Dynamics Day 2015

Dynamics CRM Roadmap

15+ years CRM experience CRM Evangelist Microsoft CRM MVP & Microsoft Partner

seller @FozzyNZ www.nakedcrm.com

Steve FosterCRM Product and Marketing Manager

15+ years CRM experience CRM Evagelist Microsoft CRM MVP & Microsoft Partner

seller @dylanhaskins www.dylanhaskins.com

Dylan HaskinsCRM Solution Architect

PRESENTERS - THE TEAM

For the next 40 mins we will be talking about …

Intergen’s CRM Year

What’s just been

and what's next

Let’s take a look

CRM Year in Review

4

Intergen + Empired = Leaders in Dynamics CRM Microsoft Partner

Awards 2015 Winners of Dynamics CRM and Dynamics ERP

3 Dynamics CRM MVPs (3 out of 64)

100s of CRM projects delivered Over 10,000 CRM seats sold

Implemented Dynamics CRM for Microsoft Corp, key global trusted partner

Over 70 CRM Team Members

Over 300 CRM Customers 2014

Microsoft Inner CircleMember of the Partner Advisory Council 1 of 20

Largest reseller of 3rd Party Add Ons ClickDimensions, Resco, ADXStudio

Intergen + Empired = Leaders in Dynamics CRM

CRM in the cloud has been high the agenda this year

Top Industries: Public Sector, Agri-Services, FMCG, Education

Largest deployment 200 users

20+ new CRM customers

Over 5 new CRM consultants

Over 110 CRM pieces of work delivered

Hot Topics - Mobile CRMSimplicityMarketing

Team presented at global events – CRMUG Reno, Idea Conference

Summary Announcements 2015

7

Key Announcements

Acquisitions

Mojo Surveys VOCField One

ADXStudio

Fantasy Sales Team

Go To Market

Cloud Solution ProviderIntergen Tier 1

Empired Tier 1

Marketing Automation CSP Offer

Advanced Marketing Automation

9

$225 per user per month*

Base Marketing Implementation Services

Pre-built IP Pre-built Power BI dashboards

for Google Analytics and ClickDimensions included

ClickDimensions Standard Package**

Web to lead form Social Engagement (min 10

users) Unlimited On-going Training Auto Upgrades * One off set-up costs

excluded** Subject to a fair use policy

Released May 2015 – CRM 2015 Update 1

ProductivityNext Generation of

Integrated Productivity Platform:

• Immersive in Context • Multiple Deployment

Options ( SharePoint Hybrid)

• Office Groups• Richer Exchange

Integration • Role Tailored Power BI

Dashboard

SocialReimagined social – from listening to engagement:

• Social center - monitoring and engagement

• Social CRM for end-to-end engagement

• New UI - rich data, cloud visualizations and text mining

MobilityConfigure once, deploy everywhere for Mobile

• New Phone client with role tailored experiences for sales and service

• Rich Native Client development with new mobile SDK and Azure Mobile Services

• Enterprise Readiness with MAM functionality ( Good)

Knowledge &

Engagement

Major investments in making multi-channel engagement a reality

• Knowledge integrated into daily service interactions:

• Consistency Framework

• Omni Portal for Self Service

PlatformNext generation

application platform

• Performance – 2-3x improvement with rich content

• Rich modeling environment which is easily

• Updated User Interface

Themes for CRM spring 2015 wave

Let’s take a look at the Spring release

Late “Fall” 2015 – CRM 2016

Investment Themes

System of Intelligence

Contextual, Productive Relationships

Predictive Analytics for the rest of us]

Knowledge Management

PlatformXRM as a Service

Bulk Data Loader

Ecosystem Growth

Next-Gen Search

Interactive Service Hub

Voice of Customer

Integrated Productivity PlatformOffice App V2

One Drive for business

Mail Merge Update

Excel Analysis

Power BI Dashboards

MobileOffline

Task-based Experiences

Rich controls for business users

Mobile Marketing

Fall highlights

Next Generation Search

15

• Relevance Search is a CRM Online only feature

• Search is off by default for everyone• Provides a single list of results across

entities, sorted by relevance to the search text, matched to any wordacross any search enabled field in any search enabled entity

Entities enabled for Relevance Search are syncing to an external search index. Learn more

