SharePoint y Dynamics 365 FnO - Mejor juntos
SharePoint y
Dynamics 365 FnO
Juan Rafael
MVP BizzApps
GlobalMCT
Juan Rafael
MVP BizzApps
Global MCT
Leader ERP and
Commerce – Terranova
SharePoint y Dynamics 365 FnO - Mejor juntos
• Hacer un monitoreo en SharePoint de los procesos de
facturas, guías y pagos a proveedores.
Necesidad:
• Dynamics 365 Finance and Operations
• SharePoint Online
• Azure
Software
© Copyright Microsoft Corporation. All rights reserved.
Dynamics 365 Finance - Introduction
Dynamics 365 Finance provides fast,
dependable, and comprehensive
accounting, financial reporting, and
analysis
Two objectives of a typical financial
management system in any
company are
▪ Maximizeprofit
▪ Maximizewealth
© Copyright Microsoft Corporation. All rights reserved.
General ledger
© Copyright Microsoft Corporation. All rights reserved.
Cash and Bank Management
© Copyright Microsoft Corporation. All rights reserved.
Tax
© Copyright Microsoft Corporation. All rights reserved.
Dynamics 365 Finance -
Modules
Accounts Payable
© Copyright Microsoft Corporation. All rights reserved.
© Copyright Microsoft Corporation. All rights reserved.
Benefits of Dynamics 365 Supply Chain
Management
Create an ideal manufacturing mix from discrete, lean, and
process in a single, unified solution to support processes across
the supply chain.
Optimize manufacturing parameters for each product family,
including make to stock, make to order, pull to order, configure to
order, and engineer to order.
Streamline scheduling with real-time visibility into resources by
using a unified resource model and scheduling engine by using the
Financial management module in Supply Chain Management.
Optimize the flow of manufacturing material and finished goods
with advanced warehouse and logistics management.
Improve product quality by identifying and resolving issues
through real-time insights and predictive intelligence.
© Copyright Microsoft Corporation. All rights reserved.
Dynamics 365 Supply Chain Management
Modules of Dynamics 365 Supply
Chain Management
▪ Cost Accounting
▪ Cost Management
▪ Inventory Management and Ware
house Management
▪ Master Planning
▪ Procurement and Sourcing
▪ Vendor Collaboration
▪ Sales and Marketing
▪ Customer Portal
▪ Production Information Management
▪ Production Control
▪ Intercompany Trade
▪ Transportation Management
© Copyright Microsoft Corporation. All rights reserved.
Dynamics 365 Commerce - Introduction
Dynamics 365 Commerce is a complete retail solution that gives
you a unified experience across all channels.
Dynamics 365 Commerce includes sales, mobility, intelligence,
and productivity to help you achieve more in a cloud-first,
mobile first way.
Features of Dynamic 365 Commerce
▪ Unified commerce
▪ Modern point of sale (MPOS)
▪ Merchandise management
▪ Customer loyalty
© Copyright Microsoft Corporation. All rights reserved.
Unified Commerce and Point of Sale (POS)
• Unified Commerce
It Support diverse types of stores, including the traditional brick-and-mortar
store, online stores, and call centers
Each store can have its own payment methods, delivery methods, price
groups, income and expense accounts, registers, and staff
You give customers the convenience and flexibility to buy-in store, pick up in
other locations, or get home delivery
• Point of sale (POS)
• Dynamics 365 Commerce supports the following POS options:
▪ RetailModernPOS (MPOS)
▪ CloudPOS (CPOS)
• The POS shares the same core application code
© Copyright Microsoft Corporation. All rights reserved.
© Copyright Microsoft Corporation. All rights reserved.
© Copyright Microsoft Corporation. All rights reserved.
