ALTUS ALLIANCE 2016Dynamics CRM 2016

AdvancedTips & Tricks

Your Presenter

Joseph McWhirterManager, CRM DeliveryJoined Altus in 2014

Client Support• Cases• Issue type analytics• Group and merge cases

• Case resolution times• Integrated Knowledge Base• SLAs and Entitlements• Strategic engagement strategies• Issues related to contacts are rolled up to organizations

Interactive Service Hub• Dedicated client support interactive browser• Build from mobile platform framework• Knowledgebase functionality• Interactive dashboards• Totally customizable• Accounts• Contacts• Activities• Cases

Marketing Communications• Email marketing and communications• Segment targeted• Marketing lists• Campaigns• Activities• Responses• Costs

NAV Integration• Work with CRM natively from within CRM• CRM Connection Page• Table Mappings• Accounts• Contacts• Invoices• Statistics

Data Model Extensions• Business process flows• Customizable help• Solution patching• Select component sub-set

• Change tracking• Alternate keys• WebAPI

Mobility• Mobile Phone App (iPhone, Android, Windows)• Simplified navigation tailored to phone form factor• No connectivity? Work offline and synchronize when

connected• Administrators configure once and deploy everywhere• Mobile security • Mobile SDK• Outlook• Tablets

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