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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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THANK YOU FOR LISTENING

@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O

M