Download - Dynamics Briefing 2013 - Part 2
Dynamics Briefing 2013
CRM Update
Basil Carbonaro
Senior CRM Consultant
Our Agenda
Questions
CRM Release Roadmap
Social Media and CRM
Upgrading to Orion
CRM Release Roadmap
Q3 CY2012 “Polaris” (Released)
Q3 CY2013 “Orion” On Premise and Online (incorporates “Polaris” + “Gemini” + “Orion” feature set)
Q2 CY2013 “Gemini” Marketing Pilot (Released)
BI Software Implementation
Social Media and CRM
User posts on record wall –
Yammer
Follow in CRM auto-follows the object in
Yammer.
Responses to post show up in Yammer and
CRM
Seth Jackson assigned
the CRM Upgrade
opportunity to Paul
Laurel
Same user post on the Yammer web client for
colleague
Some autoposts appear in
Yammer ticker
Seth Jackson assigned
the CRM Upgrade
opportunity to Paul
Laurel
Yammer global search available on all CRM entities as
well.
Netbreeze acquisition announcement
Read the blog post from Bob Stutz:
https://community.dynamics.com/crm/b/crmcon
nection/archive/2013/03/19/netbreeze.aspx
Upgrading to ORION
Why Upgrade?
Why Start using CRM?
Any questions?
Thank you [email protected]
