CRMUG Summit 2016

1. RELATIONSHIP INSIGHTS
OREN RYNGLER, DYNAMICS 365

2. Web
graph
Microsoft
graph
CRM
Office 365 Cortana
Intelligence
Bing

3. Relationship Assistant
Focus on what’s important in your
pipeline with your personal sales assistant
Email Engagement
Stay engaged with your customers
analyzing email interactions
Relationship Analytics
Stay on top of your relationships
and uncover new ones
Auto Data Capture
Spend more time selling with
automated data capture

5. Automatically capture Exchange
activities in Dynamics 365
Capture and recommend
Contacts and Stakeholders
based on Exchange activities
‘One-click’ tracking and set-
regarding with the new
Outlook App for Dynamics 365

6. Relationship
health

7. Who should I engage
with?
Who can help me
close the deal?
What’s my best next
action?
What is my pipeline
health and trend?
Do we spend our time on the
right deals, stakeholders and
customers?
Am I going to make my
numbers?

9. DEMO

10. Email
Open
Attachment
Views
Links
Clicked
Email
replied

15. Follow email opens, reply rates, link
clicks & attachment opens with location
and device info
Best-time to send, delayed delivery and
email reminders
Recommended templates by analyzing the
performance of each template. Know exactly what
messaging resonates with prospects

19. In-context
Actionable
Intelligent

20. Email text extraction Upcoming activities Relationship Analytics Web enrichment
30+ Actionable Intelligent Cards

21. Dynamics
365
Suggested follow-ups with customers
based on Email text extraction

22. Suggested follow-ups with customers
based on Email text extraction

23. Opportunity at risk based on Email
text extraction

24. Opportunity at risk based on
Relationship Health and Trend

25. Get ready for a meeting or a flight,
with web enrichment and location-
based suggestions

26. Video Hardware Upgrade

27. Get ready for a meeting or a flight,
with web enrichment and location-
based suggestions

28. Stay engaged with your customers
with email engagement cards

29. Be more productive with intelligent
suggestions

30. Email text extraction Upcoming activities Relationship Analytics Web enrichment
30+ Actionable Intelligent Cards

34. Relationship Assistant
Focus on what’s important in your
pipeline with your personal sales assistant
Email Engagement
Stay engaged with your customers
analyzing email interactions
Relationship Analytics
Stay on top of your relationships
and uncover new ones
Auto Data Capture
Spend more time selling with
automated data capture

35. Q&A