apps for Microsoft Teams Converged mobile app Testing and debugging tool Embedded Power BI AI Builder Predefined AI scenarios Power Apps Business solutions tool AI chat bots Voice interactions Bots analytics Entities management Integrate bots with Microsoft Bot Framework Graphical interface No code development Predefined connectors Integration with MS Teams Power Virtual Agent Intelligent virtual agents Power App Portal Portal content management Knowledge base management Authentication management Virtual Agents as a component Power Apps component framework control Power Apps portals Web API Portal management Microsoft 365 Office solutions SharePoint Outlook Word Skype Teams Project Visio Planner Excel Microsoft Azure Cloud computing solution Azure Bot Machine Learning Logic Apps IoT Suite Cloud computing Azure Data Lake Azure Synapse Analytics Cognitive Services DevOps Regression Suite Automation Tool Microservice applications Serverless computing AppSource Environment management Prospective presales project Business process library Updates management System telemetry Implementation process control User management System diagnostic Self-help experience Knowledge base Lifecycle Services Collaboration portal to manage the application lifecycle Microsoft Graph Gateway to data and intelligence Manage employee profiles Excel integration Convert documents Enrichment customers Real-time updates Microsoft Graph API 08 09
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