What's New in Microsoft Dynamics CRM 2013
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This presentation focuses on outlining the new features in Dynamics CRM 2013
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What's New in Microsoft Dynamics CRM 2013
- 2. Microsoft Dynamics CRM makes business personal • Simple and immersive interface that salespeople love to use • Personalized, efficient and familiar experiences • Embedded process, based on proven best selling practices • Agile processes that can be tailored to each business • Deep insight into market conditions, prospects and customers • Navigate the customer’s buying chain effectively through social prospecting • Data visualization gives sales leaders visibility into key metrics and trends • Anywhere access to the people and resources needed for success • Real-time internal and external collaboration with rich communication tools • Content and expertise sharing to help teams win together • Social networking tools in business context
- 4. Experience designed for salespeople
- 5. Optimized for analysis, search, and engagement
- 7. Recently viewed records at your fingertips
- 8. Enter data “on-the-fly” with Quick Create
- 11. Business Process – standardize on best practices According to CSO Insights, companies that adopt a dynamic sales process show a 19% increase in quota attainment over companies that do not.
- 15. Turn action into insight
- 17. Easy adoptionEverything in one page Touch friendly
- 18. Stay productive on the go Adopt Microsoft Dynamics CRM on touch devices to: • Quickly mobilize your sales force • Create a competitive differentiator • Attract and retain sales talent
- 20. Microsoft Dynamics CRM for tablets
- 22. Rich customer information at your fingertips
- 23. Easily interact using a communication card
- 24. Sales analysis on the go
- 25. Access to key data when connectivity is lost Offline alert for user Timestamp displayed
- 27. Microsoft Dynamics CRM for phones
- 28. Easy adoptionSeamless Experience Designed for Touch
- 30. External communicationInternal collaboration Real-time access to people / data
- 31. Team selling through social connections • • •
- 33. Sales Dashboard
- 34. Opportunities
- 35. Quotes
- 36. Orders
Editor's Notes
- 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.
- 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 social technologies 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 partnersYammer 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 YammerOrganization-wide: Yammer extendsacross your organization bringing all your people into the conversation – including non-licensed CRM users from within Yammer.