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New to CRM?Top 10 Things you
Need to Know# A L L I A N C E 2 0 1 7
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AGENDA
I N T R O D U C T I O N S T O P T E N D E M O Q & A
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YOUR PRESENTERChris CarreSolution EngineerJoined Sparkrock in ‘12
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1Simple U I
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2Customizat ion ,Configurat ion ,
and Persona l i zat ion
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Flexibility in Changes
Customization – “the action of modifying something to suit a particular individual or task”
Configuration – “an arrangement of elements in a particular form, figure, or combination”
Personalization – “to design or tailor to meet an individual's specifications, needs, or preferences: a personalized search engine”
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3Microsof t Connect ions
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Microsoft Integration
• Export Templates
• Word Merge field information
• Auto-PDF for receipts and invoices
• Sync with personal notes
• Alternative source for activities
• Shared OneNote documents
• Document Storage to prevent overages
• Source for central documents
• Alternative: OneDrive
• Primary Import and Export tool
• Data Migration tool
• Auto-refresh
• Dynamic Exports
• Tracking Communication
• Ability to sync contacts, emails, tasks, and appointments
• Server Side Synchronization
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4Vast PartnerCommuni ty
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Growing the Solution
Click Dimensions PowerSMS Timeline Navigator
AutoNumber
DocuSign
MailChimp
Power WebForm
Jet Reports
Constant Contact
Power Score
File Uploader
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5Access ib i l i ty
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Remote and Offline AvailabilityThrough computer, device, or tablet
LIVE CONNECTIONGet quick and simple access to your CRM database when working in remote areas. Ability to slim down data shown.
01 OFFLINEAbility to access information remotely without cellular or Wi-Fi connection.
02 CONFIGURABLEMobile forms allow for an optimized look and feel based on the limited screen sizes.
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6Process Dr iven U I
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7Bus iness Ru lesand Workflows
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Business Rules
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8Porta l
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9Deployment
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Deployment Options Three deployment options for each organization and the ability to
transition between them in the future.
O n - P r e m i s eMaintain the solution and
all information at your location.
P r i v a t e C l o u dSelect a hosting provider
(for example: Telus, Amazon, Rogers, etc.) to
manage the hardware and services for your
environment.
C l o u dMicrosoft Azure manages the solution, updates, and patches associated with
Dynamics 365.
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L icens ing
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Functionality Layout
Application Platform (PowerApps, Power BI Embedded, Flow) & Common Data Model
Office 365
Microsoft AppSource
Third Party Business
Applications
Dynamics 365
Field Service
Sales Customer Service Project Service Automation
Marketing Operations
Azure
Power BI
Cortana Intelligence
Azure IoT
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Licensing Changes
OPERATIONS
MARKETING FIELD SERVICE
SALES CUSTOMER SERVICE
PROJECT SERVICE AUTOMATION
POWERAPPS
DYNAMICS 365 FOR TEAM MEMBERS, ENTERPRISE EDITION
DYNAMICS 365, ENTERPRISE EDITION (PLAN 2)
DYNAMICS 365, ENTERPRISE EDITION (PLAN 1)
$12
$139
$210
$115 $$115$115$115$ TBD
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Public Sector Licensing
OPERATIONS
MARKETING FIELD SERVICE
SALES CUSTOMER SERVICE
PROJECT SERVICE AUTOMATION
POWERAPPS
DYNAMICS 365 FOR TEAM MEMBERS, ENTERPRISE EDITION $4
DYNAMICS 365, ENTERPRISE EDITION (PLAN 1) $58
DYNAMICS 365, ENTERPRISE EDITION (PLAN 2)
$40 $$40$40$40$ TBD
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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .
WIN ME!One lucky survey will take home a
Ecobee Smart Wi-Fi Thermostat
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@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O
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