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Microsoft Dynamics CRM 2011 High LEVEL PRODUCT OVERVIEW. Lou Bergstrom, Senior Consultant Microsoft Services, Federal. Introduction. - PowerPoint PPT Presentation
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MICROSOFT DYNAMICS CRM 2011HIGH LEVEL PRODUCT OVERVIEWLou Bergstrom, Senior ConsultantMicrosoft Services, Federal
September 21, 2013TechGate 2013 – Reston, VA
INTRODUCTIONCurrently, 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.
Sales Productivity
Customer Care
Marketing Effectiveness
Extended CRM Applications
Relationships • Interactions • Process • InsightsxRM Framework
On-premisesCloud
Microsoft Outlook®
Browser Mobile
HIGH LEVEL PRODUCT OVERVIEW
EXTENDED CRMOrganizations need to extend the power of CRM to maximize other relationships.
Microsoft Dynamics CRM 2011 is easily customized to support Extended CRM scenarios
Partner Relationship Management
Distributor Relationship Management
Reseller Relationship Management
Employee Relationship Management
Contractor Relationship Management
Supplier Relationship Management
Asset Management
Property Management
Fleet Management
Case Management
Task Management
Event Management
THE POWER OF PRODUCTIVITYFAMILIARNatural and
Personal
CONNECTEDCollaborative
andIntegrated
INTELLIGENTInsightful and
Actionable
FAMILIAR: NATURAL AND PERSONALFAMILIAR CONNECTE
DINTELLIGEN
TOffice Fluent UI Role-Tailored FormsEnhanced NavigationData Import/ExportFlexible Activities
OFFICE FLUENT UI• Streamlined UI• Expandable/
Contractible forms• Contextual Ribbon• Embedded sub-grids
Contextual Ribbon
Sub-grid(s)
Expandable/Contractible forms
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 CONNECTED
INTELLIGENT
Real-Time DashboardsGuided DialogsInline VisualizationEnhanced Queues Business Auditing
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/Check-
out• 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 CONNECTED
INTELLIGENT Contextual Document
MgmtTeam ManagementDeclarative DesignSolutions ManagementDeveloper Tools
CONTEXTUAL DOCUMENT MANAGEMENT• Wizard-driven
SharePoint configuration
• Contextual document libraries
• Check-in/check-out
• 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 on-premises support
DEVELOPER TOOLS• WCF and .NET
4.0• Web Resources• .NET data types• Open Data
Protocol (OData)• Dynamics CRM
Software Developer Toolkit (SDK)
AMPLIFYING PRODUCTIVITYFAMILIAR CONNECTE
DINTELLIGEN
T ConnectionsContextual Document
MgmtSocial MediaTeam ManagementDeclarative DesignDynamics MarketplaceSolutions ManagementDeveloper Tools
Real-Time DashboardsGuided DialogsInline VisualizationConditional FormattingGoal ManagementEnhanced Queues Business AuditingField Level Security
Office Fluent UINext-Gen Outlook Client Role-Tailored FormsEnhanced NavigationData Import/ExportFlexible ActivitiesProducts and Pricing Productivity
Enhancements
Thank You
An email will be sent to all attendees on Monday, September 23 announcing location of slides received from presenters.