Set up Search

Select entities for Categorized Search

Enable Relevance Search

Bulk Data Loader

16

• New Cloud Service by Microsoft• Enables HIGH volume imports

of data• Data is firstly loaded into

staging tables• You can perform transformation

tasksagainst the data in the staging tables

• Once data is ready to go, it is imported from the staging tablesinto CRM via the CRM SDK

• Access via CRMAdmin Center

Voice of the CustomerEnterprise feedback management across multiple channels

Capture customer issues more effectively during or after support calls

Check in with customers on a regular basis to easily spot issues

Test new products, offerings and pricing with specific customer segments

Create focus groups to get feedback

Analyze customer feedback to help identify gaps and deliver insights on service, products and offerings

Mobile User Productivity

• Cortana• Document management• App-to-App deep linking

Mobility Themes

Mobile Platform for Business Analysts

• Mobile focus controls• Task based experiences• Mobile client form preview• Web Resources & IFRAME

Enterprise Grade

Capabilities• Offline support• InTune mobile

management

CalendarArc KnobAuto-CompleteBullet GraphFlip SwitchInput MaskLinear GaugeLinear SliderMultimediaNumber InputOption SetsRadial KnobSignature/PenStar RatingWebsite Preview

15 New Mobile Controls

CalendarArc KnobAuto-CompleteBullet GraphFlip SwitchInput MaskLinear GaugeLinear SliderMultimediaNumber InputOption SetsRadial KnobSignature/PenStar RatingWebsite Preview

Form Preview

Let’s take a look at the Fall release – Mobile

Interactive Service Hubs

Multi-stream dashboardReal-time dashboard for a One-place view of workloadConfigurable data streams for multiple entitiesInteractive chart based visual filtersPerform actions directly from StreamsGranular and customizable filtering criteriaCustomizable display

Single-stream dashboardUnderstand your data at a glanceWith charts and tiles Quickly see changes and patterns to act effectivelyMonitor Queue volume and drill down to see queue data thru tilesAssociate color-identifiers for cases in streamsApply interactive visual filters to prioritize workload

Modern and Intuitive form designCustomer 360 for a complete view of your customer’s touch points

Timeline allows a unified view of your customer’s interactions across channels

Engage directly with your customer from the timeline and create follow-up activities, set reminders..

Redefined business process interactions

Quick commands provide the ability to act on records without losing context.

With the Reference panel, Integrated KB and contextual viewing of related info.

Knowledge Base

Summary• Complete overhaul of creation, authoring,

approval and translations• New WYSIWYG editor• Leverages the new forms created in Interactive

Service• Versioning• Capture who is using what - views• Embedded KB in CRM forms now using CRM or

Parature

Let’s take a look at the Fall release – Engagement Hub

Please find listed below the steps for signing up for the Microsoft Dynamics CRM Fall 2015 Preview programs, which include Microsoft Dynamics CRM “Ara,” Microsoft Dynamics Marketing “Capella,” and Microsoft Social Engagement “Corvus.”  Signups are open to all org types and individuals. The sign-up survey supports self-sign-up only – sign-up -on-behalf-of scenarios are not supported.To sign up for the Fall 2015 Preview ProgramsStep 1. To turn on your permission to the Preview Sign-up site on Connect, please click the following link:https://connect.microsoft.com/site687/InvitationUse.aspx?ProgramID=8964&InvitationID=F015-J3TB-CBJV

Note: You must complete any “mandatory” surveys (using sample data if the survey is not relevant) presented to you prior to gaining access to the Microsoft Dynamics CRM Fall 2015 Preview Programs Sign-up Survey. If you must complete a mandatory survey, please click the link in Step 1 a second time before proceeding to step 2.Step 2. (optional) After completing step 1, for an overview of each program, please see the Preview Summary deck available via Connect Downloads at the following link:http://connect.microsoft.com/site687/Downloads/DownloadDetails.aspx?DownloadID=58756This download package also contains a copy of the Microsoft Dynamics CRM Online Services Pre-Release Subscription Agreement translated into Arabic, Chinese (Simplified), Danish, Dutch, French, German, Hebrew, Japanese, Portuguese (Brazil), Portuguese (Portugal), Russian, and Spanish.Step 3. To access the sign-up survey, please click the following link:http://connect.microsoft.com/site687/Survey/Survey.aspx?SurveyID=17696Please complete and submit one survey for each organization that you would like to sign up. The survey supports signing-up an organization for all three products with one submission.Preview sign-up timeline (all three programs) – August 6th – December 1stPreview start – September – Fall 2015