what's new in microsoft dynamics crm 2011
DESCRIPTION
Today, our team covered the "What's New" features in Microsoft Dynamics CRM 2011.TRANSCRIPT
What’s New In
Microsoft Dynamics CRM 2011
Jeff Spehn – InterDyn BMI CRM Solutions ConsultantBrian Campbell – InterDyn BMI CRM Sales ManagerScott Anderson – CoreMotives Account Manager
Marketing Power for Dynamics CRM
www.coremotives.com
Sales Productivity
Customer Care
Marketing Effectivenes
s
Extended CRM
Applications
Relationships • Interactions • Process • InsightsxRM Framework
On-premisesCloud
PC Browser Phone
Next-Generation Outlook Experience
• Multi-app Client
• Richer Outlook experience
• Preview panes
• Enhanced performance &
synchronization
Office Fluent UI
• CRM Ribbon
• Visual page flow
• Adaptive by task
• One-click to customize
Inline Visualization
• Ad-hoc analysis
• Data drill-down
• End-user creation
• .NET 4 Chart Controls
Advanced Personalization
• Personal views
• Pin favorite records/views
• Most-Recently Used lists
• Navigation preferences
Productivity Enhancements
• Custom activity types
• Re-occurring appointments
• Dynamic Marketing Lists
• Product catalog enhancements
Connection Roles
• Business relationships
• Social connections
• Influence tracking
• Process integration
Contextual SharePoint
• Contextual documents
• Custom content types
• Check-in/check-out
• Process collaboration
Pervasive Auditing
• System-wide auditing
• Record or field level
• Pre-configured audit rules
• Comprehensive audit history
Social – Wave I Activity Feeds:
• micro-blogging, follow, comment, like
• API and Workflow exposure
Windows Phone 7 Client for Activity Feeds
Real-Time Dashboards
• Real-time presentation
• Personal dashboards
• Drag ‘n Drop creation
• Extensible through Web Resources
Solutions
• Multi-app server
• Managed properties
• Advanced import/export
• Cloud install & deploy
Role Tailored Forms and Views
• Role-based forms
• Multiple Form per entity
• Web and Mobile
• Drag n’ Drop customization
Declarative Design
• One click to customize
• Drag-and-Drop UI
• Navigation Editor
• Entity header and footer
Field Level Security
• Full field level security
• Profiles and rules
• Read/write/create
• Interactive override
Goal Management
• Business goal tracking
• User and team goals
• Monetary and activity analysis
• Hierarchical with roll-up
Enhanced Queues
• Queues against any entity
• Work state management
• User and team queues
• Native workflow support
Team Management
• Team ownership of records
• Team security roles
• Team roll-up reporting
• Internal/external teams
And Many More . . .Business Process Management• Business org. modeling• Tree based designer• Hyperlink support in prompts• Static & dynamic response types for prompts• Custom workflow activity• Import/export process definition• AppFabric integration• Interactive workflow
Content Management• Track changes• Version control• Automatic folder creation• Secure file sharing• Quick preview• Simultaneous editing• Single sign-in• Text search with documents
User Experience• Native Outlook search experience• Column filters• eMail template support• Outlook Social Connector• Record counts• Re-occurring meetings• Meetings bi-directional synch• Context menus• Accessibility compliance• Voice recognition tools support• Outlook follow-up/reminders• Outlook categories on CRM records• Data cleansing enhancements• Data mapping
Personalization• Multiple application use/switching• Intelligent choice controls• Dynamic forms• Navigation shortcuts• Flexible filtering and search• View selection persistence• Personalized synch folders• Personalized reading pane
Customer Care• Custom activities• Customer care dashboard• Case modeling• KB article customization• Workload management• Flexible queues• Business/contact center goals• System-wide auditing
Sales • Quota management• Team selling capabilities• Connections• Custom currency• Sales dashboard• Write-in products• Negative price support
Marketing• Marketing dashboard• Dynamic Marketing Lists• Bulk update• Rich CRM eMails• Improved Data Import Wizard
Customization and Extensibility• Forms designer• System views• Visualization Designer• Customizable dashboards• “Any to Any” relationships• Multi-factor authentication• Interactive override for Field Level Security• Global Jscript libraries• HIPAA certifiable
Management and Administration• Multi-nation setup• Claims based set-up configuration• Server admin automation• Organization management automation• Simple Internet-facing deployment• MUI upgrades• Org. update/upgrade• Tenant by tenant upgrade migration• Server farm updates• Deployment Web-Services
Integration• Azure Service Bus integration• Firewall tunneling• Bulk data load
Solution Management• Solutions hosting• Solution lifecycle management• Managed properties• Community rankings• Listings details and management• Search and navigation
Over 500 enhancements
Dynamics CRM
Roadmap
Additional Feature Enhancements
Additional BI Capabilities
• Extended Chart Designer allows for multiple data series on charts
• New chart types including stacked bar and stacked column charts
Enhancements to Dialogs
• Additional data types supported
• Extensions to configurable URL’s in dialog screens
Extended De-duplication rule processing
• Additional support for smart-matching of potential duplicates
CRM where you want it
On-premises Systems
Cloud Services
CRM ApplicationsSales Productivity – Customer Care – Marketing
xRM Framework
Extended CRM ApplicationsIndustry Solutions - Custom Applications
BrowserPC / Tablet Phone
Rapid Release Cadence
HOW WE MOVE FORWARD
2011 2012
Two releases in each calendar yearOnline: Automatic and Scheduled Service Updates• Automatic: new capabilities enabled without user/administrator
involvement• Scheduled: deeper functionality and platform enhancements,
12-month window to opt-inOn-premises & partner hosted: Updates and Upgrades• Updates: optional additive capabilities, no server upgrade
required• Upgrades: deeper functionality enhancements, upgrade on your
timetable. New Support LifecycleQ4 Q2 Q4
Demonstration
Interested in upgrading to CRM 2011?Contact Any One of the following:
1. Your Account Executive2. CRM Upgrade Coordinator Michele Brennom – [email protected]. CRM Project Manager Jim Boyne – [email protected]. CRM Engagement Manager – Derrick Strom – [email protected]. CRM Sales Manager Brian Campbell – [email protected]