Increase Sales Effectiveness – New Mobile Offerings for Microsoft Dynamics CRM 2013

Brief disclaimer…

We are very excited to share Microsoft Dynamics CRM 2013 with you…

• Microsoft Dynamics CRM 2013 is a pre-release product and subject to change

• Microsoft provides no license, express or implied, in this presentation

• Please review and respect the full disclaimer included in all printed and electronically distributed versions of this deck

Session agenda

Mobile Sales Enablement

Learning Objectives

Staying Productive on the go

Microsoft Dynamics CRM for Tablets

Q&A

Microsoft Dynamics CRM for Phones

Calls to Action

Recap

At the end of this session, you should be able to:

Understand the challenges that organizations face today and how that drives mobility needs for their sales people

Articulate how the Microsoft Dynamics CRM 2013 mobile offerings help make sales people more effective

Know how to use and demonstrate the Microsoft Dynamics CRM 2013 tablet and phone apps

Learning objectives

Mobile sales enablement

Sales people need mobile sales tools to help them better understand their customer, focus on the right activities and connect in a meaningful way with people inside and outside their organization.

Sales people today:

• Carry 2+ devices

• Are on the move

• Are short on time

• Need key information at critical moments

Stay productive on the go

Microsoft Dynamics CRM on devices that sales people want to use:

Windows 8 tablets and iPad Windows Phone, iPhone, and Android

phone

Included with each CRM license at no additional license fee

Adopt Microsoft Dynamics CRM on touch devices to:• Quickly mobilize your sales force• Create a competitive differentiator• Attract and retain sales talent

CRM for Tablets

Microsoft Dynamics CRM for tablets

Designed to support key sales scenarios Modern, process-centric experience for Windows 8 and

iPad Dashboard is the information hub Configurable and extensible

A personalized experience

Quickly locate any record – search across entities Pin tiles to Windows 8 Start and dashboard Change grid column widths

Rich customer information at your fingertips Forms show detailed information Sales process embedded in experience Standard web form definitions are leveraged Dynamics CRM optimizes forms for touch devices

Easily interact using a communication card Quickly engage with your network of people Contacts and Users will have a communication card Displayed for: Opportunity, Account, Lead, Contact,

User Also shown when pinned contact tiles are expanded

Sales analysis on the go Charts to help businesses visualize performance Get a snapshot by viewing charts on dashboard See underlying data on grid by clicking into chart Filter data by clicking on sections within the chart

Access to key data when connectivity is lost Recently viewed records are cached and

may be viewed offline

Data is read-only

Offline alert for user

Timestamp displayed

Demo

CRM for Phones

Microsoft Dynamics CRM for phones

Anytime, anywhere access to key CRM data Touch-optimized experience across modern devices

including Windows Phone, iPhone and Android Create, update and delete records Customizable experience Offline access on Windows Phone

Recapping what we’ve talked about:

The way sales people work today has changed and mobility is a major driver of that change.

Microsoft Dynamics CRM mobile offerings help sales people engage in a more meaningful way with their customers

The benefits of the tablet and phone apps are best featured through product demonstration

Key takeaways

Calls to action for Microsoft Partners

Visit the CRM Launch Portal to find the latest news and information on Microsoft Dynamics CRM

Launch Updates

Additional Materials

View Recording

s

Use the Microsoft Dynamics CRM Partner Readiness Planning Guide and role-based learning plans to plan your learning• Sales & Marketing track• Technical track

Microsoft Dynamics CRM 2013:• Additional Deeper Training• Operational Readiness Training (15

August)

Take more Training

Calls to action for Microsoft Employees

Product Roadmap

View CRM Product Roadmap here.

Do the Role Guide Training: Dynamics CRM 2013 Pricing and Licensing Updates (Aug 2013) &  Dynamics CRM 2013 Customer Conversations (August 2013)

View the internal launch announcement Recording and Presentation

Internal Launch

Info

View the MGX and WPC recordings Events

View Blitz Recording

s

• Sales & Marketing track• Technical track

Q&A

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.