MS-DynamicsOverview

8/6/2019 MS-DynamicsOverview

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Discover the Power of MicrosoftDynamics CRM 2011

Mike Marusin

October 28, 2010


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2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Agenda

Our Firm

Microsoft Dynamics CRM 2011 Overview and Demos

Wrap Up


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Our Firm

Premier advisory and enterprise technology consulting firm providing services to

Fortune 500 and mid-market companies Founded in 1997, Self-Funded, 100% employee owned

350+ Customers

Primary focus on Performance Management and key transactional systems forFinance, Accounting, Human Resources and Sales

Over 100 world-class, industry-leading consultants and growing! Headquarters in Chicago

Deep industry and process knowledge delivered through strong projectmanagement methodologies

Partnerships with Microsoft, Oracle and Salesforce.com

Active community involvement
http://www.childrensmemorial.org/?src=logohttp://www.habitat.org/


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Performance Management

BusinessIntelligence

and Analytics

HyperionEssbase

HyperionInteractiveReporting

OBIEE

Oracle FusionXML Publisher

Microsoft BI

CustomerRelationshipManagement

MicrosoftDynamics CRM

Salesforce.com

FinancialManagement

Hyperion HFM

HyperionEssbase /Planning

Oracle BI Apps /OBIEE

PeopleSoftEnterprise

MicrosoftDynamics

Human CapitalManagement

HyperionWorkforcePlanning



MicrosoftDynamics

OperationalManagement

Hyperion Essbase/ Planning



Microsoft BI

MicrosoftDynamics

CloudDevelopment,

Integrationand Portals

Force.com

Microsoft Azure

Microsoft

SharePoint &.Net

Our Services > Organization


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Agenda

Our Firm


Wrap Up


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Microsoft Dynamics CRM Momentum

Over 1,400,000 users in more than 80

countries with 40+ languages. FastestCRM vendor to reach 1 million users.

Regional datacenters in the Americas,

EMEA, and APAC

Over 23,000 customers from small to

enterprise

Multi-tenant architecture for power of

choice between cloud and on-premises

deployment

Over 1,200 software and servicespartners with new Dynamics CRM

competency

Developer symmetry between cloudand on-premises assets for integration

and extensibility

Over 100 service providers hosting

Dynamics CRM solutions

More value for less helps customers

make the most of their investments


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Driving Leadership in CRM Worldwide

Leader in Forrester

Wave ratings forCRM Suites(Large & Midsized)

Leader in ForresterWave rating for CRMSuites, Customer

Service

Leader in theGartner CustomerService MQ

Leader in GartnerSales Force MQ


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SalesProductivity

CustomerCare

MarketingEffectiveness

Extended CRMApplications

Relationships Interactions Process Insights

xRM Framework

PC Browser Phone


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Microsoft Dynamics CRM 2011

The Power of Productivity

FAMILIAR

Natural &Personal

CONNECTED

Collaborative &Integrated

INTELLIGENT

Insightful &Actionable


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Familiar: Natural and Personal

FAMILIAR CONNECTEDINTELLIGENT

Office Fluent UI Experience

Next-gen Outlook Client

Role-Tailored Forms & Views

Advanced Personalization

Field Level Security

Productivity Enhancements

Excel Enhancements


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Demonstration


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Office Fluent UI

CRM Ribbon

Visual page flow

Adaptive by task

One-click to customize


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Personal views

Pin favorite records/views

Most-Recently Used lists

Navigation preferences


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Full field level security

Profiles and rules

Read/write/create

Interactive override


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Custom activity types

Re-occurring

appointments

Dynamic Marketing Lists

Product catalog

enhancements


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Excel Enhancements

Real-time export to Excel

Add or edit data from Excel

PowerPivot support

Edit using Office Web Apps


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Intelligent: Insightful and Actionable


Real-Time Dashboards

Guided Processes

Inline Visualization

Goal Management

Conditional Formatting

Enhanced Queues

Pervasive Auditing


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Real-time presentation

Personal dashboards

Drag n Drop creation

Extensible through Web

Resources


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Guided Processes

Process Dialogs

.NET4 Workflow Engine

Adaptive processes

URL Addressable Process


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Ad-hoc analysis

Data drill-down

End-user creation

.NET 4 Chart Controls


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Goal Management

Business goal tracking

User and team goals

Monetary and activityanalysis

Hierarchical with roll-up


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Native Outlook presentation

User-defined rules

Personal formatting

Simple configuration


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Enhanced Queues

Queues against any entity

Work state management

User and team queues

Native workflow support


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Pervasive Auditing

System-wide auditing

Record or field level

Pre-configured audit rules

Comprehensive audit

history


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Connected: Collaborative and Integrated


Business Connections

Contextual SharePoint

Team Management

Declarative Design

Solutions Management

Dynamics Marketplace

Developer Tools


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Demonstration


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Connection Roles

Business relationships

Social connections

Influence tracking

Process integration


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Contextual documents

Custom content types

Check-in/check-out

Process collaboration


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Team Management

Team ownership of records

Team security roles

Team roll-up reporting

Internal/external teams


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Dynamics MarketPlace

Solutions management

In-app experience

CfMD certification

Click & Try experience


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Developer Tools

WCF and .NET 4.0

Web Resources

.NET data types

Open Data Protocol(OData)


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Microsoft Dynamics CRM 2011


Office Fluent UI Experience

Next-gen Outlook Client

Role-Tailored Forms & Views




Excel Enhancements


Guided Processes


Goal Management


Enhanced Queues

Pervasive Auditing

Connection Roles


Solutions

Dynamics Marketplace

Declarative Design

Team Management

Developer Tools


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Agenda

Our Firm


Wrap Up


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Questions / Next Steps

Register for a Complementary CRM ROI Assessment:

http://emergenow.com/Complimentary-CRM-ROI-Assessment

Register for a free trial of Microsoft CRM:http://crm2011beta.com

Request more information:[email protected]
http://www.emergenow.com/Complimentary-CRM-ROI-Assessmenthttp://www.emergenow.com/Complimentary-CRM-ROI-Assessmenthttp://crm2011beta.com/mailto:[email protected]:[email protected]://crm2011beta.com/http://www.emergenow.com/Complimentary-CRM-ROI-Assessmenthttp://www.emergenow.com/Complimentary-CRM-ROI-Assessmenthttp://www.emergenow.com/Complimentary-CRM-ROI-Assessmenthttp://www.emergenow.com/Complimentary-CRM-ROI-Assessmenthttp://www.emergenow.com/Complimentary-CRM-ROI-Assessmenthttp://www.emergenow.com/Complimentary-CRM-ROI-Assessmenthttp://www.emergenow.com/Complimentary-CRM-ROI-Assessment


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