Dynamics Day '11 - Dynamics CRM Update and Roadmap
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Steven Foster presented a Dynamics CRM update and roadmap. He discussed Microsoft's positioning of Dynamics CRM as a flexible business application that helps organizations increase productivity through connections across people, processes, and ecosystems. Foster then reviewed highlights of the Dynamics CRM 2011 roadmap, including a focus on delivering familiar, intelligent, and connected experiences. He demonstrated several new features aimed at improving the user experience, sales, marketing, and customization capabilities.
Dynamics Day '11 - Dynamics CRM Update and Roadmap
- 1. Dynamics CRM Update and Roadmap Steven Foster and Paul Bowkett 10 August 2011
- 2. Dynamics CRM Update and Roadmap Agenda Introduction Dynamics CRM Positioning (10 mins) Dynamics CRM Roadmap (10 mins) Top 10 (ish) Features (15 mins) Questions
- 3. Dynamics CRM Update and Roadmap Steven Foster: CRM Product Manager My role is to drive the Microsoft CRM business, delivery and partner relationships People call me passionate about CRM and even an evangelist! I have been working in the field of CRM for over 12 years, implemented many CRM and xRM solutions and have experience across a broad range of CRM technologies, industries and countries.
- 5. Dynamics CRM Update and Roadmap Is a flexible business application that helps organisations increase business productivity and drive connections across people, processes and ecosystems Industry Custom Sales Productivity Customer Care Marketing Solutions - Grants Applications Core CRM Extended CRM xRM Framework
- 6. Dynamics CRM Update and Roadmap Business at a Glance Over 2,00,000 users in more Regional datacenters in the than 80 countries with 40+ Americas, EMEA, and APAC languages Multi-tenant architecture for Over 30,000 customers from cloud and on-premises small to enterprise deployment Over 1,200 software and Developer symmetry between services partners with Dynamics our cloud and on-premises assets CRM competency for integration and extensibility Over 100 service providers More value for less helps hosting Dynamics CRM customers make the most of their solutions investments
- 7. Dynamics CRM Update and Roadmap FORRESTER -Medium “Microsoft Dynamics CRM shines by offering flexibility for large and midsized organisations.” ~ Bill Band
- 8. Dynamics CRM Update and Roadmap The focus of CRM 2011 Microsoft Dynamics CRM 2011 delivers The Power of Productivity through familiar, intelligent and connected experiences for people inside and outside an organisation Familiar – natural and personal Intelligent – insight and actionable Connected – collaborative and integrated
- 10. Dynamics CRM Update and Roadmap Roadmap May 2011 Highlights Microsoft is committed to the “power of choice” allowing flexibility with deployment Microsoft Dynamics CRM will continue to “harness and surface” the collaboration capabilities from Microsoft SharePoint, Microsoft Lync, and Microsoft Office. Improved provisioning and evaluation of Microsoft Dynamics Marketplace solutions
- 11. Dynamics CRM Update and Roadmap Summary of Dynamics CRM Online Q4 2011 Update Unified Office Enterprise Feature Social 365 Experience* Cloud Enhancements (Wave 1) Unified Identity New BI Capabilities Activity Provisioning Federation Feeds Enhanced Dialogs Unified Billing** In-Region Windows Phone 7 Disaster Enhanced Data Activity Feeds App Unified Recovery Cleansing Administration Industry Certifications
- 12. Dynamics CRM Update and Roadmap Social Media – Micro Blogging Glimpse
- 13. Dynamics CRM Update and Roadmap
- 14. Demo - Familiar, Intelligent and Connected drives productivity
- 15. Dynamics CRM Update and Roadmap Over 500 enhancements Lots of Features ... Business Process Management Personalization • Multiple application use/switching • Intelligent choice controls Customization and Extensibility • Forms designer • System views • Business org. modeling • Dynamic forms • Visualization Designer • Tree based designer • Navigation shortcuts • Customizable dashboards • Hyperlink support in prompts • Flexible filtering and search • “Any to Any” relationships • Static & dynamic response types for prompts • View selection persistence • Multi-factor authentication • Custom workflow activity • Personalized synch folders • Interactive override for Field Level Security • Import/export process definition • Personalized reading pane • Global Jscript libraries • AppFabric integration • HIPAA certifiable • Interactive workflow Customer Care • Custom activities Management and Administration Content Management • Customer care dashboard • Multi-nation setup • Track changes • Case modeling • Claims based set-up configuration • Version control • KB article customization • Server admin automation • Automatic folder creation • Workload management • Organization management automation • Secure file sharing • Flexible queues • Simple Internet-facing deployment • Quick preview • Business/contact center goals • MUI upgrades • Simultaneous editing • System-wide auditing • Org. update/upgrade • Single sign-in • Tenant by tenant upgrade migration • Text search with documents Sales • Server farm updates • Quota management • Deployment Web-Services • Team selling capabilities User Experience • Connections Integration • Native Outlook search experience • Custom currency • Azure Service Bus integration • Column filters • Sales dashboard • Firewall tunneling • email template support • Write-in products • Bulk data load • Outlook Social Connector • Negative price support • Record counts Solution Management • Re-occurring meetings Marketing • Solutions hosting • Meetings bi-directional synch • Marketing dashboard • Solution lifecycle management • Context menus • Dynamic Marketing Lists • Managed properties • Accessibility compliance • Bulk update • Community rankings • Voice recognition tools support • Rich CRM emails • Listings details and management • Outlook follow-up/reminders • Improved Data Import Wizard • Search and navigation • Outlook categories on CRM records • Data cleansing enhancements • Data mapping
- 16. Dynamics CRM Update and Roadmap Feature List Top 10 (ish) demo Outlook Client Role Based Forms Reading Panel Sub Grids Multiple Views Connections Native Outlook features Auditing and Security Tracked CRM Pane Enhancements Access to CRM Fields from Contextual Ribbon Outlook activity records Mobile Express Charts and Dashboards User Interface Dynamic Marketing lists Configuration
- 17. Questions
- 18. Thank you