Dynamics 365 Project Operations
It connects sales, resourcing, project management, and
finance teams in a single application to win more deals,
accelerate project delivery, and maximize profitability
▪ Leaders get business insights
▪ Sales is enabled
▪ Resourcing is set up to optimize
▪ Project managers can accelerate
▪ Team members can improve productivity
▪ Finance can simplifyproject accounting
Arquitectura
Diagrama de Arquitectura Física (Topología del Sistema)
Diagrama de Componentes
Diagrama de Componentes
DEMO
SharePoint y Dynamics 365 FnO - Mejor juntos
SharePoint y Dynamics 365 FnO - Mejor juntos

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SharePoint y Dynamics 365 FnO - Mejor juntos

  • 2. SharePoint y Dynamics 365 FnO Juan Rafael MVP BizzApps GlobalMCT
  • 3. Juan Rafael MVP BizzApps Global MCT Leader ERP and Commerce – Terranova
  • 5. • Hacer un monitoreo en SharePoint de los procesos de facturas, guías y pagos a proveedores. Necesidad:
  • 6. • Dynamics 365 Finance and Operations • SharePoint Online • Azure Software
  • 7. © Copyright Microsoft Corporation. All rights reserved. Dynamics 365 Finance - Introduction Dynamics 365 Finance provides fast, dependable, and comprehensive accounting, financial reporting, and analysis Two objectives of a typical financial management system in any company are ▪ Maximizeprofit ▪ Maximizewealth
  • 8. © Copyright Microsoft Corporation. All rights reserved. General ledger
  • 9. © Copyright Microsoft Corporation. All rights reserved. Cash and Bank Management
  • 10. © Copyright Microsoft Corporation. All rights reserved. Tax
  • 11. © Copyright Microsoft Corporation. All rights reserved. Dynamics 365 Finance - Modules Accounts Payable
  • 12. © Copyright Microsoft Corporation. All rights reserved.
  • 13. © Copyright Microsoft Corporation. All rights reserved. Benefits of Dynamics 365 Supply Chain Management Create an ideal manufacturing mix from discrete, lean, and process in a single, unified solution to support processes across the supply chain. Optimize manufacturing parameters for each product family, including make to stock, make to order, pull to order, configure to order, and engineer to order. Streamline scheduling with real-time visibility into resources by using a unified resource model and scheduling engine by using the Financial management module in Supply Chain Management. Optimize the flow of manufacturing material and finished goods with advanced warehouse and logistics management. Improve product quality by identifying and resolving issues through real-time insights and predictive intelligence.
  • 14. © Copyright Microsoft Corporation. All rights reserved. Dynamics 365 Supply Chain Management Modules of Dynamics 365 Supply Chain Management ▪ Cost Accounting ▪ Cost Management ▪ Inventory Management and Ware house Management ▪ Master Planning ▪ Procurement and Sourcing ▪ Vendor Collaboration ▪ Sales and Marketing ▪ Customer Portal ▪ Production Information Management ▪ Production Control ▪ Intercompany Trade ▪ Transportation Management
  • 15. © Copyright Microsoft Corporation. All rights reserved. Dynamics 365 Commerce - Introduction Dynamics 365 Commerce is a complete retail solution that gives you a unified experience across all channels. Dynamics 365 Commerce includes sales, mobility, intelligence, and productivity to help you achieve more in a cloud-first, mobile first way. Features of Dynamic 365 Commerce ▪ Unified commerce ▪ Modern point of sale (MPOS) ▪ Merchandise management ▪ Customer loyalty
  • 16. © Copyright Microsoft Corporation. All rights reserved. Unified Commerce and Point of Sale (POS) • Unified Commerce It Support diverse types of stores, including the traditional brick-and-mortar store, online stores, and call centers Each store can have its own payment methods, delivery methods, price groups, income and expense accounts, registers, and staff You give customers the convenience and flexibility to buy-in store, pick up in other locations, or get home delivery • Point of sale (POS) • Dynamics 365 Commerce supports the following POS options: ▪ RetailModernPOS (MPOS) ▪ CloudPOS (CPOS) • The POS shares the same core application code
  • 17. © Copyright Microsoft Corporation. All rights reserved.
  • 18. © Copyright Microsoft Corporation. All rights reserved.
  • 19. © Copyright Microsoft Corporation. All rights reserved. Dynamics 365 Project Operations It connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability ▪ Leaders get business insights ▪ Sales is enabled ▪ Resourcing is set up to optimize ▪ Project managers can accelerate ▪ Team members can improve productivity ▪ Finance can simplifyproject accounting
  • 21. Diagrama de Arquitectura Física (Topología del Sistema)
  • 24. DEMO