Dynamics 365 automotive accelerator
With the Dynamics 365 automotive accelerator, you can develop solutions based on entities and attributes that dealerships and OEMs commonly leverage for customer experience and other business processes. These entities include deals, sales contracts, specifications, fleet, warranties, inspection, test drives, branding, business, customer-vehicle relationship, vehicle and equipment, lead, service and after-sales management, and more. The accelerator includes an automotive data model, Power BI apps, canvas and model-driven sample apps based on connected experiences.
The automotive accelerator provides the following to partners and customers:
- Extensions to Common Data Model to include a data model that supports customer experiences, including entity definitions and relationships.
- Sample model-driven apps to show some possibilities of how Dynamics 365 and the automotive data model can be used, including customer experience management, customer 360, connected field service, and DMS.
- Sample canvas apps for the Fleet Manager to quickly and proactively schedule service appointments with service centers to show how anyone can quickly develop new apps with Microsoft Power Platform using the automotive accelerator.
- Sample Power BI dashboards that provide analytics around vehicle inventory, services, lead disposition, branding, and business operation.
- Sample "Model.json" file to implement the automotive data model as Common Data Model folders in Azure Data Lake Storage for analytics, AI, and Machine Learning.
- Individual solutions for Sales, After Sales, Marketing, and a package that you can deploy and install, including sample data. The Automotive Common Data Model extension can also be installed using a Microsoft Power Platform SKU.
What’s new
The latest version of the automotive accelerator focuses on customer engagement with a customer 360 view, digital marketing and B2C portal interactions to enable even deeper and intentional conversations with customers, provide better customer experience, and unlocks upsell and cross sell opportunities, and increases the overall customer lifetime value.
Site map extensions
With the Dynamics 365 automotive accelerator, you can optimize the customer experience, streamline OEM-to-dealer integration, and gain insights from analytics. When the accelerator is installed into Dynamics 365, the experience is transformed into one specifically built for automotive and it allows partners and customers to quickly build Power Apps and Power BI visualizations.
- Marketing: Test Drives - Customer Segmentation
- Sales: Deals - Trade Ins - Quotes - Activities
- After Sales: Service Appointments - Service Contracts - Sales Contracts - Device Warranties
- Vehicles: Vehicles - Fleet
- Setup Branding: Device Brand - Device Class - Device Models - Device Model Codes - Device Variant - Device Type
- Setup Business: Business - Business Facility - Business Operation
- Auto: Contacts, Service Appointments, Test Drives
Entities and workflows
These entities are built into the automotive accelerator:
| Business Management | Sales and Marketing | Customers | Service and After-Sales | Vehicle and Equipment Management |
|---|---|---|---|---|
| Aggregate KPI | Deal | Account | Account | Attribute Group |
| Aggregate KPI Context | Deal Customer | Contact | Contact | Attribute Option |
| Aggregate KPI Measurement | Deal Device | Customer Attachment | Service Appointment | Attribute Type |
| Business | Deal Device Add On | Customer Identifier | Service Appointment Type | Configuration Code |
| Business Facility | Deal File | Customer Identifier Type | Service Contract | Configuration Option |
| Business Operation | Deal Terms | Lead | Service Contract Detail | Dealer Plate |
| Business Operation Customer Preference | Deal Type | Service Contract Terms | Dealer Plate Device Assignment | |
| Business Type | Financing Opportunity | Service Contract Type | Device | |
| Dealer Plate | Financing Opportunity Detail | Service Order | Device Brand | |
| Dealer Plate Device Assignment | Lead | Service Order Group | Device Class | |
| Operation Code | Lead Device | Service Order Job | Device Component | |
| Operation Type | Lead Device Specification | Service Order Job Detail | Device Generation | |
| Lead | Lead Disposition | Service Order Job Type | Device Inspection | |
| Lead Disposition Activity | Service Order Type | Device Inspection Checklist | ||
| Lead Price Type | Warranty | Device Inspection Checklist Type | ||
| Lead Prospect | Warranty Limit | Device License Plate | ||
| Lead Specification Type | Device Measure | |||
| Opportunity | Device Measurement | |||
| Sales Contract | Device Meter | |||
| Sales Contract Device | Device Model | |||
| Sales Contract Payment | Device Model Code | |||
| Sales Contract Terms | Device Observation | |||
| Sales Contract Type | Device Observation Type | |||
| Test Drive | Device Registration | |||
| Trade In | Device Sensor | |||
| Device State | ||||
| Device Style | ||||
| Device Type | ||||
| Device Variant | ||||
| Device Warranty | ||||
| Device Warranty Limit | ||||
| Fleet | ||||
| Fleet Device | ||||
| Lead Device | ||||
| Specification | ||||
| Specification Accessory | ||||
| Specification Attribute | ||||
| Unit |
Forms, dashboards, and apps
The Dynamics 365 automotive accelerator can be used with Microsoft Power Platform or combined with standard Dynamics 365 entities to make it easier to build solutions. This section describes just a few of the forms, views, and dashboards that demonstrate how the automotive accelerator extends Common Data Model, Microsoft Power Platform, and Dynamics 365.
Customer 360 – auto form
The Customer 360 - auto form was released as part of the automotive accelerator V2 release to provide a holistic view of prospects and empowers the sales manager to develop intentional conversations based on customer data and preferences. With this sample app, we demonstrate how a Sales Manager uses customer preferences, leveraged from digital footprints and online journey, to provide a curated experience that delights the customer with personalized offers.
B2C portal (Power Apps portal)
The Portal highlights the B2C interactions, showcases inventory browsing, car configuration, scheduling test drives, forums, and post activity. It also covers an omnichannel interaction with a bot and highlights the ability to escalate to an agent.
Service Advisor – Redesigned canvas app
The Service Advisor app is completely redesigned to provide holistic view of the daily appointments, car service history, simple access to added value services and other information that empowers the service advisor to provide an exceptional customer experience and opportunity to sell additional services and products.
Lead disposition form
The Automotive Common Data Model supports inbound lead data based on the STAR guidelines. The form below showcases a sample lead disposition process based on a consistent set of activities while highlighting native Dynamics 365 AI and Insight capabilities for Predictive Lead Scoring and Relationship Analytics.
Opportunity form
The opportunity form shows key details, provides deep insights based Dynamics 365 Relationship Analytics, Opportunity Scoring and presents users with relevant data associated with the opportunity (Test Drive activities, Deal Files, Product line items).
Vehicle inventory dashboard
Example of Power BI dashboards embedded within Dynamics 365 in the automotive accelerator sample application. With the example vehicle inventory dashboard, the inventory manager can quickly gain insights into total inventory/assets cost, number of available units, aged inventory value percentage by model year, list price by model year or drill down into inventory breakdown by month received.
Additional resources
The automotive accelerator is provided as part of the open-source Creative Commons license and available on GitHub.