5. #DYNBC15
Support CRM 2011
Mainstream support only until July 2016
SQL 2008 R2
Out of mainstream support since July 2014
SQL 2012
Mainstream support ends July 2017
Windows 2008 R2
Out of mainstream support since Jan 2015
16. #DYNBC15
You can also…And…
Manage your digital assets
Generate standard reports
Custom analytic reporting with Power BI
Create and customise landing pages
Synchronise with Microsoft Dynamics
CRM Online & On-Premise
19. #DYNBC15
You can also…
Key metrics include: volume trends,
share of voice
Add social data to Microsoft Dynamics
CRM
Create leads, opportunities, or cases
from social posts
And…
30. #DYNBC15
Mobile Experience
Unified Experience
across all mobile devices
New phone app in
addition to existing
Existing app will work
with new server
New app will not work
with existing servers
Available for iOS,
Android & Windows
Phone
Things to show:
Navigation Bar
Home
Main Areas
Sub Areas
Quick Create
Global Quick Search
Advanced Find
Hierarchies
Entities
Navigation
Layout
Social Pane
Business Process Flow
Branched
Cross Entity
Product Enhancements
Product Families
Bundles
Properties
Relationships – Up Sell, Cross Sell, Accessory, Substitute
Build Opportunity
Case SLA
First Response & Case Resolution – can add others
Countdown Timers
Pause – On-hold
Dynamics CRM 2013 featured a brand new menu bar designed for 4 reasons:
Make user navigation much easier
Free up screen space as the menu disappears when not in use
Creates a consistent look and feel from Laptop to Mobile and Tablet
The elimination of pop up windows
The traditional left navigation menu found in versions 2011 and older were replaced by a new horizontal bar shown above groups the main navigation areas.
This was well received by Microsoft, but in their 2015 quarter 2 update available soon, they have gone even further and made navigation even more user friendly.
Again, we have the same tiled interface, but rather than scrolling from left to right, the menu bar expands downwards showing all the sub areas relating to the area you are in. No need to scroll the menu to find the area you want to work in anymore. Microsoft Dynamics CRM also has recently viewed records and favourites pinned to the new navigation bar. Why does this matter? You can pretty much reach anywhere in CRM in 3 clicks or under.
A big part of working in crm is recording
Nancy has just started working on a new opportunity for northwhind traders. She wants to track and associate all emails related to this opportunity. First, nancy needs to create a folder in outlook, so she creates a northwhind traders sub folder under opportunities. To do this in CRM, you navigate ot options, and creates a new mapping between the folder just created and the related record in CRM. Now, whenever nancy gets an email relating to northwhind traders, she can drag and drop the email into the folder just created, and it will appear as an email activity on the records form.
This functionality is also available on mobile by simply clicking move
To make this process even more streamlined, you can create a rule in outlook that any emails relating to northwhind traders will automatically move into the folder, and automatically appear on the CRM record.