Transcript High Level Product Overview

MICROSOFT DYNAMICS CRM 2011
HIGH LEVEL PRODUCT OVERVIEW
Lou Bergstrom, Senior Consultant
Microsoft Services, Federal
TechGate 2013 – Reston, VA
September 21, 2013
INTRODUCTION
Currently, I am Senior Delivery Services Consultant specializing in Microsoft
Dynamics CRM. With over 9 years of experience in implementing CRM
solutions at various customers across US Public Sector and Commercial
industries: pre-sales, business requirements gathering, fit gap analysis, business
processes re-engineering, proof-of-concept, test, go live and support. I'm able
to act at different levels of a CRM project (functional and technical project
scoping, developing phase, architecture & design review and project
management).
I continue to work with Microsoft Dynamics CRM on a daily basis and have
picked up a wealth of experience with customizing, extending and integrating
within the product. I’ve consulted on the end-to-end experience of CRM
solutions infrastructure: Windows Server, Active Directory Federated Services,
SQL, Reporting Services, SharePoint, Exchange, Windows client and Mobility.
HIGH LEVEL PRODUCT OVERVIEW
Microsoft
Outlook®
Sales
Productivity
Customer
Care
Browser
Marketing
Effectiveness
Relationships • Interactions • Process • Insights
xRM Framework
Mobile
Extended CRM
Applications
EXTENDED CRM
Organizations
need to extend
the power of CRM
to maximize other
relationships.
Partner Relationship
Management
Distributor Relationship
Management
Reseller Relationship
Management
Microsoft
Dynamics CRM
2011 is easily
customized to
support Extended
CRM scenarios
Employee Relationship
Management
Asset Management
Property Management
Fleet Management
Case Management
Contractor Relationship
Management
Supplier Relationship
Management
Task Management
Event Management
THE POWER OF PRODUCTIVITY
FAMILIAR
INTELLIGENT
CONNECTED
Natural and
Personal
Insightful and
Actionable
Collaborative
and
Integrated
FAMILIAR: NATURAL AND PERSONAL
FAMILIAR
Office Fluent UI
Role-Tailored Forms
Enhanced Navigation
Data Import/Export
Flexible Activities
INTELLIGENT
CONNECTED
OFFICE FLUENT UI
• Streamlined UI
Contextual Ribbon
• Expandable/Contractible
forms
• Contextual Ribbon
• Embedded sub-grids
Expandable/Contractible forms
Sub-grid(s)
ROLE TAILORED FORMS
• Role-based forms
• Multiple forms per
entity
• Drag-and-Drop
creation
• Web and Mobile
support
ENHANCED NAVIGATION
• Personal views
• Record pinning
• Most recently used
lists
• Real-time record
filtering
DATA EXPORT/IMPORT
• Data Import Wizard
• One-click export to Excel
• Re-import data from Excel
• PowerPivot and Office Web applications support
FLEXIBLE ACTIVITIES
• Custom activities
support
• Bulk actions
(complete, cancel,
Set Regarding)
• Event driven
activities (that is to
say, case
resolution)
• Re-occurring
appointments
INTELLIGENT: INSIGHTFUL AND ACTIONABLE
FAMILIAR
INTELLIGENT
Real-Time Dashboards
Guided Dialogs
Inline Visualization
Enhanced Queues
Business Auditing
CONNECTED
REAL-TIME DASHBOARDS
• Real-time data
• Personal or system
dashboards
• Point-and-click
creation
• External data
integration
• Bing Maps
• Other Web
Resources
• iFrames
GUIDED DIALOGS
• Guided flow and
prompts
• Embeddable tips,
queues and
hyperlinks
• Dynamic and static
response support
• Inline queries of CRM
data
Dialogs are a question
and answer format that
can be run on-demand
or as a child to another
process
INLINE VISUALIZATION
• Contextual
analytics
• Drill-down
capability
• Pre-built
visualizations
• Wizard-driven
custom
visualizations
ENHANCED QUEUES
• Queues against
any entity
• User and team
queues
• Check-in/Checkout
• Queue routing
BUSINESS AUDITING
• System-wide
auditing (including
custom entities)
• Automatic audit
trail
• Record or field
level
• Pre-configured
audit rules
CONNECTED: COLLABORATIVE AND INTEGRATED
FAMILIAR
INTELLIGENT
CONNECTED
Contextual Document Mgmt
Team Management
Declarative Design
Solutions Management
Developer Tools
CONTEXTUAL DOCUMENT MANAGEMENT
• Wizard-driven
SharePoint
configuration
• Contextual
document
libraries
• Check-in/checkout
• Track changes
and version
control
TEAM MANAGEMENT
• Team ownership
of records
• Team security
roles
• Roll-up reporting
• Team based
workflows
DECLARATIVE DESIGN
• Drag-and-Drop UI
• Add fields and
relationships
within Form
• Navigation Editor
• Entity header and
footer
SOLUTIONS MANAGEMENT
• Solution Lifecycle
Management
• Solution layering
• Managed or
unmanaged
solutions
• Cloud or onpremises support
DEVELOPER TOOLS
• WCF and .NET 4.0
• Web Resources
• .NET data types
• Open Data
Protocol (OData)
• Dynamics CRM
Software
Developer Toolkit
(SDK)
AMPLIFYING PRODUCTIVITY
FAMILIAR
INTELLIGENT
CONNECTED
Office Fluent UI
Real-Time Dashboards
Connections
Next-Gen Outlook Client
Guided Dialogs
Contextual Document Mgmt
Role-Tailored Forms
Inline Visualization
Social Media
Enhanced Navigation
Conditional Formatting
Team Management
Data Import/Export
Goal Management
Declarative Design
Flexible Activities
Enhanced Queues
Dynamics Marketplace
Products and Pricing
Business Auditing
Solutions Management
Productivity Enhancements
Field Level Security
Developer Tools
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