Rose Business SolutionsCRM 2011 Launch

Ken Farmer

Steve Chapman

11512 El Camino Real, Suite 310 – San Diego, CA 92130

(858) 794-9401 – www.rosebizinc.com

CRM 2011 Launch

• See live CRM 2011 demonstrations with opportunities to ask

questions

• See the newest enhancements in action

• Learn what’s available in the CRM Marketplace

• Learn about extending CRM functionality in your organization

• Discuss the merits of on-premise versus online deployments

• Learn about connecting CRM to GP

• Discuss CRM alternatives

•Sales

•Productivity

•Customer

•Care

•Marketing

Effectiveness

•Extended

CRM

Applications

•Relationships • Interactions • Process • Insights

•xRM Framework

•PC •Browser •Phone

•FAMILIAR

•Natural &

•Personal

•CONNECTED

•Collaborative &

•Integrated

•INTELLIGENT

•Insightful &

•Actionable

Microsoft Dynamics CRM 2011The Power of Productivity

•FAMILIAR •CONNECTED•INTELLIGENT

•Office Fluent UI Experience

•Next-gen Outlook Client

•Role-Tailored Forms &

Views

•Advanced Personalization

• Field Level Security

• ProductivityEnhancements

• Excel Enhancements

Familiar: Natural and Personal

Office Fluent UI

• CRM Ribbon

• Visual page flow

• Adaptive by task

• One-click to customize

Next-Generation Outlook Experience

• Multi-app Client

• Richer Outlook

experience

• Preview panes

Role Tailored Forms and Views

• Role-based forms

• Multiple Forms per entity

• Web and Mobile

• Drag n’ Drop

customization

Advanced Personalization

• Personal views

• Pin favorite records/views

• Most-Recently Used lists

• Navigation preferences

Field Level Security

• Full field level security

• Profiles and rules

• Read/write/create

Excel Enhancements

• Real-time export to Excel

• Add or edit data from

Excel

• PowerPivot support

CRM 2011 Launch

•FAMILIAR •CONNECTED•INTELLIGENT

• Real-Time Dashboards

• Guided Processes

• Inline Visualization

• Goal Management

• Conditional Formatting

• Enhanced Queues

• Pervasive Auditing

Intelligent: Insightful and Actionable

Real-Time Dashboards

• Real-time presentation

• Personal dashboards

• Drag ‘n Drop creation

• Extensible through Web

Resources

Guided Processes

• Process Dialogs

• .NET4 Workflow Engine

• Adaptive processes

Inline Visualization

• Ad-hoc analysis

• Data drill-down

• End-user creation

• .NET 4 Chart Controls

Goal Management

• Business goal tracking

• User and team goals

• Monetary and activity

analysis

• Hierarchical with roll-up

Conditional Formatting

• Native Outlook presentation

• User-defined rules

• Personal formatting

• Simple configuration

Pervasive Auditing

• System-wide auditing

• Record or field level

• Pre-configured audit rules

• Comprehensive audit

history

CRM 2011 Launch

Connected: Collaborative and Integrated

•FAMILIAR •CONNECTED•INTELLIGENT

• Business Connections

• Contextual SharePoint

• Team Management

• Declarative Design

• Solutions Management

• Dynamics Marketplace

• Developer Tools

Connection Roles

• Business relationships

• Social connections

• Influence tracking

• Process integration

Contextual SharePoint

• Contextual documents

• Custom content types

• Check-in/check-out

• Process collaboration

Team Management

• Team ownership of records

• Team security roles

• Team roll-up reporting

Declarative Design

• One click to customize

• Drag-and-Drop UI

• Navigation Editor

Dynamics Marketplace

• Solutions management

• In-app experience

• CfMD certification

• Click & Try experience

Developer Tools

• WCF and .NET 4.0

• Web Resources

• .NET data types

• Open Data Protocol

(OData)

CRM 2011 Launch

•FAMILIAR •CONNECTED•INTELLIGENT

•Office Fluent UI Experience

•Next-gen Outlook Client

•Role-Tailored Forms &

Views

•Advanced Personalization

• Field Level Security

• ProductivityEnhancements

• Excel Enhancements

• Real-Time Dashboards

• Guided Processes

• Inline Visualization

• Goal Management

• Conditional Formatting

• Enhanced Queues

• Pervasive Auditing

• Connection Roles

• Contextual SharePoint

• Solutions

• Dynamics Marketplace

• Declarative Design

• Team Management

• Developer Tools

Microsoft Dynamics CRM 2011

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

Microsoft Dynamics CRM Momentum

Over 1,400,000 users in more

than 80 countries with 40+

languages. Fastest CRM vendor

to reach 1 million users.

Over 23,000 customers from

small to enterprise

Over 1,200 software and services

partners with new Dynamics CRM

competency

Over 100 service providers

hosting Dynamics CRM solutions

Regional datacenters in

the Americas, EMEA, and APAC

Multi-tenant architecture for

power of choice between 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

Driving Leadership in CRM Worldwide

•Leader in Forrester

Wave ratings for

CRM Suites

(Large & Midsized)

•Leader in Forrester

Wave rating for CRM

Suites, Customer

Service

•Leader in the

Gartner Customer

Service MQ

•Leader in Gartner

Sales Force MQ

•* Access the full analyst

kit via Partner Source

•Professional Services•Financial Services •Manufacturing

•Retail & Hospitality•Health &

Life Sciences

•Public

Sector•Travel &

Entertainment

Microsoft Dynamics

CRM 2011 Online

Microsoft Dynamics

CRM 2011 On-Premise

Robust marketing, sales, and customer

service features Yes Yes

Clients Outlook, Web and Offline Outlook, Web and Offline

Integration with MS Office Yes Yes

Customizations Yes Yes

Storage limit 5 GB (expandable)

Limited by available

hardware

Uptime Service Level Agreement 99.90% ???

Offline synchronization with Outlook Yes Yes

Mobile device GUI support Yes Yes

Maximum amount of custom entities 200 Unlimited

Maximum amount of custom workflows 300 Unlimited

Login Windows LiveID Domain Login

Comparing CRM Online with

On Premise