Presentation by Joseph McWhirter on February 4th, 2016. Current Dynamics CRM should view this presentation to review tips and tricks on how to become more efficient in their day-to-day use of CRM.

1. ALTUS ALLIANCE 2016
Dynamics CRM 2016
Advanced
Tips & Tricks

2. Your Presenter
Joseph McWhirter
Manager, CRM Delivery
Joined Altus in 2014

3. Client Support
• Cases
• Issue type analytics
• Group and merge cases
• Case resolution times
• Integrated Knowledge Base
• SLAs and Entitlements
• Strategic engagement strategies
• Issues related to contacts are rolled up to organizations

4. Interactive Service Hub
• Dedicated client support interactive browser
• Build from mobile platform framework
• Knowledgebase functionality
• Interactive dashboards
• Totally customizable
• Accounts
• Contacts
• Activities
• Cases

5. Marketing Communications
• Email marketing and communications
• Segment targeted
• Marketing lists
• Campaigns
• Activities
• Responses
• Costs

6. NAV Integration
• Work with CRM natively from within CRM
• CRM Connection Page
• Table Mappings
• Accounts
• Contacts
• Invoices
• Statistics

7. Data Model Extensions
• Business process flows
• Customizable help
• Solution patching
• Select component sub-set
• Change tracking
• Alternate keys
• WebAPI

8. Mobility
• Mobile Phone App (iPhone, Android, Windows)
• Simplified navigation tailored to phone form factor
• No connectivity? Work offline and synchronize when connected
• Administrators configure once and deploy everywhere
• Mobile security
• Mobile SDK
• Outlook
• Tablets

9. ALTUS ALLIANCE 2016
Altus Ideas
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10. ALTUS ALLIANCE 2016
Altus Advocates
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Enrolltoday.

11. ALTUS ALLIANCE 2016
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12. Thanks for coming!
@altusdynamics
altusdynamics.com
linkedin.com/company/altus-dynamics