CRM Update and
Roadmap

Steven Foster, CRM Product Manager @FozzyNZ
Dylan Haskins, CRM Solution Architect @thexRMGuru
Our Agenda
Intergen‟s CRM Year
CRM Roadmap and what‟s next
CRM 2013 Demo
Questions
Intergen‟s CRM Year
We have been busy, yet again!


Dynamics CRM Scale: 10+ new consultants added to the team



New Cus...
Next generation
CRM
December 2012
Service Update
“Polaris”

CRM Online Fall „13

“Mira”

“Leo”

December 2012

October 2013

Q1 CY2014

Q2 CY2...
CRM 2013
Simple
Usable
Modern
Fast

Loved

• Focus on the essential functions
with a clear, consistent purpose
that matches user in...
Everything in one page

Touch friendly

Easy adoption
Process centric experience

Next best steps

Flexible and configurable
Seamless Experience

Designed for Touch

Easy adoption
Enterprise-wide Collaboration

Real-time access to
people / data

External communication
Licensing
Still need at least one Professional for configuration and
management
 Professional – Full access + configurati...
What‟s next
CRM Update

| 19
DEMO CRM 2013
Business Benefits of
CRM 2013
Why upgrade?
Simplified user experience


Simplified User interface, reduced pop ups, hero pane, simplified data

entry, ...
Upgrading
Upgrading
 Supported upgrade path Rollup 6 or 14 CRM 2011

 Relatively painless as long as code is supported and using C...
How Intergen can help
Service Offering
System Health Check – we will review the code in your environment to ensure that it...
Any questions?
Thank you
Steven.foster@intergen.co.nz
@FozzyNZ
http://www.linkedin.com/in/stevefoster
http://nakedcrm.com
Dynamics Day 2013 Microsoft Dynamics CRM Product Update and Roadmap
Dynamics Day 2013 Microsoft Dynamics CRM Product Update and Roadmap
Dynamics Day 2013 Microsoft Dynamics CRM Product Update and Roadmap
Dynamics Day 2013 Microsoft Dynamics CRM Product Update and Roadmap
Dynamics Day 2013 Microsoft Dynamics CRM Product Update and Roadmap
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Dynamics Day 2013 Microsoft Dynamics CRM Product Update and Roadmap

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Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future.

Steven Foster and Dylan Haskins provide a product update on Microsoft Dynamics CRM, focusing on CRM 2013 and providing an overview of the solution’s future direction.

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  • Steve
  • Steve
  • With an entirely new user experience, Microsoft Dynamics CRM allows you to view everything you need in one spot – fast and fluid, and relevant to the work at hand. No pop-ups. No flipping from one application to the next. What you need, where you need it. Get in, get going and get done. So you can focus on what is most important—your customers.simplified navigation: streamlined navigation experience making it easy to see where you are and navigate to new records all on one page – eliminating popups.inline quick create: simple data input screen to quickly input dataclick to contact: simply click on the phone number make calls via Lync or Skype layout fits your device: fluid browser experience will render (landscape, portrait, 1, 2, 3 column) to support the device accessing the application.
  • No more guessing what to do next, you will always know what has been completed, the stage you are in and what still remains, no matter which entity you open within the process. At the same time, it gives your organization the ability to be agile in the face of change. With the addition of Exchange Server synchronization your users will always be up to date no matter where they are or on what device they are using.pick you process: Each entity can have multiple processes. Role specific process assignment sets the default process, a user can then switch to another process if better suited.ensure completeness: required fields set within a stage notify users if they have not been completed when advancing the processeasily configurable: simplified point and click process designer to model your complex business processes. Easily package, export and import processes between systems.span multiple entities: Processes can span multiple entities (i.e Lead to Opportunity to Quote to Order to Opportunity) including custom entities.
  • A new Windows 8 & iPadmobile application makes your sales team smarter no matter where they are by delivering a seamless experience across the web and device. Even customized business logic added to your Microsoft Dynamics CRM deployment will automatically work in the mobile application (i.e. making a field required based on a specific selection).communication card: displays user photo, key information and means of interactionguided processes: always know where you are and what must be completed to advance a processteam selling: easily add sales team members to work collaboratively on opportunitiesmobile analytics: interactive charts to analyze your sales data
  • Having the power of Yammer in the context of what you are doing, be it working an opportunity, executing a campaign, or resolving a case, gives you access to the people and resources you need to get things done at the speed of business. Lync presence: Enable presence to connect with internal employees, customers and partnerssocial in context: leveraging the Enterprise power of Yammer while delivering detailed contextual content for the active CRM record.effortless collaboration:Quickly post a message to collaborate internally within CRM or Yammerenterprise-wide: Yammer extendsacross your organization bringing your entire enterprise into the conversation – including non-licensed CRM users from within Yammer.
  • OrionThis release will be available for both online and on-premises customers. The Orion release for on-premises customers will also include the capabilities delivered to online customers in the Polaris release.Orion will deliver new application capabilities with additional pre-built business processes.End-users will be able to access CRM data and processes through additional client experiences including a mobile sales app for Windows 8 and iPad and a native Outlook 2013 client. These apps are optimized for touch and gesture-based devices. For Outlook users there will be flexibility in whether they want to use the rich Outlook 2013 client or access the same capabilities in Outlook Web Access (OWA) and Mobile Outlook Web Access (MOWA). Orion will also introduce the Yammer newsfeed as an embedded component of the Microsoft Dynamics CRM user experience.At the platform level there will be new capabilities to send and receive emails, schedule appointments and tasks, and synchronize contacts between Microsoft Exchange Server and Microsoft Dynamics CRM with very simple configuration.
  • Dynamics Day 2013 Microsoft Dynamics CRM Product Update and Roadmap

