Do you have an end-to-end business solution that helps you deliver projects and services? This free session explored using Microsoft Dynamics technologies helps organisations similar to yours achieve their business goals. You’ll see integration across: • Sales and Pipeline Management • Project and Financial Management • Employee Collaboration • Stakeholder Management • Executive Dashboards Microsoft Dynamics offers a fully integrated solution that can enable your business right across the organisation, from financial and customer relationship management right through to employee and stakeholder engagement. If you are an existing Dynamics NAV or Dynamics CRM user you will also get an update on the latest versions and benefits for upgrading.

1. Dynamics Briefing 2013
CRM Update
Basil Carbonaro
Senior CRM Consultant

2. Our Agenda
Questions
CRM Release Roadmap
Social Media and CRM
Upgrading to Orion

4. CRM Release Roadmap

5. Q3 CY2012 “Polaris” (Released)
Q3 CY2013 “Orion” On Premise and Online (incorporates “Polaris” + “Gemini” + “Orion” feature set)
Q2 CY2013 “Gemini” Marketing Pilot (Released)

19. BI Software Implementation

29. Social Media and CRM

33. User posts on
record wall –
Yammer
Follow in CRM auto-
follows the object in
Yammer.

34. Responses to
post show up in
Yammer and
CRM

35. Seth Jackson assigned
the CRM Upgrade
opportunity to Paul
Laurel
Same user post
on the Yammer
web client for
colleague
Some
autoposts
appear in
Yammer ticker

36. Seth Jackson assigned
the CRM Upgrade
opportunity to Paul
Laurel
Yammer global
search available on
all CRM entities as
well.

37. Netbreeze acquisition announcement
Read the blog post from Bob Stutz:
https://community.dynamics.com/crm/b/crmcon
nection/archive/2013/03/19/netbreeze.aspx

43. Upgrading to ORION

45. Why Upgrade?

47. Why Start using CRM?

49. Any questions?

50. Thank you
basil.carbonaro@intergen.com.au