Enhancing Productivity with Microsoft Dynamics CRM Mobility Update

2. Microsoft Dynamics CRM Mobility Update - Productivity on the Go Jan Peterson PRD241

3. Observations and trends

4. https://www.hastac.org/blogs/tara-l-conley/2013/01/26/first-family-and-their-cell-phoneshttps://www.hastac.org/blogs/tara-l-conley/2013/01/26/first-family-and-their-cell-phones

5. “Mobile Devices Are a Major Disrupter for Sales Applications” “Mobile devices will have the biggest impact on sales force automation since the laptop was introduced decades ago. To take advantage of this trend, sales application managers must refocus their SFA projects and implementations.” Gartner 10 June 2014: “Mobile Devices Are a Major Disrupter for Sales Applications” G00263996

6. A mobile-first, cloud-first world ”At our core Microsoft is the productivity and platform company for the mobile-first and cloud-first world. We will reinvent productivity to empower every person and every organization on the planet to do more and achieve more.” —Satya Nadella, CEO

7. Dynamics CRM Mobility Vision Enterprise grade Mobile platform for Business Analyst Productivity everywhere Disconnected Business Apps

8. Mobility momentum Application downloads

9. GEARYS leaps into the digital age

10. CRM 2015 Updates

11. Configure once Deploy Everywhere Single, meta-data driven configuration framework for all platforms and form factor optimizes agility and minimizes TCO Consistent experience across web, client & devices helps drive productivity and adoption. Streamlines processes and interactive charts provides relevant and intelligent insight

12. Mobile phone app Interested in Product Designer Opportunity Mobile capabilities extended to phone

13. Microsoft Dynamics CRM for Good +

14. FieldOne: Advanced Field Service Schedule optimization Service contract billing Predictive Service management Configuration & Pricing Premium Field Service mobile app Repair processing Service Contracts Customer Assets and Warranty Base Field Service Service Order Resource Scheduling Service Parts Return Merchandise Available with FieldOne Accounts / Contacts Activities Products Queues / SLA / Routing Partnerships / growth areas Foundation Available with CRM Workflow / Business Process / Reporting / Mobile

15. Mobile SDK investments Project Templates Accelerators Mobile Developer Portal • Sample Activity tracking application • Accelerators leveraging Azure Mobile Apps Native projects for Windows Universal, iOS, and Android Provides Authentication and Data Access helper libraries • Mobile focused forums • Code repository • Tutorials

16. Adxstudio Portals

17. CRM 2016 Updates

18. Themes • Mobile Platform for Business Analysts • Interactive controls • Task based experiences • Mobile client form preview • Web Resources & IFRAME • Enterprise Grade Capabilities • Offline support • Mobile management with Intune • Mobile User Productivity • Cortana • Document management • App-to-App deep linking • CRM app for Outlook

19. Document Management View documents in context of opportunity or any other entity Seamlessly integrates with Office for documents View private documents on OneDrive for Business or team documents in SharePoint

20. CRM App for Outlook Track your Outlook email while on the go Quickly add email senders as CRM Contacts View contextual CRM information about the email sender

21. App-to-App Deep linking Deep linking directly to a record/view/dashboard in the CRM mobile app Inbound links from other apps (email, mashups ) to CRM with mobile-specific URI Built-in email sharing for apps

22. Cortana with CRM Surface information from CRM alongside information from Outlook and other tools in Cortana Expanded view of key CRM records Quick navigation to record in CRM

23. Demo Mobile Client

24. Modern Mobile Friendly Experience Rich set of visual and interactive controls Enriches the UI for a touch friendly interaction Provides immersive mobile experience

25. Calendar Radial Knob Auto-Complete Bullet Graph Flip Switch Input Mask Linear Gauge Linear Slider Multimedia Number Input Option Sets Arc Knob Signature/Pen Star Rating Website Preview

26. Task Based Experiences PREVIEW Allows users to focus on the tasks they need to perform Data and actions from multiple entities brought together Support for business logic and task branching

27. Web Resources and IFRAME Extensibility and Integration within tablet apps for CRM Custom UI and Logic using Web Resources Composition of services using IFRAME

28. Mobile Client Form Preview High-fidelity preview of the mobile forms and dashboards when editing and applying customizations Full preview of both phone and tablet form factors

29. Demo Mobile Client

30. Mobile Offline Support Ability to get work done even with interruption in connectivity Automatic playback of offline actions Available on phone and tablets for Dynamics CRM Online customers

31. Scalable Offline Architecture CRM mobile application Users get relevant offline data based on segmentation rules Azure based middleware for scalability Easy administration experience based on profiles and templates Offline Access Seamless Connected & Offline experience Azure based mobile middleware Offline Sync Error / Notification CRM core Tools to Manage User, App and Device Monitoring

32. Mobile Management with Microsoft Intune Protect enterprise data using Microsoft Intune Policy Managed apps for iPad and iPhone Personal Corporate LOB App #2 Microsoft Intune

33. Mobile phone app Interested in Product Designer Opportunity Available On-Premise

34. Beyond CRM 2016

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