    1. 1. CRM Update and Roadmap Steven Foster, CRM Product Manager @FozzyNZ Dylan Haskins, CRM Solution Architect @thexRMGuru
    2. 2. Our Agenda Intergen‟s CRM Year CRM Roadmap and what‟s next CRM 2013 Demo Questions
    3. 3. Intergen‟s CRM Year We have been busy, yet again!  Dynamics CRM Scale: 10+ new consultants added to the team  New Customers: 30+ new CRM customers  CRM Engagements: 150+ CRM Project Engagements at varying levels across 74 Customers  Largest Deployment since last Dynamics Day: 800+ Seats  Total number of seats rolled out to since CRM 1.0: 5000+ across 40 countries  Top Industries by Activity: Public Administration, Retail, Manufacturing and Health Care  CRM Online and Hosted: Talked about on every sales engagement as an option, on-premise is still the preferred option for most customers  New Partner Add-ons: MS-CRM Add-ons and XRM1  Partner Accolade's: One of 2 Gold status ClickDimensions Partners in Australasia (1 of 12 in the world out of 400+ partners)  CRM Update Microsoft Activity: Developed Test-drive for CRM, an interactive trial for the US market | 3
    4. 4. Next generation CRM
    5. 5. December 2012 Service Update “Polaris” CRM Online Fall „13 “Mira” “Leo” December 2012 October 2013 Q1 CY2014 Q2 CY2014 “Orion” On Premises (“December 2012 Service Update” + “Orion” feature set)
    6. 6. CRM 2013
    7. 7. Simple Usable Modern Fast Loved • Focus on the essential functions with a clear, consistent purpose that matches user intention • Measure usability, incorporate feedback into designs • Use appropriate web interpretation of Windows® 8 UI to create delightful, engaging people and process centric experiences • Design and deliver great perceived performance • Design for Love. Create software that people not only want to use, but simply can’t live without
    8. 8. Everything in one page Touch friendly Easy adoption
    9. 9. Process centric experience Next best steps Flexible and configurable
    10. 10. Seamless Experience Designed for Touch Easy adoption
    11. 11. Enterprise-wide Collaboration Real-time access to people / data External communication
    12. 12. Licensing Still need at least one Professional for configuration and management  Professional – Full access + configuration  Basic – Access to core entities excludes Opportunities  Essential – Excludes Accounts and Contacts and all other standard entities other than activities CRM Update | 17
    13. 13. What‟s next
    14. 14. CRM Update | 19
    15. 15. DEMO CRM 2013
    16. 16. Business Benefits of CRM 2013
    17. 17. Why upgrade? Simplified user experience  Simplified User interface, reduced pop ups, hero pane, simplified data entry, quick view cards  Process driven for consistent usage  Server to Email Sync – no longer need outlook to sync calendars and activities to other devices  Portable Business Logic – user defined business rules and real time workflows leads to reduction in developer code  CRM Update Mobile client enablement – responsive design, no development | 22
    18. 18. Upgrading
    19. 19. Upgrading  Supported upgrade path Rollup 6 or 14 CRM 2011  Relatively painless as long as code is supported and using CRM 2011 endpoints and SDK  Most 3rd party add-ons are striving to be compliant by Launch  Silverlight only supported on IE  Major change would be around UI and process enhancements  Approach – stand up new CRM 2013 environment and perform in place upgrade on a copy of Production database CRM Update | 24
    20. 20. How Intergen can help Service Offering System Health Check – we will review the code in your environment to ensure that it meets the CRM 2013 standards to support a fully automated upgrade. The review will also identify opportunities to simplify code utilising some of the new features of CRM 2013 including synchronous workflows and entity business rules, which we believe will offer opportunities to remove customisation from the system. System Upgrade – we will provide the necessary skilled consultants to make the upgrade as painless as possible. Key User Training – we can provide training to your key users on how the new user interface works and how users can navigate easily around the user interface. The intention is that the key users will on train all end users. End User Training – we can work with you to provide end user training updates on the new user interface and new navigation. Form Re-design – post the upgrade your CRM 2011 forms will continue to work within the new refreshed user interface as scrollable forms. With the redesign comes an opportunity to take advantage of the new layout options and re-layout your forms more intuitively focusing on primary and secondary information needs. Intergen can assist you with this process. Guided Business Processes Enablement – a great new feature of CRM 2013 is the introduction of business process flows. Business process flows can be created via the process configuration area of Dynamics CRM. Intergen can provide assistance and guidance on the best way to utilise this new feature to increase user adoption, drive consistency and reduce on-going training costs. CRM Update | 25
    21. 21. Any questions?
    22. 22. Thank you Steven.foster@intergen.co.nz @FozzyNZ http://www.linkedin.com/in/stevefoster http://nakedcrm.com

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