dynamics day 2013 microsoft dynamics crm product update and roadmap
DESCRIPTION
Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future. Steven Foster and Dylan Haskins provide a product update on Microsoft Dynamics CRM, focusing on CRM 2013 and providing an overview of the solution’s future direction.TRANSCRIPT
Steven Foster, CRM Product Manager @FozzyNZDylan Haskins, CRM Solution Architect @thexRMGuru
CRM Update and Roadmap
Our Agenda
CRM Roadmap and what’s next
Questions
CRM 2013 Demo
Intergen’s CRM Year
CRM Update | 3
Intergen’s CRM YearWe have been busy, yet again!
Dynamics CRM Scale: 10+ new consultants added to the team
New Customers: 30+ new CRM customers
CRM Engagements: 150+ CRM Project Engagements at varying levels across 74 Customers
Largest Deployment since last Dynamics Day: 800+ Seats
Total number of seats rolled out to since CRM 1.0: 5000+ across 40 countries
Top Industries by Activity: Public Administration, Retail, Manufacturing and Health Care
CRM Online and Hosted: Talked about on every sales engagement as an option, on-premise is
still the preferred option for most customers
New Partner Add-ons: MS-CRM Add-ons and XRM1
Partner Accolade's: One of 2 Gold status ClickDimensions Partners in Australasia (1 of 12 in the
world out of 400+ partners)
Microsoft Activity: Developed Test-drive for CRM, an interactive trial for the US market
Microsoft Dynamics CRM:The Road Ahead
Brief Disclaimer…
We are very excited to share the Microsoft Dynamics CRM Roadmap with you…
Microsoft Dynamics CRM codenames “Mira” & “Leo” are pre-release products and subject to changeMicrosoft provides no license, express or implied, in this presentationPlease review and respect the full disclaimer included in all printed and electronically distributed versions of this deck
CRM Mission Statement
Trends impacting CRM marketplace
Next generation CRM
Millennium generation – short attention span
Instant gratification – Learn as you go
Expect consumer grade experience
Always connected
People
Partner led business models
Word of mouth marketing
CRM for the Consumer
Agile business processes
Proce
ss
Mobile and social confluence
Blending lines between B2B
and B2C
Real-time intelligence on the fingertips
Engagement enabled by collaboration
Focus on analytics not transactions
Great User Experience
Cloud Big Data
Devices Social
Tech
nolo
gy
Online Releases
On Premise Releases
*Marketing & Social investments may have a more rapid cadence
CRM Release Plan
December 2012 Service Update
“Polaris”
“Orion” On Premises
(“December 2012 Service Update” + “Orion” feature set)
“Mira” “Leo”
• Leading with Online
• Twice-yearly releases*
• Yearly release cadence (roll-up of Online) releases)
• Update Rollups delivered every 12 weeks
CRM Online Fall ‘13
Q2 CY2014Q1 CY2014October 2013December 2012
CRM 2013
• Focus on the essential functions with a clear, consistent purpose that matches user intention
Simple• Measure usability, incorporate
feedback into designsUsable• Use appropriate web
interpretation of Windows® 8 UI to create delightful, engaging people and process centric experiences
Modern
• Design and deliver great perceived performanceFast
• Design for Love. Create software that people not only want to use, but simply can’t live withoutLoved
User experience principles—Orion
Designed for you• Simplified navigation• Inline quick create• Click to contact• Layout fits your device
Easy adoptionEverything in one page Touch friendly
Powerful processes• Pick your process• Ensure completeness• Easily configurable• Span multiple entities
Flexible and configurableProcess centric experience Next best steps
Mobile sales effectiveness
• Communication card• Guided processes• Team selling• Mobile analytics
Easy adoptionSeamless Experience Designed for Touch
Yammer when it matters
External communicationEnterprise-wide Collaboration
Real-time access to people / data
• Lync presence• Social in context• Effortless collaboration• Enterprise-wide
Windows 8 experience for sales
CRM 2013
Windows 8 Sales Experience
Extended Yammer connection
Additional pre-defined processes
iPad experience for sales
Exchange server synchronization
Integrated marketing management
Native Office 2013 experience
OWA and MOWA support
New platform and compliance options
CRM Update | 17
LicensingStill need at least one Professional for configuration and management
Professional – Full access + configuration
Basic – Access to core entities excludes Opportunities
Essential – Excludes Accounts and Contacts and all other
standard entities other than activities
What’s next
CRM Update | 19
Microsoft Confidential 19
DEMO CRM 2013
Business Benefits of CRM 2013
CRM Update | 22
Why upgrade?Simplified user experience
Simplified User interface, reduced pop ups, hero pane, simplified
data entry, quick view cards
Process driven for consistent usage
Server to Email Sync – no longer need outlook to sync calendars
and activities to other devices
Portable Business Logic – user defined business rules and real
time workflows leads to reduction in developer code
Mobile client enablement – responsive design, no development
Upgrading
CRM Update | 24
Upgrading
Supported upgrade path Rollup 6 or 14 CRM 2011
Relatively painless as long as code is supported and using
CRM 2011 endpoints and SDK
Most 3rd party add-ons are striving to be compliant by
Launch
Silverlight only supported on IE
Major change would be around UI and process
enhancements
Approach – stand up new CRM 2013 environment and
perform in place upgrade on a copy of Production
database
CRM Update | 25
How Intergen can helpService Offering
System Health Check – we will review the code in your environment to ensure that it meets the CRM 2013 standards to support a fully automated upgrade. The review will also identify opportunities to simplify code utilising some of the new features of CRM 2013 including synchronous workflows and entity business rules, which we believe will offer opportunities to remove customisation from the system.
System Upgrade – we will provide the necessary skilled consultants to make the upgrade as painless as possible.
Key User Training – we can provide training to your key users on how the new user interface works and how users can navigate easily around the user interface. The intention is that the key users will on train all end users.
End User Training – we can work with you to provide end user training updates on the new user interface and new navigation.
Form Re-design – post the upgrade your CRM 2011 forms will continue to work within the new refreshed user interface as scrollable forms. With the redesign comes an opportunity to take advantage of the new layout options and re-layout your forms more intuitively focusing on primary and secondary information needs. Intergen can assist you with this process.
Guided Business Processes Enablement – a great new feature of CRM 2013 is the introduction of business process flows. Business process flows can be created via the process configuration area of Dynamics CRM. Intergen can provide assistance and guidance on the best way to utilise this new feature to increase user adoption, drive consistency and reduce on-going training costs.
Any questions?
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