Dynamics CRM Update and Roadmap

Transcription

1 Dynamics CRM Update and Roadmap Steven Foster and Paul Bowkett 10 August 2011

2 Agenda Introduction Dynamics CRM Positioning (10 mins) Dynamics CRM Roadmap (10 mins) Top 10 (ish) Features (15 mins) Questions

3 Steven Foster: CRM Product Manager My role is to drive the Microsoft CRM business, delivery and partner relationships People call me passionate about CRM and even an evangelist! I have been working in the field of CRM for over 12 years, implemented many CRM and xrm solutions and have experience across a broad range of CRM technologies, industries and countries.

4 Dynamics CRM Positioning

5 Is a flexible business application that helps organisations increase business productivity and drive connections across people, processes and ecosystems Sales Productivity Customer Care Marketing Industry Solutions - Grants Custom Applications Core CRM xrm Framework Extended CRM

6 Business at a Glance Dynamics CRM Update and Roadmap Over 2,00,000 users in more than 80 countries with 40+ languages Over 30,000 customers from small to enterprise Over 1,200 software and services partners with Dynamics CRM competency Over 100 service providers hosting Dynamics CRM solutions Regional datacenters in the Americas, EMEA, and APAC Multi-tenant architecture for cloud and on-premises deployment Developer symmetry between our cloud and on-premises assets for integration and extensibility More value for less helps customers make the most of their investments

7 FORRESTER -Medium Microsoft Dynamics CRM shines by offering flexibility for large and midsized organisations. ~ Bill Band

8 The focus of CRM 2011 Microsoft Dynamics CRM 2011 delivers The Power of Productivity through familiar, intelligent and connected experiences for people inside and outside an organisation Familiar natural and personal Intelligent insight and actionable Connected collaborative and integrated

9 Microsoft CRM 2011 Roadmap

10 Roadmap May 2011 Highlights Microsoft is committed to the power of choice allowing flexibility with deployment Microsoft Dynamics CRM will continue to harness and surface the collaboration capabilities from Microsoft SharePoint, Microsoft Lync, and Microsoft Office. Improved provisioning and evaluation of Microsoft Dynamics Marketplace solutions

11 Summary of Dynamics CRM Online Q Update Unified Office 365 Experience* Enterprise Cloud Feature Enhancements Social (Wave 1) Unified Provisioning Unified Billing** Unified Administration Identity Federation In-Region Disaster Recovery Industry Certifications New BI Capabilities Enhanced Dialogs Enhanced Data Cleansing Activity Feeds Windows Phone 7 Activity Feeds App

12 Social Media Micro Blogging Glimpse

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14 Demo - Familiar, Intelligent and Connected drives productivity

15 Lots of Features... 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 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 Dynamics CRM Update and Roadmap 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 s 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

16 Feature List Top 10 (ish) demo Outlook Client Reading Panel Multiple Views Native Outlook features Tracked CRM Pane Access to CRM Fields from Outlook activity records Charts and Dashboards Dynamic Marketing lists Role Based Forms Sub Grids Connections Auditing and Security Enhancements Contextual Ribbon Mobile Express User Interface Configuration

17 Questions

18 Thank you

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