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Microsoft Dynamics CRM 2011 High LEVEL PRODUCT OVERVIEW

Microsoft Dynamics CRM 2011 High LEVEL PRODUCT OVERVIEW. Lou Bergstrom, Senior Consultant Microsoft Services, Federal. Introduction.

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Microsoft Dynamics CRM 2011 High LEVEL PRODUCT OVERVIEW

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  1. Microsoft Dynamics CRM 2011High LEVEL PRODUCT OVERVIEW Lou Bergstrom, Senior Consultant Microsoft Services, Federal TechGate 2013 – Reston, VA

  2. 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.

  3. HIGH LEVEL PRODUCT OVERVIEW Microsoft Outlook® Mobile Browser Sales Productivity Customer Care Marketing Effectiveness Extended CRM Applications Relationships • Interactions • Process • Insights xRM Framework Cloud On-premises

  4. EXTENDED CRM Asset Management Partner Relationship Management Property Management Distributor Relationship Management Reseller Relationship Management Fleet Management Case Management Employee Relationship Management Contractor Relationship Management Task Management Supplier Relationship Management Event Management Organizations need to extend the power of CRM to maximize other relationships. Microsoft Dynamics CRM 2011 is easily customized to support Extended CRM scenarios

  5. The power of productivity FAMILIAR CONNECTED INTELLIGENT Natural and Personal Collaborative and Integrated Insightful and Actionable

  6. Familiar: Natural and Personal FAMILIAR CONNECTED INTELLIGENT • Office Fluent UI • Role-TailoredForms • Enhanced Navigation • Data Import/Export • Flexible Activities

  7. Office fluent UI Contextual Ribbon • Streamlined UI • Expandable/Contractible forms • Contextual Ribbon • Embedded sub-grids Expandable/Contractible forms Sub-grid(s)

  8. Role tailored forms • Role-based forms • Multiple forms per entity • Drag-and-Drop creation • Web and Mobile support

  9. Enhanced Navigation • Personal views • Record pinning • Most recently used lists • Real-time record filtering

  10. Data Export/Import • Data Import Wizard • One-click export to Excel • Re-import data from Excel • PowerPivotand Office Web applications support

  11. Flexible Activities • Custom activities support • Bulk actions (complete, cancel, Set Regarding) • Event driven activities (that is to say, case resolution) • Re-occurringappointments

  12. Intelligent: Insightful and Actionable FAMILIAR CONNECTED INTELLIGENT • Real-Time Dashboards • Guided Dialogs • Inline Visualization • Enhanced Queues • Business Auditing

  13. Real-Time Dashboards • Real-time data • Personal or system dashboards • Point-and-click creation • External data integration • Bing Maps • Other Web Resources • iFrames

  14. 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

  15. Inline Visualization • Contextual analytics • Drill-down capability • Pre-builtvisualizations • Wizard-drivencustom visualizations

  16. Enhanced Queues • Queues against any entity • User and team queues • Check-in/Check-out • Queue routing

  17. Business Auditing • System-wide auditing (including custom entities) • Automaticaudit trail • Record or field level • Pre-configured audit rules

  18. Connected: Collaborative and Integrated FAMILIAR CONNECTED INTELLIGENT Contextual Document Mgmt Team Management Declarative Design Solutions Management Developer Tools

  19. Contextual Document Management • Wizard-driven SharePoint configuration • Contextual document libraries • Check-in/check-out • Track changes and version control

  20. Team Management • Team ownership of records • Team security roles • Roll-up reporting • Team based workflows

  21. Declarative Design • Drag-and-DropUI • Add fields and relationships within Form • Navigation Editor • Entity header and footer

  22. Solutions Management • Solution Lifecycle Management • Solution layering • Managed or unmanaged solutions • Cloud or on-premises support

  23. Developer Tools • WCF and .NET 4.0 • Web Resources • .NET data types • Open Data Protocol (OData) • Dynamics CRM Software Developer Toolkit (SDK)

  24. Amplifying Productivity FAMILIAR CONNECTED INTELLIGENT • Office Fluent UI • Next-Gen Outlook Client • Role-TailoredForms • Enhanced Navigation • Data Import/Export • Flexible Activities • Products and Pricing • Productivity Enhancements Connections Contextual Document Mgmt Social Media Team Management Declarative Design Dynamics Marketplace Solutions Management Developer Tools • Real-Time Dashboards • Guided Dialogs • Inline Visualization • Conditional Formatting • Goal Management • Enhanced Queues • Business Auditing • Field Level Security

  25. Thank You techgate@hotmail.com An email will be sent to all attendees on Monday, September 23 announcing location of slides received from presenters.

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