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Microsoft Dynamics CRM Online Demonstration

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The presentation will walk through the following topics demonstrating the seamless flow of application functionality and business data.

Outlook Integration – Showcasing how Microsoft Dynamics CRM integrates into Microsoft Outlook
Marketing – Review Bike Show Campaign details, discuss Planning tasks, marketing lists and how they get applied to campaign activities, the ability to send emails and track success and import data
Sales – Review the lead details and the workflow generated activities, shows workflow generated activities and historic data retention, lead conversion wizard, Account, Contact and Opportunity Management how workflow can drive your pipeline and sales stage automatically
Customer Service – Receive a call and log a support case, search the KB for a resolution, Send KB article, receive another call “cant resolve themselves” so schedule a service activity
Analytics – Will showcase SQL Reporting Services during Sales as we run the Pipeline Report and Excel during Customer Service as we create a Case Summary pivot table report.
For More Information: Ralph R. Zerbonia, In the United States (330)720-4525 Ralph@UniverseCentral.com http://www.universecentral.com

Published in: Technology, Business
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Microsoft Dynamics CRM Online Demonstration

  1. 1. Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia From a presentation created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog Outlook Integration • Marketing • Sales • Customer Service • Analytics • Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  2. 2. CRM Online – Outlook Integration  CRM Menu Bar  CRM Toolbar  Track in CRM  View in CRM  Set Parent  View Parent  Synchronization  CRM Online Web Folders Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  3. 3. CRM Online – Outlook Integration  CRM Menu Bar  CRM Toolbar  Track in CRM  View in CRM  Set Parent  View Parent  Synchronization  CRM Online Web Folders Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  4. 4. CRM Online – Outlook Integration  CRM Menu Bar  CRM Toolbar  Track in CRM  View in CRM  Set Parent  View Parent  Synchronization  CRM Online Web Folders Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  5. 5. CRM Online – Outlook Integration  CRM Menu Bar  CRM Toolbar  Track in CRM  View in CRM  Set Parent  View Parent  Synchronization  CRM Online Web Folders Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  6. 6. CRM Online – Outlook Integration  CRM Menu Bar  CRM Toolbar  Track in CRM  View in CRM  Set Parent  View Parent  Synchronization  CRM Online Web Folders Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  7. 7. CRM Online – Outlook Integration  CRM Menu Bar  CRM Toolbar  Track in CRM  View in CRM  Set Parent  View Parent  Synchronization  CRM Online Web Folders Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  8. 8. CRM Online – Outlook Integration  CRM Menu Bar  CRM Toolbar  Track in CRM  View in CRM  Set Parent  View Parent  Synchronization  CRM Online Web Folders Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  9. 9. CRM Online – Outlook Integration  CRM Menu Bar  CRM Toolbar  Track in CRM  View in CRM  Set Parent  View Parent  Synchronization  CRM Online Web Folders Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  10. 10. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  11. 11. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  12. 12. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  13. 13. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  14. 14. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  15. 15. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  16. 16. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  17. 17. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  18. 18. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  19. 19. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  20. 20. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  21. 21. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  22. 22. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  23. 23. CRM Online – Marketing  Campaign Management  Campaign Planning  Customer Segmentation  Campaign Execution  Lead Import Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  24. 24. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  25. 25. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  26. 26. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  27. 27. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  28. 28. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  29. 29. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  30. 30. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  31. 31. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  32. 32. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  33. 33. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  34. 34. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  35. 35. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  36. 36. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  37. 37. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  38. 38. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  39. 39. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  40. 40. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  41. 41. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  42. 42. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  43. 43. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  44. 44. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  45. 45. CRM Online – Sales  Lead & Activity Management  Account & Contact Management  Opportunity Management  Sales Process Automation  Sales Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  46. 46. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  47. 47. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  48. 48. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  49. 49. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  50. 50. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  51. 51. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  52. 52. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  53. 53. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  54. 54. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  55. 55. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  56. 56. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  57. 57. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  58. 58. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  59. 59. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  60. 60. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  61. 61. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  62. 62. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  63. 63. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  64. 64. CRM Online – Service  Case Management  Integrated KB  Contract Management  Service Scheduling  Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  65. 65. Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog
  66. 66. CRM Online – For more information Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

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