dynamics buinsess conference 2015: microsoft dynamics crm things to know and tips and tricks
TRANSCRIPT
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Microsoft Dynamics CRM things to know and tips and tricks
Gino De VitaMicrosoft Dynamics Consultantm-hance
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Why Upgrade?
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SupportNew FeaturesMarketing & Social Engagement Coming soon….
Why Upgrade?
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Support
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Support CRM 2011Mainstream support only until July 2016
SQL 2008 R2Out of mainstream support since July 2014
SQL 2012 Mainstream support ends July 2017
Windows 2008 R2Out of mainstream support since Jan 2015
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New Features
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Web User interface
Business Process Flows
Product Catalogue
Service Level Agreements
New Features
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Microsoft Dynamics CRM 2015 In Action…
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Business RulesSynchronous WorkflowsCalculated FieldsRoll-up fieldsAnd…
New Features
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Mobile Client – iOS, Android & Windows
Microsoft Dynamics CRM 2015 New Features
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Marketing & Social Enhancements
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Microsoft Dynamics Marketing
Create, design and manage your email marketing messages
Test them against different device formats
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Microsoft Dynamics Marketing
Use A/B testing to test response rates
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Microsoft Dynamics Marketing
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Microsoft Dynamics Marketing
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You can also…And…
Manage your digital assetsGenerate standard reportsCustom analytic reporting with Power BICreate and customise landing pagesSynchronise with Microsoft Dynamics CRM Online & On-Premise
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Microsoft Social Engagement
Know who your key influencers are and stay informed with alerts
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Microsoft Social Engagement
Reply and Engage with social communities using your corporate profileListen to what people are saying on social channels
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You can also…
Key metrics include: volume trends, share of voice Add social data to Microsoft Dynamics CRMCreate leads, opportunities, or cases from social posts
And…
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Coming soon…
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New Navigation
Home ModulesEntities Most Recently Used
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Theming
Add your own logoChange colour of navigation
Fully supported
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Folder Tracking
Drag a message to a tracked folder to automatically track the message in Dynamics CRM
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Microsoft Excel Integration
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Microsoft Excel Integration
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Microsoft OneNote Integration
Stored in SharePointUnder first SharePoint Integration folder
CRM records
Adventure
Litware Inc
Alpine Ski House
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Microsoft OneNote Integration
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Microsoft OneNote Integration
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Microsoft OneNote Integration
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Mobile Experience
Unified Experience across all mobile devicesNew phone app in addition to existingExisting app will work with new serverNew app will not work with existing serversAvailable for iOS, Android & Windows Phone
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Thank you for Listening!
Please find me in the breakout area for any questions
© m-hance ltd 2015 #DYNBC15
Microsoft Dynamics CRM things to know and tips and tricks
Gino De VitaMicrosoft Dynamics Consultantm-hance