Convergence 2012 Dynamics CRM

(1)

Convergence 2012

(2)

Agenda

Welcome

CRM 2011

Questions

(3)

Microsoft Dynamics

®

CRM Roadmap

November 2011 Service Update “R7”

Social Productivity

& Enterprise Cloud

“R8”

CRM Anywhere

”R9”

Social Customer

Engagement &

Next Gen Productivity

(4)

Nov 2011 Service Update “R7” – Social

Productivity & Enterprise Cloud

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CRM Anywhere – Mobility

• CRM Online or CRM On-Premise (with

IFD) supported

• Subscription through Dynamics

Marketplace ($30 per user per month)

• CRM On-Premise (AD, IFD, or ADFS) –

will still need to purchase an

on-premise mobile solution from CWR

Mobility or other ISV

• Each user can use up to 3 devices

• Windows Phone 7

• Support for rival devices using native

client, not a browser. This allows for

disconnected processing.

• iPhone 3GS+ (iOS 5+)

• iPad/iPad2 (iOS 5+)

• Android (2.2+)

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CRM Anywhere – Browser Flexibility

• Supported on PC, MAC, and

iOS

• Internet Explorer (7.x +) on

Windows 7, Vista, and XP

• Support for rival browsers

• Safari (5.1.1+) on Mac OS-X or iPad

2 (iOS 5.x)

• Firefox (6+) on PC or Mac OS-X / iOS

5.x

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CRM Anywhere – Social

Enhanced Activity Feeds

• Improves functionality

introduced with “R7”

• Like/Unlike

• Enhanced Filtering

• Can view timeline wall of all

posts using @me filter

• CRM Online or CRM

On-Premise

• Updated Mobile Activity Feeds

App for WP 7.5

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CRM Anywhere – Industry Templates

• Focused on specific basic

end-to-end vertical processes

• Includes:

• Data model

• Dashboards

• Workflows

• Sample data

• Obtain on Dynamics Marketplace

as Microsoft Dynamics Labs

• Community Supported Forums

• Industries:

• Life Annuity Insurance Sales

• Non-Profit

• Health Plan Sales

• Wealth Management

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CRM Anywhere – SQL Server 2012

• SQL 2012 support, which

• Improves reporting and analytics

• Improves performance and scalability

• Improves security

• Improves disaster recovery

• CRM Online runs on SQL 2012

• SQL Azure Data Sync – a cloud service

that provides bi-directional data

synchronization between databases

across datacenter and cloud

• New Power View SSRS capability

providing intuitive ad-hoc reporting,

including some pre-defined CRM

templates (previously called Project

Crescent)

• Reports can be filtered and animated

• Obtain on Dynamics Marketplace as

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Q4 2012 – “R9” – Social Customer

Engagement & Next Gen Productivity

• Delivers

• The best integration with Outlook15/Office 365 clients and services running on

PCs and all popular mobile devices

• Native integration with social and cloud data services to find, win, and retain

valued customers

• Enterprise-class scalability and management capabilities to build trust and agility

in the cloud and to accelerate enterprise adoption

• 7 Scenarios

• Build Trust in the Enterprise

• Integrated Self-Service with O365

• Social Care for Twitter & Facebook

• Seamless People Experience with Office

• Find, Know, and Connect with the Right People

• Staying on Top of the Situation

• CRM Client Runs in Outlook 15

Source: Bill Patterson and Craig Dewar,

CSCRM07 Microsoft Dynamics CRM: Product Roadmap and Primer

,

March 21, 2012, Microsoft Convergence

(16)

Agenda

Welcome

CRM 2011

Questions

(17)

(18)

Agenda

Welcome

GP 2013

Questions

(19)

Past and Future Webcasts

• GP 2010

• GP 2013 Features

• Managed Reporter

• AX2012

Features

• AX2012

Upgrades

• BI/Reporting

GP 4/24

AX 5/8

• “R7” Social

Productivity &

Enterprise Cloud

• “R8” CRM

Anywhere

• ”R9” Social

Customer

Engagement & Next

Gen Productivity

(20)

P 20

Deb Marotta

20 North Wacker Drive, Suite 1870

Chicago, IL 60606

312-669-9600 x 653

[email protected]

www.emergenow.com

Lance Krumholz

20 North Wacker Drive, Suite 1870

Chicago, IL 60606

312-669-9600 x383

[email protected]

www.emergenow.com

John Szuberla

20 North Wacker Drive, Suite 1870

Chicago, IL 60606

312-669-9600 x446

[email protected]

www.emergenow.com