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As an implementation partner, you notice that prospective customers often ask for the same things. They want solutions for specific questions, needs, or concerns with their current business solution. You might already map these requests to features in the Dynamics apps you support. But you want a clear way to connect these requests to the business process catalog that helps you drive successful implementations. This article explains how to do that.
Changes to business requirements
Organizations can experience changes in how the market regards their products or services. The following table shows which entries in the Dynamics 365 business process catalog can help address these concerns.
| Challenge | Primary end-to-end business process scenario | Secondary end-to-end business process scenario | Supplementary end-to-end business process scenario |
|---|---|---|---|
| A change in the customer segment | Concept to market | Order to cash, and either Inventory to deliver for products or Service to deliver for services | Administer to operate |
| A change in customer relationships | Prospect to quote | Order to cash, and either Inventory to deliver for products or Service to deliver for services | Administer to operate |
| A change in the value proposition | Concept to market | Order to cash, and either Inventory to deliver for products or Service to deliver for services | Administer to operate |
| A change in revenue streams | Design to retire | Order to cash, and either Inventory to deliver for products or Service to deliver for services | Administer to operate |
| New geographies and currencies | Order to cash | Either Inventory to deliver for products, or Service to deliver for services | Administer to operate |
| A change in competition | Forecast to plan | Concept to market | Administer to operate |
| Challenges in the industry | Forecast to plan | Concept to market | Administer to operate |
Business optimization
An organization might want to streamline work streams to optimize profits and reduce overhead. The following table shows which entries in the Dynamics 365 business process catalog can help address these concerns.
| Challenge | Primary end-to-end business process scenario | Secondary end-to-end business process scenario | Supplementary end-to-end business process scenario |
|---|---|---|---|
| Resources and sustainability | Inventory to deliver | Forecast to plan | Administer to operate |
| Cost and efficiency | Plan to produce | Order to cash, and either Inventory to deliver for products or Service to deliver for services | Administer to operate |
| Partnerships and acquisitions | Forecast to plan | Concept to market | Acquire to dispose |
| Security-related challenges | Administer to operate | Order to cash, and either Inventory to deliver for products or Service to deliver for services | Administer to operate |
| Work faster and more collaboratively | Review all end-to-end scenarios and underlying business processes to find opportunities | Administer to operate | |
| Increase profit | Design to retire | Order to cash, and either Inventory to deliver for products or Service to deliver for services | Administer to operate |
| Empower users to build apps that add value | Administer to operate | ||
| Improve or expand call centers or field service | Case to resolution | Order to cash, and either Inventory to deliver for products or Service to deliver for services | Administer to operate |
| New need for system to manage employees | Hire to retire | Administer to operate | |
| Project-based solution needed | Project to profit | Service to deliver | Administer to operate |
| Modernize legacy business solution | Review all end-to-end scenarios and underlying business processes to find opportunities | Administer to operate | |
| Improve the quality of the offerings | Design to retire | Order to cash, and either Inventory to deliver for products or Service to deliver for services. Include Plan to produce for manufacturing organizations | Administer to operate |
| Improve the user experience | Design to retire | Case to resolution | Administer to operate |
Expansion
An organization might want to increase its offerings or enter new markets. The following table shows which entries in the Dynamics 365 business process catalog can help address these needs.
| Challenge | Primary end-to-end business process scenario | Secondary end-to-end business process scenario | Supplementary end-to-end business process scenario |
|---|---|---|---|
| New channels opened | Concept to market | Order to cash, and either Inventory to deliver for products or Service to deliver for services | Administer to operate |
| New offerings (products) | Design to retire | Order to cash and Inventory to deliver | Administer to operate |
| New offerings (services) | Concept to market | Order to cash and Service to deliver | Administer to operate |
| New asset portfolio | Acquire to dispose | Service to deliver | Administer to operate |
| New or improved marketing campaign | Concept to market | Prospect to quote | Administer to operate |
| Custom manufacturing methods | Plan to produce | Source to pay | Administer to operate |
Aligning AI priorities with business goals
As organizations explore the potential of artificial intelligence (AI), Microsoft Copilot, and agent-based capabilities, it's important to resist the urge to implement these technologies in isolation. While these tools offer powerful enhancements, true value and a return on investment (ROI) come from aligning AI use with clearly defined business challenges and goals. Start with the problem you want to solve, like improving operational efficiency, enhancing customer engagement, or accelerating decision-making processes. By grounding AI initiatives in business outcomes, organizations ensure these technologies aren't just innovative, but also impactful and sustainable.