Explore Dynamics CRM 2014 - Microsoft - CRM introductie

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Tijdens Explore Dynamics CRM verzorgde Microsoft een introductie tot Microsoft Dynamics CRM.

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Explore Dynamics CRM 2014 - Microsoft - CRM introductie

  1. 1. Microsoft Dynamics CRM Een eerste kennismaking Peter Meulman Solution Architect, Microsoft Ede, 27 maart 2014
  2. 2. Introductie Demo Look and Feel Demo Accounts Demo Case Management Samenvatting De komende 45 minuten ... Een eerste kennismaking met CRM
  3. 3. Microsoft Dynamics CRM 2013 Themes Access what you need where you need it so you can connect to customers Work across boundaries to create the right customer experiences Cleaner, faster, more intuitive interface drives productivity Agile process guidance lets you respond to rapidly changing business needs
  4. 4. End-to-end solution Security & Identity Management Platform Data & Process Integration Configuration & Extensibility Cloud On-Premises Customers Employees Partners in
  5. 5. Dynamics CRM Embedded in Outlook 1. Access Dynamics CRM through Outlook – Online or Offline 2. Open CRM records from Outlook 3. Push (“Track”) Outlook items to CRM Records • IE: Track and copy an email & attach to a CRM record 4. Convert Outlook Records to a new CRM record (ie: New lead, new opportunity or new case)
  6. 6. Accounts View in Outlook 1. CRM Ribbon added to Outlook 2. CRM Menu added to Left Navigation 3. CRM Views of data surfaced in Outlook 4. Lync & Skype integration inside of CRM records
  7. 7. SharePoint Natively Embedded in CRM Record 1. Automatically embed contextual SharePoint Site in CRM Records: • Allowing CRM users to access relevant SharePoint files through CRM • Allowing non-CRM users to access relevant SharePoint files from SharePoint 2. Access SharePoint files from CRM record 3. Perform SharePoint actions against files through CRM
  8. 8. 1. Save CRM data exported into Excel as a spreadsheet and refresh from CRM as desired 2. Analyze CRM data with Excel Pivot Charts 3. Dynamically exported data into Excel respects CRM data security model
  9. 9. Wat heeft u gezien ? Look and Feel Account Management Case Management
  10. 10. 13.45 Break-out II CRM for Members: hoe CRM dé oplossing was voor Sociaal Fonds Taxi Henk van Gelderen (Sociaal Fonds Taxi) en Gerwin Bruining (CRM Partners) Zaal 4 Datakwaliteit in het DELA project Klant Gerichter Werken Raymond Aerts (Coöperatie DELA) en Marco de Jong (IntoDQ) Zaal 5 CRM-implementatie: 90% change management, 10% systeem Jessica Nevels (Royal HaskoningDHV) en Yuri Ramdhani (CTB xRM) Zaal 6 Customer acquisition and cross sell at every opportunity in banking Özkan Erener (VeriPark) Zaal 7 Business Processes in CRM Ralf van Gellekom (Microsoft) Expotheater 14.30 Pauze Expofoyer Vervolg -Programma #ExploreDynCRM

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