CRM 2016 Update 1 – MobileWHAT’S NEW IN

Tad Thompson, CRM MCT

Sr. Technical Advancement Developer

We are a professional

services firm

100% focused on

Microsoft Dynamics

CRM.

Sr. Technical Advancement Developer

PowerObjects HQ (Minneapolis)

Meet Your Presenter

Tad Thompson, CRM MCTImage

Facebook.com/PowerObjects

@TadMT

Tad.thompson@hcl-powerobjects.com

612.339.3355 x133

Your Presenter

WEBINAR SERIESWhat’s New in CRM 2016 Update 1 June 7, 2pm - 2:30pm

Field Service Enhancements in Spring 2016 June 9, 2pm - 3pm

Introducing Project Service in Spring 2016 June 17, 2pm - 3pm

Relevance Search Preview in Spring 2016 June 27, 2pm - 3pm

What’s New with Mobile in Spring 2016 June 29, 2pm – 2:30pm

News

TimelineSecurityOffline

Mobility

Overview

Visit Microsoft’s What’s New https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

CRM 2016 Update 1 Field Service Topics

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CRM Mobility JourneyDynamics CRM 2013 Dynamics CRM 2013 SP1 Dynamics CRM 2015

Far East Languages

Android

Enabled service entities

29 new languages

Personal Homepage

Multiple dashboards

Hierarchical navigation

Offline drafts

Launch CRM for Tablets

Updated Phone client

Dynamics CRM 2016

Mobile Security

Mobile SDK: Native

project templates

Re-imagined Phone

Dynamics CRM Mobility Strategy

Build Once DeployEverywhere

Disconnected Applications

Process Driven Experiences

Enterprise Grade

Open Platform

Access CRM records on the go via voice commands

Schedule meetings & set remindersSeamlessly create follow-up appointments, tasks,and phone calls.

Quickly find informationSearch for Contacts, Accounts, Activities

View your customer listsConversationally ask CRM to open your active accounts or open a specific contact.

Create new records

Create a contact or follow-up activity with

a single voice command

Cortana Integration with Dynamics CRM

Mobile Application Design and Architecture

Portable business logicClient API

Visual process flows

Workflow automation Custom Actions

Shared command definitions

Control mobile entity access

Common entity metadata including custom entities

Rich relationshipsSingle entity model everywhere

Form reflow across web and Mobile

Dashboard and homepage

Rich Mobile User experience

Business process and logic

Our POV

11

New Features

Mobility Key Areas

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Offline

Security

Company Timeline

Enable Organization for Offline

• Online Production only

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Enable Entities for Offline

• Enable for mobile offline

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Enable Entities for Offline

• Configure filtering

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Offline mobile profiles

Default mobile offline profile

User Experience

• Create capability

• Lookup supported

User Experience

• Process control

• Commands• Close activity

• Resolve case

• Etc.

Playback of offline actions

• Seamless user experience offline to online

• Changes sync back to CRM server when client is reconnected

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Sync Errors

• Users can review errors in mobile

• Admin review in CRM web client

• Resubmit, clear, or delete

Security Modeling

• CRM Security model

• Hierarchical security is supported

• Field Level Security not supported offline

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User authentication &

authorization

Device approvals

Application approvals

Policies to govern data

sharing

Data LeakageAccess Control

Tim has seen lots of

apps in the stores for

accessing CRM, but he

can’t evaluate them

all… he needs to have

a trusted app, and

allow only it through

the firewall

Tim is used to being

able to enforce

corporate and

administrative

policies on company

owned devices… but

employees just won’t

carry around 2 devices

Security vs mobile productivity:Protecting corporate data & allowing privacy and choice

Mobile Application Management with Microsoft Intune

• Manage application layer• Not necessarily devices

• Enabling Protection for Apps• Built into Microsoft Office & Productivity apps

• Support for App Store and LOB applications

• Separating Corporate and Personal• Focusing protection on Corporate apps, data and now identities

• Manage the corporate data rather than the entire device

• Personal use is left untouched

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What is Conditional Access for CRM Online

• Conditional access policies are configured at the CRM service level.

• It allows you to configure multi-factor authentication access rules and the ability to block access for users not on a trusted network.

• You can apply the multi-factor authentication rules to all users or specified security groups.

• These capabilities will be available to customers that have an Azure Active Directory Premium license.

• If Intune or a 3rd party MDM is being used, you can also require that only compliant devices will be allowed access.

A typical flow for conditional access with Intune might look as follows:

CRM Mobile Management Support Matrix

Conditional Access Intune MAM Only

iOS This is a CRM Online

service level feature

and applies to any

device and platform

that user uses to

connect to supported

CRM Online orgs.

Supports: iOS 7.1+

Requires: CRM 2016

and CRM 2016 Spring

Release

Android Supports: 4.3, 4.4, 5.0

Requires: CRM 2016

and CRM 2016 Spring

Release

Windows NA yet

Company News Timeline Features

•CRM Online feature:• Keep track of company news and events from a mobile device

• View news related to Accounts

• Topics and events are categorized

• Visualizations

• MOCA only

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Events and Topics

• Management and Ownership changes

• Earnings announcements

• Legal

• Acquisitions and Mergers

• New products and offerings

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Visualizations for Timeline

• Filter by category

• Navigation to the news article

• Search link directly in Bing news

• Time groupings

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Deployment

• Currently Online only

• Deploy from online admin portal

• No license required

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Our POV

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DEMO

Special Offers

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Visit: CRMUGSummit.com

Use Code: PO16 for 10% off

Visit: CRMU.powerobjects.com

Use Code: Update1 for 10% off

October 11-14, 2016

Plan your 2016 learning

CRM University Events

Plan your 2016 learning

CRM University Events

Plan your 2016 learning

CRM University Events

THANK YOU!

SEE YOU SOON!