Dynamics Day '11 - Dynamics CRM Update and Roadmap


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Presented at Intergen's Dynamics Day '11

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Dynamics Day '11 - Dynamics CRM Update and Roadmap

  1. 1. Dynamics CRM Updateand RoadmapSteven Foster and Paul Bowkett10 August 2011
  2. 2. Dynamics CRM Update and RoadmapAgenda Introduction Dynamics CRM Positioning (10 mins) Dynamics CRM Roadmap (10 mins) Top 10 (ish) Features (15 mins) Questions
  3. 3. Dynamics CRM Update and RoadmapSteven 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.
  4. 4. Dynamics CRMPositioning
  5. 5. Dynamics CRM Update and Roadmap Is a flexible business application that helps organisations increasebusiness 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. 6. Dynamics CRM Update and RoadmapBusiness 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. 7. Dynamics CRM Update and RoadmapFORRESTER -Medium “Microsoft Dynamics CRM shines by offering flexibility for large and midsized organisations.” ~ Bill Band
  8. 8. Dynamics CRM Update and RoadmapThe 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
  9. 9. Microsoft CRM 2011Roadmap
  10. 10. Dynamics CRM Update and RoadmapRoadmap 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. 11. Dynamics CRM Update and RoadmapSummary 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. 12. Dynamics CRM Update and RoadmapSocial Media – Micro Blogging Glimpse
  13. 13. Dynamics CRM Update and Roadmap
  14. 14. Demo - Familiar,Intelligent and Connecteddrives productivity
  15. 15. Dynamics CRM Update and Roadmap Over 500 enhancementsLots 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. 16. Dynamics CRM Update and RoadmapFeature 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. 17. Questions
  18. 18. Thank you