crm 2016 update 1 mobile - powerobjects · webinar series what’s new in crm 2016 update 1 june 7,...
TRANSCRIPT
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CRM 2016 Update 1 – MobileWHAT’S NEW IN
Tad Thompson, CRM MCT
Sr. Technical Advancement Developer
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We are a professional
services firm
100% focused on
Microsoft Dynamics
CRM.
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Sr. Technical Advancement Developer
PowerObjects HQ (Minneapolis)
Meet Your Presenter
Tad Thompson, CRM MCTImage
Facebook.com/PowerObjects
@TadMT
612.339.3355 x133
Your Presenter
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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
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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
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Dynamics CRM Mobility Strategy
Build Once DeployEverywhere
Disconnected Applications
Process Driven Experiences
Enterprise Grade
Open Platform
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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
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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
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Our POV
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New Features
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Mobility Key Areas
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Offline
Security
Company Timeline
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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
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Default mobile offline profile
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User Experience
• Create capability
• Lookup supported
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User Experience
• Process control
• Commands• Close activity
• Resolve case
• Etc.
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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
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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
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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:
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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
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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
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Special Offers
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Use Code: PO16 for 10% off
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Use Code: Update1 for 10% off
October 11-14, 2016
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Plan your 2016 learning
CRM University Events
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Plan your 2016 learning
CRM University Events
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Plan your 2016 learning
CRM University Events
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THANK YOU!
SEE YOU SOON!