Dynamics CRM 2015: How to Demo Microsoft Dynamics CRM OnlinePresenter:Gus Gonzalez - Microsoft MVP

Session agenda

Where do we start?

Purpose of the Demo

Mobility ToolsBig Picture

Integration with Outlook and Microsoft Office

At the end of this session, you should be able to:

Understand the purpose of an effective demo

Understand the steps required to prepare for and deliver an effective demo

Leverage available tools to help your organization deliver demos

Key Takeaways

Purpose of the Demo

Where do we start?

Purpose of the Demo

Mobility ToolsBig Picture

Integration with Outlook and Microsoft Office

What are we really selling?

What are we really selling?

Person who’s a potential customer

What are we really selling?

Person who’s a potential customer

Your Product

What are we really selling?

Person who’s a potential customer

Your Product

What are we really selling?

Person who’s a potential customer

Your Product

CRM

Where do we start?

Where do we start?

Purpose of the Demo

Mobility ToolsBig Picture

Integration with Outlook and Microsoft Office

Preparing for your demo Do your Homework – What type of business are you demoing to?

Identify what the prospect is interested in seeing based on their business pains. CRM, CRM+MDM, CRM+MDM+MSL, etc.

Add some custom functionality

Import Relevant Data

Research and share customer’s stories relevant to your prospect’s industry or workload

Introduce the UI slowly

Why do I need to pay attention to this record?

What is this record about?

Primary Information

What has happened and is happening?

Is this record currently saved?

SecondaryInformation

Whereis this record?

Navigation model Streamlined flow to optimize information

display No pop-ups Touch enabled

Multi Entity Search Search here

Quick Create Click here

Integration with Outlook and Microsoft Office

Where do we start?

Purpose of the Demo

Mobility ToolsBig Picture

Integration with Outlook and Microsoft Office

Flexibility to work the way you want

SALES PERSON

CRM ONLINE EXCHANGE ONLINECRM Add-In for Outlook• Choice of email tracked• Synch contacts, appointments, tasks, email• Offline work then synch• Presence with Lync

CRM Online UI• Access from anywhere or any device via

Browser• Post Directly to SharePoint Online via Browser• See Activities, Tasks, Contacts in the Browser• Presence with Lync

Exchange Server Side Synchronization• Eliminate Email Router• Synch with Exchange Online or On Premise• Keep Your CRM System & Email up to date

Working with Microsoft Exchange Online

Mobility

Where do we start?

Purpose of the Demo

Mobility ToolsBig Picture

Integration with Outlook and Microsoft Office

SURFACE IPAD ANDROID TABLET ANDROID WINDOWS PHONE

IPHONE

Microsoft Dynamics CRM Online for all devices

Big Picture

Where do we start?

Purpose of the Demo

Mobility ToolsBig Picture

Integration with Outlook and Microsoft Office

Big Picture

Customer Care

Microsoft Dynamics Marketing

Social Listening

Prospect to Customer scenarioCampaign Distribute Response

Lead - Contact - Customer

Marketing List

PriceProduct

Quotes Order WinAnalyze / ROI

Tools

Where do we start?

Purpose of the Demo

Mobility ToolsBig Picture

Integration with Outlook and Microsoft Office

ToolsDemo Builder

Vertical Templates

https://pinpoint.microsoft.com/Companies/4297440805/Applications

https://www.microsoftdynamicsdemos.com/

Recapping what we’ve talked about:

The purpose of a demo is to present an overview that showcases Microsoft technologies in a business scenario

Do your homework prior to the demonstration. Understand the prospect’s business pains

Demo Builder, Vertical Templates, and other tools available to help make your demo a success

Key takeaways

Thanks